Kindful

I value our donors and I want to know how best to care for them and followup. I like the ease of use in creating new transactions and the automated reports. I like the reporting capabilities and ease of getting the data I need to manage our organization. I like that my staff finds it easy to use.

Entering a single new donor from a check takes additional steps to create the donor, then create the transaction. There is a batch tool that makes this process easier if entering multiple donations. There are some issues with reporting that make it difficult to pull everything I need. Most of these are one-off issues, but still important. I have not found the peer-to-peer tool easy enough to use where I feel confident that my donors would use it. I had to create a pdf to give to them to walk them through all the steps. I wish it had email and text message marketing built-in.

Attractive online giving page, easy statistics about donor giving on dashboard, acknowledgements tool is useful, tasks assigned to team members, recent transactions bar at side is handy to track donations as they come in, campaign sorting is handy, can compare campaign success year over year.

There are so many small oversights that make daily use of the program frustrating. Some examples:

There is no automatic receipting for Canadian users, despite many other CRMs offering this in Canada. There is no way to offer a one-off receipt for someone, as the bulk receipting tool is a one-click button that receipts EVERYONE from the last year and will void any receipt made previously in the giving year.

The fiscal report tool is completely useless - it generates information for the month to date, meaning if you want to see the entire month's progress, you have to wait until midnight of the last day of the month (who's going to do that?). There is no way to generate the report for previous months. The only possible solution to this tool - automation - does not work. You can schedule the report to come to your inbox, but it's only able to schedule reports for the first day of the month, meaning you'll get a report with ONE DAY of data. There is no way to change this.

There are many ways to filter your audience or activities, but there are also many fields missing, and finding the parameters you need requires filtering through a long list of suggestions that are not organized by any category. For example, I wanted to see how many of our audience members who received our last Mailchimp email ended up making a donation the next way. But even though each contact will have the MailChimp interaction on their personal activities record, it is not searchable.

I like most that I can see a very clear snapshot of a donor's activity on their profile. Donations, if they recently opened a mailing, if they have been acknowledged etc.

For fundraising, I feel that there could be a better way to host a fundraiser for an event through Kindful.

Easy to use. Has most of what we need without being overwhelming or requiring our own IT/programming team. Friendly and helpful support.

Not as customizable as some CRMs are, so while Kindful Is taking care of most of our needs, we have had to hobble a few things together with it to make it serve all of our needs.