Avis clients sur ShelbyNext Membership

Growing ChMS

Commentaires : Overall they are doing alot of neat things and I am looking forward to seeing how they continue to develop the product. They have a clean design that makes it easy to use and quick to set up.

Avantages :

Recently they have been adding more and more features. Their membership management is at the core, but they have updated the calendar, forms, and giving to be better and more comprehensive within the last year. They have some really powerful features like workflows which allows you to automate some key processes and notifications.

Inconvénients :

There are a few features I wish they had, but one overall theme is how I wish that they integrated more closely with their partner software. The company that owns Shelbynext has been blending their different Saas products but there is still a bit of a wall that keeps the integrations from being seamless​. A good example of this is how there are 4 different ways that you can give via different methods on mobile, but none of those apps have all of the features of memberships, group, forms, calendar, and giving in one product. I think that this will probably be fixed over time.

Shelby Membership Module Overview

Commentaires : It's just been good. As with any new system, there is some learning curve but, for the Membership Module, it's been a rather soft curve.

Avantages :

It's a really solid product overall. The best features are it's ability to easily enter, edit, combine or delete member records. The combining of duplicate records is ESPECIALLY useful. It transfers all information, including giving information, to the chosen record and misses nothing. Again, an excellent tool indeed. Plus, the entire package is just user friendly. It doesn't require indepth instruction to use and find needed information about an individual member, a group or team, and so on. Finally...the email function that allows emailing end of year giving statements is excellent.

Inconvénients :

I cannot really identify a significant downside to this software package. It simply does the job in an efficient, easy fashion.

Not user friendly, not intuitive, not a good value for the money

Commentaires : All of the cons listed are minor pet peeves, but added together it makes the software very difficult to get used to. Seems like they would be easy fixes if the developers were to ask the current users what shortcuts would make the user's life better. Wait time to get in the queue for customer support is very long...if you can even get added to the queue. I've waited over an hour a few times. So much time wasted using this product. Don't assume you need an expensive, church specific software to meet your needs, especially if your church is small and doesn't have a lot of outreach programs or a day care/nursery school. This church was definitely oversold on this product - it has many features that will never be used here. Pay close attention to how the monthly fee is calculated - monthly fee for a year for this church is equivalent to buying several user licenses for other popular software (one of which doesn't have to be replaced for 3 years). If you have to put your financials into Excel to get the format you want, then why spend more for ShelbyNext? Training to use this product is expensive on top of the purchase price.

Avantages :

I haven't found anything I like about it yet. Maybe the reports are good, I haven't gotten that far yet.

Inconvénients :

This software is NOTHING like popular accounting programs on the market. Simple feature like using the + to advance the date or check numbers won't work. In the middle of a bank rec and need to look at an entry? Can't click on it to see details. Have to leave the bank rec to go there? Click Apply or you lose it all. That too is weird - apply means save, update means save and close. Why change terminology? Have to add lines to any type of entry? It won't automatically add them. More than one page in a report? You can't scroll to page 2. I carefully craft a journal entry to MY liking but ShelbyNext posts the lines in account number order - that is NOT how I want to see the entry. No back arrow to look at the previous transaction entered. If you are entering a list of manual checks and need to add a vendor all of the previous info entered (date, check number etc) is lost. Every time you return to the bank rec you have to tell it to only show the data for the current month you're reconciling. Date always defaults to today's date. I am entering historical data, so I have to re-enter the date every transaction. No warning for duplicate vendors, check numbers, vendor invoice numbers. My church doesn't use dept numbers, but I have to enter one to get the transaction to save. Can't search for account name directly from transaction screen, takes a few clicks to do so. When the CoA is 6 pages long, searching by acct name would save time.

Great Organization Tool

Commentaires : I enjoy having all the features in Shelby Next for groups, and for sending texts to specific groups as reminders, etc. Our church still likes to print a directory for our older members, and I'm glad I can still do that through Shelby Next for them. Shelby Next is more user friendly than other software I've seen, which is a big help in training new leaders who might be resistant or a bit apprehensive about using technology.

Avantages :

It has really helped me organize our church membership data. It's become a great tool for our leadership to use as far as Interactions and keeping membership information handy for our leaders who are on the go. They really utilize the directory in the Shelby Next app for reaching members and checking on them during the COVID-19 pandemic.

Inconvénients :

I would like to see more updates in the mass contact portion of the software. Being able to insert and use graphics more easily in email templates would be a great help.

Overall a Top Choice for Managing Membership

Commentaires : ShelbyNext is a good solid church management software if that's all you need. There are no options for managing volunteers and planning. For that you would need to upgrade to the pricier Shelby Arena.

Avantages :

In addition to a solid database ShelbyNext has a robust groups feature that really is the hallmark of this software. The forms feature is well designed and can be imbedded on a website, used as a direct link, or generate a QR code. It also integrates well with Constant Contact.

Inconvénients :

The conversion process from Shelby version 5 to ShelbyNext was excruciating, but once everything got organized correctly it functions well. Organizing family units can be a little complicated as can searching for certain parameters.

Shelby Next Membership

Commentaires : We've cleaned up our database during the migration from Shelby V5 and Realm, so that has been a plus. It's been easy to teach other employees how to use Shelby Next. I like that I can work from home since it's web based.

Avantages :

I like the ease of use. It is similar enough to Shelby V5 that the learning curve was not as steep in learning the new software. I like the help sections for each area. The videos and step by steps are very helpful. Like that ShelbyNext is web based so I can work from home when needed.

Inconvénients :

The Check-in part of this software is very limited in what it does compare to what was available in Shelby V5. Configuring the printed tickets to include the information needed is not easily accomplished.

Shelby review

Commentaires : Overall I am satisfied with ShelbyNext and the customer support is always available to assist us when we get in over our heads. Some of the bugs that we encountered in our first years have subsided and no longer do we see the same issues such as timing out, etc.

Avantages :

The overall look of it and ease . The ability to export/import transactions into excel, which cuts down on a lot of work having to re-enter

Inconvénients :

Wish that creating special reports would be easier

ShelbyNext Membership

Commentaires : Keeping our membership database organized, tracking contributions, creating ways to track interactions and streamline our pastoral care process.

Avantages :

It is user friendly and allows our congregation to access needed information.

Inconvénients :

Would like to have more flexibility with tracking interactions. Wish you could reassign interactions or assign them to more than one person.

Membership

Avantages :

Easy to navigate. Pastors can easily find information and can access the app from the their phone. Life Groups can take attendance on their phones which eliminates the need to manually input the information.

Inconvénients :

We have 3 separate Shelby softwares to perform the duties that Shelby v5 did. We use Shelby Giving, ShelbyNext Membership and ShelbyNext Financials. The systems are integrated but you have to use each of the three softwares to process offerings or add giving funds. It all works really well, just wish we didn't have to log in to 3 separate systems with 3 separate userids and passwords.

Overall, the database & information it holds has been beneficial to us.

Commentaires : It is a great program for database information. It is not perfect, but I don't know a program that is. Shelby Next has been very beneficial for our church, and the ability we now have to communicate with & keep track of our membership.

Avantages :

1- We like the accessibility on mobile devices. 2- Allowing various users to have access to specific groups has been great in terms of communication & attendance. 3- Overall appearance & ability to view information have been enjoyed by our users. 4- Search tools have been very useful (except that we cannot easily report once the search is completed).

Inconvénients :

1- Reporting options are very limited so the data has to be manipulated through Excel. This is not easily done by most of our users, so the burden of reporting rests on one individual. It would be nice if reports could be run right out of Shelby including the data fields the user chooses. 2- We have 'snowbirds' and the use of 2 addresses is not precise at this time. We do input addresses with corresponding dates, but the system isn't recognizing them when it reports on individuals. 3- Running a list for contribution envelopes was very simple in v5. The report in Shelby Next has to be completed by exporting a list to CSV & then manipulating data. 4- In Contributions, when we choose 'Group Giving with Family', ShelbyNext doesn't default to one report for the entire family (or couple) so contributions have to be transferred, or 2 reports are created. In Shelby v5, when this option was chosen, donations had to be inputted under the "Primary" member of the family. It didn't allow us to put it under a spouse in this situation. Again, this has required 'clean-up' on our part, which could be avoided if the program was more precise.

Good choice for our church!

Commentaires : Overall, we're highly satisfied bringing our membership database into online world of cloud technology. Support at Shelby has been outstanding, and while some issues may not be immediately addressed (such as items which would be in an update), we're kept in the loop, and updates to address gaps and shortcomings do happen. We appreciate the online Shelby Community portal as well.

Avantages :

The browser based platform allows the user to drill down and open multiple screens, very useful for processing donations, confirming gifts, membership status, and updating donor info on the fly. Workflows and interactions give our pastors a road map for following up with members and prospects, whether a desire to join our church, an upcoming surgery, or other needs - no one falls through the cracks, and communication is noted. Groups makes managing and communicating with specific classes, study groups, even our elders and deacons much easier, and all our employees have the same listings. Also, we use ShelbyNext Forms extensively for event registrations and tie it in to ShelbyNext Online Giving. We can design the forms not only for the registration itself, but can include info such as food allergies, special needs, medical issues, emergency contacts, and even additional shirt purchases for children's and students' events. I would bet that our IT guru appreciates not having to update software all the time, one of the benefits of cloud software.

Inconvénients :

The most noticeable shortcoming, to me, is the inability to see who received group emails and contribution statements via email, who didn't, and which emails bounced back as invalid for whatever reason. It's impossible to get correct emails from members and prospects when you're not aware that the email you have is invalid. I understand this is being addressed, but it should be a priority. There's a learning curve to ShelbyNext Membership, although I believe there would be with any software other than basic membership management for a small organization. Both our Membership Coordinator and I are still learning nuances and new ways to handle things.

Good Looking Software with Functionality Issues

Commentaires : If the software bugs were corrected in a timely manner and there was a clear process to request new features and get updates, it would be a good product. The people we have interacted with at ShelbySystems have been friendly and kind but the development team seems overwhelmed with the amount of constant fixes the software needs. They need to focus on listening to their customers and correcting functionality issues.

Avantages :

The software is generally user friendly and easy to navigate. The customer service and account representatives are usually friendly and kind.

Inconvénients :

The software lacks many features that were initially promised and new features are not added quickly. The support team and developers are slow to act and it is sometimes hard to get in touch with them. Bug fixes take months to correct even when they are major issues that affect our daily use. Their internal QA process is lacking and anytime a fix or new feature is rolled out something else breaks. Recently many upgrades and fixes have been related to how the product looks instead of how it functions.

Great Upgrade from V5

Commentaires : I am very satisfied with the rate of updates continually made on this product to improve the user experience.

Avantages :

If you are a Shelby user, currently using V5, you will love this newer version. The cloud based product is incomparable in ease of use. Our congregation loves having the church directory in an app.

Inconvénients :

The reporting is completely different from V5 and takes a while to get used to.

Customer Support

Commentaires : We have been struggling with forms created duplicate Shelby membership profiles when payments are made through online giving. Can't get a straight answer on why it happens or how to fix it.

Avantages :

I feel Shelby Membership is user friendly, not difficult to navigate. Most features are self-explanatory.

Inconvénients :

Support. We have been trying to resolve an issue since August of 2018. I have emailed with 4 different people. The name I was given never responded to me after emailing on 10.4.18 and 11.18.18. Customer service lacks when trying to resolve 'large issues' over long periods of time. I'm disappointed not one person has bothered to take ownership of our issue and work with us to resolve it. Need more tutorials for those beyond basics.

Great for some, not for us!

Commentaires : We stopped using Shelby about 4 years ago as it was not meeting our needs as we grew as a church. It overall ended up not being a good fit for us. I'm sure it's evolved since then, however, we found quirks all over the place that didn't fit what we needed.

Avantages :

Shelby Membership helped us track all of our volunteers and church members. We could run reports and keep track of volunteer teams.

Inconvénients :

While we could run reports, we weren't able to get custom things that we needed to be able to track volunteers and schedule volunteers for serving. There were many other things that our staff got frustrated that Shelby couldn't do to help with day to day task that we needed. The overall look and use of Shelby wasn't super user friendly either.

ShelbyNext Conversion

Avantages :

I love that you can access the software via the internet at anytime instead of having to be on the church's network. The phone app is awesome and we truly love it as a staff. Additionally, I really like the new interactions for ministering to our members.

Inconvénients :

We converted our office over to Mac computers. We use a scanner to scan contribution checks and it is not compatible with Mac. Very frustrating.

Comparison is the thief of joy

Commentaires : ShelbyNext is an upgrade from the last version of Shelby v.5, which I never used. Having only seen it, I can say that ShelbyNext looks a lot more streamlined and more modern, but still not as up to date style/formatting wise as other church directory database/info sites. We've had several instances where when problems arose, customer service reps were just as perplexed with the issue. However, in recent days I have seen some improvements that at least proves that the developers are listening to the issues and trying to find the best solutions.

Avantages :

Ease of searching for member information, inputting attendance, creating groups and adding new members and editing group after creation.

Inconvénients :

Mass contact emails - a very rudimentary style. It does not include easier way to input images without having source URLs. I'm also not crazy about their app - it's not as user-friendly as it appears. Access to the calendar only allows 3 months of viewing and does not allow even admins to edit through the app calendar.

Good product on its way to being great

Commentaires : I feel like we came in on the newer end of the software upgrade and have had to work through a lot of changes and upgrades. That being said, I do feel that the company is always listening to its users and strive to continue to upgrade, making this the best software out there!

Avantages :

The web accessibility and easy of use are a big improvement from the v.5 version of Shelby. There are also so many ways to use and implement this software. It is a one stop shop.

Inconvénients :

There are a few things this upgrade did not bring over from the older version which are highly missed.

ShelbyNext Membership

Commentaires : Membership side changed way too much from the previous V5 version. Some upgrades were improvements while others set us back from what we like and find useful for our ministry.

Avantages :

This software was easy to integrate from V5.

Inconvénients :

Things we had in v5 (selections and listings reports) are no longer easy to use. Changes are harder when moving people from one "group"/Class to another. Inputting giving is harder in that you have to enter each amount separately instead of a person giving to multiple things. Birthdays are hard to do when we don't get a year. Having to "show all" or next page is also a problem. Starting all over when you are checking attendance is a problem. Not being able to share reports across users. Not having names/address/DOB etc on attendance roles.

Shelby next review

Commentaires : There are a lot of great things about the ShelbyNext membership software but unfortunately there are still quite a few things that need to be worked out.

Avantages :

When there are no glitches I love the forms and the calendar side of shelby next .

Inconvénients :

The poor customer service. I rarely ever receive any feedback after I have either made a phone call or emailed. It also appears that they are still working out a lot of glitches and it’s very frustrating when you depend on a software and it doesn’t work properly at least 99% of the time.

Shelby Next Membership Review

Commentaires : Challenging

Avantages :

Its is nice seeing the individual person's information on one screen. It is fairly easy to use.

Inconvénients :

There is only a canned contribution statement, and I would like to be able to add some features. There is no way to show who the memorials and honorariums are for in Contributions. Donors like to know who they gave their money in memory of or in honor of. There is no way to indicate that a person does not want their statement mailed. There is no way to indicate miscellaneous persons who are added but are not church members. The integration with Protect my Ministry is difficult. I cannot run a background check for an employee on their website but have to add them in membership. Then there is no way to indicate this is not a church member. There is no alert given if there is a problem on a background check. There is no way to indicate family relationships such as grandmother, siblings, nieces, nephew, etc. There is no way to correct a contribution into more than one fund if it has been imported into Shelby Next. There is no way to post one check to 2 or more individuals when you have matching contributions from employers.

ShelbyNext Membership & Calendar

Commentaires : We brought in a trainer to work with us directly and help us utilize some of the customization. We are keeping track of our visitors, regular attenders, and members data. We are able to manage our busy calendar and all of the financials are connected to the membership files.

Avantages :

I like how everything is in one spot with ShelbyNext and there are customizable options. You can track almost anything with groups.

Inconvénients :

I do not like the how their isn't a system log on the calendar.

ShelbyNext Membership for Churches

Commentaires : We previously used Shelby V. Both products have a great deal of advantages in our congregational needs. ShelbyNext seems to be more user friendly that Shelby V.

Avantages :

This is an easy to use software for tracking membership, attendance and giving for the church. It is used almost daily. It can be shared with members of the congregation if so desired.

Inconvénients :

I would prefer an ease of doing reports/directories that can be manually edited. The current form is PDF which is not the easiest to edit without purchasing additional software.

ShelbyNext Membership

Commentaires : Overall, I thought this product served us well to maintain our database, and communicate well with our members. Also, to keep our calendar going and available.

Avantages :

Very user friendly and good videos and links to help when needed.

Inconvénients :

The group communication was the biggest downfall of our Small Groups pastor. He struggled with it a bit.

ShelbyNext/Membership Review

Commentaires : Still trying to get used to the new system.

Avantages :

Some reports are easier to attain and print.

Inconvénients :

I can't see last contributions on this new system and some reports I'm not able to pinpoint information to get a report on this information. When I called ShelbyNext support - they could not help either. Also - recently, after I've inputted the attendance for our Sunday morning - after hitting save - all members of our church come up as "present". I've had to manually "excuse" members so that the attendance for that week would be accurate. Also - when inputting attendance - I don't like that I have to type the person's name in to mark their presence-I liked Shelby 5 where I could type the last name and click on all family members that were present.