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ThreeSixty by Personify

Score8.4 out of 10

10 Reviews and Ratings

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What is ThreeSixty by Personify?

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.

Categories & Use Cases

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Reviews

What users are saying about ThreeSixty by Personify.
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Personify360 gets it right at the right price!

Incentivized
Ryan Husbands, MBA, CPAView profile
Fund Accountant in Finance and Accounting at Nottingham Investments (11-50 employees employees)

Pros

  • What I really like about Personify360 is that, above all, it is easy to use. Individual member files are easy to maintain and edit as needed.
  • Personify360 also gets a lot of points for its presentation. We find it simple to understand as a lot of the interface is very intuitive for users. This goes for first time users, which in turn makes this software relatively easy to train new staff on.
  • Lastly, Personify360 does a good job of disseminating information. As an organization, we've gained a lot of insight into the inherent data compiled through logging our membership base into the software.

Cons

  • I believe that some of the different modules could perhaps be combined together. As a non-profit organization, we are very sensitive to cost. So sometimes we're forced to go without some of the desired functionality of additional modules due to cost, which is of course a negative for our operations.
  • In my opinion, Personify 360 is not the more 'known' CRM software on the market. This can make it harder to find people with previous experience on it as compared to some other competitors.

Return on Investment

  • Personify360 has a had a very positive impact in that its functionality has allowed us to pursue membership leads that we wouldn't have otherwise. The data it's allowed us to collect has made us much more efficient in our membership acquisition activities. It has also allowed us to be more responsive to our current members' needs.
  • The efficiency we've gained in regards to our membership base has allowed us to be more ambitious with our membership drives as we now have the data to back us up. It's certainly given us a new dimension in terms of growth strategy.

Alternatives Considered

Oracle Access Management

Other Software Used

Agile CRM

Engage your members like a pro with ThreeSixty (Personify360)

Incentivized
Verified User
Manager in Product Management (51-200 employees employees)

Use Cases and Deployment Scope

Personify360 helped us to manage our 50+ members in the public speaking organization seamlessly. It was very easy to see which members need to renew their membership, which members are meeting their goals, and reward them with certifications accordingly. This also made the transfer of knowledge very easy to the next generation of leaders coming into the organization because everything was digital.

Pros

  • Membership management
  • Award programme
  • Insights on member activities through the year

Cons

  • UI could be made much more user friendly
  • Steep learning curve
  • Faster upgrades to accommodate remote work setting

Most Important Features

  • Award Module
  • Membership Management
  • Activity Statistics

Return on Investment

  • Helped us gamify our education programme with the award module
  • Helped us report our activities transparently to the leadership
  • Reduced TAT on membership renewals, new registrations

Alternatives Considered

Ocelot and Google Drive

Other Software Used

Slack, Google Drive, Notion

Personify is a Keeper

Incentivized
Susan KernsView profile
Senior Manager, Information Systems in Information Technology at American Urological Association (51-200 employees employees)

Pros

  • 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).

Cons

  • Personify needs to provide a true web-based system.
  • Personify does not always think through new offerings making it hard to make a new function or feature work with the existing system. However, they are good with acknowledging and fixing such issues that arise.
  • Fundraising module needs to be able to recognize all subsystems when showing a customer's donor history. Currently, the system only shows fundraising subsystem donations in the customer's giving history when there could have been a donation made as part of a membership dues renewal campaign.

Return on Investment

  • 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.

Alternatives Considered

iMIS, Abila netFORUM Enterprise, MemberNation and NetSuite CRM+

Other Software Used

Higher Logic, Real Magnet, SAP Crystal Reports, JIRA Service Desk, Clarizen

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