Agilon One Donor CRM Pricing, Features, Reviews & Alternatives

Agilon One Donor CRM

Customer relationship management & fundraising solution

4.1/5 (47 reviews)

Agilon One Donor CRM overview

What is Agilon One Donor CRM?

Agilon One Donor CRM is a cloud-based donor relationship management and fundraising solution which assists nonprofits in managing their campaigns and donor relationships. Its key features include donor management, prospect search, email marketing, membership management, and business intelligence.

Agilon One Donor CRM comes with a module which enables teams to manage their donor database and connect with constituents through multiple communication channels. Researchers can use this system to conduct integrated health screening of major prospects and automate ratings, scores and rankings. The solution lets team members capture donor interest, preferences and affinities, measure progress towards goals, and forecast revenue. Managers can use the mobile-responsive interface to synchronize plans with calendar and update gift proposals and solicitation status.

Agilon One Donor CRM enables staff to manage campaign phases and milestones, define custom gift charts, and maintain ratings attributes from multiple sources. Users can also identify and track recognition and naming opportunities, and compare projected to actual commitments for all campaign areas.

Pricing

Starting from
$100/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Agilon One Donor CRM screenshot: Agilon dashboard screenshotAgilon's CRM for Managing Relationships with Your DonorAgilon One Donor CRM screenshot: Agilon prospect relationships screenshotAgilon One Donor CRM screenshot: Agilon constituent profile screenshot
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Agilon One Donor CRM user reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.0
  3.7
  4.7
Anonymous

Agilon One

Used monthly for 2+ years
Reviewed 2018-12-10
Review Source: Capterra

As a back-end server administrator, most of my work involves setting up the servers and prepping them for Agilon. Agilon has been excellent customer service wise. If I ever needed to contact support, I honestly never recall leaving a message. If I did, I received a call within minutes. They administer and support the product fully and provide the infrastructure for us to build our database, application and email servers. Very good experience with Agilon.!

Pros
There are a lot of features for Higher Education that Agilon One has that make it easy for integration with Alumni and major donors. We also have an interface that links our call centre application to retrieve database information from particular grad years so that we can target our alumni to be contacted. Easy to use, easy to integrate with Oracle. Vendor was exceptional in providing support, assistance, and migration to newer versions. Many modules such as events and relay which provide an internal way to email alumni without resorting to 3rd party mailing houses.

Cons
it is fairly complex for staff to use in terms of if they sparingly use it, they may be slow or resistant to use it or use it properly. End users have a difficult time in adopting ANY system, so they tend to forward their data entry requests or even search / report requests to our data entry / reports team. It should be more self serve, however, in my organization there is a culture of laziness and pass the word to someone else.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Lisa B.

Agilon One Review

Used daily for 2+ years
Reviewed 2019-07-10
Review Source: Capterra

Seamless integration with our financial system. This was a once a month manual process with our previous system. And the most important piece is the customer service we receive from the Agilon staff they are always prompt, knowledgeable and easy to work with when you call with questions. Always helpful in suggesting different ways to accomplish your goals.

Pros
The flexibility of the system. One was written for colleges and not for other non profits but we are able to adjust the look and feel of the system to meet our needs.

Cons
All report writing has to been done on a higher level there is no way for daily users to create on the fly reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kim R.

Review

Used daily for 6-12 months
Reviewed 2019-07-10
Review Source: Capterra

We are successfully sending emails that can be created and/or duplicated quickly and easily. Training others on the system is simple.

Pros
I mostly use the software for creating emails. I enjoy the ability to create email templates so we don't have to start from scratch every single time on an email. I occasionally use it to look up donor information.

Cons
The email production software is a little clunky. It is frustrating that the page doesn't move with the user (the WYSIWYG tool bar) and dropping images into place can be a challenge. I also noticed when accidentally using "cntrl+S" to save, I lose all of my work and the page freezes. Please fix that! The email reports are also very cumbersome to look up when you have to know what date the email was sent to enter a range before you even can see the data.

Response from Agilon


The HTML editor area should auto-fit the size of your content when you open the email edit page. You can also expand the area to any size desired by clicking and dragging the lower right corner of the editor area.

With drag-and-drop images, you can right-click and copy an image, then place your cursor where you want the image to be and right-click and paste (or CNTL-V) to place the image there.

The CNTl+S key combination activates the web browser's HTML page save function, which doesn't save your email content. Pressing the Enter key will save your data on any page. We'll research to see if we can catch the CNTL+S key combination to avoid this problem in the future.

For reporting, if you click the Campaign Reports icon on the Campaign Dashboard or the Campaign Details screen, the Report From date will be default to the first day the campaign ran and the end date will default to the current date.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Pat M.

Agilon - is this software for you

Used daily for 2+ years
Reviewed 2019-03-18
Review Source: Capterra

I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable.

Pros
The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have. They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow.

Cons
If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own. Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Misty W.

Agilon ONE Donor CRM experience for Murray State University Office of Development

Used daily for 2+ years
Reviewed 2019-07-10
Review Source: Capterra

The leadership and support staff at Agilon are an amazing group of people to work with. They are friendly, and always willing to help out when an issue arises or to offer suggestions on ways to be more productive by using the software. The turnaround time for phone calls or emails regarding questions with the software are answered promptly.

Pros
I really like the availability to house almost any type of data we wish to track in the system (biographical information, student info, family and business relationship info, wealth info, donor records, gift clubs, volunteer info, etc.) The database is very user-friendly and easy to navigate within the modules.

Cons
There are several modules or features in the Agilon software that we don't utilize or subscribe to because they don't interact with other software platforms that other areas of our organization are under contract with at this time. We find it difficult sometimes to get other software to incorporate or "talk with" Agilon unless we have reports written specifically for that communication between systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Agilon One Donor CRM pricing

Starting from
$100/month
Pricing options
Free trial
Subscription
View Pricing Plans

Contact Agilon for pricing details.

Agilon One Donor CRM features

Campaign Management
Donor Management
Event Management
Membership Management
Mobile Giving
Online Giving
Payment Processing
Pledge Management
Receipt Management
Recurring Giving
Volunteer Management

API (78 other apps)
Activity Dashboard (87 other apps)
Alerts/Notifications (79 other apps)
Attendance Tracking (76 other apps)
Data Import/Export (93 other apps)
Electronic Payments (78 other apps)
Mobile Access (86 other apps)
Reporting & Statistics (103 other apps)
Third Party Integrations (79 other apps)

Videos and tutorials

Additional information for Agilon One Donor CRM

Key features of Agilon One Donor CRM

  • Accounting
  • Alumni Management
  • CRM
  • Committee Management
  • Contribution Tracking
  • Donation Tracking
  • Donor Database
  • Donor Management
  • Dues Management
  • Fundraising Management
  • Gift Management
  • Gift Matching Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Member Database
  • Membership Management
  • Mobile Donations
  • Mobile Giving
  • Online Donations
  • Payment Processing
  • Pledge Management
  • Prospect Management
  • Receipts / Statements
  • Recurring Donations
  • Recurring Giving
View All Features