Name: SheepCRM
Price: 99 USD
Author: Croftsware

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Push Notifications

Development

Audit

Business Intelligence (BI)

Collaboration

IP PBX

Org Chart

Procurement

Enterprise

Accounting

Spend Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Center Power

Data Quality

Density-Optimized Servers

Disk Based Backup

Fraud Detection

Hadoop-Related

IT Infrastructure Monitoring

Identity Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Managed Print

Network Performance Monitoring

Object Storage

Relational Databases

Smart Contracts

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Click Fraud

Content Management

Contest Management

Direct Mail Automation

Email Marketing

IP Geolocation

Intent Data

Local Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Trade Promotion Management

Sales

Antivirus

Security

Estate Planning

Lease Management

Mobility as a Service

Nonprofit Fundraising

Public Transportation

Scholarship Management

Smart Cities

Telemedicine

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Aras PLM

Aras Corporation

### Event Management
Users generally appreciate SheepCRM's event management capabilities. Reviewers have highlighted the platform's effectiveness in streamlining event-related tasks such as managing bookings, tracking attendance, and creating targeted marketing materials based on attendee preferences. While some users have noted minor drawbacks such as delays in updating functions like merging duplicates or updating memberships, overall, the consensus leans towards the positive side. The ability to customize the product to suit specific organizational needs, coupled with responsive customer support, has contributed to a favorable user experience in managing events through SheepCRM.

### Membership Management
Users generally praise SheepCRM's robust membership management capabilities. The platform's ability to centralize and automate membership processes has been a key highlight for many users. While some have encountered minor challenges with handling organizational and individual memberships, SheepCRM's support team has been proactive in addressing these issues at no extra cost. Additionally, users appreciate the platform's intuitive interface and its seamless integration with other software solutions, enhancing the overall membership management experience.

### Volunteer Coordination
Users consistently praise SheepCRM's volunteer management capabilities. The feedback highlights the system's effectiveness in centralizing and streamlining volunteer coordination tasks. Users appreciate the platform's ability to simplify volunteer recruitment processes and reduce administrative burdens for both volunteers and team leaders. Despite occasional minor issues, the overall sentiment is positive towards SheepCRM's volunteer coordination features.

### Contact Management
User feedback on SheepCRM's contact management is varied, with some praising its ease of use and clear interface for locating contacts efficiently. However, there are concerns about the usability being somewhat confusing and the tags function becoming messy, limiting the grouping of contacts. Despite these challenges, SheepCRM has been commended for its efforts to address issues promptly and provide support in resolving database complexities related to managing both individuals and organizations within the system.

### Donation Management
Users generally appreciate SheepCRM's robust donation management capabilities. The platform allows for easy tracking of communications and donations, providing a valuable resource for analyzing fundraising performance over time. While some users find the consolidation of donor financial information challenging due to dataset complexity, overall, SheepCRM's donation management functionality is seen as a reliable tool for maintaining a comprehensive record of donors' giving history.

### Email Communications
Users generally appreciate SheepCRM's email communications features. The system's ability to automate renewal reminders and new join emails has been particularly well-received, streamlining processes and saving staff time. While some users find the process of creating system emails slightly challenging initially due to the need for HTML coding, they acknowledge that with practice, it becomes more manageable. The integration with other software like Mailchimp and Stripe has been highlighted as a significant advantage, enhancing the overall user experience.

### Recruitment and Staffing
Users consistently praise SheepCRM's recruitment and staffing features. The system's ability to streamline volunteer recruitment processes and reduce administrative burdens has been highlighted as a significant benefit. Users appreciate the ease of monitoring recruitment progress and the customization options that cater to their specific needs. The support provided by the Sheep team has also been commended for its effectiveness in addressing user queries and concerns related to recruitment and staffing. Additionally, the system's adaptability in managing staff time, holidays, and client bookings has been lauded for its visual appeal and functionality.

### Reporting and Analytics
While some users appreciate the time-saving features of SheepCRM's reporting and analytics, others express concerns about the platform's ability to create customized reports and its slightly clunky interface. The ease of filtering contacts and the quick document generation for fundraising analysis are highlighted as positive aspects. However, the need to refresh pages for data entry and the difficulty in creating reports are areas that users feel could be improved. Despite these mixed reviews, SheepCRM's reporting and analytics functionalities seem to offer a balance of benefits and drawbacks for users in managing their data and insights effectively.

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 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.

Basic

Poll Everywhere is an event management software system offered by Poll Everywhere.

Intro

Present

Engage

Teams

Poll Everywhere

Wild Apricot is an association management platform that emphasizes automation of member lifecycle management (i.e. attract, engage, renew), and also assists with receiving online payments and payment processing, and website content and engagement.

Wild Apricot was acquired by Personify Corp in 2017.

Personal

Group

Community

Professional

WildApricot by Personify

SheepCRM

Event Management platforms is used to manage events, from planning to registration and ticketing, to apps for attendees.

Event Management

Croftsware

Virtual Event

These are features for Virtual Event software.

Registration, RSVP, and ticketing

Attendees can register, RSVP, and/or purchase tickets for the event in advance

Email marketing

Personalized email marketing to registered attendees, either within the software or through integrations

Livestreaming

Events can be broadcast live to hundreds or thousands of attendees

Audience engagement

Interactive features like live chat, polls, Q&A, and gamification

Event recording

Events can be recorded so that attendees can rewatch presentations at a later time

Virtual booths

Sponsors can set up customizable virtual booths that attendees can visit

Networking

Video and text chats specifically for attendee networking are available

Event analytics

Analytics and reporting (e.g., total attendee counts at individual presentations and booths, satisfaction with presentations) are available to help determine the success of events

Online Events Collaboration

Features related to collaboration between attendees during web conferences, webinars, and other online events.

Live chat

Participants can use one-on-one and group instant messaging to communicate privately or selectively during meetings.

Audience polling

Attendees can ask questions during the presentation.

Meeting space storage

Includes cloud storage space for files related to the meeting, which is accessible to presenters, attendees, and/or participants.

Annotation

Presenters and/or participants can make real-time annotations to presentation content, such as slides.

Remote support features

Includes features for remote support, such as remote control of mobile devices.

Handouts

Administrators of online events can distribute handouts or other supplemental, digital materials to event attendees.

Online Events Marketing

Features related to the marketing and branding of online events, and use of online events for marketing purposes.

Branding options

Users can customize the look and feel of the application so that online events are branded (colors, company logo, etc.)

Integration to Marketing Automation

Webinar software integrates with users' MA systems to send out registration confirmations, email reminders about upcoming events, follow-up emails with webinar recordings, etc.

Attendee list export

The ability to export lists of event participants.

Online Events Security

Features related to the security of meetings and other events held via web conferencing/webinar software.

User authentication

Administrators can require users to authenticate their identities before joining a meeting.

Participant roles & permissions

Administrators can grant users different levels of access to conferences, as moderators, presenters, attendees, or participants. Permissions can be set for individual users, or based on user role/group.

Participant list

Participants can see a list of other participants.

Confidential attendee list

Presenters, moderators, or admins can see a confidential list of attendees that is not visible to all attendees.

Secure file sharing

File sharing capabilities are secure for sensitive data.

Online Meetings / Events

Features related to hosting and attending meetings and events online.

Scheduling

Users can schedule meetings ahead of time and schedule regular or recurring meetings.

Calendar integration

Scheduling capabilities integrate with users’ Calendars.

Meeting initiation

Meetings can be easily initiated, whether they are scheduled or on the fly.

End meetings

Integrates with social media

Integrates with social media sites like Twitter and LinkedIn to promote meetings and webinars.

Record meetings / events

Meetings and webinars can be recorded for playback.

Dial-in attendance

Invitations include a phone number that attendees can to dial into meetings (audio-only).

Online attendance

Invitations include a link for attendees to listen/view/participate in meetings from their internet browsers.

Mute

Attendees have the option to mute themselves during meetings.

SheepCRM

Overview

What is SheepCRM?