CiviCRM

(31)
4.3 out of 5 stars

CiviCRM is a contact, fundraising, event management system that allows you to record and manage information about your various constituents.

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CiviCRM review by <span>Gena D.</span>
Gena D.
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Excellent CRM for nonprofits of all sizes

What do you like best?

Since CiviCRM is modular, it is a very easy software to scale and build onto over time as priorities, needs, and budgets change. There are also exceptional training materials and resources available online for free, allowing end-users a greater ability to teach themselves the platform and learn more about the underlying architecture of the system.

What do you dislike?

The UI could be improved. Fortunately, thanks to soon-to-be-released Shoreditch theme, it is!!

Recommendations to others considering the product

While it is possible to learn and implement CiviCRM on your own, I would recommend you contract with an agency focused on CiviCRM implementation and development. Often, that same organization can provide you with system hosting, ongoing maintenance, and technical support. This ensures you have a stable and well-maintained system longterm, making your initial investment all the more worth it. CiviCRM was developed and is 100% geared towards the needs of nonprofit organizations. The amount that is possible out of the box with CiviCRM, and everything else that can be done with simple to complex customization makes it incredibly competitive and exceptionally affordable when compared to other nonprofit-focused CRMs.

What business problems are you solving with the product? What benefits have you realized?

I have part of CiviCRM implementation teams for around 15 nonprofits, who have each had between 2,000 and 80,000 contacts. I have seen the software work incredibly and consistently well for basic contact management, small group and mass mailing, membership management, event management and registration, advocacy campaigns, donations, peer-to-peer giving, selling items, and much more. All of these features also integrate well with Drupal and Wordpress websites, giving organizations the power of an integrated system.

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CiviCRM review by <span>Bailey G.</span>
Bailey G.
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Powerful but not super user-friendly

What do you like best?

It's very customizable to tailor to each business and it can hold a TON of information. Really, everything you could want to keep track of for client data. It is organized into tabs, which I like, because I find that easy to navigate within a company or contact profile. You're able to give different types of contacts different relationships and make customizable groups for easy searching and reporting.

What do you dislike?

It's not super user-friendly. It doesn't look great and sometimes it takes me a minute to find the right place to click (a link vs an icon or otherwise).

Recommendations to others considering the product

There are probably better looking and easier to use CRM softwares, but this one is just really customizable and so far, there's nothing it can't do for our needs.

What business problems are you solving with the product? What benefits have you realized?

We keep all of our client data here. Names, businesses, contact information, which of our products they purchased, etc. It's really keeping that customer list and also the historical data for any past customers. The benefits are having everything in one singular place within our website and being able to search and update easily.

What CRM All-in-One solution do you use?

Thanks for letting us know!
CiviCRM review by <span>Gary Z.</span>
Gary Z.
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CiviCRM a great tool for NonProfits and Associations

What do you like best?

No cost for software. A CRM tool that is very good at managing Contacts, Events, and Contributions. Also, it is very easy to customize for a somewhat techie type person. I have very little CMS/PHP programming knowledge and have been able to do a lot CiviCRM right out of the "box". The built in customization tools are very powerful in my opinion. Does more than this of course but these are a few of my favorite things!

What do you dislike?

Even though it is free... (free like kittens) it does take some technical expertise to really make it hum! Also, it was originally written for the Drupal CMS(Content Management System) and when you implement it inside the WordPress CMS and do some things "outside the box" you may run into more problems than if you are running Civi with Drupal. For example, I had some programmers write some custom code for some of the CiviCRM/WordPress installations and they were not happy with how Civi was written to be optimized for Drupal. Made the programming difficult for them.

Recommendations to others considering the product

It is a great tool. Like any other comprehensive CRM tool, hire an implementer to help you. Since you will save $ on the software, use that money towards hiring a consultant or implementer.

What business problems are you solving with the product? What benefits have you realized?

We have been able to eliminate numerous data "silos"(other applications housing the same data). This has saved organizations money! We moved donations/contributions into CiviCRM, moved Event Planning, moved Volunteer management into CiviCRM. All these applications cost an organization money. Since CiviCRM is "free" in the long run, money was/is saved.

CiviCRM review by <span>Jennifer S.</span>
Jennifer S.
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Organic
Reviewed On

CiviCRM for web sites

What do you like best?

I love that I can create forms for people to sign up (like to volunteer for an organization), can have both free and paid events, can do mass email without extra costs, and can even do memberships (free and paid). If you have an organization where you have employees/volunteers contacting people, you can even keep track of all of that on their record; This allows the next person to know who spoke with them last, what was discussed, if you missed them and left a message, etc.

What do you dislike?

Sometimes upgrading can be difficult and you end up having to start with a fresh database and import in all your SQL. I also run into issues sometimes and find it difficult to get support for it.

Recommendations to others considering the product

I highly recommend this product. It is free to use, although you might need a web designer to help you get it set up and ready to be used. I use it with Drupal, but you can also use it with other CMS systems like WordPress. Once set up, your only costs would be the web server where it is hosted and when you occasionally need a webmaster to make changes, do updates, etc. This could mean savings of hundreds - or thousands - a year when compared to paid services.

What business problems are you solving with the product? What benefits have you realized?

We use it for a number of tasks:

For non-profits and political groups, we collect volunteer information, take online donations, have sign-ups for lawn signs and to endorse the candidate, have sign-ups for free and paid events, and send out bulk email. The ability to do events is great, as you can set up your fundraisers on there and then take money via Paypal, Authorize.net, etc. Many non-profits do their membership programs through CiviCRM as well.

For businesses, it's often times used for paid events, memberships, and bulk email.

CiviCRM review by Administrator
Administrator
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Very flexible, but steep learning curve and requires workarounds

What do you like best?

It isn't shiny and doesn't look good, but it gives you a lot of power to do what you want. We've been able to grow into using CiviCRM on much deeper levels than originally.

What do you dislike?

Clunky. Queries are sometimes very poorly written and hang up even on simple searches. Bug fixes can be slow or nonexistent if it isn't a considered a priority.

What business problems are you solving with the product? What benefits have you realized?

Other CRM solutions are pretty expensive when you have more than 100k contacts, but CiviCRM is of course free and not too expensive even when you account for CiviCRM membership, hosting and a consultant. It does everything we need: events, mailings, contribution processing.

CiviCRM review by <span>Markus J.P. F.</span>
Markus J.P. F.
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Organic
Reviewed On

Excellent open-source alternative for both small and larger organizations

What do you like best?

The combination of a user friendly interface with complete customizability is unrivalled. The community is very supportive and there is a growing network of very competent developers to engage when needed.

What do you dislike?

With the wide range of organizations using the product, there is always a considerable risk that development focuses in areas that are not of use to your particular organization. This also means that while it provides a broad range of functionality, it is often not able to compete with other specialized products in each and every area (but you of course often have the possibility to integrate the CRM with external service providers)

Recommendations to others considering the product

Just because it is open source does not mean it is free - neither to develop nor to deploy.

On the deployment side, ensure that you factor in enough working hours to set it up (or employ one of the many competent consultants specializing in this) as well as maintain it.

On the development side, it is crucial that you join the membership program - fees are low, and apart from supporting the development you gain a range of benefits.

What business problems are you solving with the product? What benefits have you realized?

A successful integration between CRM and CMS, as well as LMS, has been possible relatively painlessly without a too large investment.

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