Agilon One Donor CRM Features

Agilon One Donor CRM

Customer relationship management & fundraising solution

4.1/5 (47 reviews)

Competitor Feature Comparison

ACH Payment Processing
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Alumni Management
Appointment Management
Auto-Responders
CRM
Calendar Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Collaboration Tools
Committee Management
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customizable Reports
Customization
Dashboard
Data Import/Export
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Dues Management
Electronic Payments
Email Marketing
Email Tracking
Event Calendar
Event Management
Feedback Management
For Nonprofits
Fundraising Management
Gamification
Gift Matching Management
Goal Setting / Tracking
Grant Management
Help Desk Management
Interaction Tracking
Knowledge Base Management
Landing Pages/Web Forms
Lead Management
Member Database
Membership Management
Milestone Tracking
Mobile Access
Mobile Giving
Multi-Channel Marketing
Online Forms
Online Giving
Payment Processing
Pledge Management
Project Management
Prospecting Tools
QuickBooks Integration
Receipt Management
Recurring Giving
Registration Management
Reporting/Analytics
Social Media Integration
Social Media Monitoring
Support Ticket Management
Volunteer Management
Web Forms
Website Integration
Visit WebsiteCompare App
ACH Payment Processing
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Alumni Management
Appointment Management
Auto-Responders
CRM
Calendar Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Collaboration Tools
Committee Management
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customizable Reports
Customization
Dashboard
Data Import/Export
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Dues Management
Electronic Payments
Email Marketing
Email Tracking
Event Calendar
Event Management
Feedback Management
For Nonprofits
Fundraising Management
Gamification
Gift Matching Management
Goal Setting / Tracking
Grant Management
Help Desk Management
Interaction Tracking
Knowledge Base Management
Landing Pages/Web Forms
Lead Management
Member Database
Membership Management
Milestone Tracking
Mobile Access
Mobile Giving
Multi-Channel Marketing
Online Forms
Online Giving
Payment Processing
Pledge Management
Project Management
Prospecting Tools
QuickBooks Integration
Receipt Management
Recurring Giving
Registration Management
Reporting/Analytics
Social Media Integration
Social Media Monitoring
Support Ticket Management
Volunteer Management
Web Forms
Website Integration
Visit WebsiteCompare App
ACH Payment Processing
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Alumni Management
Appointment Management
Auto-Responders
CRM
Calendar Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Collaboration Tools
Committee Management
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customizable Reports
Customization
Dashboard
Data Import/Export
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Dues Management
Electronic Payments
Email Marketing
Email Tracking
Event Calendar
Event Management
Feedback Management
For Nonprofits
Fundraising Management
Gamification
Gift Matching Management
Goal Setting / Tracking
Grant Management
Help Desk Management
Interaction Tracking
Knowledge Base Management
Landing Pages/Web Forms
Lead Management
Member Database
Membership Management
Milestone Tracking
Mobile Access
Mobile Giving
Multi-Channel Marketing
Online Forms
Online Giving
Payment Processing
Pledge Management
Project Management
Prospecting Tools
QuickBooks Integration
Receipt Management
Recurring Giving
Registration Management
Reporting/Analytics
Social Media Integration
Social Media Monitoring
Support Ticket Management
Volunteer Management
Web Forms
Website Integration
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Android App


0 reviews

Agilon One Donor CRM Feature Reviews

25 reviewers had the following to say about Agilon One Donor CRM's features:

Nirmal A.

A very good fundraising platform for Higher Ed

2019-07-10

Reporting limitations aside, I am generally happy with the Agilon One product.

Pros

Agilon One Donor CRM is designed for higher education and accommodates all fundraising and relationship management needs of organizations in this space.

Cons

The "Push" type Crystal Reports integrated with the solution require SQL queries on the database as the native functionality of the Selection Wizard is extremely limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Penny K.

I use this software both from the front end and through database in the back.

2017-07-25

Great customer service. The vendor actually knows my name.

Pros

Ease of use for the casual user. Takes very little training to use the product but it's a little more complicated to enter gifts.

Cons

Lacks quality controls like pledge payments can exceed the size of the pledge.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Rich H.

Nimble, Customer Service oriented company, strong accounting partner.

2019-03-19

Pros

Direct access to core management team; Accessible user group conferences; affordable cost; Unit4 Agresso accounting partner highly recommended for user friendliness and flexibility.

Cons

Smaller company - unfamiliar to most new fundraisers so a manageable learning curve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 1001-5000 employees)

Agilon Review

2018-10-16

It is the best database software I have ever used, in spite of the anomalies I find from regular use.

Pros

It is easy to read and to sort through, especially related to multi-year giving patterns, funds, etc.

Cons

It takes a long time to sort between donors and to add multiple-similar Contact Reports/Proposals.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Education Management company, 1001-5000 employees)

Agilon One

2018-12-10

They administer and support the product fully and provide the infrastructure for us to build our database, application and email servers.

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shang T.

Agilon ONE is very easy to use and manages donor, alumni data efficiently

2018-10-05

Pros

Manage donor and alumni data effectively.

Cons

Searching a donor or switching from one page to another could sometimes take a long time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Forest P.

We have used Summit and ONE for years The features and functionality have continually been upgraded.

2017-06-19

It is an easy software to accurately record and track giving and donor data.

Pros

Web-based; user friendly. Ability to populate fields with information important to your organization for user understanding.

Cons

Help tools do not provide enough detail to understand the processes to accomplish goals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Calvin B.

Working through Agilon and its various uses

2018-10-08

University / Higher Education efforts have been well received when working with the CRM.

Pros

Certainly like the efficient and quick response for delivery of needed info when entering a Contact/Corporate name into the search box.

Cons

Sometimes the bugs that need to get fixed (IT side) takes away from the efficiency of usage of the program. But the IT team at our institution and the good folks at Agilon seem to get any issues taken care of quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Veronica A.

This software is very user friendly and allows for excellent customization.

2017-06-13

We have also found the prospects module useful in tracking donor contacts and plans.

Pros

The software is easy to adapt to our organization and extending the database is very intuitive.

Cons

I also don't like that we can't copy giving pages.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Garrett H.

ONE's Okay!

2019-07-17

My job is to build out large, complex reports (mostly for fundraising purposes) for people across the university, from the Chancellor on down, and to help build data interfaces between ONE and various other databases and services.

Pros

Fairly straightforward database structure.

Cons

Front-end interface is laggy, and has a dated, unattractive style. No API, and the built-in support for querying is cumbersome, unintuitive, and enough of a pain to work with that I just dig into the database directly for our reporting.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Gayla B.

We have been with Agilon's One since 2009, and overall it has been an excellent experience.

2017-05-25

Pros

The flexibility that is built into the software is amazing. This allows for customization without having to pay for enhancements. But when we do need an enhancement, the staff really listens and helps determine how best to accomplish our goals. The customer service is outstanding.

Cons

I would like to see a more robust HTML editor for online events, online Giving, Constituent Connection and Relay.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Pat M.

Agilon - is this software for you

2019-03-18

The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle.

Pros

Data entry processes are clean and easy to follow.

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Misty W.

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

2019-07-10

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.)

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Darlene G.

Cheerleader for Agilon

2015-09-21

Pros

Populates guests names, process money, can pull reports for events, do nametags

Cons

Easier to do simple events vs complex events

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Agilon One Donor CRM

To have good reports have to build an event to meet the needs and reports for Vice Presidents and others. Make it easy for end user

Source: Software Advice
Helpful?   Yes   No
Read more
Jim D.

Agilon Review

2018-10-05

We have used this product but are exploring other options that are more user friendly.

Pros

The customization of tracking unique donor data.

Cons

The events module functionality is overly complex for the size of our institution.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff K.

Agilon One Review

2019-03-27

Pros

Our team is always thinking about ways to improve the functionality to make the job easier for our fundraisers, and the system is flexible enough to make customized changes on our own.

Cons

Our fundraisers work on the road a lot and it would be great if they could do more of their work in the system on their iphones instead of waiting to get back to a desktop to input their contact reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad B.

No gift certificate required

2019-07-09

Pros

The flexibility with an open database offers a lot of solutions to situations quickly.

Cons

The front-end (CCON) interface, whether gift giving or event registration, does not have as modern a feel or function as users expect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Agilon


Constituent Connection is fully customizable with HTML5 mobile responsive styling. We have offered to assist the customer with updating their web design.

Passwords are fully encrypted to ensure security.

Read more
Hrire M.

Agilon One

2018-09-28

I don't ever recall contacting the vendor and it going to voicemail.

Pros

Simple interface and easy to manage with additional modules that allowed capability for us to email, setup events so on.

Cons

This is not a problem any more, but it's more the acceptance of the end users who might say "this feature doesn't work" yet, they have no training on it and if they simply asked would be shown how things are done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Celeste C.

Agilon Review

2018-10-08

Trying to get a better view of our donors. It has been helpful running some reports, but a little hard to use

Pros

Overall the menu and options look nice on the screen compared to other CRM's I've used.

Cons

Isn't always intuitive how you add data and perform functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristina L.

Agilon One Review

2019-07-10

Pros

Great customer service and numerous customization options depending on your organization needs.

Cons

Some processes like sending pledge reminders, gift receipts and acknowledgements aren't very effective, and it would be nice if these were handled more efficiently within One.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah L.

Agilon ONE

2018-10-09

Pros

It has many features that provide a full view of donors and fundraising efforts

Cons

The Reports that are available are very limiting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tricia T.

Agilon

2018-10-08

Beneficial to find alumni/donor information, but reports seems a bit clunky.

Pros

Navigation options are good along left side of page.

Cons

Hard to find specific reports and their functions from list.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hrire M.

Agilon One recommended

2019-06-26

In our organization, lack of quality control in terms of data entry made the database prone with errors.

Pros

Many features, small but contactable support where they get back to you almost immediately.

Cons

It was out of the box in 2004 for US clients. However, we asked for Canadian customizatons and they delivered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa B.

Agilon One Review

2019-07-10

Seamless integration with our financial system.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jana M.

Agilon - a relational database is a relational database...but

2018-10-08

I can't speak to the overall experience, but for donor relations, we're using the modules to tie up some important data points.

Pros

Agilon works for us because we are able to bolt on some home-made applications written by our IT department. It is entirely functional for most uses for OU fundraisers.

Cons

There are some modules that are designed for very specific use, so we wind up using user variables to get what we need out of the product (I'm thinking scholarship and stewardship specifically).

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more