Item: Patriot Software
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

The whole team uses Patriot. The team mostly uses Patriot to track pledges and donations. We also use it to keep up to date records of contact information to pull mailing lists, send thank you and tax letters, and contact prospective donors.

Pros and Cons

Giving multiple ways to pull data
Holding donation profiles
Maintaining donor profiles and showing all changes to contact information

Connecting with outside software - we have an issue of Patriot not recognizing donors when connected to other websites when all the information is the same minus a middle initial
Giving an error page when something small is off. Instead of giving an easy to fix error notification, Patriot brings the user to an error page and they have to reenter everything.
Fixing dates easily. If a date is entered incorrectly, 8/13/21 instead of 2021, an error pop up appears but the user has to click enter/okay many times or refresh the page in order to fix this issue.
Enter vs Tab key - Patriot loves the tab key but if the user clicks enter instead, many times it brings them to the home page.

Return on Investment

Patriot allows the entire team to be on the same page when it comes to a campaign or donor. All of the information is in one place to see how much a donor gave or communication with that donor by a specific team member.
It provides comparative historic data and donor analysis. The organization of donations by appeal allows teams to know which campaigns were successful in previous years.

Key Insights

Do you think Patriot Software delivers good value for the price?

Yes

Are you happy with Patriot Software's feature set?

Yes

Did Patriot Software live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Patriot Software go as expected?

I wasn't involved with the implementation phase

Would you buy Patriot Software again?

Yes

Other Software Used

MIP Fund Accounting, ADP Workforce Now

Usability

It is very user friendly and straightforward. The software can be finicky in certain situations but overall it is easy to navigate. The design is clean and simple so users can find what they need without an extensive search. The tabs on top of the page are organized and assist with the ease of using the software.

Support Rating

Our company uses an outside person for our tech support. He is able to fix our issues quickly. We have not directly contacted Patriot for software support.

Likelihood to Recommend

Patriot is an overall simple system to use. It is great for storing profiles and sorting donations. There are many helpful searching options to narrow the search (state, city, email) which is extremely useful if you have multiple people in your system with the same name.

Simple Strategic Storage

Overall Satisfaction with Patriot Software