NonProfitEasy

Fundly is our home base, and a home run.

Comments: My experience with Fundly is great and I would highly recommend it to any other nonprofit looking for a CRM option.

Pros:

As a nonprofit executive director, what I like most about Fundly is how full of a picture it gives - with people, with our fundraisers, and with events and programs. I love that I can compare campaigns from year to year. I love that in once place I can see my communication history of any given person, what events they attended, their household relationships, what programs they participated in, and more. Once of my favorite features is the Custom Data Sets functionality. As the name suggests, this allows me to track things that are very specific to our organization, like whether or not a person is interested in woodworking. To make this even better, Fundly integrates with some great third-party apps to make our workflow even more efficient, like Zapier and Quickbooks for example. I could go on and on. One last thing I'll mention that makes Fundly stand out from the other CRMs is the access and responsiveness of their customer support. Not only are support tickets responded to in a timely manner, but there is also a daily drop-in support over zoom where you can get the help you need in that moment.

Cons:

Ok fine, there are some things about Fundly that are frustrating (though more often than not I find out the root of the problem is a user error, admittedly). The reporting logic and interface is confusing to me. I don't love the interface for adding photos and media to communications. I haven't found a great way to manage committees with staggering terms and roles. And lastly, I find the Volunteer Easy side of things more complex than we need, and therefore more expensive than feels worth the extent to which we use it.

Our experience with Fundly software

Comments: My experience with Fundly has been mostly positive. There are frustrating times to be sure, but customer support has been very helpful in guiding me through the difficult moments.

Pros:

As a nonprofit, CRM software is critical to managing and keeping donors and members. We started using Fundly about a year and a half ago, and it has greatly improved our donor and member management.

Cons:

Starting to use the system was a MAJOR learning curve. It was a lot of work to switch from our previous system and to learn all the procedures. I was fortunate that this occurred during the pandemic, when I had a lot of time to spend on webinars and demos. Otherwise, I don't know how I could have implemented it. I am still trying to fully understand the ins and outs of pulling reports.

Easy donor input, complicated work-arounds for essential things

Pros:

Donors are automatically input into the system after they give. This is the biggest reason we went for this product and it has saved us a ton of time as opposed to manually inputting donors.

Cons:

There is so much on there that it seems as if they have traded ease of use for amount of features. There are so many features we don't use, but the ones we do can be complicated. For example, sending out donor reports, if you need to print to mail them, there isn't an easy way to just download an excel spreadsheet of names and addresses to make an easy mail merge to mail the list. Instead you have to do some weird work-around to get those names and addresses. Another example is the amount of reports - there are insane amounts of options but they aren't very intuitive. We used advanced searches to make reports instead of any of the pre-set reports, because they aren't very intuitive. It would be nice if there was just a little more focus on user-experience and user-ease as opposed to adding more features.

STAY AWAY!

Comments: This was a great company and product when it was nonprofiteasy, but ever since becoming Fundly CRM is has gone to the birds. Used to be a simple, user friendly experience. Now it is cluncky, not user friendly and some of the features are impossible to use unless you are a computer programmer. Customer service does not exist with this company - be prepared to be thrown into the wolf's den. At best they will give you a list of instructions a day later, but that's all. Or they will tell you to watch a webinar. If you have nothing else to do but mess with a computer all day this might work for you, but most of us fundraisers do not (or probably don't know how because that is not our job!). Then the support personnel talk to you like your stupid because you can't figure out what they are talking about from their written instructions and they then want to charge you just for the privilege of talking to them on the phone. The reporting feature is absolutely useless unless you are a computer engineer. Seriously! They farm out the reporting to a company called Exago that is for market research. I'm totally not kidding - check it out http://www.exagoinc.com/. This is what you have to look forward to. Nothing but headaches and anxiety. Please do not fall for these people; especially the sales guy Dan. They do not care about you. They're only objective is to add more clients and definitely not to help you or your organization.

Pros:

NONE

Cons:

THAT IT EXISTS

Love Fundly

Comments: Excellent

Pros:

I love all the all-in-one aspect of the software. I dont have to go to one place to organize volunteers, another for donation and fundraising, etc. It is all available in this one system! Also, customer service is great! There is a lot you can do with the software, therefore, there is a learning curve that comes along with it. However, there is training provided for on-boarding, recorded webniars that you can access to learn the ends/outs of different parts of the system, weekly free live webinars offered, and free weekly drop-in sessions to ask question! I love the recorded webinars so much that I recently found myself telling another company, from whom I made a recent purchase, that they need to be like Fundly!

Cons:

All the different aspects of the system adds to its value but also to your learning curve. However, they have what I need and if I don't learn it at Fundly, I still have to learn it somewhere! Might as well be at a place that offers a variety of resources and great customer service to help with the process! And if I can learn it, trust me, anyone can!