TrustRadius Insights for Servant Keeper are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Recommendations
Users commonly recommend the following when it comes to the program:
Thoroughly explore the program before making a decision. It is important to know what features you are looking for and thoroughly explore the program before making a decision. Some features may not be customizable, and there are other products available that offer more features. Additionally, personalized advice and expertise come at an additional cost.
Ensure necessary reports are available and keep tech support for the first year. It is advised to ensure that all the necessary reports are available in the program and not assume that it has everything needed. It is also recommended to keep tech support for at least the first year as there might be some clunkiness in the program.
Customize and familiarize with the program to fully benefit from it. Users encourage giving the program a chance, even though it may seem complicated at first. Once customized and familiarized with, they believe it becomes indispensable, providing necessary information for reporting purposes. It is considered a great tool for keeping church records.
These recommendations highlight the importance of thoroughly exploring the program, ensuring necessary features and reports are available, and customizing/familiarizing oneself with it to maximize its benefits.
I use Servant Keeper to manage donors and track donations for my non-profit organization. Servant Keeper solves the problem of having a good way to manage donors effectively, meaning, besides tracking donations so I can easily produce year end giving statements, it also allows me to run reports by every imaginable filter.....geographically, by program supported, and lots of others. It makes it easy to send emails to all the donors or specific target groups. It is a very powerful tool for donor management.
Pros
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
Cons
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.
Likelihood to Recommend
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.