Eleo

Online donor management & fundraising software

4,8 /5 (94 reviews) Write a Review!

Eleo Overview

What is 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.

Eleo Overview

Pricing

Starting from
US$39,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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


Eleo Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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
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

Eleo Reviews

Eleo Reviews

Overall rating
4,8
/
5
Excellent
80

Very good
13

Average
1

Poor
0

Terrible
0

Value for Money
4,9
Features
4,6
Ease of Use
4,8
Customer Support
4,9
99% recommended this app
Rachael D.

Eleo has been wonderful!

We have really enjoyed it!


Jamie B.

Great Value Product with Excellent Customer Support

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.


Brandon V.

Limited but happy user


Penny J.

Thanks to Eleo, we are organized!

For twenty years our organization got by with incomplete spreadsheets and scattered files before finally moving all of our donor records to Eleo. Even tiny organizations need Eleo! We can now track trends in giving. We can send email and personalized printed letters with ease. Our tech-adverse founders now see the value of a donor management system, and Eleo was the user-friendly vehicle that took them there. Eleo's customer service is the key: our questions and concerns are answered almost immediately through a personal email or phone call. We definitely recommend Eleo!


Marsha A.

Excellence!

We have been able to provide updated and real time reporting to both customers and funders. The software also allows us to ensure fairness in our job selection and placement processes as well as provides us with amazing payroll results and supports. As an agency we rely on the software and the providers over at CSS to make us successful and to date they have not disappointed.


Rachael D.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Eleo has been wonderful!

Used Daily for 1-5 months
Reviewed on 2020/05/19
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jamie B.
Industry: Museums & Institutions
Company size: Self Employed

Great Value Product with Excellent Customer Support

Used Daily for 1-5 months
Reviewed on 2020/05/19
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brandon V.
Industry: Accounting
Company size: 2-10 Employees

Limited but happy user

Used Other for 1-5 months
Reviewed on 2019/03/19
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Penny J.
Industry: Primary/Secondary Education
Company size: 2-10 Employees

Thanks to Eleo, we are organized!

Used Daily for 6-12 months
Reviewed on 2020/09/08
Review Source: Capterra

For twenty years our organization got by with incomplete spreadsheets and scattered files before finally moving all of our donor records to Eleo. Even tiny organizations need Eleo! We can now track trends in giving. We can send email and personalized printed letters with ease. Our tech-adverse founders now see the value of a donor management system, and Eleo was the user-friendly vehicle that took them there. Eleo's customer service is the key: our questions and concerns are answered almost immediately through a personal email or phone call. We definitely recommend Eleo!

Pros

As a very small local nonprofit, we needed donor management software that was easy for 1-2 people to administer. We needed something efficient and easy to learn at an affordable price. Eleo was the answer. The stellar customer service and training is personal and fast. Database entry is intuitive and data is easy to manage. We especially like the customizable webforms (contact, donation) that easily integrate into the databases. We seamlessly correlated our Braintree and MailChimp accounts with Eleo. Eleo is perfect for tiny organizations like ours. We have a robust management system with a price we can afford.

Cons

There is one feature I hope Eleo will be able to add someday. I would like to be able to create videoclips to send to donors through Eleo. Just the ability to upload videoclips to Eleo would be a nice feature.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Marsha A.
Industry: Government Administration
Company size: 2-10 Employees

Excellence!

Used Daily for 2+ years
Reviewed on 2019/05/10
Review Source: Capterra

We have been able to provide updated and real time reporting to both customers and funders. The software also allows us to ensure fairness in our job selection and placement processes as well as provides us with amazing payroll results and supports. As an agency we rely on the software and the providers over at CSS to make us successful and to date they have not disappointed.

Pros

The software has amazing usability and runs awesome reports. The ease in customizing it based on our needs makes it ones that makes it #1 in line with other competitors. We truly have no idea what we'd do without it.

Cons

We have no issues or complaints with the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 94 user ratings
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Eleo Pricing

Eleo Pricing

Starting from
US$39,00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
4,9/5
Based on 94 user ratings
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Eleo Features

Eleo Features

API
Access Control
Activity Dashboard
Attendance Management
Automatic Notifications
Campaign Management
Communication Management
Contact Database
Contact Management
Credit Card Processing
Custom Fields
Customizable Branding
Customizable Reporting
Data Import/Export
Electronic Payments
Event Management
Registration Management
Reporting & Statistics
Third Party Integration
Volunteer Management
Features
4,6/5
Based on 94 user ratings
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Categories

Additional information for Eleo

Additional information for Eleo

Key features of Eleo

  • Anonymous donations
  • Contact & donor management
  • Contribution tracking
  • Credit card processing
  • Custom Fields
  • Customizable fields
  • Document storage
  • Donation tracking
  • Dynamic contact lists
  • Event tracking
  • Fundraising management
  • Funds, campaigns, appeals & appeal categories
  • Gift entry & tracking
  • Gift management
  • Giving histories & statistics
  • Grant management
  • Graphical giving summaries
  • Mailing histories
  • Memberships
  • Monitoring
  • Online & mobile donations
  • Opportunity Management
  • Personalized Profiles
  • Pledge information
  • Pledge management
  • Receipt & thank-you letter mailing dashboard
  • Recognition levels
  • Recurring giving
  • Solicitations
  • Statement generation
  • Task completion tracking
  • Task scheduling

Benefits

  • 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.

  • Eleo FAQs

    Eleo FAQs

    Below are some frequently asked questions for Eleo.

    Q. What type of pricing plans does Eleo offer?

    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

    Q. What are the main features of Eleo?

    Eleo offers the following features:

    • Anonymous donations
    • Contact & donor management
    • Contribution tracking
    • Credit card processing
    • Custom Fields
    • Customizable fields
    • Document storage
    • Donation tracking
    • Dynamic contact lists
    • Event tracking
    • Fundraising management
    • Funds, campaigns, appeals & appeal categories
    • Gift entry & tracking
    • Gift management
    • Giving histories & statistics
    • Grant management
    • Graphical giving summaries
    • Mailing histories
    • Memberships
    • Monitoring
    • Online & mobile donations
    • Opportunity Management
    • Personalized Profiles
    • Pledge information
    • Pledge management
    • Receipt & thank-you letter mailing dashboard
    • Recognition levels
    • Recurring giving
    • Solicitations
    • Statement generation
    • Task completion tracking
    • Task scheduling

    Q. Who are the typical users of Eleo?

    Eleo has the following typical customers:

    Non Profit

    Q. What languages does Eleo support?

    Eleo supports the following languages:

    English

    Q. What type of pricing plans does Eleo offer?

    Eleo has the following pricing plans:

    Free, Subscription

    Q. Does Eleo support mobile devices?

    We do not have any information about what devices Eleo supports

    Q. What other apps does Eleo integrate with?

    Eleo integrates with the following applications:

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

    Q. What level of support does Eleo offer?

    Eleo offers the following support options:

    Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials