Who Uses This Software?

Personify360 is ideal for medium to larger associations, nonprofit organizations, YMCAs, JCCs and more.


Average Ratings

23 Reviews

  • 4 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Personify
  • www.personifycorp.com/
  • Founded 1996
  • United States

About Personify360

Personify360 is the industry-leading constituent management and engagement (CME) platform with the most robust and flexible capabilities on the market. It is ideal for medium to large organizations and creates a unified view of constituent data across all channels of engagement. With industry-leading scalability, Personify360 easily manages multiple business lines, complex transactions and is flexible enough to meet the needs of any organization.


Personify360 Features

  • Chapter Management
  • Committee Management
  • Dues Management
  • Election Management
  • Email Marketing
  • Event Management
  • Financial Management
  • Fundraising Management
  • Jobs Board
  • Member Communities
  • Member Directory
  • Member Portal
  • Membership Management
  • Website Management
  • Event Management
  • Fundraising Management
  • Jobs Board
  • Mailing List Management
  • Member Accounts
  • Member Communities
  • Member Directory
  • Member Portal
  • Membership Management
  • Website Management
  • Attendance Tracking
  • Billing & Invoicing
  • Event Management
  • Inventory Management
  • Marketing Management
  • Member Portal
  • Membership Management
  • Mobile Access
  • Online Bookings
  • Payment Processing
  • Point of Sale (POS)
  • Team Management
  • Visitor Management
  • Website Management
  • Alumni Management
  • Auction Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Discovery
  • Donor Management
  • Event Management
  • Gift Matching Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Pledge Management
  • Recurring Giving
  • Volunteer Management
  • Application Management
  • Committee Management
  • Dues Management
  • Email Marketing
  • Event Management
  • Member Directory
  • Member Portal
  • Member types
  • Membership Database
  • Membership Renewals
  • Payment Processing
  • Website Management
  • Committee Management
  • Contact Management
  • Donor Management
  • Email Marketing
  • Event Management
  • Fundraising Management
  • Grant Management
  • Membership Management
  • Social Media Integration
  • Volunteer Management

Personify360 Reviews Recently Reviewed!


Finance Department Friendly

Jun 24, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

P360 Review

Jun 11, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.

Cons: Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed.

Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.

Overall: I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.

Vendor Response

by Personify on June 17, 2019

Thanks for your review, Vicky! We value our strong partnership with AAOMS. Our Client Success team is always here to help and happy to provide additional training outside of the resources provided in our online help and within the client community. We also remain dedicated to improving the overall user experience and reporting capabilities within Personify360. I encourage you to submit any specific enhancement ideas you may have via our feedback portal! Thanks again for your review.

Personify 360 Review

Jun 10, 2019
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the fact that Personify integrates with nearly any association software application. From registration to learning, Personify partners are easy to find.

Cons: Old bugs from years ago are still present in our version of the software, and we are not that far behind.

Overall: Overall, I'm happy with the software. It's enterprise software, which means it does the heavy lifting for your business. It's not always flashy, but that's okay. I've never had a bad experience with their customer service team, even though cases/tickets sometimes stay open for a while before getting a final answer. I suspect that has more to do with their size of staff than the actual quality of their support, so I don't really want that to be considered a negative.

Again, their ability to integrate with so many vendors is key. If you look at it as your customer database, A/R sub-ledger, and look at everything that connects to it, you'll find that it does the job above and beyond expectations. If you don't have many points-of-integration, then you may find it lacking in style.

We, however, have numerous integration points and are able to deliver a seamless single-sign-on experience for our customers, and in general are very satisfied customers.

But what I think is most important is the quality of people that work at Personify. I have come to know several of the 3 years we have been with them and value their personalities, skills, and attention to detail. They are genuinely great people to learn from and be around.

Vendor Response

by Personify on June 17, 2019

Thanks so much for your review, Rusty. Likewise, we have always enjoyed working with you and the team at ASRM! We aim for continuous improvement, so I will pass along your feedback to our Client Success and Product teams. Thanks again for your review!

Personify360 Simple to Use

Jun 07, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the fact that the startup page is simple and not crowed. The main things that I need to work on is right there and easy to get to because they are group together. I also like the idea of the tabs. Meaning that you can go to an order and when done, you can exit that order without losing where you were previously. Also, because I create and run online report, I like the fact that I can export a report to Crystal Reports. We had some reports that needed to be updated and we were not able to find the original reports. So by exporting the reports, we were able to make the changes and reload the reports back to the BOE server.

Cons: Sometimes it is difficult to find certain things like demographic answers. I have to go into several layers in order to find it. I wish there were a search field so that I can find what I am looking for based on a key word.

Overall: The good thing about Personify360 is that it is catered to our type of business (association). Currently, I am responsible for the upkeep of the reports in Personify, but I am also learning the many aspect of Personify360 in order to become and administrator. The Personify online help is very helpful. It gives me a better understanding of some of the screens that I am accessing.

Vendor Response

by Personify on June 17, 2019

Thank you for your review, Ginette! We remain dedicated to perfecting Personify360 user experience and I will pass along your idea about adding a search field!

Capterra loader

Capturing Data

Jun 21, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Complex Businesses should reconsider this product

Jun 08, 2019
2/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money

Pros: Contact tracking & ability to develop custom fields. The idea of a fully customizable software platform.

Cons: Personify struggles to produce a product that is user friendly for their clients. There are no user manuals, no standard trainings, no resources to help you other than clients whose platforms are uniquely theirs so solutions may not translate to the platform you are working on.

System-wide outages are very common so everyday plan to check in and make sure the product is online and working. While there is a hotline available for critical outages, our first three months on the product had us calling the hotline due to outages every three weeks and sometimes more often.

Personify360 does have a browser based offering but it doesn't work. We had hoped to use it when we launched with them 2 years ago but there are too many bugs in the system that have yet to be resolved that our business risk is too great to migrate to this platform until they resolve it. None of their large clients use it for their day-to-day operations for this reason.

Any small error can and will cause problems and often they cannot be fixed and you have to start over. Additionally, reporting is challenging because even when a field exists in the system, it doesn't mean that you can report out on that field. When you find these problems, you will have to pay for a quote to get a quote and then pay for them to make that change.

Overall: The biggest challenge with Personify360 is that burden of development and problem-solving always rests with the client. When you do engage with the Personify team to solve a problem you can bet that it will take a long time to resolve the issue, costing the business time and money, and that you will have to do all the trouble-shooting, hold Personify accountable by prompting all the follow up, and often the client finds the problem and offers ideas on the solution. When it comes to resolving the issue, it Personify determines it is a billable service, you will have to pay to have a quote written and then pay to have the service provided. This means you could spend up to $1,000 just to get a quote and find out how much it will cost you to have the problem fixed.

We had to add three full-time team members just to manage the training, maintenance and upkeep of this software.

Robust Software for Enhancing Member Value

Jun 17, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Personify 360 allows the association to manage multiple organizations, to participate fully in electronic management of association services, and to extract data to better serve the membership.

Cons: The software is complicated to learn, especially for new users. The software does not allow flexibility in business rules without customization which adds to the cost of the database.

Overall: The ability to conduct many tasks by e-commerce saves staff time and reduces staff costs. Building and extracting quality reports on various sectors is important to the future of the association. Personify 360 allows the gathering and analysis of a variety of data.

Capterra loader

Still room to grow

Nov 13, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Personify is pretty user friendly and has great data reports within it's on database--It can also be used with another report system to pull deeper reports.

Cons: When the software was TIMMS it was great for database entry; however, the last time I used it --you had to click instead of using shortcuts to move around...slows down the speed of data entry.

Personify 360 review

Jun 07, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The flexibility within the software allows for solutions that are specific to our business needs without having to spend excessive dollars for customizations.

Cons: The user interface for the average user is not intuitive and comes with a learning curve in order to be proficient.

Vendor Response

by Personify on June 17, 2019

Thanks for your review, Gary! We are grateful to be your technology partner.

Excellent with tracking events and reports

Feb 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of tracking reports and how easy it is to create specific reports. when we need specific data it is very helpful

Cons: It is not capable with newer software. It requires us to use multiple systems which sometimes creates bigger issues

Personify360

Jul 08, 2019
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

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.

Overall: 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.

Best Product Yet

Jun 07, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It's the most user-friendly version yet, much less antiquated than older versions.

Cons: Still not perfect, still has limitations

Vendor Response

by Personify on June 17, 2019

Thanks so much for your review, Joani!

Thanks

Jun 17, 2019
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Linked to online profile for users is helpful

Cons: Alot of manual data cleanup. Data Analyzer not intuitive.

Overall: Managing membership for roughly 16,000 people

Thoughts

Jun 10, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: All of the things you can do with the software.

Cons: All of the costs and fees that you have to pay.

Vendor Response

by Personify on June 17, 2019

Thanks for your review, Paul!

Feedback

Jun 17, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: -The amount of functionality

-Ability to configure based on our needs

Cons: -Number of bugs in new releases

-Speed and engagement of resources to fix issues

-The cost of the product and "nickle and diming for support" (can't ask a question without being charged for the answer)

Overall: -Account manager appears overworked because it is so difficult to engage them and get new projects/features/add-ons moving

-Company seems more focused on billable hours that assisting their customers to be successful

Personify 360 review

Mar 26, 2015
3/5
Overall

2.5 / 5
Ease of Use

3.5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The product is full featured and provides scalable options for varying size associations and nonprofits.

Cons: The out of the box package is clunky and not user friendly. Associations have varying lines of business the financial tables and financial setups are limited, if you use Personify as your system of revenue recognition.

Recommendations to other buyers: Know the capabilities of your IT staff, plan to customize the product but updated your standard operating procedures to align with the use of the software because it does incorporate best practices.

Capterra loader

I use Personify Weekly and I am happy with the platform

Jan 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Personify is a great tool to coordinate member specifics including but not limited to purchases and tenure. The reports feature is a great tool and easy to use.

Cons: As a user, I don't have any insight into the cost or set up, so I can't really determine any cons other then the platform is so large that searching for what is needed can be difficult at times.

Easy to use...

Nov 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, learn and update all client information.

Cons: I've never had any problems using personify.

Awful to use

Aug 16, 2017
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

Comments: This program tries to be all things to all kinds of organizations but it is a terrible fit for what I do. Most of every screen is taken up by fields I would never use, and the fields I do use are crammed into tiny spaces.

Cons: Where do I begin? This program is maddening from start to finish. Everything is wrong, from the layout of the screens (the middle is mostly blank with the info I need way down at the bottom) to how the fields are named to the number of steps it takes to complete one task. One of my jobs is to record attendance at seminars and events. Handed a list of attendees, I have to individually look up each name and register them for the event, which takes 7 steps, then I have to go back and check attendance. Now I'm looking at a list of 30 registrants but I can only see four at a time.

Title Review

Feb 25, 2015
4/5
Overall

3.5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 3.0/10 Not
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Pros: I can use it at work and not think about it or pay for it. Basically, I could care less.

Cons: It crashes at least once every six weeks or so or more often or less often.

Recommendations to other buyers: Do your research and just because it's the cheapest doest mean it'll be the cheapest. You may lose more money in downtime and problems than you saved in initial purchase.

Inquiry

Feb 02, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: Hello, i am looking for a software whose basic step should be as below:

I will operate under windows CE.

the software should be able to do the below step.

like a member verification software.

Steps

1. Scan barcode on member badge

2. Software should be able to show me

- Name of Member

- Status of Member

- Photo of Member.

Thats all.

Review for Personify360

Feb 25, 2015
5/5
Overall

4 / 5
Ease of Use

3.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Its collection of management of all of my fundraising and donation activities.

Cons: The separate logins each time into the portal. It does not collect all of the info that I would like.

Recommendations to other buyers: Use multiple times as it becomes more user-friendly over time.

Personify360 - Works

Feb 28, 2015
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple to use. It is easy to set up a new project using this product.

Cons: Support is sometimes difficult to come by, if I want to try something new.

Recommendations to other buyers: Try on a real project. Try to repeat an activity already done with another product.