# Agilon One Donor CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Agilon One Donor CRM Software - reviews, pricing plans, popular comparisons to other Donation Management products and more. Source: https://www.capterra.com/p/78073/ONE --- # Agilon One Donor CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Agilon One Donor CRM ## What is Agilon One Donor CRM? Agilon's web-based donor management CRM solution helps mid to large nonprofits take their fundraising to the next level. A complete Donor Management System with integrated on-line donor portal and e-marketing, Agilon's ONE suite of modules seamlessly share information and manage workflow to improve your fundraising results. ONE increases your efficiency in managing relationships, contributions, memberships, events, capital campaigns, stewardship and more. ## What is Agilon One Donor CRM used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Fundraising](https://www.capterra.com/fundraising-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/) Top alternative Featured Overall rating Based on 46 user reviews Reviews sentiment Positive 80% Neutral 15% Negative 4% Starting price $100 Per User, Per Month Free trial available 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 Agilon One Donor CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.myagilon.com&name=Agilon One Donor CRM) ## 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. ### Agilon One Donor CRM 4.1 (46) VS. [4.5 (182)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting Price $100 Per User, Per Month Starting Price $79 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (46) Ease Of Use 4.4 (182) Value For Money 4.2 (27) Value For Money 4.4 (144) Customer Service 4.7 (35) Customer Service 4.6 (163) ## Agilon One Donor CRM alternatives [4.2 (417)](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (36)](https://www.capterra.com/p/115868/ProClass/reviews/) Starting price $249.95 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.3 (614)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $139.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alumni Management Tools that help educational institutions or fundraising organizations connect with alumni API Application programming interface that allows for integration with other systems/databases 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 Committee Management Manage a group of members established for coordinating plans, programs, or other initiatives Agilon One Donor CRM 31 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Tools that help educational institutions or fundraising organizations connect with alumni Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage a group of members established for coordinating plans, programs, or other initiatives Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information View donor contribution history, track how much money have been raised over time and measure progress Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Track and view detailed financial donation history made by contacts and members Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Track and collect membership dues Create and send email blasts/campaigns Track delivered, received, and opened emails Schedule and manage the logistics of activities and other gatherings Activities related to raising money for a specific cause Ability to match gifts through the system Monitor application statuses, proposals and award funds Track interaction history by documenting conversations for contacts Add, store and access information pertaining to members Database of members to track personal information of individuals and families Ability to make a donation from a mobile device/app Outlet for members and visitors to submit donations electronically Accept, record, and reconcile financial transactions Track commitments to donate in the future Upload, track, and submit receipts in a central database Manage and track recurring gifts View and track pertinent metrics to find patterns and gain insights from data Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Manage volunteer information and direct volunteer resources Get Advice We can help you find the software with the features you need. Features 3.9 (46) 3.9 Based on 46 reviews ## Pricing Value for money 4.2 (27) Free Trial Basic $100.00 Per User,Per Month Value for money 4.2 (27) 4.2 Based on 27 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) 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 4.7 (35) 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 4.7 (35) 4.7 Based on 35 reviews ## User reviews Overall rating 4.1 Based on 46 reviews Filter by rating 5(14) 4(23) 3(7) 2(2) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Abogado Judiciary ### "Mi experiencia en Agilon One Donor CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 14, 2023 Agilon One Donor CRM permite a las organizaciones sin ánimo de lucro captar, fidelizar y comunicarse con sus donantes de forma eficaz y personalizada. Pros El software es interesante porque es una solución integral para la gestión de las relaciones con los donantes, que permite a las organizaciones sin ánimo de lucro captar, fidelizar y comunicarse con sus donantes de forma eficaz y personalizada. Cons Actualmente no ha dado problemas, por lo que no tengo quejas. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GH Garrett H. Tech Support Analyst Education Management ### "ONE's Okay!" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 July 17, 2019 My job is to build out large, complex reports (mostly for fundraising purposes) for people across the university, from the Chancellor on down, and to help build data interfaces between ONE and various other databases and services. On a daily basis I'm usually interacting with the backend of ONE, querying the database directly. It's generally easy enough to work with, and I've encountered no major obstacles. Pros Fairly straightforward database structure. Extremely helpful, responsive support team over at Agilon. Cons Front-end interface is laggy, and has a dated, unattractive style. No API, and the built-in support for querying is cumbersome, unintuitive, and enough of a pain to work with that I just dig into the database directly for our reporting. 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. PF Patrick F. Database Reporting Analyst and SQL Specialist Fund-Raising ### "From the data-side review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 17, 2019 I've only been using the system (as a data analyst) for four years and have not mastered all the modules. Our operations has had several work-arounds that are now built-in features, so transitioning back to these has given us some short-term pain. Pros Data tables and relationships are relatively easy to understand. Using SQL behind the scenes to generate reports is relatively easy, but does sometimes necessitates the need for separate derived data structures. Cons The built-in Selection Wizard is handy but clunky when compared to straight-forward sql. 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. WS Worth S. Assistant Director of Reporting and Research Higher Education ### "Good" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 17, 2019 Pros Its functionality and simplicity make the program good. Cons I do not have anything that comes to mind, if I ever need something I just reach out. 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. KM Kay M. Sr. Director of Advancement Services Higher Education ### "Agion ONE Donor CRM" 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 10/10 July 10, 2019 Pros Customer service ranks at the top for me. Agilon has always exceeded expectations in providing help in a friendly, courteous, prompt and positive way. Cons Reporting needs to be improved. The application has a very dated look. 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. LB Lisa B. Sr. Financial Analyst Non-Profit Organization Management ### "Agilon One Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 10, 2019 Seamless integration with our financial system. This was a once a month manual process with our previous system. And the most important piece is the customer service we receive from the Agilon staff they are always prompt, knowledgeable and easy to work with when you call with questions. Always helpful in suggesting different ways to accomplish your goals. Pros The flexibility of the system. One was written for colleges and not for other non profits but we are able to adjust the look and feel of the system to meet our needs. Cons All report writing has to been done on a higher level there is no way for daily users to create on the fly reports. Switched from [Blackbaud CRM](https://www.capterra.com/p/178085/Blackbaud-CRM/) We where looking for and complete ERP system. Reasons for choosing Agilon One Donor CRM The integration with our chosen financial and logistics package requirements. 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. NA Nirmal A. Director, Information Management & Analytics Higher Education ### "A very good fundraising platform for Higher Ed" 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 8/10 July 10, 2019 Reporting limitations aside, I am generally happy with the Agilon One product. Pros Agilon One Donor CRM is designed for higher education and accommodates all fundraising and relationship management needs of organizations in this space. Data is logically organized and default configurations of the various profile screens that show constituent, prospect, and proposal information are easy to comprehend and rich in content. Cons Access to underlying data at the database level is cumbersome. The "Push" type Crystal Reports integrated with the solution require SQL queries on the database as the native functionality of the Selection Wizard is extremely limited. "Pull" type CR reports similar to what Raiser's Edge offers would have made reporting significantly easier. 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. LH Lori H. Director of Career Development and Alumni Engagement Higher Education ### "Agilon ONE" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 10, 2019 Pros The software has great potential. A great resource for tracking donors, alumni, etc. Ability for tracking is endless. Cons Reporting is a bit difficult. Though the capabilities are huge, getting the exact information you want/need is not always the easiest of tasks. 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. KL Kristina L. Gift Accountant Broadcast Media ### "Agilon One Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 10, 2019 Pros Great customer service and numerous customization options depending on your organization needs. Cons Not always intuitive where some unique donor information is stored. Some processes like sending pledge reminders, gift receipts and acknowledgements aren't very effective, and it would be nice if these were handled more efficiently within One. 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. MW Misty W. Manager of Research & Records Higher Education ### "Agilon ONE Donor CRM experience for Murray State University Office of Development" 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 10/10 July 10, 2019 The leadership and support staff at Agilon are an amazing group of people to work with. They are friendly, and always willing to help out when an issue arises or to offer suggestions on ways to be more productive by using the software. The turnaround time for phone calls or emails regarding questions with the software are answered promptly. Pros I really like the availability to house almost any type of data we wish to track in the system (biographical information, student info, family and business relationship info, wealth info, donor records, gift clubs, volunteer info, etc.) The database is very user-friendly and easy to navigate within the modules. Cons There are several modules or features in the Agilon software that we don't utilize or subscribe to because they don't interact with other software platforms that other areas of our organization are under contract with at this time. We find it difficult sometimes to get other software to incorporate or "talk with" Agilon unless we have reports written specifically for that communication between systems. 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. BT Bobby T. IT Analyst Higher Education ### "Agilon One Rocks" 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 July 10, 2019 Pros The customer service was awesome. They were very attentive to our issues and addressed them very professional. Cons The icons could use updating - looks a little dated 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. DC Diane C. Director of Gift Records Higher Education ### "Agilon ONE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 10, 2019 Pros I like the ease of retrieving information, data entry and access within the software. Cons I would like to have be able to do more with matching gifts. I believe there may be a module that we do not have though. 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 9, 2019 Agilon's new Matching Gift automations include: New search screens for matching employers and matching expectancies. Automatic updates of matching employer data from HEP. Automatic application of matching employer criteria in gift entry to create matching expectations. Automatic capture of matching employer information from online giving. Matching Employer lookups integrated with online giving. Email links to present donors with matching employer information. Call to action buttons linking to the matching employer's application form. Click tracking to update matching expectancy form status with donor actions. BS Brett S. Assistant Director of Development Fund-Raising ### "Agilon ONE from a Development Officer perspective" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 July 10, 2019 I spend most of my day working in One and have very few complaints. Pros Our organization has had Agilon for many years and has been able to tailor the platform to our specific needs. It serves our functional requirements well and is dependable. I have heard positive things about their customer support team. Cons The user interface is outdated. For users who are used to intuitive and responsive site layouts, Agilon seems clunky. I also wish there was a mobile app for on-the-go development professionals. 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. KR Kim R. Director of communications Non-Profit Organization Management ### "Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 July 10, 2019 We are successfully sending emails that can be created and/or duplicated quickly and easily. Training others on the system is simple. Pros I mostly use the software for creating emails. I enjoy the ability to create email templates so we don't have to start from scratch every single time on an email. I occasionally use it to look up donor information. Cons The email production software is a little clunky. It is frustrating that the page doesn't move with the user (the WYSIWYG tool bar) and dropping images into place can be a challenge. I also noticed when accidentally using "cntrl+S" to save, I lose all of my work and the page freezes. Please fix that! The email reports are also very cumbersome to look up when you have to know what date the email was sent to enter a range before you even can see the data. 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 9, 2019 The HTML editor area should auto-fit the size of your content when you open the email edit page. You can also expand the area to any size desired by clicking and dragging the lower right corner of the editor area. With drag-and-drop images, you can right-click and copy an image, then place your cursor where you want the image to be and right-click and paste (or CNTL-V) to place the image there. The CNTl+S key combination activates the web browser's HTML page save function, which doesn't save your email content. Pressing the Enter key will save your data on any page. We'll research to see if we can catch the CNTL+S key combination to avoid this problem in the future. For reporting, if you click the Campaign Reports icon on the Campaign Dashboard or the Campaign Details screen, the Report From date will be default to the first day the campaign ran and the end date will default to the current date. BB Brad B. Dir of Advancement Technology and Services Education Management ### "No gift certificate required" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 9, 2019 Pros The flexibility with an open database offers a lot of solutions to situations quickly. Cons The front-end (CCON) interface, whether gift giving or event registration, does not have as modern a feel or function as users expect. There's a fair amount of manipulation we can do for business processes on the back end with the system, but less so with CCON. The application to manage security, with things like human readable CCON passwords, is of concern as well. 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 9, 2019 Constituent Connection is fully customizable with HTML5 mobile responsive styling. We have offered to assist the customer with updating their web design. Passwords are fully encrypted to ensure security. CB Charles B. Director of Research and Data Operations Higher Education ### "Agilon ONE review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 9, 2019 Pros It can be easily customized to meet the needs of our organization. Cons It is not always user-friendly or intuitive. Many of our fundraisers complain about it. 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. AL Andree L. Director, Systems and Reporting Higher Education ### "Agilon" 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 9, 2019 Pros Easy to use and the great customer service Cons Reporting tool not as easy to use for in-house developers. 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. SD Scott D. Asst VP of Membership and Member Services Education Management ### "One CRM to rule them all" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 27, 2019 Overall, I think it's a great system with a lot of capabilities. It works well for both Foundations and Alumni Associations. Pros This is one of the few systems I've seen that has a designated component for membership. It easy to use and most importantly has great flexibility. Cons You have to learn as you go as there has never been an actual "user's guide". 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. KS Kevin S. Assoc. Director - Prospect Research Higher Education ### "Agilon Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 27, 2019 Pros Customer support is excellent. I really enjoy the ease in which I can access prospect information from my phone. It's also easy to synch plans on my calendar. Cons I don't like how some of the same data can be found in different spots of the database. This has caused a lot of confusion with coworkers. 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. AS Amy S. Administrative Assistant Higher Education ### "Easy to learn & use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 29, 2019 Pros It is easy to navigate and to train others to use. Cons None - it is easy to use and navigate through the modules. 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. JK Jeff K. Associate Chairman Hospital & Health Care ### "Agilon One Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2019 Pros We appreciate the customer service and the flexibility in the product. Our team is always thinking about ways to improve the functionality to make the job easier for our fundraisers, and the system is flexible enough to make customized changes on our own. If we can't make the change on our own, the vendor is amenable to working with us to make changes to the platform to benefit all of their customers. The platform is also very easy to use, which our fundraisers appreciate. Cons Probably the only complaint we have is we wish the platform was more mobile-responsive. Our fundraisers work on the road a lot and it would be great if they could do more of their work in the system on their iphones instead of waiting to get back to a desktop to input their contact reports. 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. LW Lauren W. Global Giving Database Manager Non-Profit Organization Management ### "Agilon User 3+ Years" 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 10/10 March 22, 2019 The best thing about this software is truly the support you get from the Agilon staff because if you have an issue, they will do whatever they can to remedy it. Their daily Helpdesk is fantastic. They are constantly looking for ways to update the system using user feedback. Pros \-The customer service, "Helpdesk" -Highly customizable -Ease of reporting -User friendly -Connection to DonorSearch/wealth screening Cons There isn't really anything that I like the 'least'. I think visually it could be improved, potentially with more colors or be less boxy, but this doesn't affect the way the system works. 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. RH Rich H. Dir Finance Non-Profit Organization Management ### "Nimble, Customer Service oriented company, strong accounting partner." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 19, 2019 Pros Direct access to core management team; Accessible user group conferences; affordable cost; Unit4 Agresso accounting partner highly recommended for user friendliness and flexibility. Cons Smaller company - unfamiliar to most new fundraisers so a manageable learning curve. 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. PM Pat M. Gift Records Manager Higher Education ### "Agilon - is this software for you" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 18, 2019 I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable. Pros The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have. They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow. Cons If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own. Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense. 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. TJ Trevor J. Assistant Director of Development Philanthropy ### " Agilon ONE CRM Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 15, 2019 It's been okay, but I choose to use our reeher software more than ONE as it's easy to prospect donors. Pros The amount of information you can see on one page. Cons Far too many clicks to get from one page to the next. 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. 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