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Accounting, donor management, CRM, email marketing, online fundraising, and more — all in one simple, integrated platform.
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MonkeyPod is the easiest financial platform a non accountant can master
Commentaires : Overall MonkeyPod is the easiest financial program I have used. The CRM management is useful and comprehensive. Thank you letters are easy to create using the Fundraising Reports from MonkeyPod and Word.
Monkey Pod is very simple to use and even if you are not a professionally trained accountant you can run financial reports with ease and compare each year to the prior year at the touch of a button. You can scan your invoices and save them in MonkeyPod with the check number and payee so all your information is in one spot if you need to refer back to it. The support is incredible, questions are answered the same day and the support team works with you until the problem is solved. They donʻt send you a link to watch a video and figure it out on your own like so many other companies do, they talk to you and suggest solutions and follow up with you to make sure itʻs resolved.
We are a performing arts venue so a ticketing module that includes a season ticket and flexpass option as well as single tickets would make my life complete. Overall, building an email campaign is a really easy but you do have to delete the suggested template pieces before you can build a new campaign. The best thing to do is make your own templates and save them, but for each new template you make you will have to delete a bunch of suggestions.
Incredible Comprehensive Platform
Commentaires : As a small non-profit with a small budget MonkeyPod has saved us a ton of money over the stand alone software we needed to maintain for CRM, accounting, and fundraising. With all of our employees working remotely the fact that we can all have shared real-time access to our accounting and financial statements is extremely helpful and increases our overall productivity. The customer service with MonkeyPod has been phenomenal. They are incredibly responsive to our needs, have accepted feature requests, and have been available to help us with every aspect of our transition.
Everything about MonkeyPod works like magic. It is entirely integrated, allowing us to have our accounting, CRM, and fundraising tools all in one place, which has made us work more effectively, more efficiently, and with far fewer frustrations. When we accept donations the donation is automatically recorded (correctly!) in the accounting log, a contact is either created and/or linked to the donation, and the donor is automatically sent a thank you tax receipt that we were able to customize to reflect our organization. This has saved our small organization countless hours of work since we no longer have redundant data entry into separate accounting and CRM softwares. Unlike QuickBooks, MonkeyPod is REAL non-profit accounting software so now our reports actually follow non-profit accounting guidelines. MonkeyPod also has a simple, straightforward, integrated to-do list, called "Action Items" that you can use to track workflow. The list allows you to share items with co-workers, comment on the items, attach relevant documents, and consolidate project work in one central location.
The CRM is not as robust as something like Sales Force or Raiser's Edge but it seems to be under active development and they are adding new features all the time.
Julie ann S.
This tool grows more and more valuable to us.
Commentaires : The main problem with MonkeyPod is one that we would have with any tool--namely, the reluctance of some of our staff and Board members to take the time to learn a new tool. They want to cling to the old way of doing things, since this is easier on them, but by not taking a tougher line on transitioning we are missing out on the benefits for which MonkeyPod was chosen. I hope that's a temporary situation.
I have been very pleased with the responsiveness of MonkeyPod staff whenever I have had a question or concern. I feel that they not only listen to our organization's needs, but they really care about helping us to make data-based decisions to more successfully serve our community.
Using email addresses as IDs for entities (customer, donor) leads to duplicate records when the same person interacts with us via more than one email address. There are workarounds, but occasionally there is confusion. I would also like to use contra accounts--for example, to subtract discounts and refunds from our ticket data right there in the income section, instead of treating those more as expenditures. MonkeyPod doesn't currently support contra accounts, although that might change.
The Joys of an Integrated System
Commentaires : I love MonkeyPod and I love the people behind it. It's a smart tool for small organizations and for arts administrators who are artists first and administrators second. In all of my interactions with the company, I have felt heard, understood, and supported. I would highly recommend them to anyone!
I switched from a very basic accounting system, no CRM, and lots of spreadsheets to having an integrated system where I can track our balances, make budgets that update in real time, and search for anyone we have worked with over the years. I love the easy-to-use mailing lists and the infinite ways they can be segmented. I can stress enough how much time (an irritation) MonkeyPod has already saved me. Plus, the onboarding process was thorough, hugely helpful, and it was even FUN!
On my wish list would be easily customizable mailing list sign-up forms (right now, creating a sign-up form requires writing code, which I don't know how to do and don't want to learn), and more customizable fundraising pages (à la Donorbox) with payment forms that can be embedded on a website. I also hope we'll eventually be able to file 1099s directly from MonkeyPod.
Commentaires : So far so good. I have been able to figure out things on my own at my own speed and also with expert guidance from the staff. If there is a question or a function that can't be explained.... give it a few days and we will find out. I don't have enough time to play in the software is really the only complaint.
The fact that I was able to consolidate multiple software programs into one location with so many functions and for a fraction of the cost. Even if I was paying the over $100,000 annual income price, I would still be paying less than I was for the other services which were frustrating at best. For data-minded individuals, the amount of reporting and grouping and classifiying that can be done with such ease is astounding.
I wish I could sell tickets to my performances, that is the last application I would need to integrate.