Personify360 helped us to manage our 50+ members in the public speaking organization seamlessly. It was very easy to see which members need to renew their membership, which members are meeting their goals, and reward them with certifications accordingly. This also made the transfer of knowledge very easy to the next generation of leaders coming into the organization because everything was digital.
Pros
Membership management
Award programme
Insights on member activities through the year
Cons
UI could be made much more user friendly
Steep learning curve
Faster upgrades to accommodate remote work setting
Likelihood to Recommend
Personify360 help us to manage our annual membership drives because it was very easy to identify which members to target and incentivize them accordingly basis their past behavior. This was also very useful to set up our entire education achievements program with levels and ranks embedded in it. Reporting of our annual activity was also made easy with ThreeSixty.
Personify360 is used by my organization, a major non-profit organization active both in the US and Europe, to track our membership base. It maintains all member related information and underpins all related billing activity, which is a major source of revenue for us. While it is used mainly by our membership department, the data it provides us influences just about every aspect of our organization as it's tied to a big part of our earnings.
Pros
What I really like about Personify360 is that, above all, it is easy to use. Individual member files are easy to maintain and edit as needed.
Personify360 also gets a lot of points for its presentation. We find it simple to understand as a lot of the interface is very intuitive for users. This goes for first time users, which in turn makes this software relatively easy to train new staff on.
Lastly, Personify360 does a good job of disseminating information. As an organization, we've gained a lot of insight into the inherent data compiled through logging our membership base into the software.
Cons
I believe that some of the different modules could perhaps be combined together. As a non-profit organization, we are very sensitive to cost. So sometimes we're forced to go without some of the desired functionality of additional modules due to cost, which is of course a negative for our operations.
In my opinion, Personify 360 is not the more 'known' CRM software on the market. This can make it harder to find people with previous experience on it as compared to some other competitors.
Likelihood to Recommend
Personify360 is a very robust CRM, so it can be a valuable asset to any organization that needs to monitor or track large groups of individuals, be it clients, members, subcontractors, etc. Due to the size of our organization, we have not really pushed the limits of the software's capacity. Nevertheless, its price point made it a very viable option for us when we reviewed it against our competitors. Installation and adoption was generally painless, and we've had no issue with it on the IT side of things.
The American Urological Association uses Personify to manage all data related to our constituent, companies, and committees. It is our Accounts Receivable as well as our eCommerce system, and we use it to track fundraising, inventory, meetings, miscellaneous and subscription orders. We also track all of our awards and medical transcript records in Personify. There are add-on components that can be purchased separately such as the point-of-sale, which AUA uses to sell our products at onsite meetings. The system includes a robust report writer that allows staff to create their own reports using any field of data in the system.
The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.
Pros
Personify is customer centric. The system tracks everything on a customer such as their orders, awards, donations, biographies, demographics, transcripts, etc.
Personify is our Accounts Receivable system. It integrates very well with Microsoft Dynamics and has an eCommerce component that integrates nicely with our AUANet.org website. It also provides an infrastructure that allows us to manage other sections (chapters) and societies.
Reporting is made easy with many canned reports, batch reporting processes, and report writing tools built into the system. You can also easily add Crystal Reports to the system navigation without needed a full license of the software (uses a run-time version).
Cons
Personify needs to provide a true web-based system.
Personify does not always think through new offerings making it hard to make a new function or feature work with the existing system. However, they are good with acknowledging and fixing such issues that arise.
Fundraising module needs to be able to recognize all subsystems when showing a customer's donor history. Currently, the system only shows fundraising subsystem donations in the customer's giving history when there could have been a donation made as part of a membership dues renewal campaign.
Likelihood to Recommend
Personify works very well for professional societies, but it is somewhat cumbersome to use if you are managing multiple sections and/or societies. It works very well for us as our Accounts Receivable system, but that might not work for everyone.
