Agilon One Donor CRM

Customer relationship management & fundraising solution

About Agilon One Donor CRM

Agilon One Donor CRM is a cloud-based donor relationship management and fundraising solution which assists nonprofits in managing their campaigns and donor relationships. Its key features include donor management, prospect search, email marketing, membership management, and business intelligence.

Agilon One Donor CRM comes with a module which enables teams to manage their donor database and connect with constituents through multiple communication channels. Researchers can use this system to conduct integrated health screening of major prospects and automate ratings, scores and rankings. The solution lets team members capture donor interest, preferences and affinities, measure progress towards goals, and forecast revenue. Managers can use the mobile-responsive interface to synchronize plans with calendar and update gift proposals and solicitation status.

Agilon One Donor CRM enables staff to manage campaign phases and milestones, define custom gift charts, and maintain ratings attributes from multiple sources. Users can also identify and track recognition and naming opportunities, and compare projected to actual commitments for all campaign areas.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Agilon dashboard screenshot
Agilon prospect relationships screenshot
Agilon constituent profile screenshot
View 4 more
Agilon One Donor CRM video
Agilon One Donor CRM screenshot: Agilon dashboard screenshot Agilon One Donor CRM screenshot: Agilon prospect relationships screenshot Agilon One Donor CRM screenshot: Agilon constituent profile screenshot

Features

Total features of Agilon One Donor CRM: 49

  • Accounting
  • Alumni Management
  • Appointment Management
  • Auto-Responders
  • CRM
  • Calendar Management
  • Campaign Management
  • Collaboration Tools
  • Committee Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Customization
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Email Marketing
  • Email Tracking
  • Event Calendar
  • Event Management
  • Feedback Management
  • Fundraising Management
  • Gamification
  • Gift Matching Management
  • Grant Management
  • Help Desk Management
  • Interaction Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Management
  • Member Database
  • Membership Management
  • Milestone Tracking
  • Mobile Giving
  • Multi-Channel Marketing
  • Online Giving
  • Payment Processing
  • Pledge Management
  • Project Management
  • Prospecting Tools
  • Receipt Management
  • Recurring Giving
  • Reporting/Analytics
  • Social Media Integration
  • Social Media Monitoring
  • Support Ticket Management
  • Volunteer Management

Alternatives

CharityEngine

3,9
#1 Alternative to Agilon One Donor CRM
CharityEngine all-in-one CRM is designed to grow & scale Nonprofits of all sizes. Get the best-in-breed tech,...

Bitrix24

4
#2 Alternative to Agilon One Donor CRM
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...

DonorPerfect

4,5
#3 Alternative to Agilon One Donor CRM
No matter the size or sector, thousands of nonprofits use DonorPerfect to optimize their fundraising and track donation...

Raklet

4,8
#4 Alternative to Agilon One Donor CRM
Raklet is a community management platform which offers tools like unlimited contacts, automated messages, online...

Reviews

Overall rating

4,1 /5
(47)
Value for Money
4,2/5
Features
4/5
Ease of Use
3,7/5
Customer Support
4,7/5

Already have Agilon One Donor CRM?

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

Write a Review!
Showing 5 reviews of 47
Verified Reviewer
Overall rating
  • Industry: Education Management
  • Company size: 1 001-5 000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

Agilon One

Reviewed on 2018/12/10

As a back-end server administrator, most of my work involves setting up the servers and prepping...

As a back-end server administrator, most of my work involves setting up the servers and prepping them for Agilon. Agilon has been excellent customer service wise. If I ever needed to contact support, I honestly never recall leaving a message. If I did, I received a call within minutes. They administer and support the product fully and provide the infrastructure for us to build our database, application and email servers. Very good experience with Agilon.!

Pros

There are a lot of features for Higher Education that Agilon One has that make it easy for integration with Alumni and major donors. We also have an interface that links our call centre application to retrieve database information from particular grad years so that we can target our alumni to be contacted.
Easy to use, easy to integrate with Oracle. Vendor was exceptional in providing support, assistance, and migration to newer versions. Many modules such as events and relay which provide an internal way to email alumni without resorting to 3rd party mailing houses.

Cons

it is fairly complex for staff to use in terms of if they sparingly use it, they may be slow or resistant to use it or use it properly. End users have a difficult time in adopting ANY system, so they tend to forward their data entry requests or even search / report requests to our data entry / reports team. It should be more self serve, however, in my organization there is a culture of laziness and pass the word to someone else.

Lisa B.
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 10.0 /10

Agilon One Review

Reviewed on 2019/07/10

Seamless integration with our financial system. This was a once a month manual process with our...

Seamless integration with our financial system. This was a once a month manual process with our previous system. And the most important piece is the customer service we receive from the Agilon staff they are always prompt, knowledgeable and easy to work with when you call with questions. Always helpful in suggesting different ways to accomplish your goals.

Pros

The flexibility of the system. One was written for colleges and not for other non profits but we are able to adjust the look and feel of the system to meet our needs.

Cons

All report writing has to been done on a higher level there is no way for daily users to create on the fly reports.

Kim R.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Review

Reviewed on 2019/07/10

We are successfully sending emails that can be created and/or duplicated quickly and easily....

We are successfully sending emails that can be created and/or duplicated quickly and easily. Training others on the system is simple.

Pros

I mostly use the software for creating emails. I enjoy the ability to create email templates so we don't have to start from scratch every single time on an email. I occasionally use it to look up donor information.

Cons

The email production software is a little clunky. It is frustrating that the page doesn't move with the user (the WYSIWYG tool bar) and dropping images into place can be a challenge. I also noticed when accidentally using "cntrl+S" to save, I lose all of my work and the page freezes. Please fix that!

The email reports are also very cumbersome to look up when you have to know what date the email was sent to enter a range before you even can see the data.

Response from Agilon

The HTML editor area should auto-fit the size of your content when you open the email edit page. You can also expand the area to any size desired by clicking and dragging the lower right corner of the editor area.

With drag-and-drop images, you can right-click and copy an image, then place your cursor where you want the image to be and right-click and paste (or CNTL-V) to place the image there.

The CNTl+S key combination activates the web browser's HTML page save function, which doesn't save your email content. Pressing the Enter key will save your data on any page. We'll research to see if we can catch the CNTL+S key combination to avoid this problem in the future.

For reporting, if you click the Campaign Reports icon on the Campaign Dashboard or the Campaign Details screen, the Report From date will be default to the first day the campaign ran and the end date will default to the current date.

Pat M.
Overall rating
  • Industry: Higher Education
  • 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

Agilon - is this software for you

Reviewed on 2019/03/18

I feel that it's been easy to keep our data clean due to the checks and balances in place for data...

I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable.

Pros

The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have.

They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow.

Cons

If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own.

Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense.

Misty W.
Overall rating
  • Industry: Higher Education
  • 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 10.0 /10

Agilon ONE Donor CRM experience for Murray State University Office of Development

Reviewed on 2019/07/10

The leadership and support staff at Agilon are an amazing group of people to work with. They are...

The leadership and support staff at Agilon are an amazing group of people to work with. They are friendly, and always willing to help out when an issue arises or to offer suggestions on ways to be more productive by using the software. The turnaround time for phone calls or emails regarding questions with the software are answered promptly.

Pros

I really like the availability to house almost any type of data we wish to track in the system (biographical information, student info, family and business relationship info, wealth info, donor records, gift clubs, volunteer info, etc.) The database is very user-friendly and easy to navigate within the modules.

Cons

There are several modules or features in the Agilon software that we don't utilize or subscribe to because they don't interact with other software platforms that other areas of our organization are under contract with at this time. We find it difficult sometimes to get other software to incorporate or "talk with" Agilon unless we have reports written specifically for that communication between systems.

Showing 5 reviews of 47 Read all reviews

Agilon One Donor CRM FAQs

Below are some frequently asked questions for Agilon One Donor CRM.

Agilon One Donor CRM offers the following pricing plans:

  • Starting from: US$100,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Contact Agilon for pricing details.

We do not have any information about Agilon One Donor CRM features

Agilon One Donor CRM has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

Agilon One Donor CRM supports the following languages:

English

Agilon One Donor CRM supports the following devices:

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

Agilon One Donor CRM integrates with the following applications:

Google Analytics, Microsoft Excel

Agilon One Donor CRM offers the following support options:

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

Related categories

See all software categories found for Agilon One Donor CRM.