Click & Pledge Reviews & Product Details

Click & Pledge Overview

What is Click & Pledge?

Click & Pledge provides cost-efficient, scalable, and customizable payment solutions for non-profits and organizations. The all-in-one platform includes all the fundraising tools you need to get up and running from day one. Key features included with EVERY account: - CONNECT online fundraising software (unlimited forms, recurring donations, custom reports, and receipts) - Salesforce Integrations (donor and event management) - SMSgiving for mobile/texting fundraising - pledgeTV a video player integrated with donation forms

Click & Pledge Details
Product Description

FREE Solutions for non-profits to accept online donations including Fundraising Tools, Mobile and Donor and Event Management for Salesforce.


Seller Details
Seller
Click & Pledge
Company Website
Year Founded
2000
HQ Location
Blacksburg, VA
Twitter
@ClickandPledge
1,457 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®

Overview Provided by:
Show More

Click & Pledge Screenshots

Click & Pledge Reviews

Write a Review
Filter reviews
LinkedIn®
Connections
Popular Mentions
Showing 14 Click & Pledge reviews
Popular Mentions
Showing 14 reviews
Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
For Category
All Industries
Region
Already have Click & Pledge?
Write a Review
Spencer Gump
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Very little, honestly. The best features I'd argue is either the holding tank or the ability to store credit card information securely and then access later with future transactions. However, both of these features have HUGE issues. The holding tank (temporary contacts) forces you to either send the most boring, generic email receipt instantly OR your donors are waiting for their receipt until a user goes into your CRM and merges the temporary contact, which leads to confusion for donors, unsure if their gift went through. Also, the stored CC feature works great for one-time situation but can be flagged as fraudulent when doing recurring transactions so not ideal. Review collected by and hosted on G2.com.

What do you dislike?

Support, installation, and integrations are all very weak. When starting, we used Premier Support and every ticket or issue posted took forever to get help with and is expensive. They also helped import our recurring tokens when we transitioned from eTapestry to Salesforce, but did so incorrectly, which cost us dozens of our ~250 monthly donors. We used support to help understand the number of donors that were impacted by the issue and how we can get their giving back on track. Support's response was unhelpful, slow, and they didn't take ownership of their mistake. Also, you should use their standard donate forms for best integration and functionality but their forms are awful. If you use your own custom donate forms and expect to continue doing so, expect a painful and confusing integration process Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Look elsewhere? Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Processing credit card transactions. The only benefit has been their ultra-high fraud setting (which is a pro and con, as it has avoided almost all fraud attack attempts on our donation forms but also slows down real donors from giving online). Review collected by and hosted on G2.com.

Show More
Show Less
Senior Project Manager
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The Salesforce sync remains one of the best out of all the donation processors that are affordable for most nonprofits. It allows you to pass mapped data to account, contact, opportunity, and custom questions based on SKUs (which can be unique per page, donation amount, question, etc). The recurring gift model is solid in Salesforce and you can do a decent amount of recurring gift management without ever leaving Salesforce. There are *great* features for reposting and troubleshooting if something breaks along the way from C&P to Salesforce.

The new Connect form builder is easy to use, offers decent customization features for most users' needs. If it isn't enough, a FaaS API gives developers the ability to create fancier forms. There are also integrations for Gravity Forms, Form Assembly, WooCommerce, Auctions for Salesforce, CiviCRM, and more. I haven't used enough of the crowdsource features to comment.

It has a basic virtual terminal and bulk upload features (I look forward to improvements here, but it's ok out of the box).

Support is usually responsive and helpful via several platforms (Power of Us Hub and C&P forums) and they are constantly developing new features. They have built out several things I've requested over the years, especially to improve recurring gift management. Review collected by and hosted on G2.com.

What do you dislike?

It suffers a bit from having been around a long time with a lot of development. It's architecture, especially in Salesforce, is sprawling and it can take a while to learn it. They are working to improve documentation, but it's not always easy to find what you need. Newbies are often a bit frustrated getting up to speed. The autoresponder setup in Salesforce suffers from this problem especially and the Connect receipting isn't quite ready for all my clients have needed it to do, but it is improving!

The ability to change the recurring amount or related Salesforce campaign without cancelling and restarting a subscription would be a massive improvement for how most nonprofits manage recurring donor programs. Of the 10 or so setups I have done in C&P, this is always a wish!

The newer Connect interface looks and operates *much* nicer than the portal but often is a bit clunky for doing a lot of data work (You can't click back in most windows, update a bunch of transactions at once, etc). If you can do most of it in Salesforce, you will be better off.

Several clients have had less than stellar response rates from Sales (getting accounts set up, quotes for importing recurring gifts, etc), which is surprising given how responsive the tech support can be.

Finally, I rarely use C&P Events in Salesforce because the setup and learning curve is really large for nonprofits. It suffers from being too powerful for most of them. Staff can't easily setup events without admin help and it isn't easy to customize the experience for things like free events or addon donations. It is pretty powerful though, just more than our clients have needed. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take full advantage of their webinars and office hours to get help and get up to speed. Work with a Partner to avoid monthly fees (transaction fees still apply). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

All of my clients use it for most of their donation processing, online and offline. Small nonprofits are able to affordably collect donations online for the first time and larger nonprofits are getting good Salesforce integration.

(We are a partner, but the partner program only offers discounts to our customers, no kickbacks to us.) Review collected by and hosted on G2.com.

Show More
Show Less
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Works well, Integrates with salesforce. Easy to navigate and use. Protects donor info. Review collected by and hosted on G2.com.

What do you dislike?

Customer service has been slow to answer my questions and correct their mistakes Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It integrates with salesforce and we can automatically track donations Review collected by and hosted on G2.com.

Show More
Show Less
Knox County Director
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

From what I have experienced thus far, there is a lot of functionality that is flexible with Click and Pledge. It also talks to our Salesforce instance which is very helpful and finally streamlining our processes. I believe there is a way to do events on there, but I have not found out how to use it yet. Review collected by and hosted on G2.com.

What do you dislike?

There seems to be a heavy learning curve, as several of the features are not very user friendly. Something as simple as pressing the "back" button will make you start completely over when going through a list of transactions. Also, while this donation management, we use it for tickets for events. Often I have to alter much of the language so it is more of a "purchase" rather than a donation. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Find resources that will help you understand how to best leverage the product. Going through it on my own has proven to be challenging. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Getting all of our payments on one platform, and then integrating those payment records with our Salesforce instance. While it does create a duplicate record in our Salesforce instance for their donation, it is helpful to see what level of giving has been done by a volunteer to our organization. Review collected by and hosted on G2.com.

Show More
Show Less
AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Sophisticated integration with Salesforce; automated communications; significant flexibility in designating and processing gifts. Review collected by and hosted on G2.com.

What do you dislike?

Creating donation pages is done through VisualForce pages and requires an expert to set up. It also means that every time you need to make a change to a C&P donation page, you're going to need help unless you know at least basic coding.

The online interface is poorly designed and often slow.

The "Swiper1" mobile transaction processor, like C&P in general, is powerful, but complicated and slow. We had to stop using it because it was too slow to keep up with traffic and fundraising events. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C&P was our main credit card donation processor for years. We still use it, but in a more limited way, because of the reasons listed above. Review collected by and hosted on G2.com.

Show More
Show Less
Senior Manager of Individual Giving
Non-Profit Organization Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Very low fees for a credit card processir and simple to install initial setup. Review collected by and hosted on G2.com.

What do you dislike?

Click and Pledge has some of the worst customer service I have ever experienced. Whenever we had a problem with anything it was nearly impossible to get a response. We were at one point working with Click and pledge for months trying to solve a problem related to recurring donations and eventually we were told that they knew there was no solution to the problem - but it took ages for us to get a straight answer. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Collecting donations online. Review collected by and hosted on G2.com.

Show More
Show Less
Director Of Information Systems
Education Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I love the integration with Salesforce and that donations made on our website are seamlessly brought in to our Salesforce org. Review collected by and hosted on G2.com.

What do you dislike?

From an architecture perspective, Click and Pledge adds a ton of objects to my org, and I wish it was a little cleaner. I also wish documentation was just a little better/clearer. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The free live support chats they have each weekday are incredibly useful. The company owner will personally help you troubleshoot, which is awesome. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use Click and Pledge for online donations, credit card processing, accepting credit cards at events through a swiper, and text to give. Review collected by and hosted on G2.com.

Show More
Show Less
AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Very flexible and fully thought out, we were surprised it was not mentioned more in reveiws etc

integration with Salesforce very important Review collected by and hosted on G2.com.

What do you dislike?

nothing yet but its new to us; as we use it more we may see more issues - so far all good Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

donation processing

Salesforce Integration

Better donor records Review collected by and hosted on G2.com.

Show More
Show Less
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Easy event and donation creation. Nice autoresponder feature. Review collected by and hosted on G2.com.

What do you dislike?

Little options to customize the looks of donation forms. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

More website templates Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Event registration, donation forms for website, communicating with donors after contributing. Review collected by and hosted on G2.com.

Show More
Show Less
UN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Good events solution that's developing quickly in donation and crowdfunding management Review collected by and hosted on G2.com.

What do you dislike?

I like that it's integrated wig salesforce and there's a lot of customer support available, especially on the weekly standing calls. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you're willing to take the time to work with the Click and Pledge team, it's a good investment. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Event registration and management, as well as being able to streamline that information onto donor records. Review collected by and hosted on G2.com.

Show More
Show Less
AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It's decently easy and intuitive to use. The interface is modern, which I always appreciate. Review collected by and hosted on G2.com.

What do you dislike?

The organization of the homepage could be better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It helps us run campaigns for Georgia Gives Day. Review collected by and hosted on G2.com.

Show More
Show Less
AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Click & Pledge is easy to navigate when organizing tickets, payments, and general donations. Review collected by and hosted on G2.com.

What do you dislike?

Click & Pledge doesn't talk well with Salesforce. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Click & Pledge gives an easy format to use for ticket sales and website donations. Review collected by and hosted on G2.com.

Show More
Show Less
Database Administrator
Philanthropy
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Click&Pledge is all about their customers and providing the best solution for them. Their product is continually being updated to what the customers and the community needs. Their support and office hours with Kamran Razvan are amazing and I have spent a lot of time in their receiving much need help and support with implementing their product. They have grown a lot since we first implemented them back before my time with ACF. It has been great to work with them through all the changes and I look forward to the changes to come. Review collected by and hosted on G2.com.

What do you dislike?

It would be nice if they were compatible with more than one merchant service company, however I do understand why they have decided to partner with just one merchant. Because they are always innovating and changing their product, for the better, it does take some added staff time in staying up to date on the application and all of its modules inside of its package. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need integration with a credit card processing and event management app and salesforce this is the app for your organization. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Credit card processing connection with Salesforce as well as an event managing module. Time and money savings. Review collected by and hosted on G2.com.

Show More
Show Less
AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

How it collects information and gives you the ability to create events and items for sale and even a donate button Review collected by and hosted on G2.com.

What do you dislike?

It wish it would have more tutorials and more user friendly customer service. They charge for the customer service so you would need to budget for the use of assistance. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you budget for customer service if you are a non profit organization. Otherwise this is a great tool Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

A way for our non profit practitioners to RSVP for events. This is a useful tool for that. Review collected by and hosted on G2.com.

Show More
Show Less
Do you work for Click & Pledge?