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SheepCRM

SheepCRM

Overview

What is SheepCRM?

sheepCRM, developed by Authentic Digital Limited, is a membership management solution designed to streamline operations and enhance member engagement. According to the vendor, this software caters to membership clubs and associations of various sizes, including small local organizations and large national...

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Recent Reviews

TrustRadius Insights

SheepCRM has proven to be a highly effective solution for timesheet processing, offering sophisticated functionality for time block …
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Pricing

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Basic

$99

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is SheepCRM?

sheepCRM, developed by Authentic Digital Limited, is a membership management solution designed to streamline operations and enhance member engagement. According to the vendor, this software caters to membership clubs and associations of various sizes, including small local organizations and large national or international associations. It is utilized by a wide range of professions and industries, such as nonprofit organizations, trade associations, professional societies, sports clubs, and social clubs.

Key Features

Membership CRM: According to the vendor, sheepCRM provides a user-friendly CRM to manage members, contacts, and organizations. It allows users to keep track of personal details, memberships, payments, and communication history in a centralized location.

Membership Management: The vendor claims that sheepCRM efficiently handles individual and corporate memberships with flexible options. It enables online membership applications and renewals, automates renewals and reminders, and supports instant or approval-based membership flows.

Events: According to the vendor, sheepCRM offers seamless event management capabilities. Users can create, promote, sell tickets, and manage events effectively. It provides member and non-member pricing options, monitors ticket sales, generates attendance lists, and captures event attendance data for member engagement analysis.

Fundraising: sheepCRM allows users to create compelling campaign pages for fundraising appeals, as per the vendor. It provides secure online donation collection for one-time and recurring donations. The software also allows for the recording of Gift Aid declarations to maximize funds. Users can track donor details and contributions for campaign progress monitoring.

Members' Portal: The vendor states that sheepCRM offers a user-friendly members' portal for self-service. It enables online membership applications and renewals, empowers members to update personal details and manage consent, and allows for personalization with organization branding.

Payments: According to the vendor, sheepCRM streamlines payment collection through card or direct debit transactions. It integrates with GoCardless and Stripe for automated payment processing, aiming to improve cash flow with prompt renewals and consistent revenue streams.

Comms.: The vendor claims that sheepCRM helps engage and nurture members with personalized automated messages. Users can send updates, event invitations, and announcements to specific segments or individuals. Integration with Mailchimp allows for efficient email newsletter distribution.

Groups: sheepCRM allows users to manage groups, teams, regions, and committees, according to the vendor. It provides secure sharing of team members' data with internal or external team leaders. Additionally, users can empower teams and groups with microsites to showcase events and contact information. The software also provides tools for team leaders to manage team members, communications, and events.

Reporting: According to the vendor, sheepCRM generates accurate and valuable reports for membership insights. Users can access finance reports for revenue breakdown and payment reconciliation. The software also offers member reports for analyzing member demographics and accurate membership reports to monitor membership performance.

Integrations: sheepCRM seamlessly integrates with popular applications like Mailchimp, Xero, GoCardless, and Stripe, according to the vendor. Users can sync member data with Mailchimp for email newsletters, automate payment collection and reconciliation with GoCardless and Stripe, and push contacts and invoices from sheepCRM to Xero.

SheepCRM Features

  • Supported: Activity Dashboard
  • Supported: Attendee Management
  • Supported: Email Marketing
  • Supported: Event Scheduling
  • Supported: Payment Processing
  • Supported: Registration Management
  • Supported: Chapter Management
  • Supported: Committee Management
  • Supported: Event Management
  • Supported: Fundraising Management
  • Supported: Member Communities
  • Supported: Member Directory
  • Supported: Member Portal
  • Supported: Membership Management
  • Supported: Website Management
  • Supported: Application Management
  • Supported: Attendance Tracking
  • Supported: Communication Management
  • Supported: Electronic Payments
  • Supported: Enrollments/Onboarding
  • Supported: Member Communication
  • Supported: Member Database
  • Supported: Member Types
  • Supported: Membership Renewals
  • Supported: Recurring/Subscription Billing
  • Supported: Reporting & Statistics

SheepCRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

SheepCRM has proven to be a highly effective solution for timesheet processing, offering sophisticated functionality for time block management and cutoff dates. Users have reported that the software accurately generates both invoicing and salary data, which is not easily found in off-the-shelf timesheet systems. Transitioning from linked spreadsheets, SheepCRM has streamlined processes by providing a faster and more efficient cloud-based solution. Staff members are able to create data within the system, which can then be collected and further processed by the admin team. Additionally, the software offers integrated automations through Zapier, simplifying accounting and other business processes. Users appreciate the ever-evolving nature of SheepCRM and the exceptional support provided by the Sheep team. As an integral part of day-to-day operations, SheepCRM serves as a centralized location for member information and analysis. The software's customizability allows businesses to create a simple joining process and brand the system to match their organization's look and feel. With its user-friendly features, SheepCRM can be quickly learned compared to more complex CRM systems. By automating previously manual tasks, SheepCRM frees up time for other important activities. The software facilitates increased communication with members, improved workflow, and the ability to offer new products and services. Glitches are promptly addressed by the supportive Sheep team, ensuring smooth operation of the system. Users have also found that SheepCRM greatly improves recruitment monitoring by providing easy access to information and allowing for specific changes to suit unique needs. Additionally, the software aids in tracking communications and donations, serving as a valuable resource for analyzing performance over time. Its seamless integration with accounts, event management, and payment systems provides users with a streamlined experience. The responsiveness of the developers to requests for new features and support is highly appreciated by users. Overall, SheepCRM excels at organizing data, enabling efficient reporting and tailored communications. It serves as an essential tool in supporting business growth through automation, management, and infrastructure. The close collaboration between the small dedicated team behind SheepCRM and its users has resulted in a product that meets specific needs and maintains strong relationships with both the development and sales team. With its ability to centralize information, SheepCRM provides a comprehensive view of customers, supporters, and volunteers.

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