ConnectedView Enhanced: Your Efficient Platform for Streamlined Donor Management and Fundraising Success

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ConnectedView

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Description

ConnectedView stands out as an acclaimed software suite exclusively crafted to propel non-profit organizations toward success. Comprising two integral platforms, DonorView and AssociationSphere, it caters to distinct organizational needs. DonorView, dedicated to donor management and fundraising, facilitates tracking donations, streamlining fundraising through diverse payment options, automating marketing, and extracting valuable insights through data analysis. On the other hand, AssociationSphere manages association aspects by overseeing memberships and events, engaging volunteers and members, generating reports, and enhancing communication and collaboration. ConnectedView boasts numerous advantages, such as being an all-in-one solution that simplifies operations by eliminating the need for multiple software programs. Its automation features save time and resources, enhancing organizational workflow and productivity. The software’s proficiency in cultivating donor relationships and maximizing fundraising results in increased donations. Notably, it caters to organizations of all sizes, adapting seamlessly to the diverse needs of both small and large entities. With a track record of being recognized as one of the fastest-growing private companies in America by Inc. 5000, ConnectedView has garnered trust from over 150,000 users worldwide, successfully raising millions for various causes. The software supports multiple payment options, including credit cards, ACH, Apple Pay, Google Pay, Venmo, and PayPal. In essence, ConnectedView empowers non-profits to concentrate on their missions by furnishing efficient tools for managing donors, members, and fundraising endeavors.

Key Features

Although ConnectedView provides distinct platforms tailored for various user groups, both DonorView and AssociationSphere share essential features:

General Features

User-friendly interface: Intuitive interfaces for seamless navigation and management on both platforms.

Cloud-based access: Access data and tools from any location with an internet connection.

Security and compliance: Strict adherence to data storage regulations like GDPR and PCI-DSS for secure information.

Reporting and analytics: Comprehensive reports and data visualizations for valuable operational insights.

Integrations: Connect ConnectedView with other software, such as accounting systems and email marketing platforms.

Customer support: A dedicated customer support team is available for assistance with questions or issues.

DonorView Key Features

Donor management: Track donor information, donations, engagement levels, and relationships.

Fundraising tools: Manage online donations, create campaigns, and monitor progress.

Automated workflows: Set up automated email sequences, acknowledgments, and communication triggers.

Payment processing: Securely accept donations through various online payment methods.

Analytics and reporting: Gain insights into donor behavior, campaign performance, and overall fundraising effectiveness.

AssociationSphere Key Features

Member management: Track member information, dues payments, membership levels, and engagement.

Event management: Plan, register, and manage events online, including ticketing and communication.

Volunteer management: Effectively recruit, manage, and track volunteer involvement.

Online communities: Establish forums, groups, and communication channels for member interaction.

Automated workflows: Automate member communication, reminders, and administrative tasks.

Marketing tools: Utilize email marketing, newsletters, and other tools for member engagement.

Additional Differences

Pricing: DonorView and AssociationSphere feature distinct pricing structures based on their unique sets of features and the number of users.

Target audience: DonorView is tailored for non-profit organizations, while AssociationSphere is designed for membership-based organizations and professional societies.

Essential Plan

$79/mo

Professional Plan

$149/mo

Custom

Enterprise Plan

Top 10 Alternatives for ConnectedView

NeonCRM

Robust donor management, fundraising tools, and powerful analytics with an intuitive mobile app for donor engagement, customizable dashboards, and AI-powered donor insights.

Blackbaud CRM

A widely used platform featuring industry-specific functionalities and excellent customer support, including integrated marketing automation, wealth management tools, and grant proposal management.

Salesforce Nonprofit Cloud

A scalable solution for large organizations with flexible customization options, powerful integrations with other Salesforce solutions, and a global reach.

GiveWP

A simple yet powerful WordPress plugin for online fundraising, offering low pricing and a flexible donation form builder, with unique features like recurring giving options, peer-to-peer fundraising tools, and seamless integration with WordPress websites.

Qgiv

Focuses on secure online payments and donation processing, offering various payment gateways and fraud prevention features, along with unique features like text-to-donate options, donor kiosks, and advanced reporting on donation trends.

Wild Apricot

A popular platform for member management, online communities, and event management, featuring an intuitive interface and integrated website builder, e-commerce functionality, and gamification tools for member engagement.

eXtreme Membership

An affordable solution for smaller associations, emphasizing member communication, event registration, and volunteer management, with unique features like automatic welcome emails, member directories with advanced search, and a mobile app for member access.

Naylor Association Solutions

Offers industry-specific features for professional associations and societies, including credentialing and continuing education tools, with online compliance tracking, certificate management, and automated member renewal reminders.

MemberClicks

Streamlines all aspects of member management, from online applications and renewals to dues processing and communication, featuring group management tools, automated member onboarding workflows, and robust reporting with customizable dashboards.

ClubRunner

A comprehensive platform for sports clubs and leagues, providing features for managing teams, schedules, registrations, and payments, with unique features like online game scheduling, results tracking, and a mobile app for members and spectators.

Compare ConnectedView with Similar Products

When comparing ConnectedView, encompassing DonorView and AssociationSphere, with similar products, a thorough analysis of key features, pricing, and efficiency is essential. Here’s a breakdown across five crucial aspects:

  1. Donor Management & Fundraising (DonorView Focus):
  • ConnectedView:
    • Contact Management: Strong data fields, segmentation tools.
    • Fundraising Tools: Campaign management, online forms, recurring giving.
    • Payment Processing: Various gateways, fraud prevention.
    • Reporting & Analytics: Customizable dashboards, donor journey insights.
    • Pricing: Tiered pricing based on users, features.
  • Alternatives:
    • NeonCRM: Robust profiles, custom fields; advanced analytics and a mobile app.
    • Blackbaud CRM: Deep donor profiles, wealth indicators; industry-specific features and global reach.
    • GiveWP: Basic donor data capture; simplicity and easy WordPress integration.
  1. Member Management & Engagement (AssociationSphere Focus):
  • ConnectedView:
    • Member Database: Detailed profiles, custom fields.
    • Communication & Events: Email marketing, event registration, online communities.
    • Volunteer Management: Volunteer recruitment tools, basic tracking.
    • Reporting & Analytics: Membership trends, event reports, engagement metrics.
    • Pricing: Tiered pricing based on users, features.
  • Alternatives:
    • Wild Apricot: Robust profiles, searchable directories; integrated website builder and advanced member engagement.
    • eXtreme Membership: Basic member data capture; affordability and a mobile app.
    • Naylor Association Solutions: Industry-specific member profiles, credentialing tools; industry-specific features and compliance tools.
  1. Pricing & Efficiency:
  • ConnectedView:
    • Offers tiered pricing based on features and users, with additional fees for exceeding user limits or transaction processing.
    • Generally affordable for smaller organizations but can become expensive for larger ones.
  • Alternatives:
    • Pricing structures vary, with some offering fixed plans, volume discounts, and additional modules for specific features.
    • Consider your organization’s size, features needed, and future growth to compare price-to-efficiency across platforms.
  1. Overall Pros & Cons:
  • ConnectedView:
    • Pros: User-friendly interface, comprehensive features, good value for smaller organizations.
    • Cons: Limited customization options, lack of industry-specific features, can be expensive for larger organizations.
  • Alternatives:
    • Pros: Offer advanced features, industry-specific tools, greater customization, and potential cost savings compared to ConnectedView for some organizations.
    • Cons: Can be more complex to learn and use, may have higher upfront costs, or not all features might be relevant to your specific needs.
  1. Recommendations:
  • For smaller organizations: ConnectedView or eXtreme Membership offer user-friendly interfaces and good value. Consider alternatives like NeonCRM or GiveWP for specific strengths like analytics or WordPress integration.
  • For larger organizations: Blackbaud CRM, Wild Apricot, or Naylor Association Solutions offer advanced features and scalability. Consider your specific needs and industry to choose the best fit.

Setup and Installation

Guide to Setup and Installation:
1. Choose Your Platform:
Decide between DonorView for non-profit fundraising or AssociationSphere for membership management.
2. Contact ConnectedView:
Reach out to the ConnectedView sales team or visit their website. Choose a plan, create an account, and initiate the setup process.
3. Gather Information:
Collect essential details such as your organization’s name, contact information, user details, and technical requirements.
4. Follow Instructions:
Receive specific setup instructions from ConnectedView based on your chosen platform and plan.
5. General Setup Steps (May Vary):
Create User Accounts: Establish user accounts for staff members with appropriate permissions.
Import Data: If you have existing donor or member data, import it into ConnectedView.
Customize Settings: Configure payment gateways, email templates, and branding.
Integrate with Other Systems: Connect ConnectedView with other software, such as accounting systems or email marketing platforms.
Test and Train: Thoroughly test the system and provide training to staff on its features.

Reviews

Here's what community has to say about ConnectedView.

How Fast and Versatile Is Technical Support Across Email, Chat, and Phone?

ConnectedView Technical Support: User Assessments for DonorView and AssociationSphere

Evaluating user feedback on ConnectedView’s technical support for both DonorView and AssociationSphere involves considering two essential aspects:

  • Response Time:
      • DonorView: Reviews generally highlight positive experiences with DonorView’s support response times. Users commonly mention receiving email responses within 24 hours and prompt resolutions. However, occasional delays during peak periods have been reported.
      • AssociationSphere: Reviews on response times for AssociationSphere present a more mixed picture. While some users praise quick and efficient communication, others note longer waiting times, occasionally exceeding 48 hours.
  • Availability of Support Channels:
    • DonorView: Provides email, chat, and phone support during business hours. Users appreciate the versatility of multi-channel options, finding them convenient for various needs.
    • AssociationSphere: Primarily offers email and phone support during business hours. Some users express disappointment at the absence of live chat, which they consider quicker and more efficient for addressing simple issues.

Overall:

  • Both platforms generally receive positive feedback on the quality of their technical support, with knowledgeable and helpful representatives.
  • Response times may vary and show occasional inconsistencies, particularly for AssociationSphere.
  • The availability of support channels differs, with DonorView offering the added convenience of live chat.

Additional Considerations:

  • User reviews are subjective and based on individual experiences. It’s advisable to read multiple reviews for a broader perspective.
  • Check ConnectedView’s website for the latest information on their support channels and hours of operation.
  • Consider your preferred communication methods and prioritize platforms that offer the options you find most convenient.

Recommendations:

  • If responsiveness and multi-channel communication are critical factors, DonorView may be the preferred choice.
  • If cost is a significant consideration, AssociationSphere’s email and phone support might be sufficient for your needs.
  • Contact ConnectedView directly to inquire about their current support capabilities and expectations regarding response times.

How User-Friendly Is the Installation and Application Process?

To assess the ease of use for ConnectedView, let’s explore star reviews focusing on DonorView and AssociationSphere separately:

DonorView:

  • Average Rating: 4.4 out of 5 stars for ease of use (based on 100+ reviews).
  • Positives: Users commend the intuitive interface, easy learning curve, and straightforward navigation. Many find it accessible for non-technical individuals.
  • Negatives: Some reviews mention occasional bugs or limitations in customization options.

AssociationSphere:

  • Average Rating: 4.2 out of 5 stars for ease of use (based on 70+ reviews).
  • Positives: Users appreciate the clean interface, organized workflows, and user-friendly features tailored for specific use cases like event management and online communities.
  • Negatives: Some reviewers note a steeper learning curve compared to DonorView and occasional challenges with navigation for complex tasks.

Installation and Use Case Applications:

  • Both platforms offer guided installation processes and support documentation to facilitate user onboarding.
  • ConnectedView provides online training webinars and resources, guiding users through specific use cases for both DonorView and AssociationSphere.
  • The crowd often showcases user reviews detailing installation processes and the implementation of various functionalities.

Recommendations:

  • For individuals or small organizations: DonorView’s intuitive interface and straightforward approach make it easier to pick up quickly.
  • For larger organizations or complex use cases: AssociationSphere’s structured workflows and feature depth may require more initial learning but offer greater customization and scalability.
  • Read reviews specific to your needs, focusing on installation experiences, ease of use for particular features, and overall user satisfaction.
  • Utilize ConnectedView’s online resources and support channels, including guides, training materials, and direct access to their support team for troubleshooting or guidance.
  • Remember: Ease of use is subjective, influenced by individual technical skills and specific requirements.

By combining insights from reviews with ConnectedView’s official resources, you can gain a comprehensive understanding of the platform’s user-friendliness and make an informed decision based on your unique needs.

How Well Do These Tools Integrate with Your Existing CRM, Analytics, and Software Solutions?

DonorView Integrations:

CRM Integrations:

  • Salesforce: Synchronizes donor data, activities, and donations for a unified view of donor relationships.
  • Microsoft Dynamics: Integrates donor information and donation history for streamlined contact management.
  • NetSuite: Connects financial data for accurate tracking of fundraising revenue and expenses.

Analytics Integrations:

  • Google Analytics: Tracks website traffic and donor behavior to measure campaign effectiveness.
  • MailChimp: Connects email marketing data for insights into donor engagement and segmentation.
  • QuickBooks: Syncs financial data for detailed reporting and analysis of fundraising performance.

Other Integrations:

  • Double the Donation: Facilitates corporate matching gift programs to boost fundraising revenue.
  • Qgiv: Integrates online donation forms for seamless giving experiences.
  • Zapier: Connects with over 2,000 apps to automate workflows and data transfers.

Example: A non-profit using DonorView can sync donor information with Salesforce for a comprehensive view of donor interactions, track website engagement with Google Analytics to measure campaign performance, and automate donation data transfer to QuickBooks for accurate financial reporting.

AssociationSphere Integrations:

Member Management Integrations:

  • Wild Apricot: Synchronizes member data for a centralized view of membership information.
  • MemberClicks: Integrates membership data and renewal processes for streamlined management.
  • iMIS: Connects with this popular association management software for comprehensive data management.

Payment Processing Integrations:

  • PayPal: Accepts online payments for membership dues, event registrations, and donations.
  • Stripe: Processes credit card payments securely for various transactions.
  • Authorize.Net: Provides a gateway for online and recurring payment processing.

Other Integrations:

  • Zoom: Integrates with online meeting platforms for virtual events and member gatherings.
  • SurveyMonkey: Conducts surveys to gather member feedback and insights.
  • MailChimp: Connects email marketing tools for targeted member communication.

Example: An association using AssociationSphere can sync member data with Wild Apricot for a unified view of membership records, collect dues online through PayPal, and host virtual events seamlessly with Zoom integration.

Overall Seamless Integration:

  • Both platforms offer built-in integrations with popular CRM, analytics, payment processing, and other software solutions.
  • The level of seamlessness depends on the specific integration and technical setup.
  • Some integrations may require additional configuration or custom development.
  • ConnectedView provides documentation and support to guide users through the integration process.

Recommendations:

  • Review the full list of integrations on ConnectedView’s website to ensure compatibility with your existing systems.
  • Contact their support team to inquire about specific integrations and any potential setup requirements.
  • Consider ease of integration as a factor when deciding between platforms.

In conclusion, navigating the user experiences of ConnectedView’s DonorView and AssociationSphere reveals distinct strengths tailored to diverse organizational needs. Whether you prioritize the swift learning curve of DonorView for quick implementation or the robust feature set of AssociationSphere for complex use cases, ConnectedView offers a versatile suite. To make an informed decision, explore specific use case reviews on G2 Crowd, delve into ConnectedView’s training resources, and tap into their dedicated support. Your unique requirements guide the path—seize the opportunity to enhance your organization’s efficiency and impact. Connect with ConnectedView today and embark on a seamless journey towards achieving your mission.

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