Personify360

Personify360

Online constituent management for nonprofits & associations

3.8/5 (21 reviews)

Personify360 Overview

Personify360 is a cloud-based constituent management and engagement (CME) software platform for membership-led organizations, non-profits and charitable associations. Promising to create a unified view of constituent data across all channels of engagement, the solution aims to enhance the connection to those that matter most to missions of all types. Capable of managing multiple business lines and complex transactions, Personify360 also combines business intelligence and eBusiness capabilities with a growing eco-system of industry-leading partners. Secured, scalable and PCI-compliant, core features includes a Constituent Relationship Management (CRM) system underpinned by a powerful relational database. Here, users are provided with a single unified, centralized view of all constituent data spanning personal contact information, behaviors and transactions of engagement across every channel.

eBusiness support assists organizations with the monetization process, helping in the development and implementation of multiple, tailored revenue streams that meet potentially diverse constituent demands. Personify's own implementation team delivers strategic consulting, design and set-up services to realize the establishment of an effective eBusiness platform. In addition, PersonifyGO is a browser-based client for staff that provides personalized access to Personify360 features from any device, from front-desk terminals to tablets. Personify360's integrated analytics capabilities yield pre-built and custom executive dashboards for visualizing member engagement.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Personify360 Reviews

Overall rating
3.8/5
81% positive reviews
4
Excellent
13
Very good
2
Average
1
Poor
1
Terrible
Rusty H.

Personify 360 Review

Used Daily for 2+ years
Reviewed on 2019/06/10
Review Source: Capterra

Overall, I'm happy with the software. It's enterprise software, which means it does the heavy lifting for your business. It's not always flashy, but that's okay. I've never had a bad experience with their customer service team, even though cases/tickets sometimes stay open for a while before getting a final answer. I suspect that has more to do with their size of staff than the actual quality of their support, so I don't really want that to be considered a negative.

Again, their ability to integrate with so many vendors is key. If you look at it as your customer database, A/R sub-ledger, and look at everything that connects to it, you'll find that it does the job above and beyond expectations. If you don't have many points-of-integration, then you may find it lacking in style.

We, however, have numerous integration points and are able to deliver a seamless single-sign-on experience for our customers, and in general are very satisfied customers.

But what I think is most important is the quality of people that work at Personify. I have come to know several of the 3 years we have been with them and value their personalities, skills, and attention to detail. They are genuinely great people to learn from and be around.

Pros

I like the fact that Personify integrates with nearly any association software application. From registration to learning, Personify partners are easy to find.

Cons

Old bugs from years ago are still present in our version of the software, and we are not that far behind.

Response from Personify

Thanks so much for your review, Rusty. Likewise, we have always enjoyed working with you and the team at ASRM! We aim for continuous improvement, so I will pass along your feedback to our Client Success and Product teams. Thanks again for your review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Vicky R.

P360 Review

Used Daily for 2+ years
Reviewed on 2019/06/11
Review Source: Capterra

I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.

Pros

Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.

Cons

Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed.
Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.

Response from Personify

Thanks for your review, Vicky! We value our strong partnership with AAOMS. Our Client Success team is always here to help and happy to provide additional training outside of the resources provided in our online help and within the client community. We also remain dedicated to improving the overall user experience and reporting capabilities within Personify360. I encourage you to submit any specific enhancement ideas you may have via our feedback portal! Thanks again for your review.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Ginette A.

Personify360 Simple to Use

Used Daily for 1+ year
Reviewed on 2019/06/07
Review Source: Capterra

The good thing about Personify360 is that it is catered to our type of business (association). Currently, I am responsible for the upkeep of the reports in Personify, but I am also learning the many aspect of Personify360 in order to become and administrator. The Personify online help is very helpful. It gives me a better understanding of some of the screens that I am accessing.

Pros

I like the fact that the startup page is simple and not crowed. The main things that I need to work on is right there and easy to get to because they are group together. I also like the idea of the tabs. Meaning that you can go to an order and when done, you can exit that order without losing where you were previously. Also, because I create and run online report, I like the fact that I can export a report to Crystal Reports. We had some reports that needed to be updated and we were not able to find the original reports. So by exporting the reports, we were able to make the changes and reload the reports back to the BOE server.

Cons

Sometimes it is difficult to find certain things like demographic answers. I have to go into several layers in order to find it. I wish there were a search field so that I can find what I am looking for based on a key word.

Response from Personify

Thank you for your review, Ginette! We remain dedicated to perfecting Personify360 user experience and I will pass along your idea about adding a search field!

Rating breakdown

Ease of Use

Likelihood to recommend

9.0/10
Misty K.

Capturing Data

Used Daily for 2+ years
Reviewed on 2019/06/21
Review Source: Capterra

Overall, I find the experience good. We came from IMIS and Personify is so much better. We are working with Personify to fully appreciate the tools Personify has to offer.

Pros

I like the fact that Personify can capture a lot of data and that all staff can utilize whether by pulling reports, looking up specific individuals, etc. It allows for staff to be "in the know" without having to email colleagues to find out information. If you want to capture an account holder's specialty, or engagement activities, this allows anyone in the company to be able to utilize that information.

Cons

Sometimes, you do not know what you don't know. One can enter data in a table and maybe that information would be best in another table in Personify. One really needs their organization's IS team that is in touch with every department that needs/uses Personify to coordinate information. This leads to more complete data and employee engagement.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Marcy Y.

Complex Businesses should reconsider this product

Used Daily for 2+ years
Reviewed on 2019/06/08
Review Source: Capterra

The biggest challenge with Personify360 is that burden of development and problem-solving always rests with the client. When you do engage with the Personify team to solve a problem you can bet that it will take a long time to resolve the issue, costing the business time and money, and that you will have to do all the trouble-shooting, hold Personify accountable by prompting all the follow up, and often the client finds the problem and offers ideas on the solution. When it comes to resolving the issue, it Personify determines it is a billable service, you will have to pay to have a quote written and then pay to have the service provided. This means you could spend up to $1,000 just to get a quote and find out how much it will cost you to have the problem fixed.

We had to add three full-time team members just to manage the training, maintenance and upkeep of this software.

Pros

Contact tracking & ability to develop custom fields. The idea of a fully customizable software platform.

Cons

Personify struggles to produce a product that is user friendly for their clients. There are no user manuals, no standard trainings, no resources to help you other than clients whose platforms are uniquely theirs so solutions may not translate to the platform you are working on.

System-wide outages are very common so everyday plan to check in and make sure the product is online and working. While there is a hotline available for critical outages, our first three months on the product had us calling the hotline due to outages every three weeks and sometimes more often.

Personify360 does have a browser based offering but it doesn't work. We had hoped to use it when we launched with them 2 years ago but there are too many bugs in the system that have yet to be resolved that our business risk is too great to migrate to this platform until they resolve it. None of their large clients use it for their day-to-day operations for this reason.

Any small error can and will cause problems and often they cannot be fixed and you have to start over. Additionally, reporting is challenging because even when a field exists in the system, it doesn't mean that you can report out on that field. When you find these problems, you will have to pay for a quote to get a quote and then pay for them to make that change.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

0.0/10

Personify360 Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Request a demo via website to recieve pricing quote.

Personify360 Features

  • CRM Integration
  • Calendar Management
  • Contact Database
  • Electronic Payments
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Mobile Integration
  • Third Party Integration

Additional information for Personify360

Key features of Personify360

  • Advertising Management
  • Billing & Invoicing
  • Calendar Management
  • Certification Management
  • Communication Management
  • Contact Management
  • Contract Management
  • Database Integration
  • Document Management
  • Duplicate Detection
  • Email Integration
  • Email Marketing
  • Event Management
  • General Ledger
  • Inventory Management
  • Marketing Management
  • Microsoft Office Integration
  • Online Payment Processing
  • SMS Integration
  • Social Media Integration
  • Volunteer Management
  • Website Management
  • eCommerce
  • eCommerce Integration

Benefits

• Personify360 is a cloud-based constituent management solution that promises to give non-profits and associations a 360-degree view on its members, volunteers, fundraisers, advocates, customers, attendees or donors.

• Personify360's Constituent Relationship Management (CRM) system provides a single centralized point of record for unifying constituent member data including contact information, logged behaviors and historical transactions across all channels of engagement.

• Includes deployment of PersonifyGO, the browser-based client that allows member-led organizations to provide staff with seamless, tailored access to Personify360 features across all web-enabled devices.

• Personify360 Studio allows specialized system personas, screens, workflows and context-sensitive tasks to be created, along with extending the CRM database, managing security and setting up custom notifications.

• Personify360 delivers BI-powered actionable insights with reporting and analytics capabilities boasting out-of-the-box and custom executive dashboards, giving organizers visibility onto the tracking of membership trends.

Personify360 FAQs

Below are some frequently asked questions for Personify360.

Q. What type of pricing plans does Personify360 offer?

Personify360 offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Request a demo via website to recieve pricing quote.

Q. What are the main features of Personify360?

Personify360 offers the following features:

  • Advertising Management
  • Billing & Invoicing
  • Calendar Management
  • Certification Management
  • Communication Management
  • Contact Management
  • Contract Management
  • Database Integration
  • Document Management
  • Duplicate Detection
  • Email Integration
  • Email Marketing
  • Event Management
  • General Ledger
  • Inventory Management
  • Marketing Management
  • Microsoft Office Integration
  • Online Payment Processing
  • SMS Integration
  • Social Media Integration
  • Volunteer Management
  • Website Management
  • eCommerce
  • eCommerce Integration

Q. Who are the typical users of Personify360?

Personify360 has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations

Q. What languages does Personify360 support?

Personify360 supports the following languages:

English

Q. What type of pricing plans does Personify360 offer?

Personify360 has the following pricing plans:

Subscription

Q. Does Personify360 support mobile devices?

We do not have any information about what devices Personify360 supports

Q. What other apps does Personify360 integrate with?

Personify360 integrates with the following applications:

Office 365, PayPal, SAP Business Objects

Q. What level of support does Personify360 offer?

Personify360 offers the following support options:

Online Support, Phone Support