Charityproud Reviews

“tracked donations well”

Pros

Creating events and campaigns in Charityproud is very easy and keeping track of donations is just as manageable. After you get familiar with the setup process, collecting donations becomes very hassle free.

Cons

The part that falls short for me is the email feature. I wish there were more customization options when sending messages. We want to build monthly newsletters for our constituents but its email system doesn't let us design them the way we want. Overall the email tools feel pretty plain.

“offers reliable help”

Pros

What keeps me happiest is how much it handles in one system along with the quality of support behind it. We're able to manage a wide range of our work in one place and the help we have gotten from technical support to account management to accounting has been consistently quick and useful. That mix of strong functionality and dependable service makes it amazing, trustworthy platform for our organization.

Cons

Because it covers so much, getting started can feel a little intimidating. There's a lot to learn if you want to make full use of everything available in the system. I have also noticed a few small layout and formatting issues. For instance the Affiliations section in constituent records is spaced across rows in a way that makes it harder to read than it should be. A more vertical, column style layout with less empty space between rows would make that area much easier to scan and navigate.

“Support comes through every time”

Pros

One thing that really stands out is our customer service rep. She's absolutely 5 star, replies quickly and consistently offers helpful suggestions whenever we need assistance.

Cons

Pulling the different reports we need on a regular basis can be a bit difficult. There are a few parts of the process that seem less user friendly and not as easy as they should be.

“reports are so detailed!”

Pros

Right away I find it very user friendly and the level of detail in the reporting and campaign information has been incredibly helpful. It keeps everything organized and makes it much easier to monitor our campaigns without needing a lot of extra effort.

Cons

Honestly my biggest complaint is that we didn't start using it earlier. If I had to point out one actual downside, it would be that I cannot handle the import process myself and need Charity Proud to do it.

“Good features, even better assistance”

Pros

Having a dedicated person to guide us through the initial setup and ongoing support has been a huge plus. She always responds quickly whenever we reach out. The system is user friendly and includes really useful features that work well for our small nonprofit.

Cons

We honestly do not have any complaints. We have been very happy with the platform and whenever questions come up, we get a prompt response.

“They actually listen when you call”

Pros

From the first training sessions and data migration out of our previous system to the support we still receive now, the customer service has been outstanding. Our account manager, Cameron, has been there every step of the way and has been incredibly helpful throughout the process. The platform also includes a strong support center with videos, tutorials, recorded webinars and a section dedicated to system updates. On the occasions when we need additional assistance, Cameron is always just an email or phone call away and responds quickly with thorough answers. It also does a good job of reacting to customer feedback when it comes to updates and system adjustments. They may not be able to fulfill every request but they have made changes to meet specific needs which really shows they pay attention to their users.

Cons

No CRM platform is going to meet every single need for every user. That said this one genuinely tries to accommodate a wide range of requests and organizational needs whenever they can.

“Great toolkit for nonprofit work”

Pros

Compared with other nonprofit management platforms we have used, it is much more user friendly. It saves us a lot of time by putting donor records, event management and reporting in one system. Their support team has also been outstanding as they are responsive, patient and always willing to guide us through problems step by step. Another big plus is that it seems built with smaller nonprofits in mind so the features feel useful and manageable instead of overwhelming.

Cons

A few of the reporting tools seem a bit tricky and are not as flexible as I'd like. Sometimes it takes extra steps to pull the exact data we need. The interface also looks a bit outdated in certain areas even though it still works well.

“help makes the difference”

Pros

The platform is user friendly. On top of that the customer support has been top notch. Whether it's quick responses or accommodating special requests, the level of service has gone far beyond what we expected.

Cons

Honestly we cannot think of anything we dislike about the platform. It has delivered everything we hoped for and even more.

“worth the price”

Pros

Between the pricing, the features and the outstanding customer support this has been a really positive experience. The setup process went very well and the continued support afterward has been just as strong.

Cons

We really have not run into any major problems. If anything it would be nice to have a texting feature added. Building email and address lists seems a bit confusing but the YouTube instructions are excellent and help a lot.

“Great product!!”

Pros

Customer support has been the standout for me. They are incredibly responsive and really know the product inside and out. Whenever I send an email, I get a quick reply along with exactly the explanation or solution I need. I do not personally use the donor management tools but our treasurer and other team members have been very happy with that feature too.

Cons

This isn't really a major downside but the platform includes so many features that I sometimes have trouble figuring out the right path to accomplish what I need. That said the team is so helpful that it rarely causes much delay. As I continue learning the system's features, I am 75 so I am not as comfortable with technology as younger users and I am able to apply what I learned and usually get it right the next time.

“One hub for donors and volunteers”

Pros

Charityproud let us bring volunteer tracking and fundraising from several different platforms into one place. It's also helped us stay much more organized especially when it comes to fundraising events and managing donor relationships.

Cons

Because our organization works a little differently, we have had to figure out a few things to make the system fit us best. Still our rep has been very helpful and has done an excellent job guiding us through it.

“Tracks applications properly”

Pros

Keeping tabs on donors, volunteers, grants, events and clients is much more manageable with this tool. One feature I really like is the home ownership application module since it lets applicants upload all the required information and documents so staff can review and process everything efficiently.

Cons

There are a lot of reports available and that can make it difficult at times to figure out which one best fits what we need. I get the sense that if I spent a bit more time with the online training modules, navigating that part would probably become much simpler.

“Fundraising seems less overwhelming now”

Pros

It is very easy to use and the customer support has been excellent. Also online donation processing is fast and simple and the standard reports are fairly user friendly too while offering a large amount of useful data. The online support center has also been very helpful, with plenty of topics available when questions come up.

Cons

A few of the steps involved in creating and assigning personalized mailings could be made more user friendly.

“automation saves us a lot of time!”

Pros

Using Charityproud has been really fun and hassle free, plus the automated receipt sending saves us a lot of time. The reporting is detailed and gives us the depth we need. On top of that customer support has been wonderful about responding quickly whenever we have questions about how to use this tool.

Cons

Nothing to complain about here. It has been excellent for us so far and we have not run into anything that has negatively affected our experience.

“very helpful team”

Pros

One of the biggest strengths is the outstanding customer service and tech support. The team is quick to respond, knows the system well and has been very helpful whenever we need assistance. The platform is also very comprehensive, letting us handle donations, volunteers, grants, events and email communications all in one place. Since moving to this tool, we have saved both time and money and our day to day operations feel much more organized and effective.

Cons

One thing that would make the email feature better is the ability to attach images or documents directly to outgoing messages instead of having to take the extra step of creating a link from its internal image library. The system also depends a lot on consistent and precise data entry which can be tricky when online donors enter in honor of or in memory of details and addresses in different formats for the same person. That can create duplicate or inconsistent records which then need to be cleaned up manually to keep the data accurate. It would be much less tedious if beneficiary or honoree details could autofill whenever an existing name already in the system is selected or entered.

“Training made everything click faster”

Pros

Whenever we need help with a report or want to figure out how to accomplish something specific, we're able to talk to a real person and that level of customer support is better than any donor management software I have used. The onboarding is thorough, the training covers everything well and there are plenty of ongoing sessions too which really helps us get the most value out of the system.

Cons

The public facing donor pages could definitely look better. I'd also love to have a bit more control over the design and appearance of those donor pages.

“Support team knows their stuff”

Pros

Well whenever issues come up, the support and development teams respond quickly and stay engaged until they're resolved.

Cons

A limitation is that fields cannot be renamed to match our local terminology and usage standards.

“every call brings quick answers”

Pros

Whenever something comes up, I can call and speak with a real person and they've been able to fix the issue every single time. That kind of dependable human support is something I really like.

Cons

It offers a huge number of options and can be customized in a lot of different ways which makes it feel a little overwhelming at the beginning when trying to run reports, set up events and handle other tasks.

“Easy to learn tool”

Pros

The interface is very user friendly and easy to use. Getting around the system is simple and even people who are not especially comfortable with computers can still use the software without much trouble.

Cons

As with any software there are probably features or areas that could make our work easier but we just have not identified them yet.