CSRconnect has increased efficiency
November 09, 2019

CSRconnect has increased efficiency

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CSRconnect

Our CSR team uses CSRconnect to manage our matching gifts and volunteer programs and collect data. It is being used by the home office employees to sign up for volunteer events and to make financial contributions as well as request matching gifts.


  • "Automation" of the matching gift request process and gives employees the ability to "self-serve" by making the request directly when the make a financial gift.
  • It also allows the employee to track their own giving so they know what they've used (or donated) and how much is still available for matching. It further allows
  • employees to dictate the amount of the match request, regardless of what their actual donation might have been.
  • Automated communication emails when employees sign up for events or change their participation status.
  • Reporting - volunteer event participation data, charities supported, etc. Easy to get lots of data.


  • The shift feature in creating a volunteer event is very cumbersome and difficult to use! Needs to be simplified and be more intuitive.
  • When creating events, drafts don't save and you have to go in and re-create every time. It would also be nice to see the way the draft looks while creating.
  • as opposed to having to create it, save it and then go to the actual event to see what it looks like.
  • When creating an engagement element, it would also be nice to see the way the draft looks while creating as opposed to having to create it.
  • Time saved!
  • Increased participation in programing which has to lead to a meeting of goals.
  • Simplification and better tracking and analysis of data.
  • Efficiency!
Still learning to use the system. Some glitches.
The implementation process was a bit rocky but ended up okay. The account manager is new and still learning himself so many of our questions are answered with "let me look into that and get back to you". He absolutely gets back to us and is very nice but not always very knowledgeable which can get frustrating.
The implementation team was very good. They were incredibly knowledgeable and helpful in figuring out some nuances that were unique to our organizations. As previously mentioned, however, our initial account manager was not very responsive at all and ill-prepared. We needed to have a new temporary account manager assigned to us in order to launch as intended. The temp account manager and a team that worked on our issues was incredibly responsive and wanting to get us to the finish line without a hitch. There was a decent transition from the temp AM to the newly assigned. Unfortunately, our new AM, who is incredibly service oriented and anxious to help, is also learning at the same time.

Difficult to use if the fundraiser must utilize a specific site for donations. For example, a group of our employees are participating in a team fundraiser and each member of the team is required to raise a minimum. The NPO is lonely allowing donations to be accepted through their specific portal. This is a missed opportunity for the NPO but in order to support this event, donations will not be able to be made through CSRconnect.

On the other hand, we provide a $50 charity gift card to all of our employees around Thanksgiving for them to use for a charity that is meaningful to them. This used to be a manual process but now with CSRconnect, the incentive card allows us to easily manage this distribution and redemption process.


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