Agilon One Donor CRM
Wer nutzt diese Software?
Serves mid to large organizations with the need to manage complex donor relationships. Typical customers have anywhere from 30,000 to over a million constituent records in their database.
Durchschnittliche Bewertung47 Bewertungen
- Gesamt 4 / 5
- Benutzerfreundlichkeit 3.5 / 5
- Kundenservice 4.5 / 5
- Funktionen 4 / 5
- Preis-Leistungs-Verhältnis 4 / 5
- Startpreis 15.000,00 $
- Preisinformationen Varies based on number of users and modules used.
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2005
Über Agilon One Donor CRM
Agilon's web-based donor management CRM solution helps mid to large nonprofits take their fundraising to the next level. A complete Donor Management System with integrated on-line donor portal and e-marketing, Agilon's ONE suite of modules seamlessly share information and manage workflow to improve your fundraising results.
ONE increases your efficiency in managing relationships, contributions, memberships, events, capital campaigns, stewardship and more.
Agilon One Donor CRM Funktionen
- E-Mail Marketing
- Mobiles Spenden
- Tracking von Beiträgen
- Wiederkehrende Spenden
- Anpassen von Spenden
- Mobile Spenden
- Quittungen / Auszüge
- Wiederkehrende Spenden
Die hilfreichsten Reviews für Agilon One Donor CRM
Bewertet am 18.3.2019
Agilon - is this software for you
Kommentare: I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable.
Vorteile: The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have. They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow.
Nachteile: If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own. Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense.
Bewertet am 10.7.2019
Agilon One Review
Kommentare: Seamless integration with our financial system. This was a once a month manual process with our previous system. And the most important piece is the customer service we receive from the Agilon staff they are always prompt, knowledgeable and easy to work with when you call with questions. Always helpful in suggesting different ways to accomplish your goals.
Vorteile: The flexibility of the system. One was written for colleges and not for other non profits but we are able to adjust the look and feel of the system to meet our needs.
Nachteile: All report writing has to been done on a higher level there is no way for daily users to create on the fly reports.
Bewertet am 10.7.2019
Agilon ONE Donor CRM experience for Murray State University Office of Development
Kommentare: The leadership and support staff at Agilon are an amazing group of people to work with. They are friendly, and always willing to help out when an issue arises or to offer suggestions on ways to be more productive by using the software. The turnaround time for phone calls or emails regarding questions with the software are answered promptly.
Vorteile: I really like the availability to house almost any type of data we wish to track in the system (biographical information, student info, family and business relationship info, wealth info, donor records, gift clubs, volunteer info, etc.) The database is very user-friendly and easy to navigate within the modules.
Nachteile: There are several modules or features in the Agilon software that we don't utilize or subscribe to because they don't interact with other software platforms that other areas of our organization are under contract with at this time. We find it difficult sometimes to get other software to incorporate or "talk with" Agilon unless we have reports written specifically for that communication between systems.
Bewertet am 16.10.2018
Kommentare: Overall, I really appreciate Agilon and it's capabilities. It is the best database software I have ever used, in spite of the anomalies I find from regular use. I would definitely recommend it to any large organization.
Vorteile: I appreciate the amount of data Agilon is able to catalog. As well as the structure of the interface. It is easy to read and to sort through, especially related to multi-year giving patterns, funds, etc.
It is clunky. It takes a long time to sort between donors and to add multiple-similar Contact Reports/Proposals. I have found that I can create one "large" proposal for Board Members and add multiple donors to have proposal, but that is not very accurate. My example is as follows:
20 Board Members are invoiced for Dues ($1,500/BOV Member) totaling $30,000
- Rather than create one proposal "Invoiced for 2018-19 BOV Dues of $1,500" and copying that to multiple IDs, I have to create one $30,000 proposal and add multiple donors. In essence, it is the same, but I can see how that would get confusing down the line as no single member was solicited for $30,000 I have found similar inefficiencies with Contact Reports for multiple donors.
Bewertet am 10.7.2019
A very good fundraising platform for Higher Ed
Kommentare: Reporting limitations aside, I am generally happy with the Agilon One product.
Vorteile: Agilon One Donor CRM is designed for higher education and accommodates all fundraising and relationship management needs of organizations in this space. Data is logically organized and default configurations of the various profile screens that show constituent, prospect, and proposal information are easy to comprehend and rich in content.
Nachteile: Access to underlying data at the database level is cumbersome. The "Push" type Crystal Reports integrated with the solution require SQL queries on the database as the native functionality of the Selection Wizard is extremely limited. "Pull" type CR reports similar to what Raiser's Edge offers would have made reporting significantly easier.