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https://dudodiprj2sv7.cloudfront.net/product-logos/uC/ld/0GU24340CU15.PNGPersonify360 gets it right at the right price!Personify360 is used by my organization, a major non-profit organization active both in the US and Europe, to track our membership base. It maintains all member related information and underpins all related billing activity, which is a major source of revenue for us. While it is used mainly by our membership department, the data it provides us influences just about every aspect of our organization as it's tied to a big part of our earnings.,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.,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.,7,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.,Oracle Access Management,Agile CRMPersonify is a KeeperThe American Urological Association uses Personify to manage all data related to our constituent, companies, and committees. It is our Accounts Receivable as well as our eCommerce system, and we use it to track fundraising, inventory, meetings, miscellaneous and subscription orders. We also track all of our awards and medical transcript records in Personify. There are add-on components that can be purchased separately such as the point-of-sale, which AUA uses to sell our products at onsite meetings. The system includes a robust report writer that allows staff to create their own reports using any field of data in the system. The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.,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).,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.,8,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.,iMIS, Abila netFORUM Enterprise, MemberNation and NetSuite CRM+,Higher Logic, Real Magnet, SAP Crystal Reports, JIRA Service Desk, Clarizen
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Personify360
5 Ratings
Score 6.6 out of 101
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Personify360 Reviews

Personify360
5 Ratings
Score 6.6 out of 101
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Ryan Husbands, MBA, CPA profile photo
August 02, 2018

Review: "Personify360 gets it right at the right price!"

Score 7 out of 10
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Personify360 is used by my organization, a major non-profit organization active both in the US and Europe, to track our membership base. It maintains all member related information and underpins all related billing activity, which is a major source of revenue for us. While it is used mainly by our membership department, the data it provides us influences just about every aspect of our organization as it's tied to a big part of our earnings.
  • 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.
  • 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.
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.
Read Ryan Husbands, MBA, CPA's full review
Susan Kerns profile photo
October 31, 2017

Personify360 Review: "Personify is a Keeper"

Score 8 out of 10
Vetted Review
Verified User
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The American Urological Association uses Personify to manage all data related to our constituent, companies, and committees. It is our Accounts Receivable as well as our eCommerce system, and we use it to track fundraising, inventory, meetings, miscellaneous and subscription orders. We also track all of our awards and medical transcript records in Personify. There are add-on components that can be purchased separately such as the point-of-sale, which AUA uses to sell our products at onsite meetings. The system includes a robust report writer that allows staff to create their own reports using any field of data in the system.

The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.
  • 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).
  • 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.
Personify works very well for professional societies, but it is somewhat cumbersome to use if you are managing multiple sections and/or societies. It works very well for us as our Accounts Receivable system, but that might not work for everyone.
Read Susan Kerns's full review

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