Click & Pledge

(12)
3.7 out of 5 stars

FREE Solutions for non-profits to accept online donations including Fundraising Tools, Mobile and Donor and Event Management for Salesforce.

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Showing 12 Click & Pledge reviews
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Click & Pledge review by <span>Barbara C.</span>
Barbara C.
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Verified Current User
Review Source

"Lots of features, one of the best Salesforce syncs for donation processors"

What do you like best?

The Salesforce sync remains one of the best out of all the donation processors that are affordable for most nonprofits. It allows you to pass mapped data to account, contact, opportunity, and custom questions based on SKUs (which can be unique per page, donation amount, question, etc). The recurring gift model is solid in Salesforce and you can do a decent amount of recurring gift management without ever leaving Salesforce. There are *great* features for reposting and troubleshooting if something breaks along the way from C&P to Salesforce.

The new Connect form builder is easy to use, offers decent customization features for most users' needs. If it isn't enough, a FaaS API gives developers the ability to create fancier forms. There are also integrations for Gravity Forms, Form Assembly, WooCommerce, Auctions for Salesforce, CiviCRM, and more. I haven't used enough of the crowdsource features to comment.

It has a basic virtual terminal and bulk upload features (I look forward to improvements here, but it's ok out of the box).

Support is usually responsive and helpful via several platforms (Power of Us Hub and C&P forums) and they are constantly developing new features. They have built out several things I've requested over the years, especially to improve recurring gift management.

What do you dislike?

It suffers a bit from having been around a long time with a lot of development. It's architecture, especially in Salesforce, is sprawling and it can take a while to learn it. They are working to improve documentation, but it's not always easy to find what you need. Newbies are often a bit frustrated getting up to speed. The autoresponder setup in Salesforce suffers from this problem especially and the Connect receipting isn't quite ready for all my clients have needed it to do, but it is improving!

The ability to change the recurring amount or related Salesforce campaign without cancelling and restarting a subscription would be a massive improvement for how most nonprofits manage recurring donor programs. Of the 10 or so setups I have done in C&P, this is always a wish!

The newer Connect interface looks and operates *much* nicer than the portal but often is a bit clunky for doing a lot of data work (You can't click back in most windows, update a bunch of transactions at once, etc). If you can do most of it in Salesforce, you will be better off.

Several clients have had less than stellar response rates from Sales (getting accounts set up, quotes for importing recurring gifts, etc), which is surprising given how responsive the tech support can be.

Finally, I rarely use C&P Events in Salesforce because the setup and learning curve is really large for nonprofits. It suffers from being too powerful for most of them. Staff can't easily setup events without admin help and it isn't easy to customize the experience for things like free events or addon donations. It is pretty powerful though, just more than our clients have needed.

Recommendations to others considering the product

Take full advantage of their webinars and office hours to get help and get up to speed. Work with a Partner to avoid monthly fees (transaction fees still apply).

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

All of my clients use it for most of their donation processing, online and offline. Small nonprofits are able to affordably collect donations online for the first time and larger nonprofits are getting good Salesforce integration.

(We are a partner, but the partner program only offers discounts to our customers, no kickbacks to us.)

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Click & Pledge review by <span>Melanie V.</span>
Melanie V.
Validated Reviewer
Verified Current User
Review Source

"High Functionality, Big Learning Curve"

What do you like best?

From what I have experienced thus far, there is a lot of functionality that is flexible with Click and Pledge. It also talks to our Salesforce instance which is very helpful and finally streamlining our processes. I believe there is a way to do events on there, but I have not found out how to use it yet.

What do you dislike?

There seems to be a heavy learning curve, as several of the features are not very user friendly. Something as simple as pressing the "back" button will make you start completely over when going through a list of transactions. Also, while this donation management, we use it for tickets for events. Often I have to alter much of the language so it is more of a "purchase" rather than a donation.

Recommendations to others considering the product

Find resources that will help you understand how to best leverage the product. Going through it on my own has proven to be challenging.

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

Getting all of our payments on one platform, and then integrating those payment records with our Salesforce instance. While it does create a duplicate record in our Salesforce instance for their donation, it is helpful to see what level of giving has been done by a volunteer to our organization.

What Fundraising solution do you use?

Thanks for letting us know!
Click & Pledge review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Powerful, but poor interface"

What do you like best?

Sophisticated integration with Salesforce; automated communications; significant flexibility in designating and processing gifts.

What do you dislike?

Creating donation pages is done through VisualForce pages and requires an expert to set up. It also means that every time you need to make a change to a C&P donation page, you're going to need help unless you know at least basic coding.

The online interface is poorly designed and often slow.

The "Swiper1" mobile transaction processor, like C&P in general, is powerful, but complicated and slow. We had to stop using it because it was too slow to keep up with traffic and fundraising events.

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

C&P was our main credit card donation processor for years. We still use it, but in a more limited way, because of the reasons listed above.

Click & Pledge review by <span>Amanda S.</span>
Amanda S.
Validated Reviewer
Verified Current User
Review Source

"Click & Pledge handles so many of our donation needs"

What do you like best?

I love the integration with Salesforce and that donations made on our website are seamlessly brought in to our Salesforce org.

What do you dislike?

From an architecture perspective, Click and Pledge adds a ton of objects to my org, and I wish it was a little cleaner. I also wish documentation was just a little better/clearer.

Recommendations to others considering the product

The free live support chats they have each weekday are incredibly useful. The company owner will personally help you troubleshoot, which is awesome.

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

We use Click and Pledge for online donations, credit card processing, accepting credit cards at events through a swiper, and text to give.

Click & Pledge review by <span>Lucas V.</span>
Lucas V.
Validated Reviewer
Verified Current User
Review Source

"Great App and amazing support from the one and only Kamran Razvan "

What do you like best?

Click&Pledge is all about their customers and providing the best solution for them. Their product is continually being updated to what the customers and the community needs. Their support and office hours with Kamran Razvan are amazing and I have spent a lot of time in their receiving much need help and support with implementing their product. They have grown a lot since we first implemented them back before my time with ACF. It has been great to work with them through all the changes and I look forward to the changes to come.

What do you dislike?

It would be nice if they were compatible with more than one merchant service company, however I do understand why they have decided to partner with just one merchant. Because they are always innovating and changing their product, for the better, it does take some added staff time in staying up to date on the application and all of its modules inside of its package.

Recommendations to others considering the product

If you need integration with a credit card processing and event management app and salesforce this is the app for your organization.

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

Credit card processing connection with Salesforce as well as an event managing module. Time and money savings.

Click & Pledge review by <span>Sara K.</span>
Sara K.
Validated Reviewer
Review Source

"Ok, but not right for us"

What do you like best?

Very low fees for a credit card processir and simple to install initial setup.

What do you dislike?

Click and Pledge has some of the worst customer service I have ever experienced. Whenever we had a problem with anything it was nearly impossible to get a response. We were at one point working with Click and pledge for months trying to solve a problem related to recurring donations and eventually we were told that they knew there was no solution to the problem - but it took ages for us to get a straight answer.

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

Collecting donations online.

Click & Pledge review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Click and Pledge "

What do you like best?

How it collects information and gives you the ability to create events and items for sale and even a donate button

What do you dislike?

It wish it would have more tutorials and more user friendly customer service. They charge for the customer service so you would need to budget for the use of assistance.

Recommendations to others considering the product

Make sure you budget for customer service if you are a non profit organization. Otherwise this is a great tool

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

A way for our non profit practitioners to RSVP for events. This is a useful tool for that.

Click & Pledge review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Good for basic usage"

What do you like best?

Easy event and donation creation. Nice autoresponder feature.

What do you dislike?

Little options to customize the looks of donation forms.

Recommendations to others considering the product

More website templates

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

Event registration, donation forms for website, communicating with donors after contributing.

Click & Pledge review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Review Source

"Great event management tool that's developing quickly for crowdfunding and donations"

What do you like best?

Good events solution that's developing quickly in donation and crowdfunding management

What do you dislike?

I like that it's integrated wig salesforce and there's a lot of customer support available, especially on the weekly standing calls.

Recommendations to others considering the product

If you're willing to take the time to work with the Click and Pledge team, it's a good investment.

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

Event registration and management, as well as being able to streamline that information onto donor records.

Click & Pledge review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"Great Product "

What do you like best?

Very flexible and fully thought out, we were surprised it was not mentioned more in reveiws etc

integration with Salesforce very important

What do you dislike?

nothing yet but its new to us; as we use it more we may see more issues - so far all good

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

donation processing

Salesforce Integration

Better donor records

Click & Pledge review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"Easy to use, small updates needed. "

What do you like best?

Click & Pledge is easy to navigate when organizing tickets, payments, and general donations.

What do you dislike?

Click & Pledge doesn't talk well with Salesforce.

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

Click & Pledge gives an easy format to use for ticket sales and website donations.

Click & Pledge review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"Totally fine platform"

What do you like best?

It's decently easy and intuitive to use. The interface is modern, which I always appreciate.

What do you dislike?

The organization of the homepage could be better.

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

It helps us run campaigns for Georgia Gives Day.

Kate from G2 Crowd

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