Digital grants tracking is a definite upgrade and dynamic reports provides innovative insights.
What do you like best?
CharityProud helped to transform our small nonprofit that has used QuickBooks as a donor database since 2008. My favorite feature is the reports module since it is much easier for me to share donor data with our board members and leadership versus how we previously ran reports in QuickBooks. I love having the option to see the report on my screen, create a PDF, export to CSV, or use the report outcome to create a mail merge.
What do you dislike?
I wish we had the ability to export data in search mode. Sometimes you just need to do a quick export based on a search of a certain word. I'm glad you can add custom fields, but the process to do so is not super intuitive.
Recommendations to others considering the product:
This was the perfect solution that aligned with our budget. The level of support has been greatly appreciated and they are willing to listen to customers and make changes when it will benefit all clients. I frequently went to the online giving sites of others to see what the user experience would be like before we made our final decision, and we are happy to upgrade this experience for our donors with Charityproud.
What problems are you solving with the product? What benefits have you realized?
Since Charityproud is in the cloud, this allows our staff to have access to information when they are out of the office. This is making it easier to grow and build relationships with current donors and prospects. Previously, our team was tracking grants and deadlines with a Word document. Grants tracking helps to keep all team members updated when deadlines are approaching, and we have improved our planning processes. Charityproud is also helping us to improve our online giving experience and gives us the ability to share our case for giving on our donate page. This enhancement helps us to become more donor focused and I know it will lead to increased levels of support.
