---
title: "ThreeSixty Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about ThreeSixty Software - reviews, pricing plans, popular comparisons to other Membership Management products and more."
source_url: "https://www.capterra.com/p/212188/Personify360/"
page_type: "product"
language: "en"
---

# 

 ThreeSixty Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ThreeSixty

## What is ThreeSixty?

The ThreeSixty Association Management System (AMS) is the market’s most robust and flexible solution for enterprise associations and nonprofits looking for a technology infrastructure that supports their unique processes and complex workflows. We help these organizations drive revenue growth and operational precision by delivering a power foundation that can be customized to meet their needs today and in the future with a modern and extendable, browser-based interface.

## What is ThreeSixty used for?

[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Club Management](https://www.capterra.com/club-management-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)

Top alternative

Featured

Overall rating

Based on 29 user reviews

Reviews sentiment

Positive

72%

Neutral

10%

Negative

17%

Starting price

$0.01

Per User, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ThreeSixty?[Manage this product listing](https://www.g2.com/products/threesixty/claim_requests/new?auto=true)

## ThreeSixty Overview

Updated August 2026

AI summary

ThreeSixty is a cloud-based membership management platform for organizations of all sizes, offering tools for member databases, registration, payment processing, and communications. Designed for associations and nonprofits, it supports event management, billing, customizable forms, and reporting, with integrations for payment and business intelligence systems to help teams manage member operations and engagement efficiently.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ThreeSixty

3.7 (29)

VS.

[4.4 (557)](https://www.capterra.com/p/76116/WildApricot/reviews/)

Starting Price

$0.01

per user, per month

Starting Price

$63

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.4 (29)

Ease Of Use

4.2 (543)

Value For Money

3.6 (10)

Value For Money

4.3 (375)

Customer Service

3.6 (19)

Customer Service

4.4 (494)

## ThreeSixty alternatives

Highest Rated

[4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

Starting price

$179.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.3 (47)](https://www.capterra.com/p/142416/Member365/reviews/)

Starting price

$299.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

## FAQs about ThreeSixty

Overview

### Which roles and teams benefit most from ThreeSixty?

ThreeSixty benefits membership teams, member services staff, and engagement leaders who need to manage member records, coordinate communications, and support retention. Operations, IT, and business application managers use it to maintain data accuracy and streamline workflows, while directors, controllers, and executives rely on reporting and visibility for oversight and decision-making.

Answer based on 26 reviews

Overview

### What company size and specific industries is ThreeSixty built for?

ThreeSixty is designed for enterprise and ultra-enterprise organizations, especially professional associations, nonprofits, and large YMCAs and JCCs that need a highly configurable solution.

Features and Usability

### What are the key features of ThreeSixty?

ThreeSixty offers membership management, member portals, and member directories alongside CRM, contact management, and communication management. It also includes event management, registration management, billing and invoicing, donation tracking, fundraising management, reporting, workflow management, and third-party integrations for handling associations, nonprofits, and community operations.

Integrations

### Which third-party tools and platforms does ThreeSixty integrate with?

ThreeSixty integrates with 5 third-party platforms, including payment and business intelligence tools such as NCR-Software, PayPal, PayPal Enterprise Payments, Worldpay for Enterprise, and SAP BusinessObjects Business Intelligence. These catalog integrations cover payment processing and reporting connections.

Answer based on 1 reviews

Getting Started and Support

### What training and onboarding options does ThreeSixty offer?

ThreeSixty provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review.

Answer based on 3 reviews

Getting Started and Support

### What customer support options does ThreeSixty offer?

ThreeSixty provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and 24/7 Live Rep options. Users describe the support team as helpful overall, though some cases can stay open before a final answer, and others say responses are slow and solutions are sometimes found first by the user.

Answer based on 2 reviews

Ease of use

### How easy is ThreeSixty to use day to day?

ThreeSixty feels manageable for basic tasks, but many teams face a real learning curve in daily use. Front-line staff, finance users, and association teams often mention crowded screens, multi-step workflows, and hard-to-find fields, while some users find the interface mostly intuitive once setup is complete and training is in place.

Answer based on 12 reviews

## Features

AI summary

Based on 4,125 Membership Management reviews

Capterra data shows that buyers of Membership Management software rank the following features as their top priorities:

-   **Registration Management** (**56%** of reviewers rated this feature as critical)
-   **Member Database** (**62%**)
-   **Payment Processing** (**62%**)

ThreeSixty supports all three features that reviewers rate most highly: **Registration Management**, **Member Database**, and **Payment Processing**. Together, these capabilities help businesses handle sign-ups efficiently, keep member records organized and up to date, and collect payments accurately, allowing teams to manage daily membership operations with less manual work.

Member Database

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Add, store and access information pertaining to members

Payment Processing

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Accept, record, and reconcile financial transactions

Billing & Invoicing

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Contact Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Donation Tracking

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and view detailed financial donation history made by contacts and members

Donor Management

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

ThreeSixty 94 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Application Management: Track, manage and store the applications of potential future members, customers or candidates
- Attendance Management: Manage attendance for classes, shifts, meetings, or events
- Attendance Tracking: Track the attendance of specific individuals or groups
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Campaign Planning: Plan and strategize marketing campaigns
- Campaign Segmentation: Group campaigns by project, client, or campaign for better management.
- Client Management: Manage contact details and communication with clients
- Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Accounts: Record customer information, purchase history, and other notes
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc.
- Document Storage: Store and organize documents in a centralized system
- Donation Tracking: Track and view detailed financial donation history made by contacts and members
- Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
- Dues Management: Track and collect membership dues
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Reminders: Reminders sent via email
- Email Templates: Pre-made examples and templates for emails
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications
- Event Calendar: A list of events with their respective dates
- Event Management: Schedule and manage the logistics of activities and other gatherings
- Event Scheduling: Plan an event's time and location
- Event Ticketing: Manage tickets for specific events
- Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
- For Alumni Associations: Designed for alumni organizations and associations
- For Nonprofits: Software specialized for non-profit organizations
- Forms Management: Store, manage and track all forms in a centralized location
- Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
- Fundraising Management: Activities related to raising money for a specific cause
- Grant Management: Monitor application statuses, proposals and award funds
- Instructor Management: Manage the instructor/teacher's schedule, tasks, responsibilities
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- List Management: Manage contacts across multiple mailing lists
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Member Accounts: Accounts held by members of an organization
- Member Communication: Contact members listed in the database through email, SMS, social, phone, etc.
- Member Database: Add, store and access information pertaining to members
- Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group
- Member Portal: Online gateway through which members can access/update personal information
- Member Types: Handle various types of membership based on groupings
- Membership Management: Database of members to track personal information of individuals and families
- Membership Renewals: Conveniently automatically renew memberships at the end of subscriptions
- Mobile Access: Access software remotely via mobile devices
- Online Booking: Book meetings and appointments through a website or digital platform
- Payment Processing: Accept, record, and reconcile financial transactions
- Personalization: Adjust communications based on previous interactions or personal preferences
- Point of Sale (POS): Accept and process customer payments for products or services using hardware and software
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Reporting: Active reporting of data and metrics
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Team Management: Organizing a group of people to accomplish a task
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Visitor Management: Allow organizations to streamline the check-in process for visitors.
- Volunteer Management: Manage volunteer information and direct volunteer resources
- Wait List Management: Record, update and manage waiting lists
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Website Integration: Seamlessly integrates with 3rd party websites
- Website Management: Built-in website builder or integration with third-party site
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

3.6 (28)

3.6

Based on 28 reviews

## Pricing

Value for money

3.6 (10)

Basic

$0.01

Value for money

3.6 (10)

3.6

Based on 10 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

SAP BusinessObjects Business Intelligence](https://www.capterra.com/p/92075/SAP-BusinessObjects/)[

PayPal Enterprise Payments](https://www.capterra.com/p/213069/Braintree/)[

Worldpay for Enterprise](https://www.capterra.com/p/165694/Virtual-Terminal/)[

NCR-Software](https://www.capterra.com/p/10009086/NCR-Software/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

3.6 (19)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.6 (19)

3.6

Based on 19 reviews

## User reviews

Overall rating

3.7

Based on 29 reviews

Filter by rating

5(6)

4(13)

3(5)

2(4)

1(1)

Mentioned topic

Sorted by most recent

HR

Heather R.

Membership Specialist

Hospitality

### "I loved Personify!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 8, 2021

Pros

Such an easy system to learn and use. I used this platform in a time when I was accessing many various databases for clients and Personify was always my favorite AMS.

Cons

I cant recall anything that I particularly disliked but I understand it can be expensive.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DT

Dave T.

Welcome Desk and Member Enrollment Director

Health, Wellness and Fitness

### "Personify360 Review"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

August 4, 2019

In my opinion, Personify is the reason that as an association we have not been doing as well financially as we did before we made the switch to Personify. We are switching back to Daxko in November and we are all very excited to see our functionality improve and our membership numbers increase.

Pros

Refunds were easy to process. I liked that we had the ability to use contact tracking through the software to notify coworkers about issues with certain customers.

Cons

My primary function is to sell and train my staff to sell memberships. There are a few different ways to sell this product and none of them require inputting credit card information into the payment schedule. Every time we train a new staff it is inevitable that credit card information is not properly attached to a monthly membership and it resulted in payment not being received the next month when the order renewed. The other big issue we had was the customer portal that they could access through our website. So many people had issues with their online profile and it caused a lot of head aches.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SM

Sally M.

Member service

Health, Wellness and Fitness

### "Personify"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

July 31, 2019

I just didn't like it. My supervisor just told me that it was our two year anniversary with Personify and I literally couldn't believe it. I still struggle every single day with it.

Pros

I guess the biggest thing I liked about Personify was the ease of checking people in at the front desk. Even looking a member up was easier than our last software program. Also, I did get better at signing members up for classes.

Cons

Selling a membership was time consuming. Finding products was difficult. Also, I struggled with taking payments, which should have been easy.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KB

Khristina B.

Welcome Desk Leader

Non-Profit Organization Management

### "Personify 360 Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

July 31, 2019

My overall experience with Personify360 has been good. After using for a period of time, the software has become easier to use.

Pros

The best feature of the the software is being able to email questions and contact tracking to department supervisors for specific members.

Cons

There are too many ways to do the same thing and this causes confusion when being trained how to the use the software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KC

Kendra C.

Membership Director

Health, Wellness and Fitness

### "Good Luck"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

July 31, 2019

Pros

After using it for 2 years, we finally got used to it, but took a long time to get there.

Cons

There was very little training offered from the company during the transition Staff had a very hard time catching on to how to use the program Due to Personify's lack of response and problem solving we lost a large amount of money Functions that would increase ease were not available, or did not work. Reports were inaccurate and inconsistent

Switched from

[Daxko Operations](https://www.capterra.com/p/268006/Daxko-Operations/)

Company choice

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BD

Bradford D.

Member Engagement Director

Non-Profit Organization Management

### "Not very user friendly"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

July 31, 2019

We had many issues with membership payments for the first 6 months of use with Personify after the transfer from Trinexum. Membership payments were not going through, but memberships were still active, so no reason to check the member's account. This caused our branch to have a decrease in membership revenue. Like I previously stated, I use Personify360 all day and feel very well versed in it and I am the go to person at my branch for issues, but there are several things that I am unable to solve. I had been looking forward to using PersonifyGO because I was told it would look cleaner and I think be less intimidating to our front line staff, however we never started using GO because of concerns for issues with GO

Pros

I liked the facility visit reports for members, they were very detailed and official looking, easy to create for members who needed them for their employers. Merging customers is rather easy. It is easy to go from the a customer in facility access to their customer record.

Cons

I worked in the system the majority of my day, so I felt pretty comfortable in what I needed to do, however, my staff who worked once or twice a week(almost all of my staff) had trouble remembering the correct processes and where to click. There are too many things that you can click on that are not necessary for our association to use. The subsystem names for membership types and programs/classes were more confusing. When we had Trinexum it was very easy to go through the membership sales process and connect family members to the membership, upgrade, downgrade, but Personify was much more dfficult and involved with these processes. Child Care and Camp balances are much harder to pay off when they are not currently due, resulting in Unapplied Receipts being created and needing to be applied once those balances came due, making it hard to pay summer in full at the beginning when parents wanted to. Front line Welcome Desk users did not have access to print a receipt on a payment for multiple invoices paid at the same time. Staff with the same Persona in Personify did not always have the same access. Data Analyzer is not very easy to utilize to pull reports when needed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Vice President Operations

Non-Profit Organization Management

### "Personify360 Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

July 20, 2019

Overall i recommend this for NGOs and civil society organizations

Pros

Overall it has been a very good application we used IMIS previously and Personify is better for me, so far i have worked on managing reports and i am learning more about.

Cons

It has been a great application for me, the customer has been really good, though their speed of response can be improved

Switched from

[iMIS](https://www.capterra.com/p/15885/iMIS/)

Management made changes

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 7, 2019

Thanks so much for sharing your positive experience with Personify!

JK

Justin K.

Customer Data Manager

Computer Software

### "Personify360"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

July 8, 2019

Personify360 was cumbersome when launched and crashed often. Any time high volume was expected a phone call was needed to let Personify know so it would not crash. 360 is not user friendly and getting staff familiar and comfortable with the system takes time and some feel overwhelmed because most actions require several steps.

Pros

Personify360 has contact tracking which allows an employee to send notes to other staff or set reminders for themselves. Pictures can be easily updated and you can add nicknames to customers' accounts.

Cons

Personify360 is not user friendly for front line staff and there are a lot of steps involved for most actions. The screens are overcrowded which leads to mistakes being easily made by staff. When an issue arises, the customer support for Personify is not quick and often solutions are discovered by the user before Personify can provide an answer. For problems within the system Personify charges the user for a quote and then again for a solution. Reporting is also difficult and often not reliable because the way Personify stores information.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

Michelle M.

Controller

Hospital & Health Care

### "Finance Department Friendly"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

June 25, 2019

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 7, 2019

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.

Misty K.

Associate Director, Advanced Training

Non-Profit Organization Management

### "Capturing Data"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 21, 2019

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 7, 2019

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!

[View all Reviews](https://www.capterra.com/p/212188/Personify360/reviews/)

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