# SheepCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SheepCRM the right Event Management solution for you? Explore 41 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147915/Sheep/reviews

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SheepCRM

4.5 (41)

[View alternatives](https://www.capterra.com/p/147915/Sheep/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of SheepCRM

Ease of use

4.2

Customer Service

4.7

## Pros and Cons in Reviews

SC

Sandi C

Company SecretaryAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“This system was time consuming, cumbersome, and vulnerable to error.“

May 10, 2021

## Showing most helpful reviews

Showing 1-25 of 41 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Office Manager and Operations Assistant  
Hospitality  
Used the software for: 1-2 years

### "Esssential to our start-up membership business"

December 19, 2023

5.0

Generally great - SheepCRM has grown with our business with the first year of development and trade. As our business expands & develops, we're confident Sheep has all the functionality and features we need to maintain a solid membership experience.

Pros

Sheep was great to us during the hectic start-up of our membership - they fully supported us in getting our membership base up and running and our self-service members app. This was much appreciated whilst we were on a time crunch to get open and functional.

Cons

Some parts of the CRM can only be activated with the assistance of the Sheep team, but I appreciate this is to avoid breaking parts of the system.

Reason for choosing SheepCRM

Sheep seemed to have the best support functions and was very lead by seeing that other car/automotive clubs use Sheep.

Review Source

AS

Anthony S.  
Exective Director  
Music  
Used the software for: 1-2 years

### "The Trade Association Experience"

July 28, 2025

5.0

The team are great and the process from day one has been really positive and supportive. We do feel like part of the family

Pros

SheepCRM helped the MIA focus much more of our daily activity on a single platform, it provides a professional member experience, helps us track membership renewals and automate. much of the invoicing and events

Cons

In a perfect world the member portal would be a little bit more flexible and allow us to rely less on the website for content hosting of both member-specific and general content.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing SheepCRM

SheepCRM felt like the right fit for our size of business

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Overly complicated and limited for our needs

Review Source

Response from sheepCRM

July 29, 2025

Hi Anthony, Thank you so much for your kind words — we really appreciate you taking the time to share your experience. It’s brilliant to hear that sheepCRM has helped MIA bring more of your day-to-day work into one place and that it’s made a difference to how you manage membership renewals, invoicing, and events. That’s exactly the kind of impact we aim for, and it's lovely to hear you’ve felt supported from the very start. Feeling like “part of the family” means a lot to us — so thank you for saying that. We also really appreciate your note about the member portal. Your feedback is a helpful reminder of how important flexibility is when it comes to content hosting. It’s definitely something we’ll keep front of mind as we continue to evolve the product. Thanks again for being part of the sheepCRM community — and as always, if there’s anything we can help with or explore further, we’re just a message away. Best wishes, The sheepCRM Team 🐑

PF

Penny F.  
CEO  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Review of Sheep"

February 21, 2020

3.0

Pros

It stores all my contacts in a handy database, showing useful information about each person including their organisation and colleagues.

Cons

Would like to improve how you update a person's job role and when they leave an organisaiton. For example now we have to create an additional connection and keep one saying 'previous education officer' at xyz museum...and then add new connection 'education officer at ...so that we can keep the work history of the contact and where we've worked with them before. Would prefer it wsa kept on their profile in a more user friendly way. Also find it quite slow and clunky. We have two versions, V4 and V5 not sure what the purpose of v5 is?

Review Source

HE

Helen E.  
Membership and Events Manager  
Civic & Social Organization  
Used the software for: Less than 6 months

### "Membership & Events Manager"

July 14, 2025

4.0

The past 7 months have been a steep learning curve (which we were fully briefed on by Joe!) Our members are finding it easy to use and navigate which is the main thing, I still question if I am using it correctly! However the Support@ team are always brilliant at responding and pointint me in the right direction!

Pros

Quick and easy to create and manage memberships, it is great at displaying membership details so you can quickly understand membership status. Creating new events and the booking process is straightforward. I love the automated emails and potential new opportunities as the software develops.

Cons

Trusting the finance intergration with our packages - we are still having some issues but unsure if it is user error! There are quite a lot of choices when manually renewing or creating a membership, some of which isn't obvious the affect it could have when integrating with our Xero account. I just have to work closely with our finance manager to ensure we have followed the process and it is displaying correctly in Xero. Segments - I still find these tricky when trying to extract information and trusting it is pulling accurate data.

Alternatives considered

[WordPress](https://www.capterra.com/p/131687/WordPress/)[CiviPlus](https://www.capterra.com/p/265248/CiviPlus/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[CiviCRM](https://www.capterra.com/p/79192/CiviCRM/)

Reason for choosing SheepCRM

Functionality - did what we needed it to do and also had more scope for future developments. Cost - was within budget Timings - could work to our timelines

Switched from

[WordPress Portal](https://www.capterra.com/p/213122/WordPress-Portal/)

We wanted a member portal which enhanced and joined up features which MemberPress and wordpress couldn't offer

Review Source

Response from sheepCRM

July 15, 2025

Hi Helen, Thank you so much for taking the time to leave such a thoughtful review — it’s great to hear how things have been going during your first few months with sheepCRM. We’re really pleased that setting up memberships and events has been smooth, and that your members are finding the system easy to use. It’s brilliant to hear you’re already making use of automated emails and exploring new opportunities as the platform grows — that’s exactly what we’d hoped you’d get from it. Thanks as well for raising the point around finance integration and Segments. We completely understand how challenging it can be when you’re working across different systems like Xero, and we know Segments can take a little time to get used to. If it would be helpful to walk through anything together or double-check how things are set up, we’d be more than happy to do so — just let us know. Thank you again for your review, we’re always here if there’s anything else you need! The sheepCRM Team 🐑

RF

Rebecca F.  
CEO  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Sheep CRM: build a deep understanding of your members"

July 7, 2025

5.0

We have had excellent support from the Sheep team throughout, and Sheep enables us to understand our membership in more detail than our previous system. We don’t use all the features of the system so I’m sure it does even more amazing things than we have made use of.

Pros

The segments feature makes it easy to understand our members and contact them with focused messaging

Cons

Not all the features are intuitive and although the reports are useful and full of data we do need to “work” the data in reports to get what we need for our own internal reporting requirements

Reason for choosing SheepCRM

The team at Sheep took the time to understand our complex requirements and demonstrated that they had thought about the needs of a charity and membership organisation working in our sector

Switched from

[Prospect CRM](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/)

We needed a product that multiple members of the team could work on at once. We needed a system that could send out segmented comms and automate the renewal and payment processes.

Review Source

Response from sheepCRM

July 8, 2025

Hi Rebecca, Thank you so much for taking the time to leave such a thoughtful review! We're really pleased to hear that the segments feature is helping you build a deeper understanding of your members and engage them with focused messaging. That's exactly what we hoped it would achieve. We appreciate you mentioning the reports - your feedback helps us continually improve the products and services we offer, so we really value you taking the time to share this. If there's anything else we can help you with or if you'd like to explore any other features, please don't hesitate to reach out. Best wishes, The sheepCRM Team

LA

Lisa A.  
Head of Operations and Membership  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Detailed product with many functionalities"

December 19, 2023

5.0

Good product. Perhaps too complex in some areas for our needs. Support engineers are always thorough and knowledgeable about their product.

Pros

The Layout and the integration with Xero and other bolt on products.

Cons

The automation. Once the parameters are set then things do run smoothly. I prefer the look and navigation of Blue Sheep to Green Sheep.

Reason for choosing SheepCRM

The adaptability of the product was a plus point and the integration with our website. The project manager was knowledgeable and professional which installed much confidence.

Switched from

[Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/)

It didn't work alongside our website - two different platforms

Review Source

AM

Alice M.  
General Manager  
Music  
Used the software for: 6-12 months

### "An extremely helpful CRM and Member Log-in Tool for Membership Associations"

December 19, 2023

5.0

Pros

It's highly relevant to our daily operations, and tailored exactly to our needs as a small membership organisation. It streamlines and automates a huge amount of our work, and creates a better experience for our members.

Cons

So far, I have no complaints! There are a few features that might be useful going forward, but anytime we raise these with the team they either have an alternative or let us know that new features will soon be coming.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

The other CRM system was hugely sales based and not relevan to running a membership association.

Review Source

GD

Gemma D.  
Office Manager  
Sports  
Used the software for: 2+ years

### "Saved by the Shepherds"

February 17, 2020

5.0

Overall I have had a great experience with the SheepCRM system. I can't imagine my role being able to function without it! It is integral to the day to day runnings of our business.

Pros

The Shepherds at SheepCRM - customised the product to our needs adapting to our requirements. It made it much easier to manage staff time and holiday - and keep record of our clients bookings. Overall visually fantastic.

Cons

Having to know specific short cuts to type into a URL to get to certain parts of the system - rather than having more button options.

Alternatives considered

[Booker](https://www.capterra.com/p/90708/Booker/)

Reason for choosing SheepCRM

Sheep at the time was more able to customise it's systems to our requirements. Also the Shepherds were easy to talk to and invited feedback and collaboration.

Review Source

jL

julie L.  
Office Manager  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Sheep for CIC"

February 12, 2020

4.0

A few glitches early on but appreciate the efforts the team are making to resolve issues. The team are very supportive. We are hoping to use Sheep more often and eventually use it as our main booking system.

Pros

Sheep is fairly easy to use and the interface is quite clear and easy to navigate. Easy to find contacts. Calendar easy to search.

Cons

The need to refresh pages whilst filling in data Difficult to create reports Would prefer a more customisable format Slightly clunky

Alternatives considered

[ACTIVENet](https://www.capterra.com/p/115451/ACTIVE-Net/)[Camp & Class Manager](https://www.capterra.com/p/115452/ACTIVE-Camps/)

Reason for choosing SheepCRM

We felt this product was fresher and would enable us to connect with existing software and apps. We also were happy with the flexibility and willingness to develop the product for our needs

Review Source

BL

Brian L.  
Head of Membership Strategy and Services  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Initial Review"

February 5, 2020

5.0

We are going from a system that doesn't handle membership at all to a system that will allow us to automate most of our processes. SheepCRM has made this extremely easy, yet still challenging our way of thinking to find efficiencies and improvements.

Pros

The platform is easy to use right out of the box. Anyone with even a slight background in CRM/Membership Management will be able to use this software quickly. Implementation has been very smooth so far and the customer service has been outstanding.

Cons

It is too early in the process to point out any cons.

Switched from

[Blackbaud eTapestry](https://www.capterra.com/p/29170/eTapestry/)

eTapestry was not a membership solution and required us to handle almost everything manually.

Review Source

CE

Chrissie E.  
Communications Manager  
Higher Education  
Used the software for: Less than 6 months

### "CRM for a membership association"

February 17, 2020

5.0

With Sheep CRM we can see and analyse all the information about our members in once place. Sheep have helped us to create a simple joining process and branded the system so it has our Association's look and feel. Sheep were very helpful when we were launching the new CRM, accommodating a couple of very last minute requests. Most of the features are simple to use, and can be learnt a lot quicker than some of the more complicated CRM systems.

Pros

Sheep themed and configured the SheepApp for us so that our members can see our branding, reassuring them they are in the right place. Sheep CRM also integrates with our other software, for example Mailchimp and Stripe which makes life easier.

Cons

Creating system emails takes a bit of getting used to as you need to add in html coding for links, headings etc. This is a bit more complicated than software like Mailchimp, however once you've created a few emails you get used to it.

Review Source

NB

Nicole B.  
Membership Manager  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "SheepCRM review"

February 13, 2020

4.0

Pros

Customer Support . Sheep Team are extremely helpful with assisting with any issues that arose through intercom and email functions.

Cons

International address format is not supported for our country.

Review Source

RH

Rob H.  
Business Development Manager  
Facilities Services  
Used the software for: 6-12 months

### "Review"

February 10, 2020

4.0

Pros

Integration with Mailchimp and Eventbrite

Cons

The UI changing between template versions

Review Source

JC

Jon C.  
Exec Director  
  
Used the software for:

### "Made for our needs - Sheep has been an absolute 'God-send' for our charity & the associated compan"

May 15, 2016

5.0

Bespoke design - built on a well-structured foundation product Flexible enough to cater for our needs Powerful enough to grow alongside us Excellent and swift & friendly customer service as and when required

Review Source

DH

Derek H.  
Operations Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Sheep CRM was the answer I was looking for"

February 4, 2020

5.0

Working with Sheep has been extremely positive and has enabled us to centralise information that used to live in many places online and offline into one place and it now runs in the background giving us the joined up information we need and can trust on our customers, supporters and volunteers. \[SENSITIVE CONTENT HIDDEN\] and the team have been really helpful and open to some custom developments to make things work for our specific needs and we have worked together to design them in a way that can be useful to others and rolled out to all users.

Pros

It does exactly what I was looking for which was to centralise and join up our CRM data that previously lived in many different places. This enables me to keep mailing lists up to date & GDPR compliant. The volunteer management elements are also excellent and the team at sheep have worked with us to develop this to meet our needs specifically with features that have then been rolled out to all users. We have found the Sheep interface to use and any users have quickly picked it up.

Cons

One aim is to bring together all our donor financial information into one place so we have a reliable record of a donors giving history. We're not there yet, but this is more to do with the complexity of the dataset, and it not being enough of a priority to fix at this point, rather than a failing of Sheep capabilities.

Reason for choosing SheepCRM

There are two main factors for my choice to use Sheep. The system is fresh and built from the ground up to be cloud based and accessible anywhere. Without needing to run any local servers at our office. So many of the solutions out there are much older and their legacy systems have become incredibly complex, they are playing catch up to transfer their products to the cloud. Sheep came without all that baggage and was all the better for it. Secondly working with a small team we have been able to get to know them, work on things collaboratively, and support their growth as they develop their product. I much prefer that model to working with a huge corporation where more often than not the answer is 'sorry we can't do that'.

Review Source

RP

Ruth P.  
Hub Manager  
Food & Beverages  
Used the software for: 6-12 months

### "Food Pantry management"

December 19, 2023

5.0

The support that we received whenever there was a problem or something I wasn't sure about was excellent. Instructions were really easy to follow.

Pros

It was a good way to gather, store and manage member information. The fact that members could manage things for themselves was also good - it gave back control and dignity.

Cons

Manually logging and linking payments. This was time consuming but suspect that that was because we didn't use it to its full potential.

Review Source

SC

Sandi C.  
Company Secretary  
Accounting  
Used the software for: 2+ years

### "Incredibly versatile system -plus quick and helpful support"

May 10, 2021

5.0

We were in on the early days of Sheep, and were fortunate enough to get a highly bespoke system in place. We use sheep mainly as a sophisticated timesheet processing system. Sheep is unique because it uses the time blocks we need, and the cutoff dates we need. It also accurately generates BOTH invoicing and salary data. We didn't find any off the peg timesheet systems that would do this. So for an SME, I don't think there are many other moderate budget options like this out there. We previously used linked spreadsheets. This system was time consuming, cumbersome, and vulnerable to error. It was also expensive, considering the MD was creating the spreadsheets! Our sheep system is much faster, because it is cloud based. The data is created by the staff: the admin team can then collect the batched data for further processsing. Sheep also has many integrated automations through Zapier which can be used with accounting, or other business processes, to make work easier and faster. In summary, we love the ever evolving sheep system, and the support we get from the sheep team. Sheep is the spine of our business.

Pros

Our Sheep system is extremely versatile. We use it as a basic CRM and a sophisticated timesheet processing system. It has the ability to accommodate both these requirements. We particularly like the fact it is cloud based, and uses staff generated data. All staff are remote staff. The fact the software is also mobile friendly is particularly important, as our people are always on the move. Last, but not least at all - we always get great support on the rare occasions we need a hand.

Cons

I've nothing really to add in this section. We are happy with the system.

Reason for choosing SheepCRM

Accuracy, speed, and ease of entry. All these add up to reduced costs.

Review Source

cW

caroline W.  
Volunteer Manager  
Entertainment  
Used the software for: 2+ years

### "Sheep Review"

February 12, 2020

4.0

When we first started using Sheep for volunteers, it was hard to monitor how individual teams carried out their recruitment (we have around 70 teams, each managed by a different volunteer), and obtaining the information we needed was very complicated. Working with \[SENSITIVE CONTENT HIDDEN\], we have been able to improve our processes, and now know at the click of a button how recruitment is going. We have been able to ask for specific changes to suit our needs, which wouldn't have been possible with a bigger company. Support from the whole Sheep team has been excellent.

Pros

The software has really helped us streamline our volunteer recruitment, and has reduced the amount of time both my myself, and our volunteer team leaders have to spread on administering and processing applications. We have been using the system for 3 years now, and are in the build up to the 4th festival using it, so we have seen it grow and develop of that time. Each year becomes simpler.

Cons

There can be the occasional issue where Sheep doesn't recognise someone returning to volunteer the next year, and then it gets confused, but this is pretty straightforward to sort out.

Review Source

AW

Andrew W.  
Systems Administrator  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Automation matters"

February 13, 2020

4.0

The key benefits we are realising with SheepCRM are the automation of previously manual tasks, freeing up time. The challenges have been getting a few bits of bespoke development to deal with unusual aspects of our Association.

Pros

Having our renewal reminder and new join emails sent automatically, removing the need for staff to spend time compiling lists is great. That the emails can be coded to look different depending on member setup is great and crucial to making this a success. The different levels of user account are also incredibly useful. Rather than non-office staff needing to email the office to provide member details, we now give them basic accounts so they can look up the details for themselves. SheepCRM have developed some manual reports for us, cutting one task that used to take half a day to 10 minutes, and most of that is a final check of the output.

Cons

The way that organisations vs individuals are dealt with in the database has given us a few issues. We have people who can be both members of our association in their own right as well as the primary contact for an organisation. SheepCRM have put in effort at no extra cost to help us to resolve these issues.

Reason for choosing SheepCRM

The deciding factor in favour of SheepCRM over their competitors was the low fee for the level of functionality.

Review Source

MR

Michael R.  
CEO  
International Affairs  
Used the software for: 1-2 years

### "A CRM to flock to"

February 10, 2020

5.0

Sheep has enabled us to move our membership database online and to integrate it with our accounts, event-management and payment systems. and the developers are very responsive to requests for new features and support.

Pros

The combination of membership management and integrations with accounting, event management and payment services is perfect for a small organisation. and the developers are very responsive to requests for new features and support. There is very good online documentation and help.

Cons

Two interfaces are available, but not all features are replicated in both.

Reason for choosing SheepCRM

The availability of integration with Xero was a fundamental consideration for us. Integrations with Stripe, GoCardless and Eventbrite were also important.

Review Source

EK

Edward K.  
Membership technology specialist  
Information Technology and Services  
Used the software for: 2+ years

### "Great membership data system to have at the heart of your technology stack"

February 3, 2020

4.0

Pros

Overall structure of the data is very well suited to membership organisations / associations. The number and depth of integrations make Sheep a great hub at the centre of a membership technology stack. The support team are excellent.

Cons

There are still a number of rough edges to the user experience. These are being actively addressed though, and it is usually simple enough to work around in the meantime.

Alternatives considered

[Rock Gym Pro](https://www.capterra.com/p/128170/Rock-Gym-Pro/)[Novi AMS](https://www.capterra.com/p/188714/Novi-AMS/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Fonteva for Associations](https://www.capterra.com/p/233481/MemberNation/)[WildApricot](https://www.capterra.com/p/76116/WildApricot/)

Review Source

BL

Billy L.  
Customer Services Executive  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Good to find our members "

December 19, 2023

5.0

Very positive. I find SheepCRM very easy to use.

Pros

Easy to use and navigate. Can find our members with no trouble.

Cons

Nothing springs to mind really as it is a good system

Review Source

KO

Kerry O.  
Freelance Marketer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Sheep - good for targeting your marketing"

February 5, 2020

5.0

I'm a freelance marketer and business administrator. I work with clients who use various softwares to manage what they do. For CICs (Community Interest Organisations), and membership organisations who have previously just mailed everyone with everything, I have found that those who use Sheep are increasingly well organised. I spend less time looking for data and insights because I can create reports to get me that info immediately so I can get on with creating the tailored comms. Sheep helps each business address its individual needs, whether that's tightening up or tailoring comms, catching/ reminding late payers to improve cashflow, or getting back in touch with members who might otherwise drop off the radar, that kind of thing. It's a million miles from cross checking spreadsheets and it's actually easier to use!

Pros

One of the great things about Sheep is that you can get to the interesting data you need quickly, because it's all in one place. You can go to a individual donor to a charity for instance and see their whole donation/ engagement history, or you can go to an individual event and look at who attended it. Helps if you want to then create marketing materials directly aimed at all those who like X, Y, Z, or to send things out in a timely manner, i.e because you know that person's going to be active or want to attend an event or donate around February. You can also search by any criteria (ie for all people who attend more than two annual events, or for those who have lapsed with their membership, create a list of those contacts and email them with tailored comms. It's really handy. For small business who still send out mail in the post, sending letters only to those who are quite likely to come is a much better ROI for instance.

Cons

Tough question. As a marketer, only certain elements of Sheep are relevant to me when I work with clients that use it, and the elements I use are all fine and do what I need.

Review Source

LR

Lucy R.  
Membership Manager  
Leisure, Travel & Tourism  
Used the software for: 1-2 years

### "A great work tool"

December 19, 2023

4.0

Pros

Self service function for customers, payments, comms options, invoicing and data extraction. Reporting and filter options are used frequently too. Support staff are prompt and friendly.

Cons

we still have lots on our wishlist but we will get there with time and money!

Review Source

tS

teresa S.  
Diamond receptionist  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "Sheep shut down "

December 19, 2023

5.0

Overall it was good, needs to be able to quickly reset after a shut down

Pros

I like that you can find anyone's details through any small amount of information.

Cons

The number of times it has shut down throughout the day.

Review Source

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