Servant Keeper vs. TouchPoint CMS

This software was created for use by churches BUT because you can customize the fields, it has been very effective for other non-profit use. Workshops are geared for church users so I don't usually attend those. It has a LOT of functionality. I am able to import my data from Quickbooks as I utilize that product as well. Since I am not a church and my chart of accounts is pretty complex, I have found it easier to import from Quickbooks rather than the other way around. It is easier for me to control the accounting side of things by doing this way.

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For our church size (1000 weekly attendees), Touchpoint has been a great option for us. We moved from a legacy server based system to Touchpoint which has brought a much needed transition to a web-based product with all its advantages. The various features that stand out in our use of Touchpoint includes: good child-care check-in process, the integration of volunteer background checks with third party vendors, increasing integration with accounting packages like Sage Intacct, strong contributions module with flexibility on selecting various providers for the front end, generally intuitive ease of use combined with good flexibility to tailor to our needs.

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• tracks donations for year end giving statements with donation details
• makes emailing all donors super easy
• produces labels for mailing newsletters
• tracks donations by categories I set up
• you can modify the input boxes to fit your needs....this is especially helpful as I am not a church and it is primarily set up for churches to use.
• you can create custom reports and save them for future use

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• Connects well with online merchant processors for ACH and Credit card gifts
• Integrates well with our accounting software (Sage Intacct)
• Retreat and event management that require fees is also very robust.

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• There is too much clicking! Could be MUCH more effective if less clicking was required. This is my biggest complaint! It's not a deterrent to purchasing, and it does not affect its functionality, but is an annoyance that could EASILY be fixed.
• It can be cumbersome to figure out how to use features but is pretty user friendly.

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• The onboarding/training process was not as smooth as it could have been.
• As new features roll-out, sometimes the communication is not as clear as it could be.

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I don't remember the names but I evaluated other church donor software and Servant Keeper offered the most bang for your buck. It had amazing funtionality but not a super high price tag.

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We moved from Shelby to Touchpoint 5 years ago. Although Shelby has moved on to the web, it has been a more recent development after a 40 year history as a server based product. We wanted to go with a web-based option that started on the web.

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• Because I use the desktop version, there was literally a one time cost and it has given me years of use and function.
• It has improved my ability to communicate easily and effectively with donors

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• Touchpoint's value has been in the ability of staff and lay leaders to be able to connect with and manage others.

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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