Personify360

Online constituent management for nonprofits & associations

About Personify360

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.

Key benefits of Personify360

• 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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Personify360 shown running on a web-enabled laptop device, displaying the summary tab of  selected constituent stored within the CRM
An example of PersonifyGO's browser-based access to the Personify360 CRM and a summary tab showing constituent personal details, engagement scoring and a history of latest interactions
PersonifyGO showing favorite searches and recently run queries, plus a list of available organizational reports
View 4 more
Personify360 video Personify360 screenshot: Personify360 shown running on a web-enabled laptop device, displaying the summary tab of  selected constituent stored within the CRM Personify360 screenshot: An example of PersonifyGO's browser-based access to the Personify360 CRM and a summary tab showing constituent personal details, engagement scoring and a history of latest interactions Personify360 screenshot: PersonifyGO showing favorite searches and recently run queries, plus a list of available organizational reports

Features

Total features of Personify360: 63

  • Accounting
  • Advertising Management
  • Applications Management
  • Attendance Tracking
  • Billing & Invoicing
  • Built-In Database
  • CRM
  • Calendar Management
  • Campaign Management
  • Certification & Licensing
  • Chapter Management
  • Committee Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Dashboard Creation
  • Data Synchronization
  • Database Support
  • Document Management
  • Donation Tracking
  • Donor Management
  • Dues Management
  • Duplicate Detection
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Engagement Analytics
  • Event Management
  • Financial Management
  • For Nonprofits
  • Fundraising Management
  • General Ledger
  • Grant Management
  • Inventory Management
  • Jobs Board
  • List Management
  • Marketing Automation
  • Member Accounts
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Online Booking
  • PCI Compliance
  • Partner Portal
  • Payment Processing
  • Point of Sale (POS)
  • Reporting & Statistics
  • SMS Messaging
  • Social Media Integration
  • Subscription Management
  • Team Management
  • Transaction History
  • Visitor Management
  • Visual Analytics
  • Volunteer Management
  • Website Management
  • eCommerce Management

Alternatives

Raklet

4,8
#1 Alternative to Personify360
Raklet is a community management platform which offers tools like unlimited contacts, automated messages, online...

WellnessLiving

4,4
#2 Alternative to Personify360
WellnessLiving is an all-in-one online booking, resource scheduling, lead generation, and reporting solution for health...

Neon CRM

4,4
#3 Alternative to Personify360
Thousands of nonprofits use Neon's nonprofit CRM software to manage their fundraising, membership, events, and...

Almabase

4,7
#4 Alternative to Personify360
Almabase helps you transform your alumni and donor engagement program to build lifelong relationships, acquire new...

Reviews

Overall rating

3,7 /5
(28)
Value for Money
3,6/5
Features
3,5/5
Ease of Use
3,4/5
Customer Support
3,5/5

Already have Personify360?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 28
Denise W.
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

I use Personify Weekly and I am happy with the platform

Reviewed on 2018/01/22

Pros

Personify is a great tool to coordinate member specifics including but not limited to purchases and tenure. The reports feature is a great tool and easy to use.

Cons

As a user, I don't have any insight into the cost or set up, so I can't really determine any cons other then the platform is so large that searching for what is needed can be difficult at times.

Vicky R.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

P360 Review

Reviewed on 2019/06/11

I appreciated all the time spent with Personify's staff during the implementation process and the...

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.

Rusty H.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Personify 360 Review

Reviewed on 2019/06/10

Overall, I'm happy with the software. It's enterprise software, which means it does the heavy...

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!

Ginette A.
Overall rating
  • Industry: Food & Beverages
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Personify360 Simple to Use

Reviewed on 2019/06/07

The good thing about Personify360 is that it is catered to our type of business (association). ...

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!

Misty K.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Capturing Data

Reviewed on 2019/06/21

Overall, I find the experience good. We came from IMIS and Personify is so much better. We are...

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.

Response from Personify

Thanks for your review and your honest feedback, Misty! We look forward to our continued partnership and are here to help with access to training materials or anything else you might need!

Showing 5 reviews of 28 Read all reviews

Personify360 FAQs

Below are some frequently asked questions for Personify360.

Personify360 offers the following pricing plans:

  • Starting from: US$0,01
  • Free Trial: Not Available

Request a demo via website to recieve pricing quote.

We do not have any information about Personify360 features

Personify360 has the following typical customers:

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

Personify360 supports the following languages:

English

Personify360 supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Personify360 integrates with the following applications:

Microsoft 365, PayPal, SAP BusinessObjects Business Intelligence

Personify360 offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep)

Related categories

See all software categories found for Personify360.