The sales person oversold it!
Use Cases and Deployment Scope
We use Givesmart events, CRM, And fundraising. I focus more on CRM. I feel like the options for reporting, document settings, events, and fundraising are very primitive as opposed to how the salesperson described them. 1. The system would not allow me to upload our letterhead written on the left and top sides. I can only upload a jpeg of our logo at the top and have to mail letters that are not on our official letterhead. 2. I was not notified that for Organizations, using the contact name on the first line of the address is essential and that it populates the year-end letters, so we didn't do it. We created a custom field for the contact name, but now I need to change the records as I encounter them because of the preset mailing label used on the letters. 3. There is no option to allocate a single donation to multiple campaigns/ledgers. For example, we have sponsors that give 15k and want to allocate it to 3 programs. Instead of entering it once and splitting it, we have to do the process three times: check the number and donor.
Pros
- Event guest check-in.
- Event guest sitting arrangements.
- Ability to email/print a thank you letter from the software.
Cons
- Splitting one donation into multiple campaigns/ledgers.
- More freedom to upload different setup letterheads.
- Better reporting options.
- Communications email newsletter options.
- Creating better webpages for campaigns.
- Create one Cardpointe account for all Givesmart, like CRM and Fundraise, and have the transactions be clear on where the funds came from to eliminate the confusion of two separate Cardpointe accounts.
Likelihood to Recommend
It looks pretty primitive for the options we need.
