Kindful (discontinued, now part of Bloomerang) vs. Sage CRM

Kindful is well suited when:

• Important to integrate with a wide range of systems such as online fundraising tools or event registration without being tied to a single vendor
• Small to medium sized organizations looking for an affordable but powerful donor database/CRM
• Need a powerful but user friendly tool with customizable reports

Kindful is not well suited when:

• You need very advanced customization such as the ability to built entire custom screens
• You need to track donations in multiple currencies

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as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

• We particularly love the flexibility of Kindful's donation pages and donation plug-ins. They make it possible for us to accept donations on our website, without having donors have to leave the website.
• Kindful effectively streamlines back-office functions including acknowledgements for gifts - which saves our small 2-person team vital hours each week.
• Kindful integrates to a variety of valuable platforms, allowing us to manage all of our data in one place. Currently, we integrate with MailChimp [so all email recipients are segmented in Kindful, emails are sent from MailChimp], Fundraising Report Card, and several custom integrations through Kindful's open API [including one that tracks volunteer events and another that connects to CauseVox].
• Kindful's basic metrics and "dashboard" give us instant access to live fundraising results that are shown against historical information - giving us the ability to see how we're doing at all times.

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• When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
• Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.

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• Detailed custom email campaigns and reports can be confusing to navigate. However, Kindful provides excellent customer support and training to make it as easy as possible.
• The price can be a turn off for many people, but if you have an aggressive plan to increase funding, Kindful pricing is scalable based on the size of your database.

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• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

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There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

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From operations, support, and donor management, Kindful's UX and UI are top-notch.

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Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

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Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all

I have not utilized the support for Kindful very often but the one time I have was fantastic. It was quick, courteous and thorough. Kindful consistently offers Webinars that outline the best way to utilize their product and get the most out of it. I think Kindful does a pretty solid job with support.

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Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

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Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

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The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.

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Because of the easy-to-use drag-and-drop function, teams do not have to call website design-proficient professionals to assist them since Populr also supports collaboration and entire teams can work together to come up with a beautifully designed website and one that is readable.

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Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.

• Kindful's customer service team has saved us a lot of time and effort by being extremely helpful. I can't speak highly enough about the customer service they offer.
• We spend a lot of time cleaning our data base. I wish Kindful had a cleaner integration process.

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Independently Invited by TrustRadius

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• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info