Personify360

Personify360

Online constituent management for nonprofits & associations

3.7/5 (28 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
3.7/5
71% positive reviews
6
Excellent
14
Very good
3
Average
4
Poor
1
Terrible
Michelle M.

Finance Department Friendly

Used Daily for 2+ years
Reviewed on 2019/06/25
Review Source: Capterra

Overall, Personify has been a great AMS for our association. We are finding that after two years of being on the software, internal users have learned to rely on the AMS as our "software of truth", and our users look to Personify more frequently to determine how to be capture miscellaneous data elements above and beyond order-based transactional data.

Pros

The software is mostly intuitive, and the setup across product types (memberships, meetings, inventoried products, etc.) is very similar, making it easy to add on additional product lines after an initial implementation. Being in the finance department, I'd be remised if I didn't note that the underlying accounting functionality is superb. Full, accrual based accounting is tracked in the system, and many revenue recognition options are offered at the individual product level. After being on the software for just over two years, we still find ourselves occasionally amazed that the software handles unique transactions correctly, and are pleasantly surprised that the underlying accounting (the debits and credits) are accurate without any special adjustments needing to be made. However, the system also offers an easy way to perform special adjustments when needed.

Cons

Prior to implementation, when the software was first demoed to us, it was not made clear that what we were seeing in the demo was not yet available in the version we would be implementing. This left a sour taste in our mouths during the initial months of our implementation, which we eventually overcame. The other item I like least is the reporting in Personify. While there is an ad hoc reporting tool that comes with the software, Data Analyzer, it can be difficult to learn and become proficient in the software, even for a tech savvy finance professional. We quickly determined that a report writer position that has SQL programming skills would be needed in order to extract all of the data we knew was housed in Personify.

Response from Personify

Thanks for your review, Michelle! Our goal is always to deliver a solution that makes the day-to-day lives of our clients a bit easier; we're happy to hear the accounting functionality within Personify360 has done that for you! We also appreciate you sharing your expertise and success with us as a PersoniFest speaker last year! Thanks again for your honest feedback.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
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
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
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.

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!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10

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
  • Electronic Payments
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration

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

Crowd Wisdom, Office 365, PayPal, SAP BusinessObjects

Q. What level of support does Personify360 offer?

Personify360 offers the following support options:

Online Support, Phone Support