Charityproud Reviews

Pros

The software helps the Museum to greatly streamline its administrative and development activities. Customer service has been excellent whenever we have had a question. The cost of Charity Proud is another great selling point.

Cons

No true integration being available with email templates/email blast capability directly from Charity Proud.

Pros

The platform is very easy to maintain and offers the services and tracking that we need.

Cons

The platform has become a vehicle by which clients can book appointments. It does not have this feature at this time, and requires many extra steps in order to create appointments for clients. An appointment booking function that integrates with an existing online calendar, such as Outlook, would be a game changer for us.

Pros

The software has a simple and uncomplicated look and feel. It is not overly technical or difficult to use the basic functions.

Cons

Overall, the software cannot be customized to the level that is truly beneficial. The reporting options are limited cannot be altered to produce more detailed analysis. The software also has limitations on its document creation and landing page designs. The options to customize are limited and difficult to use. More customization ability is needed in many facets of the software.

Pros

I love how easy it is to use and get up and running!

Cons

Nothing, the setup was easy and tracking donations is quick.

Pros

Charityproud is one of the most powerful tools you can have in your fundraising toolbox. The best thing about CP is the wide range of reporting options to help you make smart and strategic decisions about fundraising efforts. If your organization hosts events, it's super easy to set up and manage the event through CP. If you are into analyzing data, the snapshots of stats and ease of seeing donor and gift status will save time in decision making. The volunteer portal helps manage volunteers, schedules, orientations, etc. However, the absolutely BEST part of Charityproud is its "above and beyond" customer service team. I work with [sensitive content hidden]
and she has saved my day and sanity more times that I can count. I can't thank [sensitive content hidden]
enough for expertise, she knows every page and function of Charityproud so well that she can offer fast solutions to problems or challenges. [sensitive content hidden]
is one of the most caring, kindest, talented and knowledgeable customer service reps I've ever worked with. She is patient and she takes time to understand exactly what I'm asking for or needing help with. Everyone needs a [sensitive content hidden]
on their team!

Cons

It took a little time to understand the steps of navigating each section but with time and use, the process becomes second nature.

Alternatives Considered

DonorPerfect

Reasons for Switching to Charityproud

The pricing fell exactly where the organization needed it to be. The value can't be found anywhere else!

Pros

Customer service, is critical to us because we are a small non-profit. The person that managed the program stepped down without notice and without sharing how to operate the program. Without Chariyproud's service and it would have been so complicated and time consuming to learn the program through by ourselves. I cannot say enough about their customer service help.

Cons

It takes time to learn new programs. Customized forms can be consuming and trying to determine if you created a mini event correct and with its details.

Pros

I love the fully customizable functionality, but my favorite part is the customer service. I can email them and setup video meetings for more complex things. Their online help center is also so valuable. So many companies these days are hard to get a hold of, and when you do they don't know how to resolve real world issues. The Charityproud team is made of real people who actually take the time to resolve issues. They even listen to problems you might have for consideration of possibly making changes to software. I can not thank them enough for all their help!

Cons

Nothing at all. I have no issues with it.

Pros

It can be customized to our organizations needs.

Cons

I would love to see it implement a texting campaign feature for fundraising or updates to donors.

Pros

CharityProud makes it easy to track and analyze donor data and trends. Managing donations is simple. The integration with our website is seamless and makes it easy for donors to donate, as well as to register for and support fundraising events.

Cons

CharityProud has everything you could ask for in a donor management system, but sometimes it is difficult to find what you are looking for, or to create what you need. There are many steps, or clicks, just to get where you're going or to complete what you are trying to accomplish. You need to be patient with the learning curve. That being said, the customer service is superb and helpful in guiding you where you need to go.

Pros

What takes CharityProud to the top of my list is their customer service. Several times now, when I've hit a wall in setting up a feature, I've sent an email in desperation to the Support team at CharityProud. The first time, I didn't expect to receive a reply, or expected to receive an unhelpful link a week later, as is common from software support teams. The first time, I received a call to my work phone within 30 minutes (my number was in my signature but I didn't even think to ask for a call back). The CharityProud support manager said "I was just writing you an email but it was a bit complicated to write out, so I figured I'd just give you a call!". She walked me through the problem I was having so kindly (the mistake was from my own misunderstanding) and happily wished me luck. Since then, I've again emailed when I've hit a block, and always received truly helpful, personalized responses within a matter of hours from the team. I haven't experienced customer service like this in a really long time. Hands-on support like this makes softwares like this worth it. I'm a CharityProud loyalist from here out.

Cons

I have tried several donation management softwares throughout my work in nonprofits, and each of them has their quirks. It seems that each software never exactly fits the needs of what we're trying to accomplish. The UX of CharityProud can be a bit overwhelming, there are so many options and features and settings, it's not as much of a Plug & Play service. The benefit of this of course is that there are a lot of customization options, and once you learn how to use its features, it adapts fairly well to our specific needs. I think the UX will continue to improve as they streamline all of the features they continue to add.

Alternatives Considered

Salesforce Platform and GiveSmart

Pros

Very responsive program that completely meets our needs. The account rep is awesome and we have access to unlimited support.

Cons

It can get overwhelming to learn all the features.

Alternatives Considered

DonorPerfect

Reasons for Switching to Charityproud

Primarily because of unlimited customer support and it had all the features we needed.

Pros

Easy to make a selection when I enter a new donation or add a new donor.

Cons

No, I'm happy with this software. I don't have any negative

Pros

The best feature of Charityproud is their people. The customer support is with parallel. Excellent (and ongoing) training. They are always willing to answer questions.

Cons

Change is hard. We di not want to learn a new CRM. This a reflection on our staff, not on Charityproud. They made the transition as seamless as they could.

Pros

Easy to implement and use system with great features and fits our needs well. Comes with convenient reporting, and easy help references right in the relevant places within the software. Plus if you ever get stuck, the customer service is excellent! This was a very needed upgrade for us, and I have appreciated it daily since!

Cons

Can't think what to put here. Really. But am required to input something so this is it!

Pros

The support from [sensitive content hidden] and her willingness to hop on calls very immediately! Not a lot of software service companies that offer that level of one-on-one support.

Cons

A little slow moving and hard to sync with other nonprofits softwares. Not a super simple user interface for the constituents and people we had use to fill out forms or sign up for events.

Pros

CharityProud was built with nonprofits like ours in mind - which I love! It's user-friendly and comes equipped with helpful hints and video tutorials built into the software. Before CharityProud, my affiliate did not have a working database. Now we are able to register volunteers online, accept donations online, and easily launch fundraising campaigns and events. It's also super easy to run reports on donations and volunteer data for presentations to board members. Our data was integrated quickly without any issues and the customer support throughout from CharityProud was invaluable. Now that I am two years into using the software, I am really seeing the benefits of being able to to track data. I can finally set fundraising goals based on data and understand our community of support even better.

Cons

Overall, I think there are a few kinks that just need to time to be worked out that could help with the overall smoothness of the site. I think one area for improvement involves the ease of accessing processed volunteer documentation such as waivers that hold emergency contact information. When trying to access emergency contact info from the completed waiver, our construction coordinator has to login into CharityProud from the URL (no mobile app) and click several buttons before accessing this information. I feel like this could be streamlined better, or maybe I'm misunderstanding how to make this easier to access for him while out in the field. I do think a mobile app component to the software would assist with these issues.

Pros

Charityproud is an excellent donor database/CRM system that will save all nonprofits (and especially small nonprofits) time and money. It's very user friendly and intuitive in its functions. Donor profiles are easy to setup and manage. Donor engagement is a little time-intensive to setup, but is a vital tool for this software. Events are easy to manage. The survey function of this CRM is a big asset to smaller organizations that may not otherwise have access to survey software that easily integrates with their donor profiles. Customer service is second to none and goes well above and beyond any other CRM software company in the market today - our account manager is accessible, relatable, efficient, and genuinely cares about our work. We can build a real relationship with the Charityproud team, not wait for hours on a generic help phone line that wastes time.

Cons

The reporting function of Charityproud has been a little challenging for us. Part of this is because of poorly organized data that is a result of a lack of good data management at our organization historically and has no bearing on Charityproud's software. But it is sometimes difficult to export large quantities of raw data from Charityproud in a way we can work with in Excel for data analytics. I firmly believe most of these problems we've encountered would be resolved if our organization had cleaner data. We've also found the gift acknowledgement letter templates in Charityproud are a bit limiting as we've sought to create more graphic, dynamic gift letters for our donors with a minimal marketing budget. We've never encountered a problem we couldn't work around with the Charityproud team.

Pros

The software is able to provide consistent management of various projects within one system, alleviating the need for multiple systems. CharityProud allows for customization within the system to meet the needs, and changing needs, of our non-profit organization. This was extremely important during the COVID pandemic as we needed to move to new ways of donor engagement. The system also provides improvements based on user needs, and continues to update and create new features.

Cons

Some of CharityProud's terms and data entry options are not intuitive to the user. The main dashboard/screen contains multiple use options, and can sometimes be overwhelming to the user, especially new users with limited donor data knowledge.

Alternatives Considered

GiveSmart

Reasons for Choosing Charityproud

Our staff found DonorPerfect hard to use, and with frequent staff turnover during implementation, the data entered was not consistent or useful to our needs. CharityProud also offered more features and customization for all our projects, eliminating multiple system usage.

Switched From

DonorPerfect

Reasons for Switching to Charityproud

CharityProud's features met our organization's data needs, and because the system is continuously making improvements and adding new features we're able to use the system for new projects and capture more data. The staff at CharityProud were knowledgeable about our field and were open and responsive to all our questions.

Pros

Charityproud is a great donor centered software. We looked at several other software brands before choosing Charityproud. Our organization is a medium sized non-profit, so initially the cost attracted us to Charityproud. Once we received a demonstration we realized this software certainly met our needs and even more. I like how easily it tracks our donor activity, shows our donor retention and the interaction with online donations is perfect. I especially like that donation information is readily available on each constituent's file. For the most part, it is user friendly. The online help screens and webinars are beneficial when I am trying to figure something out. Customer support has been amazing. If I get stuck on an issue, I schedule a call or send an email to [SENSITIVE CONTENT HIDDEN] who promptly responds and helps solve my issue. While I feel that I am still in a learning mode, overall I am very pleased with Charityproud.

Cons

There are a few features that I feel could be improved. First of all, the way Charityproud handles constituents with spouses. Many of our married/partner constituents are both very involved with Habitat. Charityproud makes it hard to track these as a unit. Also, I am not crazy about the word processing program that is currently being used. It is cumbersome and does not do spell checks. I find myself typing my document in Word and copying to Charityproud, which is double work. Lastly, while there are several reports and forms to choose from, sometimes I may need something a little different. I would like to be able to more easily query Charityproud to find the data that I want. As of yet, I have figured out how to utilize the compound dynamic reports which may allow me to do more queries.

Alternatives Considered

Salesforce Sales Cloud and Giveffect

Reasons for Choosing Charityproud

Keystone was a great data base but did not provide the detailed donor information that we wanted to track.

Reasons for Switching to Charityproud

Cost was a big consideration but also design. We felt Salesforce and Giveffect were designed for organizations much larger than us. We did not need many of the features their software offered. Additionally, we heard from many other organizations who had trouble learning how to use Salesforce.

Pros

I check Charityproud every morning after my emails, it's a part of my daily routine. It gives me insights into what is really going on at our nonprofit, who is actively engaged, how much funds we are receiving, where we are in relation to our goals and more! As the Development Officer and interim Volunteer Coordinator, I love that I can upload data on our volunteers and donors (who often overlap). It is incredibly intuitive and there are video or resources for every aspect of the software. It has made our mailings easy and volunteer tracking efficient. Charityproud offers so many functions, I am still learning news ways to track information after two years!

Cons

The only issues I have ever had with Charityproud are when I do not know how to utilize a function, but the resources are very helpful and I can usually figure it out.

Pros

We love the standard reports and find the dashboards extremely helpful to see where things stand at a glace. The software is very intuitive and easy to use. I don't hesitate to log in from my office or on my mobile device to find donor information or add a note to donor file. Our former software was so cumbersome that I often avoided the chance to use it as a resource.

Cons

The volunteer component does not include all of the tracking features we need for daily volunteers versus event volunteers buy we are hopeful this will be an expanded functionality at some point.

Pros

Ease of use -WAY less clunky than RE which I used and was trained on in my last job; great customer service with [SENSITIVE CONTENT HIDDEN]; the company is highly responsive to client needs - multiple times, they have created functions for us if it was something needed by others; GREAT pricing; Stock Reports are super easy to use. Good video library for additional training.

Cons

You don't quite have the household name of some of the bigger players like Arreva, Raiser's Edge, etc. This doesn't bother me but it does bother my boss.

Alternatives Considered

Blackbaud Raiser's Edge NXT

Reasons for Choosing Charityproud

$$$ and their product was clunky and not easy to use. Running reports was terrible. We didn't need all their additional features, and they had lots of hidden costs.

Switched From

Blackbaud Raiser's Edge NXT and Blackbaud eTapestry

Reasons for Switching to Charityproud

$$$

Pros

Charity proud has exceptional support. I have made relationships with them like they are part of our team and they work hard and quickly to address any issues that I have had. Further, CP works well as I create content for our website and in exporting to Quickbooks. The export to QB is not perfect since, of course, they are two totally separate products. However, it is better than other platforms that I have used.

Cons

Charity Proud is very intuitive to use. If I had to say what I like least, it is probably that CP requires multiple steps to accomplish things like registration. It is not hard -- it just takes a little more time. However, for the price of the annual subscription and the support that our small nonprofit receives, I will gladly take that extra time. Further, after using the software for nearly two years, they have asked for feedback and how to improve. I am sending my "wish list" to them and I know they will actually read it and address it.

Pros

The product had almost all of the functionality that we were looking for, and is extremely intuitive to use. We needed a considerable amount of customization in order to accommodate the tracking of our various constituents, and the CharityProud Team came up with the right solutions for us. The upfront training was superior, as is ongoing support.

Cons

There is no calendar integration feature which we are hoping will be added soon.

Alternatives Considered

DonorPerfect, Blackbaud Raiser's Edge NXT, Bloomerang and Bonterra Guided Fundraising

Reasons for Choosing Charityproud

We did not find NEON intuitive to use, and therefore were not optimizing use of the system. Additionally, we were not happy with the level of support that we received. Reporting, especially, was clunky. We have very specific annual reports that we need to complete and it took a lot of time and effort to extract the data.

Switched From

Neon CRM

Reasons for Switching to Charityproud

CharityProud had the functionality we needed at a reasonable cost, seemed the most intuitive , and offered the best options for ongoing support. We did not want to find ourselves in a position to the one we were in with Neon where we made this investment but did not optimize the functionality. None of the other products that we looked at seemed as intuitive to use, and certainly the support being offered was not even close.

Pros

This software is incredibly user friendly and has a lot of great features. It's inexpensive as well but the thing that I'm continually impressed with is the customer service. If there's something that I have a question on, I know I can get an answer almost immediately. We've had the charity proud team develop several custom reports for us and they had it done within days. I'm so impressed with how quickly issues are resolved (even though we've had basically no issues). I also love how easy it is to issue acknowledgements, integrate with our website and the P2P function is wonderful.

Cons

Some of the reporting features are hard to figure out, most of this is just getting used to what CharityProud names certain things but that's becoming easier to figure out with time.

Alternatives Considered

DonorPerfect and Salesforce Sales Cloud

Reasons for Choosing Charityproud

Gift works did not have the reporting capabilities we wanted and did not integrate into our website. It was not very user friendly and had a lot of features we just couldn't use.

Reasons for Switching to Charityproud

The customer service was top notch and CharityProud wasn't too overwhelming. Plus, we liked that it was a newer company and the price was much lower.