Daxko in Birmingham offers their association management software system, Daxko Operations, which is trained on non-profit issues like cash flow, analytics, and as the name might suggest, operations automation.
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ThreeSixty by Personify
Score 8.3 out of 10
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Personify360 is a constituent management and engagement (CME) platform with flexible capabilities. The product is presented as ideal for medium to large organizations, and creates a unified view of constituent data across all channels of engagement. Boasting scalability, Personify360 manages multiple business lines, complex transactions and is flexible enough to meet the needs of any organization.
Daxko is great for managing our members. As members enter the organization they are promoted to sign in and the staff are taken to their Daxko page which gives us all of their contact information. This is a helpful feature and I have no complaints. In terms of signing people up for programs through the same system, it can be complicated because there are a lot of extra steps to take in the sign up process
Personify360 is a very robust CRM, so it can be a valuable asset to any organization that needs to monitor or track large groups of individuals, be it clients, members, subcontractors, etc. Due to the size of our organization, we have not really pushed the limits of the software's capacity. Nevertheless, its price point made it a very viable option for us when we reviewed it against our competitors. Installation and adoption was generally painless, and we've had no issue with it on the IT side of things.
Operations provides us with accurate membership billing
We love the access given to us for detailed reporting for memberships and programs
Ease of use and accuracy for our fundraising records and entries
Customer Service with Daxko is top notch! I actually love calling with any issue that I may have, because they seem truly happy to help. Makes it worth while!
Since it is a web based service, I can access it at anytime to correct any issues that may occur.
Personify is customer centric. The system tracks everything on a customer such as their orders, awards, donations, biographies, demographics, transcripts, etc.
Personify is our Accounts Receivable system. It integrates very well with Microsoft Dynamics and has an eCommerce component that integrates nicely with our AUANet.org website. It also provides an infrastructure that allows us to manage other sections (chapters) and societies.
Reporting is made easy with many canned reports, batch reporting processes, and report writing tools built into the system. You can also easily add Crystal Reports to the system navigation without needed a full license of the software (uses a run-time version).
I have given suggestions to Daxko and they are very receptive to my comments & agree with me. On Engage you can "task" to individual people but, can only "task" a department on an initiative - I'd like the option to task my entire department so whoever has contact with that member first can implement the task. (Side note: the majority of my staff is part-time and do not work consecutive days - this is part an in-house operations issue which is why I made the suggestion for small non-profits such as ourselves)
Overall we selected Daxko Operations because it’s used and recommended by YMCAs across the nation. When comparing similar systems we concluded that the features and the price of Daxko were comparable to any of the other systems that promised the same features. Overall we are pleased with our decision.
Although my usage of Oracle software was different in nature to Personify360, I prefer the Personify360 interface as it I found it more easier to use and needing less training to accomplish my tasks. I also believe that Personify360 was a less expensive option, while still offering essentially the same functionality. I can't speak for the support aspect of this software, as we never really need it!
Online registration for programs has encouraged more people to participate in our programs. They can register in the comfort of their own homes.
We are going 24/7 this month, and with Daxko's Mobile Pass that connects with Operations, we feel that not only will we be able to increase our membership base, but provide a safe and secure environment for our members to access any time of the day!
Everything that Daxko Operations provides to us as customers contributes significantly to our success as a YMCA.
Personify has positively impacted our single sign-on (SSO) process requiring every user to have a unique email address in the system. This allowed for less duplicate records in the system and it improved our system's security.
Another positive experience was implementing the Personify Awards system. We used MS Access to manage our awards in the past, and it another easy implementation that now allows our staff to see this information along with all the other customer information in one location.
Personify eBusiness (eCommerce system) includes all the web and data services needed to integrate our software applications as well as other vendor software applications. It has allowed us to add much more functionality to our existing systems while making it seamless to our customers.
The only negative impact at this point is not having a truly web-based system because that would make the system more efficient for our remote staff.
