The sales person oversold it!
October 13, 2024

The sales person oversold it!

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with GiveSmart

We use Givesmart events, CRM, And fundraising. I focus more on CRM. I feel like the options for reporting, document settings, events, and fundraising are very primitive as opposed to how the salesperson described them. 1. The system would not allow me to upload our letterhead written on the left and top sides. I can only upload a jpeg of our logo at the top and have to mail letters that are not on our official letterhead. 2. I was not notified that for Organizations, using the contact name on the first line of the address is essential and that it populates the year-end letters, so we didn't do it. We created a custom field for the contact name, but now I need to change the records as I encounter them because of the preset mailing label used on the letters. 3. There is no option to allocate a single donation to multiple campaigns/ledgers. For example, we have sponsors that give 15k and want to allocate it to 3 programs. Instead of entering it once and splitting it, we have to do the process three times: check the number and donor.

Pros

  • Event guest check-in.
  • Event guest sitting arrangements.
  • Ability to email/print a thank you letter from the software.

Cons

  • Splitting one donation into multiple campaigns/ledgers.
  • More freedom to upload different setup letterheads.
  • Better reporting options.
  • Communications email newsletter options.
  • Creating better webpages for campaigns.
  • Create one Cardpointe account for all Givesmart, like CRM and Fundraise, and have the transactions be clear on where the funds came from to eliminate the confusion of two separate Cardpointe accounts.
Givesmart does not provide the communications, peer-to-peer fundraising, and event webpage features that Salsa Engage used to have. Salsa CRM allowed us to split donations into multiple campaigns/funds or ledgers. Salsa CRM allowed us to upload copies of gift documents. Salsa CRM allowed us to enter donations under a "list as" feature for someone who wanted to be an anonymous donor to the public, but we knew who it was
Because there are a lot of other options, like the ones mentioned in the previous questions, that Givesmart could offer but doesnt. We have to use Constant Contact and similar additional software to do what we used to with Salsa CRM and Engage. Also, we have to set up separate Cardpointe/ Card Connect accounts, one for Givesmart Fundraise and one for CRM, when Salsa would allow us to have one for both.
I'm glad I can still call if I need help, but they highly encourage chatting instead of talking to a person.

Do you think GiveSmart by Momentive delivers good value for the price?

Not sure

Are you happy with GiveSmart by Momentive's feature set?

No

Did GiveSmart by Momentive live up to sales and marketing promises?

No

Did implementation of GiveSmart by Momentive go as expected?

Yes

Would you buy GiveSmart by Momentive again?

No

Constant Contact, Mailchimp Transactional Email (mandrill)
It looks pretty primitive for the options we need.

Comments

More Reviews of GiveSmart by Momentive