Likelihood to Recommend ResearchPoint is well suited for Prospect Research, especially if the user has Raiser's Edge as their main database given its integration capabilities with qualified data; however, it is not necessary. I used the Target Analytics product that came before ResearchPoint (The Researcher's Edge) as a stand-alone prospect research database for about a year. For small shops that do not have a prospect researcher or prospect research team, it could even be used by gift officers looking for new prospects or for wealth data on their known prospects. Once systems are in place, the content is fairly intuitive and easy to navigate. The product is really a one-stop-shop, find prospects, wealth screen them, verify the data (the product saves you time by verifying a lot for you already), sync your findings to The Raiser's Edge, and if you'd like, export or print a professional-looking profile to a .pdf for your president or gift officer.
Read full review I like that it easily captures the data we need. There are calculator options, so it's best for our petty cash or overtime request, and the date options are best for our leave applications.
It has more features than Google or Microsoft Forms, which could make it a bit more complicated for those who have gotten used to the simplicity of both Google or Microsoft.
Read full review Pros Address Updates - starting at the basics, the Target Analytics products allow you create a firm foundation for the data in your system. Data Hygiene - taking it a step further is creating and updating data on an individualized basis - such as DeceasedRecord Finder, and Email Finder. Data Modeling - Once your data has been appended it can be modeled for increased donor interaction, stewardship, and solicitation. Read full review Gathers information on my clients Gathers and organizes information on my prospects Enables my Team to use the form I create as a Template so they don't have to re-create it which saves them valuable time. Educates clients about the benefit of supplementation Educates my prospects Read full review Cons Confirmed relationships needs to be a field that can be synced to The Raiser's Edge Philanthropic giving, when synced to the Prospect tab, needs to be able to be sorted by dollar value (like in Excel); this is a change that would need to happen in The Raiser's Edge With increasing competition from other wealth screening vendors, it would be useful if data sources were updated more frequently (i.e. real estate and giving). Read full review I understand that jotform is a business but I wish you had a little higher capacity limits on the free version The paid versions are a little pricey. Would be great if it was not a reoccurring monthly charge but rather a one time fee for the paid versions. I wish i could get notification emails sent to more that one email address on the free version Read full review Likelihood to Renew I need this software to run my business, it's built around it.
Read full review Usability As a seasoned user who relies on seamless online forms for a multitude of purposes, I can confidently attest that JotForm has not only simplified the form creation process but has also elevated it to new heights.JotForm's interface is a masterpiece of intuitive design. Even if you're a newcomer to the world of online form creation, the platform's user-friendly layout will have you crafting professional-grade forms in no time.
Read full review Support Rating While there is always room for improvement, I have always had good luck with TA support. There are so many ways to get help! Sometimes I can answer my own question by just accessing the vast Knowledgebase directory. I have been able to get quick answers by initiating a live Chat without having to navigate the call center voice mail options, which can be a little overwhelming. Sometimes my question or problem is more involved and I'll submit a case online. Between email conversations or a phone call, the representatives I've worked with have always been super helpful, never condescending, and they often follow up days later to make sure everything is working well
Read full review I honestly have not used the support feature with Jotform. From what I can see when I look information up, everything I want to do something that I can't figure out myself it seems to not be a possible solution or edit that Jotform is currently capable of.
Read full review Implementation Rating the most valuable things that Jotform give free trial, so the resistant users can get the experiences of the easiness and more handling to the digital things
Read full review Alternatives Considered Currently there are several prospect research software companies on the market, such as
WealthEngine . In my opinion, Target Analytics with the ability of integration between Raiser's Edge and ResearchPoint creates a greater value for an organization.
Read full review Typeform is better hands down [in my opinion]. It's not even a comparison as [I feel] JotForm doesn't work properly and [from my experience I think] their support is very problematic. I would suggest using
Typeform or using GravityForms as an alternative to JotForm. Whatever you do, [I feel you shouldn't] depend on JotForm for something that is important to your business or research project.
Read full review Return on Investment Address Appends - we are saving tons of money on returned mail, NCOA updates, and ensuring donors are receiving timely correspondence. Data Appends - ensured that we know who we have in our database and how we need to reach each household. Not only through updating records of deceased constituents but knowing the correct email addresses and phones to reach out and share our mission. Prospect Research - allows us to learn more about potential donors, existing donors, and how to create increased donor-centric interactions and solicitations. Read full review It saved me time. Within minutes I was able to create and share forms to collect demographic data. While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained. I could not easily identify what new information was provided in a resubmission by a respondent. Read full review ScreenShots