CiviCRM Features

CiviCRM

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4.28/5 (20 reviews)

CiviCRM Feature Summary

  • Contact management
  • Contributions
  • Communications
  • Peer-To-Peer Fundraisers
  • Advocacy Campaigns
  • Events
  • Members
  • Reports
  • Case Management

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (141 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

CiviCRM Feature Reviews

17 reviewers had the following to say about CiviCRM's features:

Alex M

A versatile but clunky CRM software

2016-07-22

Pros

If you have a fair amount of technical web knowledge, you can integrate your database with other online software like MailChimp.

Cons

While you can segment your database in almost any way with the search features, it's often nearly impossible to know which version of the search interface you should use: Advanced Search?

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Likelihood to recommend

5/10

Recommendations to others considering CiviCRM

Search around. If you don't have good technical/web programming knowledge, use something else. I'm fortunate to have several guys who can work on the back end of this software, but would find it very frustrating to operate on my own. I still often find it frustrating.

Source: Software Advice
Helpful?   Yes   No
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Shirley Denton

High functionality at low costs

2017-07-26

Very functional so long as you don't need something new

Pros

Very good API Ability to fully get all data out of it

Cons

That said, a person who understands the database can bypass the worst of it -- however, we could do this, and the closest competing product priced itself out of our reach by an excessive import fee.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
A verified reviewer

Specifically designed for a variety of Non Profits

2018-04-19

The flexibility of working with a strong team that understands the business requirements gets the non-profit up to speed faster.

Pros

Great Business Rules, Forms and Integrations. The setup is complicated as the Non-Profit needs to understand its business processes.

Cons

Search is in the fashion of a database query rather than as a blob search.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jonathan Lyons

Verified Reviewer

Our go-to for Associations and others

2016-05-20

CiviContribute handles payments for memberships, donations and events.

Pros

Excellent event registration and membership management at a price that can't be equaled.

Cons

It's not an intuitive tool. You need to learn the logic of CiviCRM to get things done. It's not hard, but I wouldn't give it to a client without a few explanations and probably training.

Rating breakdown

Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Eitan Stant

Great Value

2018-06-27

Pros

Cost - our volunteer based organization is always looking for cheap solutions to complex problems. This coupled with ease of use makes a great software tool for non-profits.

Cons

Mass imports are painful to execute and time consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
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Donald Lobo

Excellent package targeted for the Non Profit Sector

2016-04-11

Pros

The software is free, libre and open source. it is customizable and extensible and works seamlessly with the most popular content management systems.

Cons

The software is free and open, you need to have the expertise (or pay someone) to install and customize it for you.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering CiviCRM

Before extending the code, ensure that the product does not do the same thing using different terms or keywords.

Source: Software Advice
Helpful?   Yes   No
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Fatima A.

Quick-start CRM

2015-09-13

Pros

CiviCRM includes everything you'd expect from a robust, comprehensive non-profit CRM solution: mailings, memberships, contributions, pledges, volunteer management, contact groups, activity tracking, events, and more.

Cons

Like most CRMs, it does draw upon server resources--and since it must be integrated with your site, that means it's drawing upon the same resources as your CMS-based website.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering CiviCRM

Consider your needs, the time and/or funds you can invest to hire a developer to customize and/or maintain it, and the server resources you have.

Source: Software Advice
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Joshua Duarte

Gives a lot of basic features in a CRM tool

2015-02-25

Pros

Best price, and meets a lot of needs out of the gate.

Cons

Lacks some advanced features, like advanced mailing list activities.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering CiviCRM

Good user training is important. Consider it when desigining your processes and workflows.

Source: Software Advice
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Chelsea Steinauer-Scudder

A wonderful experience with CiviCRm

2016-04-26

Pros

Civi has allowed us to track and maintain well-rounded profiles of our constituents, donors, participants, and volunteers -- many of whom fit into multiple of these categories.

Cons

I've had the most difficulty with CiviCRM integrating into our Mailchimp account and newsletter.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering CiviCRM

I would definitely make independent lists of what your organization is seeking to do, attempt to anticipate the directions you may go in in the future, and identify crucial functions that you'd like a database to be able to perform. Speaking to someone very familiar with CiviCRM was very helpful to me as I researched and evaluated options, as online descriptions are often too general to effectively address the particular needs of a particular group.

Source: Software Advice
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Rose Paxton

Used CiviCRM for donor database management as a part of a small non-profit

2017-10-04

Integral to operations as a small nonprofit almost entirely funded by donations/member support.

Pros

I liked that I could use it as both a record of donors and donations etc. and as a way to process and track payments/money received.

Cons

Running reoprts on internal data was a little bit too convoluted and required a lot of data cleanup up, but that being said, was still a great tool and invaluable to our operations.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Rennie Ross

Excellent CRM!

2015-08-21

We consolidated a range of spreadsheets into CiviCRM and use it for donor management and email management. We're growing into memberships and events now, and CiviCRM out of the box continues to meet our needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Jim Davis

Jim's review

2015-02-27

Pros

Fairly easy and straightforward.

Cons

I have had some trouble using the scheduled mailings feature. Once the mailing didn't go out at all.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

7/10

Recommendations to others considering CiviCRM

It works. I would recommend it. It is fairly simple amd straightforward to use.

Source: Software Advice
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Costa Figueiredo

Long user, secure software, lots of features

2017-03-13

I really like to feel that CiviCRM is a successful free/open source software.

Pros

I like the fact the CiviCRM works nicely, have a lot of features I need and are integrated to my CMS.

Cons

Same to new payment methods to places different from Major markets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Steve Kessler

Powerful Contact Management for Nonprofits

2015-05-14

Pros

CiviCRM is open source. There is no cost in getting started if you have the expertise yourself. There is also an excellent Eco-system of vendors that install, upgrade, migrate, extend and support CiviCRM.

Cons

Because the product is open source is lacking some of the features that other CRMs have. That said there is a large library of extensions and material on the Internet to help you make CiviCRM do everything you want it to.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering CiviCRM

When evaluating CRM software there are many choices. I recommend listing key features down the first column of a spreadsheet and the CRMs you are reviewing in the subsequent columns. This will give you a visual of what tools best meet your needs. you should always look at the product before make a selection.

Source: Software Advice
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Detlev Sieber

CiviCRM: Big help for accomplishing our goals

2016-04-12

Pros

- Very broad feature set - Open source: makes us independent from a single provider - large community: Several professional service providers, and many voluntary helpers made us solve any problem quickly

Cons

- learning curve: Due to the broad features and complexity we needed quite some time to fully understand the capabilities

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering CiviCRM

- Take help from a professional service provider, or, take time and try it out. - Make use of resources (books, stackexchange, etc.) - The user interface is easy to work with - Administrating is easy, in respect to the enormous features.

Source: Software Advice
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Nicolas Ganivet

The best CRM for nonprofits, and it's free!

2016-04-12

Pros

And if a feature is not there, you can always add it as the full source code is available.

Cons

Setup and administration is quite technical, documentation is extensive but could still be improved. Users will feel lost at first due to the richness of the software, but with a little hand holding will get the gist of it and start exploring.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering CiviCRM

Do not install and configure this on your own unless you have a very strong technical background. Rely on a volunteer with such skills, or hire a consultant to help you through the initial setup and to train you on using the product.

Source: Software Advice
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Bryan Flaherty

CiviCRM is highly adaptable and able to fit our non-standard use case

2016-05-11

Pros

Very active and helpful community around the CiviCRM. Lots of free intergrations.

Cons

It may be easier out of the box for more standard deployments but our needs were sufficiently different that we really did need a guide.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering CiviCRM

There is a lot to CiviCRM but the community is very helpful. Make sure you find a few people you can talk with about CiviCRM, there may already exist a solution for what you need but it isn't always clear where that solution is, having an expert can really help!

Source: Software Advice
Helpful?   Yes   No
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