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Top Rated
91 Ratings

Apricot by Social Solutions<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
91 Ratings
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Score 8.7 out of 101

Fundraising Report Card

2 Ratings
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Score 9.7 out of 101

Add comparison

Likelihood to Recommend

Apricot by Social Solutions

Apricot is well suited to help with output reporting. However, I don't believe it offers a narrative function. Apricot is well suited for capturing client intake, especially with is secure web form feature. However, it is not like GoogleForms where it can be used to either capture RSVP information or sign-in information for events or trainings.Apricot is well-suited for comparison reporting and discovering effort. However, I don't believe it has predictive features that can be leveraged.
Heath Carelock profile photo

Fundraising Report Card

If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.
Amanda Mulder profile photo

Pros

  • Apricot allows us to organize our client data and run reports more efficiently.
  • Apricot upgrades its features on a routine basis to meet the needs of the customer, including its secure web form feature.
  • Apricot has fashionable and accessible technical assistance, including direct chat, videos, boot camps (virtual), and recommended 3rd party consultant support.
  • The variety of filtering attributes to run reports is very impressive.
  • The versatility in configuring reports helps us to be able to meet the reporting requirements of different funder frameworks.
Heath Carelock profile photo
  • It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
  • It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
  • I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]
Amanda Mulder profile photo

Cons

  • We believe Apricot could offer secure web forms beyond the restricted 'Tier 1' allowance. In other words, currently, secure web forms are only available as options for Tier 1 records. This means we cannot have live registration for Tier 2 records, which is very restrictive, seeing as we would like to capture data as clients sign in at events or trainings we have.
  • We would like to see a feature similar to what TurboTax presents on its site that prompts you with questions to better generate the next step. In an Apricot case, it would generate these prompts to help us build our reports. We have the criteria we're looking to fulfill, we just need to better reproduce it in the sections on the Apricot report and this type of functionality would help.
Heath Carelock profile photo
  • The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.
Amanda Mulder profile photo

Likelihood to Renew

Apricot by Social Solutions9.7
Based on 2 answers
I went to the Summit a few weeks ago to learn about the future expansion and vision of Social Solutions. I already been with Apricot for 5 years and researched other products I still come back to Apricot and where it can grow with us.
Terri Willis, MPA profile photo
No score
No answers yet
No answers on this topic

Usability

Apricot by Social Solutions10.0
Based on 1 answer
Very well design, almost anyone can use
Terri Willis, MPA profile photo
No score
No answers yet
No answers on this topic

Support

Apricot by Social Solutions10.0
Based on 1 answer
Every time we have a problem it is resolved
Terri Willis, MPA profile photo
No score
No answers yet
No answers on this topic

Implementation

Apricot by Social Solutions10.0
Based on 1 answer
Take the time to learn apricot and all the functions before implementation. Know what the end results are before designing forms
Terri Willis, MPA profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

We selected Apricot to warehouse our client data and to be able to serve as a backup to our data reports for our funder. Apricot is more fluid than the three (3) entities I've worked with in the past. In other words, Apricot allows us to now go from Intake Form data entry directly to Reporting, as we've figured out how to generate corresponding report features on the platform. We can generate reports and see reporting information whenever we want, especially in times ahead of our actual need to deliver reports to the funder; whereas with the other platforms, I was not able to generate reports from those entities with direct client Intake information.I truly enjoy the secure web form feature, too, because it allows clients to enter information on-the-spot at our center, eliminating the middle man (my staff) having to do it. Ultimately, we cut down on the days we take to generate reports, altogether, and are able to repurpose that newfound time to program delivery and program recruitment.
Heath Carelock profile photo
No answers on this topic

Return on Investment

  • It gives us the ability to warehouse intake in real-time through the secure web form feature and general entry feature.
  • Apricot allows us to back up our data reports because we can base our information on hard numbers, factual, accurate information.
  • There's no negative impact that the resource has that I can think of - unless we consider letting it go to waste; not leveraging its optimal capacity because of our own ignorance or lack of knowing how to utilize its features.
Heath Carelock profile photo
  • While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
  • We don't have to guess whether or not our strategies are working. We know.
Amanda Mulder profile photo

Pricing Details

Apricot by Social Solutions

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Apricot by Social Solutions Editions & Modules
Apricot by Social Solutions
Edition
Apricot Essentials
$0
Apricot
$0
Additional Pricing Details
Pricing for Apricot is driven by individual usage and needs of your nonprofit. Your organization isn't one-size fits all, so neither is our pricing.

Apricot by Social Solutions More Information

Fundraising Report Card

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Fundraising Report Card Editions & Modules
Fundraising Report Card
Additional Pricing Details

Fundraising Report Card More Information