Charityproud Reviews

I love how easy it is to use and get up and running!

Nothing, the setup was easy and tracking donations is quick.

Thank you so much for your kind words! Your feedback means a lot to us.

Very responsive program that completely meets our needs. The account rep is awesome and we have access to unlimited support.

It can get overwhelming to learn all the features.

Thank you so much for your kind review! Our clients are truly our #1 priority, and we are so glad that you are finding great value in the system's features and our unlimited free technical support!

The platform is very easy to maintain and offers the services and tracking that we need.

The platform has become a vehicle by which clients can book appointments. It does not have this feature at this time, and requires many extra steps in order to create appointments for clients. An appointment booking function that integrates with an existing online calendar, such as Outlook, would be a game changer for us.

Thank you for your thoughtful response, Paul. We value your feedback and the important work you do for our local community!

Charityproud is one of the most powerful tools you can have in your fundraising toolbox. The best thing about CP is the wide range of reporting options to help you make smart and strategic decisions about fundraising efforts. If your organization hosts events, it's super easy to set up and manage the event through CP. If you are into analyzing data, the snapshots of stats and ease of seeing donor...

Read more

It took a little time to understand the steps of navigating each section but with time and use, the process becomes second nature.

Thank you for the kind words, Bethany! We're proud to support your amazing organization!

What takes CharityProud to the top of my list is their customer service. Several times now, when I've hit a wall in setting up a feature, I've sent an email in desperation to the Support team at CharityProud. The first time, I didn't expect to receive a reply, or expected to receive an unhelpful link a week later, as is common from software support teams. The first time, I received a call to my work...

Read more

I have tried several donation management softwares throughout my work in nonprofits, and each of them has their quirks. It seems that each software never exactly fits the needs of what we're trying to accomplish. The UX of CharityProud can be a bit overwhelming, there are so many options and features and settings, it's not as much of a Plug & Play service. The benefit of this of course is that there are a lot of customization options, and once you learn how to use its features, it adapts fairly well to our specific needs. I think the UX will continue to improve as they streamline all of the features they continue to add.

So far, I like the event and online integration and donation pages. They make it super easy for donors on our website and easier still for me on the backend to track those donations. I like the dashboard view and am learning my way around the reports but like what I see so far. I am looking forward to working in the mailings and constant contact area as well. I know there is so much I have not explored but I am anxious to see the true power of the program.

I am the least fond of the help section. Whenever I type something in I just don't seem to be able to get an answer. That is another reason I am so thrilled with the live support via email. I have never failed to get an answer when I needed one.

Thank you so much, Malea!

This software has a LOT to offer - my suggestion is that you have someone on your team that is dedicated to learning its many functions. While I am a daily user, that is largely based on aspects such as donations and memberships - which I process a quickly as possible. Once you are well versed in the system, it can work wonders!

So many layers exist and I feel that sometimes content is inadvertently hidden. Meaning, even a search doesn't turn it up so I have to count on our Account Manager to assist. It would be easier for me to SHOW someone what I feel is frustrating rather than try to explain it as it requires me to be on certain pages and clicking on specific items to describe. Unless a person is a true CharityProud guru, you can use a lot of valuable time on it.

Thank you for your feedback, Tootsie! Your Account Manager would be happy to hop on a Zoom call with you so you can show them where you're running into an issue. Please feel free to connect with them with any concerns--we want to make sure you feel comfortable navigating the platform.

CharityProud was built with nonprofits like ours in mind - which I love! It's user-friendly and comes equipped with helpful hints and video tutorials built into the software. Before CharityProud, my affiliate did not have a working database. Now we are able to register volunteers online, accept donations online, and easily launch fundraising campaigns and events. It's also super easy to run reports...

Read more

Overall, I think there are a few kinks that just need to time to be worked out that could help with the overall smoothness of the site. I think one area for improvement involves the ease of accessing processed volunteer documentation such as waivers that hold emergency contact information. When trying to access emergency contact info from the completed waiver, our construction coordinator has to login into CharityProud from the URL (no mobile app) and click several buttons before accessing this information. I feel like this could be streamlined better, or maybe I'm misunderstanding how to make this easier to access for him while out in the field. I do think a mobile app component to the software would assist with these issues.

Thank you for sharing this feedback, Rose! I appreciate your specific example of that area of improvement and will give it further thought on how we might be able to simplify that process.

The software has a simple and uncomplicated look and feel. It is not overly technical or difficult to use the basic functions.

Overall, the software cannot be customized to the level that is truly beneficial. The reporting options are limited cannot be altered to produce more detailed analysis. The software also has limitations on its document creation and landing page designs. The options to customize are limited and difficult to use. More customization ability is needed in many facets of the software.

Thank you so much for sharing, Jennifer! We appreciate your feedback and have more customizations in our product pipeline. We'll keep you posted on when those roll out!

I check Charityproud every morning after my emails, it's a part of my daily routine. It gives me insights into what is really going on at our nonprofit, who is actively engaged, how much funds we are receiving, where we are in relation to our goals and more! As the Development Officer and interim Volunteer Coordinator, I love that I can upload data on our volunteers and donors (who often overlap). It is incredibly intuitive and there are video or resources for every aspect of the software. It has made our mailings easy and volunteer tracking efficient. Charityproud offers so many functions, I am still learning news ways to track information after two years!

The only issues I have ever had with Charityproud are when I do not know how to utilize a function, but the resources are very helpful and I can usually figure it out.

Thank you so much for sharing, Kelsey! I'm happy to hear that it's part of your daily routine--that's a great discipline!

Ease of use -WAY less clunky than RE which I used and was trained on in my last job; great customer service with [SENSITIVE CONTENT HIDDEN]; the company is highly responsive to client needs - multiple times, they have created functions for us if it was something needed by others; GREAT pricing; Stock Reports are super easy to use. Good video library for additional training.

You don't quite have the household name of some of the bigger players like Arreva, Raiser's Edge, etc. This doesn't bother me but it does bother my boss.

Thank you so much for sharing, Jennifer! It's been such a pleasure working with you and your team. I hope we can reconnect in person again soon.

We love the standard reports and find the dashboards extremely helpful to see where things stand at a glace. The software is very intuitive and easy to use. I don't hesitate to log in from my office or on my mobile device to find donor information or add a note to donor file. Our former software was so cumbersome that I often avoided the chance to use it as a resource.

The volunteer component does not include all of the tracking features we need for daily volunteers versus event volunteers buy we are hopeful this will be an expanded functionality at some point.

Thank you so much for sharing, Stephanie! I'm happy to hear the refresher training was so helpful. Regarding daily volunteers--I think our recurring volunteer opportunities and the calendar might be a good solution for you. Would you like me to have your Account Manager reach out with more information?

Charityproud is an excellent donor database/CRM system that will save all nonprofits (and especially small nonprofits) time and money. It's very user friendly and intuitive in its functions. Donor profiles are easy to setup and manage. Donor engagement is a little time-intensive to setup, but is a vital tool for this software. Events are easy to manage. The survey function of this CRM is a big asset...

Read more

The reporting function of Charityproud has been a little challenging for us. Part of this is because of poorly organized data that is a result of a lack of good data management at our organization historically and has no bearing on Charityproud's software. But it is sometimes difficult to export large quantities of raw data from Charityproud in a way we can work with in Excel for data analytics. I...

Read more

Thank you so much for sharing your feedback, Daniel--I hope we'll be able to reconnect in person again soon!

The product had almost all of the functionality that we were looking for, and is extremely intuitive to use. We needed a considerable amount of customization in order to accommodate the tracking of our various constituents, and the CharityProud Team came up with the right solutions for us. The upfront training was superior, as is ongoing support.

There is no calendar integration feature which we are hoping will be added soon.

Thank you so much for sharing, Mary--we appreciate your business and feedback!

We switched from Sales Force to Charity Proud to help us with our donor management and stewarding. Our data was a mess before we made the switch. We were blown away with how fast we got our data transferred, cleaned, and organized on Charity proud with the help of their team. Our favorite feature is the touchpoints. It helps us steward our donors and keep track of it. This has increased our donor dollars and involvement. We also really love how you can track volunteer hours and in kind donations on this platform. We were unable to do that beforehand.

We have no improvements I can think of. Whenever I have an issue or am confused by something within Charity Proud, our rep responds and helps us promptly.

Thank you so much for sharing, Charlotte--I look forward to when we can see each other again in person!

Charityproud is very easy to use in managing and reporting charitable donations. The additional modules for events, peer-to-peer fundraising, and grants are available at no additional cost. Each organization is assigned an Account Manager who is available for all questions and concerns. They provide amazing customer service! And the tech team is responsive to issues and suggestions for improving the program.

So far, any part of the software that has posed a problem for us has either been solved by a change to the program by the tech team or a little additional training on how to use the program to fit our needs.

Thank you so much for sharing, Heather! I'm so happy to hear that you've been able to take advantage of all of the tools and that it's streamlined your workflow. We appreciate your business!

This product is user-friendly and easy to navigate. It integrates with QuickBooks desktop, and many CRMs only integrate with Quickbooks online. Pulling reports is easy and they are very customizable. I can't say enough positive things about their sales team and customer service. Their response time to questions and problems is quick. Their pricing is straightforward and all-inclusive. Overall, we've been very happy with Charityproud.

The features aren't quite as robust as other programs. We'd like the grant and events sections to have a few more details, but they are helpful and functional as is. We would also love for it to integrate with a silent auction and have some sort of text to give feature.

Thank you so much for sharing, Evan! I'd love to hear more about your suggestions for Events and Grants if you'd like to email me any time.

Charityproud makes creating campaigns, mini (sub) campaigns, and peer-to-peer campaigns a snap. Tracking donations and donors with reports is simple and easy. We also love the ability for the donor to update card information through a simple form. Creating year end tax letters was also a breeze with just a couple clicks, and we really like the Mail Merge feature for sending out monthly pledge reminders. Charityproud's customer service is top notch! They are always quick to answer a question and help with a problem. If there is a problem they will find a solution.

Creating online membership and event registration pages is a bit tedious, even after you learn how to do it. To create an event registration page you have to go to several different places within the program for Custom Fields, Activities, Guest Custom Fields, and so forth. It would be nice if if everything was all in one place. Online debit/credit card donations are a snap, but donations through checking accounts aren't as easy. They have to be done through your payment processor (e.g. Stripe) with micro-deposits. Once it's done then it can be incorporated into Charityproud. The whole process takes several days. It would be nice if Charityproud would partner with a company like Plaid to offer donors the ACH option directly on a donation page.

Thanks so much, Dan! Your feedback is appreciated and I'll see if there is anything we can do to make some areas more streamlined.

Charity proud has exceptional support. I have made relationships with them like they are part of our team and they work hard and quickly to address any issues that I have had. Further, CP works well as I create content for our website and in exporting to Quickbooks. The export to QB is not perfect since, of course, they are two totally separate products. However, it is better than other platforms that I have used.

Charity Proud is very intuitive to use. If I had to say what I like least, it is probably that CP requires multiple steps to accomplish things like registration. It is not hard -- it just takes a little more time. However, for the price of the annual subscription and the support that our small nonprofit receives, I will gladly take that extra time. Further, after using the software for nearly two years, they have asked for feedback and how to improve. I am sending my "wish list" to them and I know they will actually read it and address it.

Thank you so much for sharing, Amy--I look forward to when we can reconnect in person again!

The ability to access donor giving history, engagement, and bio data at a glance via the dashboard is fantastic. Intuitive gift entry procedures and easy generation of donor communications (thank you letters etc...) have made cross-training our staff simple. Additionally, the ease of data reporting is key to helping us make strategic and data-driven decisions to guide our efforts, forecast performance, and identify opportunities.

An opportunity exists for the user interface side of the platform to be more mobile friendly - making it easier to access donor data and to record touchpoint/notes while on the road. Also, on the heels of tax receipt preparation, there is opportunity to allow further customized receipt generation (or building blocks for summary tables) to help charities abide by IRS guidelines pertaining to gifts like stock, and other gifts that must be assigned a tax valuation by the donor as opposed to the charity...

Thank you so much for sharing, Sarah! We appreciate your feedback and I will share it with our product team.

Charityproud is a great donor centered software. We looked at several other software brands before choosing Charityproud. Our organization is a medium sized non-profit, so initially the cost attracted us to Charityproud. Once we received a demonstration we realized this software certainly met our needs and even more. I like how easily it tracks our donor activity, shows our donor retention and...

Read more

There are a few features that I feel could be improved. First of all, the way Charityproud handles constituents with spouses. Many of our married/partner constituents are both very involved with Habitat. Charityproud makes it hard to track these as a unit. Also, I am not crazy about the word processing program that is currently being used. It is cumbersome and does not do spell checks. I find...

Read more

Thank you so much for sharing this feedback, Theresa! I will certainly share it with our product team to show where there is an opportunity to improve. We appreciate your business!

The software is able to provide consistent management of various projects within one system, alleviating the need for multiple systems. CharityProud allows for customization within the system to meet the needs, and changing needs, of our non-profit organization. This was extremely important during the COVID pandemic as we needed to move to new ways of donor engagement. The system also provides improvements based on user needs, and continues to update and create new features.

Some of CharityProud's terms and data entry options are not intuitive to the user. The main dashboard/screen contains multiple use options, and can sometimes be overwhelming to the user, especially new users with limited donor data knowledge.

Thank you for sharing, Diane! We're going to be rolling out some new customer support tools soon within the system that may help new users with ease of use. We'll keep you posted!

I love that I am able to create fundraises on this software as well as track my volunteer hours. I send out newsletters, to different people within my system. I love that I can create profiles for our partner families and codes for them to use for their sweat equity.

I am unable to go in and log back hours myself. I have to create a spreadsheet and email it to chairty proud, and then they will input the data. It is so helpful that they will do that, but I would like the option to do that myself.

Thank you so much for sharing, Desiree! It's been a pleasure working with you!

This software is incredibly user friendly and has a lot of great features. It's inexpensive as well but the thing that I'm continually impressed with is the customer service. If there's something that I have a question on, I know I can get an answer almost immediately. We've had the charity proud team develop several custom reports for us and they had it done within days. I'm so impressed with how quickly issues are resolved (even though we've had basically no issues). I also love how easy it is to issue acknowledgements, integrate with our website and the P2P function is wonderful.

Some of the reporting features are hard to figure out, most of this is just getting used to what CharityProud names certain things but that's becoming easier to figure out with time.

Thank you so much for your feedback, Mallory! I'm so happy to hear that it's made a positive impact for your team. We appreciate your business!

Everything is streamlined into one platform! All of our staff use this software and it's easy to navigate. Reporting is simple and it's not a lengthy process to review and compare donor and volunteer data.

Since we have been with Charity Proud from the beginning, we've been able to provide feedback on ways to improve things as we go. It uniquely fits with Habitat for Humanity affiliate needs and they do a great job of listening and implementing new segments to enhance functionality.

Thank you so much for your business and for sharing your feedback, Kristen!