About Eleo

Eleo is a cloud-based fundraising and donor management software for nonprofit organizations. The system includes tools for tracking donors, recording gifts, creating acknowledgement mailings, managing events, and more.

With Eleo’s database, users can record contact and donor information in detailed profiles, and enter and track gifts. Data fields can be customized, and an unlimited number of phone numbers, mailing addresses, email addresses, and notes can be stored. Users can view donor interests, giving histories and statistics, graphical giving summaries, pledge information, mailing histories, and more. Credit card processing enables online donation, and the Mailing Dashboard ensures that gift acknowledgements and thank-you letters are processed. A range of mailings can be created through the step-by-step process in the Mailing Wizard, such as newsletters, solicitations, pledge reminders, membership renewals, receipts, and thank-you letters, and they can be personalized with donors’ details.

Eleo offers a range of tools for managing tasks and schedules, allowing users to create tasks, customize task types, assign tasks, organize to-dos in the calendar, add task notes, and set reminders. The calendar and scheduler have daily, weekly, and monthly views, and users can search tasks by type, user, priority, and completion status. A range of standard reports can be generated with Eleo and customized using data filters, and custom reports can be created using the Report Writer. Users can also analyze appeal successes, goals met, and donor trends, and integrate with QuickBooks Online to manage their accounting.

Key benefits of Eleo

  • Eleo’s database allows users to record contact and donor information in personal profiles, enter and track gifts, manage acknowledgements, evaluate solicitation and fundraising methods, and more.

  • Tailored contact lists can be generated for event announcements, appeals, and other communications, with users able to define selection criteria and modify results to fine-tune lists.

  • To ensure that donation acknowledgements are completed in a timely manner, Eleo includes a Mailing Wizard through which users can create mailings following a step-by-step process, and a Mailing Dashboard which allows users to monitor any thank-you letters to be processed.

  • Users can record volunteer availability, knowledge, and skills, track their activities and hours, create volunteering opportunities, manage communications, assign volunteers to jobs, and more.

  • Eleo’s built-in reports can be customized using filters, and custom reports can be created from scratch using the Report Writer.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Eleo can be accessed on a range of devices
    Custom dashboards allow users to view important information
    Contact histories are recorded in contact profiles
    Events can be created and managed in Eleo
    Users can track donation histories and pledges for each contact
    View 6 more
    Eleo video
    Eleo screenshot: Eleo can be accessed on a range of devices Eleo screenshot: Custom dashboards allow users to view important information Eleo screenshot: Contact histories are recorded in contact profiles Eleo screenshot: Events can be created and managed in Eleo Eleo screenshot: Users can track donation histories and pledges for each contact

    Features

    Total features of Eleo: 77

    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Ad hoc Analysis
    • Ad hoc Query
    • Ad hoc Reporting
    • Alumni Management
    • Automatic Backup
    • CRM
    • Calendar Management
    • Calendar Sync
    • Campaign Analytics
    • Campaign Management
    • Campaign Planning
    • Campaign Segmentation
    • Committee Management
    • Communication Management
    • Contact Database
    • Contact Management
    • Contribution Tracking
    • Credit Card Processing
    • Customer History
    • Customizable Branding
    • Customizable Categories
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Data Import/Export
    • Data Visualization
    • Document Storage
    • Donation Tracking
    • Donor Management
    • Dues Management
    • Electronic Payments
    • Email Management
    • Email Templates
    • Email Tracking
    • Event Management
    • Event Tracking
    • Fundraising Management
    • Gift Matching Management
    • Grant Management
    • Historical Reporting
    • Interaction Tracking
    • Mail Merge
    • Mailing List Management
    • Member Database
    • Membership Management
    • Mobile Giving
    • Monitoring
    • Multi-Campaign
    • Multiple User Accounts
    • Online Forms
    • Online Giving
    • Opportunity Management
    • Payment Processing
    • Personalization
    • Pledge Management
    • Receipt Management
    • Recurring Giving
    • Recurring Tasks
    • Reporting & Statistics
    • Reporting/Analytics
    • Search/Filter
    • Skills Tracking
    • Summary Reports
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • To-Do List
    • Transaction History
    • Volunteer Management
    • Web Forms
    • Website Integration

    Alternatives

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    Bloomerang

    4,7
    #3 Alternative to Eleo
    Bloomerang is a fundraising software and database to help nonprofits of all sizes to reach, engage and retain donors

    DonorPerfect

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    Reviews

    Overall rating

    4,8 /5
    (99)
    Value for Money
    4,9/5
    Features
    4,6/5
    Ease of Use
    4,8/5
    Customer Support
    4,9/5

    Already have Eleo?

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    Showing 5 reviews of 99
    Rachael D.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Eleo has been wonderful!

    Reviewed on 2020/05/19

    We have really enjoyed it!

    We have really enjoyed it!

    Pros

    Eleo is really easy to use and the customer service is amazing! And you just can't beat the price!

    Cons

    The look is a little dated and some of the categorizing of things is not entirely intuitive.

    Bill G.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best bang for your donor's buck

    Reviewed on 2021/03/24

    A former volunteer of mine tipped me off to Eleo. Talking with the customer support at Eleo is...

    A former volunteer of mine tipped me off to Eleo. Talking with the customer support at Eleo is what convinced me that the move was the right thing for my nonprofit to do. The Eleo team had my database up and running in less than two weeks. This was easily one of the best management decisions I've made this year. It saved me over $3,000 per year and didn't take a PhD in database management to start using it immediately. Do yourself a favor and get yourself an Eleo subscription as soon as possible! You won't regret it!

    Pros

    Eleo was the solution that I was looking for!

    Prior to my arrival, my organization had been upsold and contracted into a software that was way overpriced, overly complex to use and had features that our organization would not likely every use.

    I switched to Eleo within my first three months at The Literacy Council... and it was one of the absolute best decisions that I could have made. Eleo is a breeze to work with! It's value is beyond belief. It's easy to use for my staff. It comes with all of the features that I could ask for in a donor management system... and at a fraction of the cost of my previous provider... and the customer support will knock your socks off! The people at Eleo are kind, friendly and super helpful and supportive. Eleo has saved me thousands of dollars a year and has helped me raise even more than they have saved me. I couldn't endorse this company more if I tried.

    Cons

    The only con that I have encountered with Eleo so far... is that we didn't get started on it sooner! Especially for a small nonprofit like ours... this feature rich and affordable donor management software is the best that I've come across in over 30 years of working in the nonprofit sector.

    Brandon V.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Other for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    Limited but happy user

    Reviewed on 2019/03/19

    Pros

    The flexibility in creating reports and other options.

    Cons

    From the limited features that I used, I don't have any negatives to mention.

    Kaleitha B.
    Overall rating
    • Industry: Civic & Social Organization
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A great CRM system!

    Reviewed on 2021/02/11

    The Eleo support staff is responsive, patient, and knowledgeable throughout the data migration...

    The Eleo support staff is responsive, patient, and knowledgeable throughout the data migration process and beyond. They are always available to answer any questions and direct us to further resources or free personal training sessions if necessary. Eleo also offers occasional webinars to break down various aspects of the system. These Inside Eleo webinars are invaluable with clear and easy to follow presenters and information. The sessions are recorded which makes it great for revisiting when needed.

    Pros

    The system is very easy to navigate and use. It encompasses all the types of data that we were looking to manage, including donors, gifts, grants, events, volunteers, and members. The migration process was simple and overseen by an Eleo support person at no cost. This person was very attentive and patient along the way as we prepared our data for import. The system is easy to customize to fit the needs of our agency and we have added several fields to capture exactly the data that we want. The company is also open to suggestions for features we would like to see added to the system.

    Cons

    So far we have found nothing that we dislike. We are still fairly new to the system.

    Jamie B.
    Overall rating
    • Industry: Museums & Institutions
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Value Product with Excellent Customer Support

    Reviewed on 2020/05/19

    I'm finally able to see who my active members are, who has expired, who needs to be contacted, all...

    I'm finally able to see who my active members are, who has expired, who needs to be contacted, all with a few clicks of a button. We've had a database for years, but the real key to managing a database is to KNOW the data that's held within it. Eleo is helping us get to know our members and contacts more deeply than we did before.

    Pros

    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.

    Cons

    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.

    Showing 5 reviews of 99 Read all reviews

    Eleo FAQs

    Below are some frequently asked questions for Eleo.

    Eleo offers the following pricing plans:

    • Starting from: US$39,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Up to 2500 donor records: $39/month Up to 5000 donor records: $59/month Up to 10000 donor records: $99/month Up to 12500 donor records: $139/month Up to 15000 donor records: $159/month Up to 20000 donor records: $199/month

    We do not have any information about Eleo features

    Eleo has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Eleo supports the following languages:

    English

    Eleo supports the following devices:

    Eleo integrates with the following applications:

    Braintree, Constant Contact, Facebook, Google Calendar, Google Maps, Mailchimp, Microsoft Excel, PayPal, Quickbooks Online, Stripe, Worldpay

    Eleo offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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