Eleo

Vorteile

Linking to Quickbooks saves a lot of time. Easy to send end-of-year IRS statements. Allows fund tracking.

Nachteile

Sometimes an exact match search doesn’t work, so you have to do a broader search and select the correct record to update.

Vorteile

The customer services is so nice and easy to work with. Night and day compared to our last CRM.

Nachteile

Integrations can be challenging to execute.

Vorteile

You can do a lot like track donations, create event and donation pages and other links. You can export data.

Nachteile

It could be more user friendly, in my experience there have been several times when it has glitched and I've had to start over on what I was working on. The largest issue is that it is severely slow - like dial up in 1999 processing speed. I have tried it on different computers and my phone and it is extremely slow on all three. Other users from our organization have noted the same thing.I also wish their support was available more often.

Vorteile

ELEO provides a ton of functionality and organization at an incredibly reasonable price for small to medium nonprofits. Their onboarding process to import all data was very comprehensive and there are many ways to customize the platform to make it easier to access and grow donor support. The best part is the email support - my specific queries have always received detailed instructions from the ELEO support team within hours.

Nachteile

Would love to be able to run a report on Monthly donors or be able to add our logo to templates.

Vorteile

User-friendliness, support videos and library, sooo many reports

Nachteile

I really don't have any cons; there are a few tools that I haven't used yet, so I guess it's possible I could find something. But honestly, nothing comes to mind.

Vorteile

So far it has been easy to learn and easy to use. The library is full of downloadable instruction modules and videos. Support by telephone has been stellar.

Nachteile

That there isn’t an event category for selling tickets to a concert. All registrations for events on Eleo are put into the gift category. In the music world ticket sales to an event (a concert) are not donations or gifts. Yet, those who purchase the tickets can potentially become donors. Keeping track of ticket sales on a donor database would be helpful in fundraising activities.

Vorteile

Eleo is very affordable, especially for a small nonprofit like us! They always have the best customer service. If I ever have an issue, I hear back within the hour with the help I need and also tutorials!

Nachteile

Eleo works best on Google Chrome. I prefer to use Mozilla firefox, so this is my biggest con; however, it is an easy fix and not a problem to work around!

Vorteile

Customer service is topnotch and super friendly.

Nachteile

Limitations to calendar year instead of fiscal year. Limitations to only donor data and not purchases.

Vorteile

The Eleo support people are very eager to answer any questions that I ask them. If the first person I talk to does not know the answer, then they will get someone who does know the answer to talk to me. They have worked very well with me. They explain things clearly and take me through the steps I need to know.

Nachteile

I wish Eleo would have a "print" button on the screen of transferred gifts to QuickBooks. That would be nice, saving me time.

Vorteile

Using ELEO we are able to track donations, generate mailings and reports from one product. The Customer Support and training materials are superior. [sensitive content hidden], Client Support Specialist, has been our "Guardian Angel".

Nachteile

I have not encountered any "Cons". Any questions or items needing clarification are always addressed by training materials in the library or by one of the Customer Support team members.

Vorteile

I have been in fundraising more than 30 years and have used a variety of data base management programs. I have acquire "Professional User" status in one premier system and consider myself an expert on donor database management. I began using Eleo when I accepted this position and was immediately impressed with the ease with which I was able to learn the system, the basic functionalities and the interrelationships of the modules within the database. But far more importantly, Eleo is supported by a team of expert, caring professionals who go out of their way to help the User deal with issues, find solutions, and manage their data in the best possible manner to effectively execute fundraising plans. Every member of the Eleo support team has been fantastic, courteous, and helpful! Also, Eleo also offers webinars to assist their clients improve their fundraising skills and subsequently fundraising goals!

Nachteile

Every database has its limitations, but Eleo's team has worked diligently to assist me overcome any type of obstacle or data tracking impediment I might have encountered - even historical data issues. If anything, I would love to see the Tasks module broadened for increased use of tracking actions and next steps.

Vorteile

Customer support is excellent. eleo was relativley easy to set up in the beginning and it is easy to use on a daily basis.

Nachteile

Ability to devleop a couple of reports I would like to have, but support has been able to produce them for me.

Vorteile

Management was great to work with and the software was very friendly. Once you entered your contact, it was left up to you what you wanted to accomplish.

Nachteile

To me personally, I do not have any cons.

Vorteile

I love that I can speak with a real human who can answer my questions and support me in getting the most out of Eleo

Nachteile

Only wish I could use Eleo as my email function instead of having to interface with an outside platform

Vorteile

We chose eleo because of its ability to keep track of couples with different last names. It keeps track of both informal and formal salutations, so our communications can be personalized appropriately. Best of all, the customer support staff at eleo truly wants us to be successful. They are very knowable, patient, and friendly.

Nachteile

Getting the mail merge working proved a challenge. Once the right settings were in place, the process has become fast and easy.

Vorteile

As a smaller nonprofit, we moved from a more expensive CRM to ELEO, which has saved our foundation a significant amount of money over the past few years. Despite being less expensive than our former CRM, all of our needs have been met and the software is easy to use. One area that is most impressive is the responsiveness of the support team. ELEO helped us with our transition that went very smoothly, and they continue to offer prompt and helpful solutions to any questions we may have. We are very happy with our decision to move to ELEO!

Nachteile

I would like to be able to copy event forms from year to year, but I have been told that is a new feature they are working on.

Vorteile

I absolutely love all the capabilities Eleo has for organizing data and customization. Being able to input our own campaigns, appeals, and funds allows us to use Eleo's features to fit our specific needs.
The customer service is impeccable and I appreciate how quick and easy it is to get assistance when needed.

Nachteile

We have yet to encounter and issue with Eleo! My only "complaint" would be that the system can run a bit slowly at times, but I imagine this is to be expected with any software with a high volume of data, not necessarily just Eleo. Other than that, I have no complaints about the software or our experience.

Vorteile

This software is fully functional, with all modules included in the price. No having to pay for adding in a volunteer module, and events module, a grants module, etc. It's cloud-based, and there is no limit to the users. The support from ELEO us absolutely SUPERB! Call, get a person, get an answer. They don't charge you extra for it. They provide lots of training videos and documents as well as offer one-on-one trainings by request... none of which they charge for. They also didn't charge for the initial import/transfer of my data from our old software. Couldn't be happier. This is an amazing piece of software, especially for the price.

Nachteile

I'm still relatively new to this product, so any 'trouble' I'm having may very well be yet my own lack of understanding on how to do something. I do wish it switched from one screen to the next more quickly, though. Minor issue when compared to all the positives.

Vorteile

ELEO Online Donor Management is the best. It has enabled us to find numerous volunteers for our organization. It is easy to create links that are easily added to emails, Facebook and our website to help us collect and document our donations, not to mention having reports available at a moments notice.We love being able to make notes about donors to help us remember relationships and other crucial bits of information. But the best thing is the Customer Service! They are always knowledgeable and answer the phones with smiles on. They are always able to help me to answer any questions that I might have.

Nachteile

There is nothing I can think of. I do, however, know the people there are constantly working to make ELEO better every day.

Vorteile

I love that it easily grows as our organization expands. Creating reports is much quicker than other programs I've used at other non-profits I've worked for. It is a great that I can just search the library for a quick tutorial when I need to learn more of the functionality.

Nachteile

Sometimes it takes longer than I would like while waiting for an answer from the help desk. Also I had an experience with combining a duplicate donor. One of the contacts had more info than the other. I thought that when I combined them that Eleo would automatically keep the one with the most information (donations listed) but it kept the one without the needed info and I had to re-create the donaions.That being said, the customer service is always professional and courteous. I do appreciate that.

Vorteile

Eleo is exactly what I need to build out the development program for our NPO. The features available are in line with more expensive software and provide the same results.

Nachteile

Event registration continues to improve and their web form is on the schedule for a major upgrade so these two pain points are on the way to being remedied. The team at Eleo listens to client feedback and make real improvements based on our input.

Vorteile

I've worked with large foundations that were established decades ago and have thousands of donors. These institutions have donor database software systems that are outstanding. Moving to a much smaller but equally worthwhile foundation less than three years ago, I met with Eleo representatives and found them to offer a high quality system that equaled my experience at larger institutions. The ease of learning and using this system, the costs for this product, and the utility of this database system are all outstanding. In addition, their personal support of any questions or needs that arise is also outstanding!

Nachteile

That Eleo Online wasn't established earlier! The Amy Foundation was established 11 years ago and all donors records were kept on excel spreadsheets, all of which was accurately incorporated with exceptional ease into the Eleo system.

Vorteile

Eleo is hands-down the best donor management software for small-budget nonprofits. All the features that you need without the unnecessary and pricey flare.

Nachteile

The software isn't as visually appealing as major donor management solutions and can occasionally be clunky, but nothing major. Still a great product.

Vorteile

The reasonable cost (especially compared to other databases) and ease of use/quick learning curve.

Nachteile

It would be nice if we could use the internal thank you feature by uploading our logo and customizing. However, we are still able to do this with a mail merge, so it's not a huge loss.

Vorteile

An easy-to-use repository for donor information. Great technical support. Ability to look at data multiple ways with the report writer. One place for all the contacts for the organization. Ability to add all revenue and expenses for events and fundraising campaigns. Integration with our email provider ConstantContact is a plus. Plenty of documentation on how to do each task. Steps you through things thoroughly. Integration with payment processor easy to set up.

Nachteile

Webforms are a bit simplistic. Would love to be able to use HTML to dress them up with photos and other text. Also, there is no option to ask donors to cover transaction fees. That is something our organization would very much like included.

Vorteile

EZ to use...EZ to update...has very cool self correcting feature that prevents me from making errors

Nachteile

Have not had any problems so far...sometimes there is a very short delay in processing info...but that is a rare occurrence

Vorteile

Eleo customer service is top notch. Reliable, available and easy to connect with - it is a huge help to know that my questions will always be answered with speed and confidence.

Nachteile

As a newer user I do find that you can accomplish your goals in more than one way. This can be a bit confusing at first but with customer support it is also easily navigated.

Vorteile

I work for a very small not-for-profit. I was initially attracted to the monthly cost, which fit my budget. But when I saw the demo, and started asking questions of the staff I realized, the Eleo platform was very good. It had all the right features, it was customizable, and the staff was very helpful, patient, and courteous. Then when I provided my data for them to import...OH MY GOODNESS! Everything was flawless. Its a match made in heaven!

Nachteile

The platform I used previously for my donor portal sent me an email every time a donor made a donation. Eleo's system does not do that. I have to open Eleo to see if I have any donations. This is not a major problem. I have had to change habits. But I did like the automatic email notifications used to receive.

Vorteile

It's very easy to use for all the basic features. As I got more familiar with it, I started using the advanced features such as adding a custom data entry field, and uploading my new donations vs manual data entry. It also integrates with Quickbooks Online if you prefer. The way I do our books made this feature not quite right for me, but I can see it being a great feature for others.

Nachteile

When manually entering new donations, it's a little cumbersome to have to search for the donor, open the donor record, then click on gifts, then add a gift. When I have a lot to enter, it's irritating. But I decided to just upload the new deposits. All you have to do is have a routine Excel spreadsheet and enter your donations quickly there. I routinely have a current downloaded list from Eleo with all the donors account numbers. I add the account number to the donation uploads, then upload the file. So quick and easy.

Vorteile

Everything was very simple and easy to get started including the option for historical data to be loaded in. Eleo has so much more to offer as we grow and expand the mission and we have only scratched the surface with over 10k donors in our system.

Nachteile

Nothing truly makes me think about not liking anything in Eleo. It is an awesome product.

Vorteile

Eleo is a great fit for this organization. It is a simple user-friendly platform that easily captures information and provides detailed reporting, allowing us to make informed decisions.

Nachteile

My concerns are being addressed in the 2024 Eleo updates.

Vorteile

Wonderful customer service, always respond quickly to my questions.

Nachteile

The software feels a little clunky sometimes, my main questions are always about how to download specific lists of information, but with the excellent customer service, the confusion is always solved quickly.

Vorteile

As someone who is new to donor management software, I have relied heavily on Eleo's internal support team (and the multitude of learning tools they provide) to guide me through the complexities of donor and fundraising management. From a pure customer service standpoint, they sit atop my list of vendors over a career that spans thirty years.

Nachteile

I have yet to encounter an issue I would label as a "con."

Vorteile

Eleo is easy to use, and the support is fantastic. I also use Eleo for the Upperville Colt & Horse Show.

Nachteile

The duplicate check is odd- if I run the same search more than once, I often receive different results. It's probably me. LOL.

Vorteile

Ease of use, price, and customer support

Nachteile

I haven't had enough experience to say. So far everything has worked just as explained.

Vorteile

Great for size of our company
Great customer service

Nachteile

More options for form design
Reports could be easier to understand how to create

Vorteile

Eleo Online has proven to be the perfect CRM solution for our organization. Key strengths of Eleo include its intuitive donor management capabilities and adaptive pricing structure, making it both effective and cost-efficient. Eleo's customer support is first-rate, capable, and always willing to assist. Furthermore, Eleo's comprehensive privacy policy instills a sense of trust and security for our team. Lastly, we appreciate their detailed features catered towards the nonprofit sector, demonstrating Eleo's dedication to serving and optimizing the operations of organizations like ours. In summary, Eleo Online stands out as an exceptional CRM, marrying functionality with user experience, and we couldn't be happier with our choice.

Nachteile

Our team has not come across any problems with Eleo.

Vorteile

Eleo is very intuitive and easy to use. Initial set up and onboarding went smoothly with help from their awesome support team. I initially trained our admin, and moving forward, she has been able to figure things out on her own. We use Eleo's easy to create web forms for donating, contacting us, volunteer interest, and to subscribe to our newsletter. We record donations, reconcile them with Quickbooks, generate thank you receipts, and email subscribers through an integration with Mailchimp. We also find it very easy to generate reports on donors and gifts, which we use heavily for grant applications, budget planning, and financial reports. Recently, we used Eleo's event module to plan and organize our annual fundraising gala, and it was the most successful ever!

Nachteile

I had to do a minor workaround in the event module to organize entree choices.

In Betracht gezogene Alternativen

Warum Eleo gewählt wurde

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Vorteile

Donation and donor management, as well as grant management

Nachteile

The report writer is challenging to use because the pull down menu is cut off the screen on my laptop. Web forms do not allow embedded company logo or signature, these must be added with each thank you letter. The membership module has limited functionality.

Vorteile

It was so easy implement Eleo and learning how to use it was a breeze. Between the excellent customer service and wonderful training materials, we were up and running immediately. The program is very user-friendly and intuitive and the features cover just about any situation we’ve encountered. The reporting features have helped us to improve our fundraising.

Nachteile

There are no cons! We are very happy with all aspects of Eleo

Vorteile

The customer service is excellent, and questions are always answered quickly and effectively.

Nachteile

There are certain things small things missing that need to be addressed, such as adding images to letter templates.

Vorteile

Every time I call Eleo, I was get a person to speak with rather than an automated machine.

Nachteile

Some of the features are a manual such as not being able to upload bounced email. It would be great to be able to also upload from stripe, rather than just a download or processing.

Vorteile

The cost, video library and over all help section

Nachteile

Does not have a video feature for donor contact

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Warum Eleo gewählt wurde

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Vorteile

I love that Eleo is all inclusive. Their payment play is not based on how much you use it but how many contacts you have. Even though we fit in the lowest price point we still get all the amazing features. Plus Eleo is constantly sending out information on how to use their program. Its almost as if it is unlocking new features every month. It general Eleo is very user friendly and intuitive.

Nachteile

My one complaint if I had to have one is that couples are only listed by one person's name and then the other is listed as a spouse. [SENSITIVE CONTENT] are listed as [SENSITIVE CONTENT] and spouse [SENSITIVE CONTENT]. You can search [SENSITIVE CONTENT]
profile will appear, but you won't see [SENSITIVE CONTENT] name until you open the donor profile.

Vorteile

Eleo handles all of our donor/constituent database needs. We track all donations, create campaigns, and create and track our fundraising events. We are able to integrate with Constant Contact for digital marketing to our contacts.

I really like that you can see all of the Eleo components from the screen and the main Navigation bar. It is easy to see, learn, and understand all of these components.

Nachteile

Looking forward to additional features to be added, such as letterhead on Thank You letter templates and some report improvements. Eleo is always making improvements and encourages suggestions from users.

In Betracht gezogene Alternativen

Warum Eleo gewählt wurde

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Vorteile

The contact management system is really very responsive and comprehensive. Seamless flow of information throughout the system allows for real time updates of the activity history of each contact in our database. This makes it very easy to tailor outreach and relationship-nurturing efforts to each contact.

Nachteile

The pricing model could be broken down into several more subscription packages that allows more features the higher you go instead of just varying the number of records that can be processed per package type. For campaigns that yield much smaller individual contributions but not necessarily higher overall totals, this can be quite unbalanced.

Vorteile

The transition from our previous software was quick and easy. First, I did not worry about losing information with Eleo. Second, there are not many features provided that we would never use.

Nachteile

I have not found any part of the system that I do not think works well.

Vorteile

Eleo fits our small (4 employee) non profit perfectly. As we began to grow our donor base, we realized we needed more that a spreadsheet but all of the other databases were overwhelming. None of the other ones we researched fit our budget or seemed like a reasonable way to scale our organization. Eleo has given us a way to collaborate, track donors, create events, and manage communications. Eleo has allowed us to grow as a team, as an organization, and in our mission.

Nachteile

Our team has felt overwhelmed at times with all of the options that we don't understand. However, the customer service and trainings are incredibly helpful!

Vorteile

What attracted our organization most to Eleo is how much bang you can get for your buck. This software has a lot of the same features as larger, more expensive CRM tools, but without the years-long contractual agreements, and with way more affordable pricing for a small/mid-sized non-profit like us. So far, Eleo has really delivered. We finally have a system in place for strategically reaching out to membership and generating the reports we need to analyze our success. I can't wait to see how far we can go with Eleo.

Nachteile

Integrations with different website platforms is somewhat lacking. For example, embedded forms don't seem to work well with WIX. Also, I'd really like to have membership sign-up forms as an option. However, Eleo's excellent team has helped us find solutions and work-arounds so far for every shortcoming.

In Betracht gezogene Alternativen

Warum Eleo gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Eleo

Vorteile

What I like most about Eleo is the customer service. Face it, nothing is perfect. But when I run into any issue, I know I can call and a friendly voice will be on the line in moments to help me figure it out with a great attitude. And if they can't figure it out, they get a tech on the line right away.

Also, the Home page is great for the bosses, they can get a fast, comprehensive picture of where we stand.

Nachteile

There have been a couple of issues here and there, but nothing that makes our organizaions grind to a halt. And I'm confident that my suggestions have been added to the list.