# Page 2 | Agilon One Donor CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Page 2 - Capterra's in-depth exploration of Agilon One Donor CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Agilon One Donor CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/78073/ONE --- Page 2 - 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. Agilon One Donor CRM ## User reviews RB Rhesa B. Development Officer/External Relations Fund-Raising ### "Ease of Use for a First time user" 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 15, 2019 Pros It is fairly easy to use for someone like me and does not seem cluttered with information that I do not/will not use. Cons I do feel have many complaints. Sometimes I have trouble filtering when trying to find names but it could be my lack of expertise. 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. AU Anonymous User President Education Management ### "Agilon One" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2018 As a back-end server administrator, most of my work involves setting up the servers and prepping them for Agilon. Agilon has been excellent customer service wise. If I ever needed to contact support, I honestly never recall leaving a message. If I did, I received a call within minutes. They administer and support the product fully and provide the infrastructure for us to build our database, application and email servers. Very good experience with Agilon.! Pros There are a lot of features for Higher Education that Agilon One has that make it easy for integration with Alumni and major donors. We also have an interface that links our call centre application to retrieve database information from particular grad years so that we can target our alumni to be contacted. Easy to use, easy to integrate with Oracle. Vendor was exceptional in providing support, assistance, and migration to newer versions. Many modules such as events and relay which provide an internal way to email alumni without resorting to 3rd party mailing houses. Cons it is fairly complex for staff to use in terms of if they sparingly use it, they may be slow or resistant to use it or use it properly. End users have a difficult time in adopting ANY system, so they tend to forward their data entry requests or even search / report requests to our data entry / reports team. It should be more self serve, however, in my organization there is a culture of laziness and pass the word to someone else. 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. Tim C. Director of Systems Support Entertainment ### "AQHA Review of Agilon One" 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 October 29, 2018 Very satisfied with the Agilon One Donor CRM. The team at Agilon have been working together for many years and have been good partners with our organization. Pros The support staff at Agilon go to extraordinary lengths to enable your desired use of the product. Cons A little rigid in terms of interfacing with other packages. 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. AU Anonymous User Director of Development, College of Architecture Higher Education ### "Agilon Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 16, 2018 Overall, I really appreciate Agilon and it's capabilities. It is the best database software I have ever used, in spite of the anomalies I find from regular use. I would definitely recommend it to any large organization. Pros I appreciate the amount of data Agilon is able to catalog. As well as the structure of the interface. It is easy to read and to sort through, especially related to multi-year giving patterns, funds, etc. Cons It is clunky. It takes a long time to sort between donors and to add multiple-similar Contact Reports/Proposals. I have found that I can create one "large" proposal for Board Members and add multiple donors to have proposal, but that is not very accurate. My example is as follows: 20 Board Members are invoiced for Dues ($1,500/BOV Member) totaling $30,000 - Rather than create one proposal "Invoiced for 2018-19 BOV Dues of $1,500" and copying that to multiple IDs, I have to create one $30,000 proposal and add multiple donors. In essence, it is the same, but I can see how that would get confusing down the line as no single member was solicited for $30,000 I have found similar inefficiencies with Contact Reports for multiple donors. 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. DL Deborah L. Assistant Controlled Higher Education ### "Agilon ONE " 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 9/10 October 9, 2018 Pros It has many features that provide a full view of donors and fundraising efforts Cons The Reports that are available are very limiting. 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. AU Anonymous User Director of Communications, Gallogly College of Engineering Higher Education ### "Agilon One Donor CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 9, 2018 I use this software primarily to verify an alumni members year of graduation and degree program. Pros The ease of looking up relevant information as it relates to an individual's history, such as the year and degree earned from the university. Cons Integration of Relay/events seems clunky. 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. AU Anonymous User Director Of Development Higher Education ### "Average product" 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 3/10 October 8, 2018 Pros There does seem to be a lot of usability and features. But, almost to the point of "we could never use all of these" and does it get in the way. Cons Honestly, just the overall appearance. It feels and looks old and dated. It makes the entire program feel outpaced and old. 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. CC Celeste C. Development Specialist Public Relations and Communications ### "Agilon Review" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 1/10 October 8, 2018 Trying to get a better view of our donors. It has been helpful running some reports, but a little hard to use Pros Overall the menu and options look nice on the screen compared to other CRM's I've used. Cons Isn't always intuitive how you add data and perform functions. Needs to have a lot of kinks worked 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. TT Tricia T. Director of Annual Giving Higher Education ### "Agilon" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 8, 2018 Beneficial to find alumni/donor information, but reports seems a bit clunky. Pros Navigation options are good along left side of page. Cons Hard to find specific reports and their functions from list. 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. Jana M. Director of Donor Relations Higher Education ### "Agilon - a relational database is a relational database...but" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 October 8, 2018 I can't speak to the overall experience, but for donor relations, we're using the modules to tie up some important data points. For example, tying donor to fund to scholarship recipient will be very powerful for fundraisers who want to solicit for specific scholarship funds. Pros Agilon works for us because we are able to bolt on some home-made applications written by our IT department. It is entirely functional for most uses for OU fundraisers. Cons The interface is outdated and not intuitive. There are some modules that are designed for very specific use, so we wind up using user variables to get what we need out of the product (I'm thinking scholarship and stewardship specifically). In other words, I think we hack Agilon to make it work for us. But we appreciate that it's not so proprietary that we are unable to tinker. 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. CB Calvin B. Sr. Director of Development Higher Education ### "Working through Agilon and its various uses" 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 9/10 October 8, 2018 University / Higher Education efforts have been well received when working with the CRM. Pros Certainly like the efficient and quick response for delivery of needed info when entering a Contact/Corporate name into the search box. Also, really like the ability to access Agilon via my mobile device and incorporate a 'contact report' for delivery to the program. Cons Sometimes the bugs that need to get fixed (IT side) takes away from the efficiency of usage of the program. But the IT team at our institution and the good folks at Agilon seem to get any issues taken care of quickly. 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. CW Chandler W. Development Specialist Non-Profit Organization Management ### "Agilon 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 3/10 October 5, 2018 Pros Running reports that our ticketing system can't run Cons Doesn't always sync data from to and from our ticketing system correctly 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. JD Jim D. Vice President of College Relations Events Services ### "Agilon Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 October 5, 2018 We have used this product but are exploring other options that are more user friendly. Pros The customization of tracking unique donor data. Cons The events module functionality is overly complex for the size of our institution. 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. ST Shang T. Database Analyst and Programmer Non-Profit Organization Management ### "Agilon ONE is very easy to use and manages donor, alumni data efficiently" 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 October 5, 2018 Pros The interface is clean and easy to use. Manage donor and alumni data effectively. It is also highly customizable; almost every page has “user preferences” option that you can customize to which data and in what order that you would like the information to show. Their customer service is top-notch; polite and respond to your question quickly. Cons Searching a donor or switching from one page to another could sometimes take a long time. Like all software, there are limitations before the actual feature is developed; such as in event, to be able to display custom design page header or words for different events; To be able to use mobile device to check people in and print name tag at the event. 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. PK Penny K. Applications Manager Financial Services ### "I use this software both from the front end and through database in the back." 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 25, 2017 Great customer service. The vendor actually knows my name. Pros Ease of use for the casual user. Takes very little training to use the product but it's a little more complicated to enter gifts. Cons Unable to batch process reports which forces us to have a receipt system outside of ONE. Lacks quality controls like pledge payments can exceed the size of the pledge. Diffuculty controlling the giving tree, we would like to ignore unpaid pledges. 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. MB Mark B. Programmer Analyst Philanthropy ### "I enjoy working with it. I am so glad we got off DB2 and on to SQL. Thank you for your help." 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 9/10 July 25, 2017 Learned a lot about CRM software. Understand a little bit better how the different modules interact and how a weakness in one can transfer to another related module. Pros The ease of getting data out to send to our 3rd party vendors (banks etc) or into the tables with files from vendors. Cons Some of the keys into the user\_code table are audit\_tran\_key are messy to use and it seems unnecessary. 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. FP Forest P. Director of DevelopmentPrograms and Systems Higher Education ### "We have used Summit and ONE for years The features and functionality have continually been upgraded." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 19, 2017 It is an easy software to accurately record and track giving and donor data. There are modules available for most users regardless of the size of the organization. Pros Web-based; user friendly. Ability to populate fields with information important to your organization for user understanding. Cons Selection Wizard is hard to understand and use compared to other reporting tools. Help tools do not provide enough detail to understand the processes to accomplish goals. 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. VA Veronica A. Advancement Services Liaison Museums and Institutions ### "This software is very user friendly and allows for excellent customization." 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 June 13, 2017 The software has allowed us to track gift details (which was very limited prior to our use of this product and Ascend.) We have also found the prospects module useful in tracking donor contacts and plans. The virtual directory is also a great place to store policy/procedural documents so all users have a centralized location for these documents. Pros The software is easy to adapt to our organization and extending the database is very intuitive. Easy to use even for non IT professionals. Cons Our application often runs slow which is the primary complaint I receive from our users. I also don't like that we can't copy giving pages. The ability to copy giving pages would make it a lot easier and faster to create new giving pages. 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. GB Gayla B. Director of Information Systems ### "We have been with Agilon's One since 2009, and overall it has been an excellent experience." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 25, 2017 Pros The flexibility that is built into the software is amazing. This allows for customization without having to pay for enhancements. But when we do need an enhancement, the staff really listens and helps determine how best to accomplish our goals. The customer service is outstanding. Cons I would like to see a more robust HTML editor for online events, online Giving, Constituent Connection and Relay. 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. DW Dale W. ### "Unparalleled customer support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 12, 2017 Agilon ONE provides a comprehensive suite of tools for your organization's fundraising needs. Customer support exceeds anything I have ever gotten from another software vendor, whether it is for installation, configuration, customization, even integration with other software. 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. DG Darlene G. Event Assistant Higher Education ### "Cheerleader for Agilon" 4.5 Overall Rating 4.5 4.5 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 21, 2015 Pros Populates guests names, process money, can pull reports for events, do nametags Cons customizing drop downs and certain features. Like the price level to default to choose one of the following. Also don't like how when change a price level or code changes historically. Also limited in codes available to use. Easier to do simple events vs complex events 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. 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