# Fundmetric Reviews
**Vendor:** Fundmetric  
**Category:** [Donor Prospect Research Software](https://www.g2.com/categories/donor-prospect-research)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 11
## About Fundmetric
Fundmetric is an AI driven data capture infrastructure platform designed for nonprofits. We leverage the data you already have, augment it with additional data sources, and generate new constituent data to deliver smarter lists. Fundmetric works at every stage of the donor journey to provide nonprofits with the information they need to make smarter, more sustainable decisions. Our growing list of predictive features goes beyond just demographic and donation data, to activate your coalition of strongest supporters, and move them up the giving pipeline. A full service data ecosystem, Fundmetric identifies missed revenue opportunities with machine-learned lists.



## Fundmetric Pros & Cons
**What users like:**

- Users find the **insightful analytics** of Fundmetric invaluable for optimizing donor engagement and enhancing fundraising efforts. (1 reviews)
- Users praise the **responsive customer support** of Fundmetric, which greatly aids in the implementation process and daily usage. (1 reviews)
- Users find Fundmetric to be **easy to use** , allowing them to effectively enhance their fundraising efforts daily. (1 reviews)
- Users praise the **advanced machine-learning tools** of Fundmetric for enhancing fundraising efforts and donor engagement strategies. (1 reviews)
- Users value the **fundraising efficiency** of Fundmetric, leveraging insights to optimize engagement and enhance donor interactions. (1 reviews)
- Intuitive (1 reviews)

**What users dislike:**

- Users struggle with **integration issues** as there is no API support, complicating their workflow with Fundmetric. (1 reviews)

## Fundmetric Reviews
  ### 1. Fundmetric insights on your donor database

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Fundmetric?**

Fundmetric has significantly enhanced our fundraising efforts by providing unique insights into our donor database. Their machine-learning tools have been instrumental in identifying prospective donors and analyzing donor behavior, enabling us to tailor our engagement strategies effectively. The platform's AI-driven analytics offer data, helping us understand donor journeys and optimize our campaigns. The responsive customer support team has been invaluable in assisting us throughout the implementation process, the product was easy to use, and we used it almost daily to get the information needed. There was no API integration

**What do you dislike about Fundmetric?**

There was no API integration. so Ease of Integration. Ease of Integration was not available

**What problems is Fundmetric solving and how is that benefiting you?**

Their machine learning tools have been instrumental in identifying prospective donors and analyzing donor behavior

  ### 2. Fundraising Management made easy.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rajat C. | Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 20, 2023

**What do you like best about Fundmetric?**

You can track your fundraising campaign's performance in one place and the reports help you analyse donor behaviour along with overall campaign effectiveness. You can tweak your fundraising campaign based on the reports and maximise donor engagement. Their AI modelling helps predict donor behaviour and you can visualize the donor behavioral journey using their dashboard.

There's also real-time analytics, custom donation pages and the software automatically labels data to make data-driven decisions easier. You can create personalized dashboards to track specific KPIs (Key Performance Indicators) to fine-tune your fundraising campaign.

The platform's machine learning AI also helps in data segmentation so that you can create personalized campaigns to optimize your fundraising efforts.

Integration with CRMs also reduces manual data entry and centralizes your data in one location.

**What do you dislike about Fundmetric?**

The quality of return on your investment will depend a lot on the quality of data input, therefore, well-nourished, regularly updated data input is required to ensure the machine learning algorithm does its job properly.

You can mainly get fundraising analytics from FundMetric, so the scope of functionality is rather limited. While campaign tracking and donor segmentation are welcome, the software does not offer event management or grant tracking.

Though customization is offered, it may not be suited for some advanced users who would like to track additional parameters.

**What problems is Fundmetric solving and how is that benefiting you?**

Best for tracking fundraising activities and strategizing to maximize campaign effectiveness. The custom dashboards and reports help in data-driven decision making and modifying campaigns to get the best results. The data visualization feature helps in adjusting campaigns according to the donor's journey and the data segmentation feature ensures that the right donor is target by the right campaign. The integration feature with most CRMs makes it a strong contender for managing your fundraising efforts.

  ### 3. Amazing Fundraising tool developed by great team!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chirag P. | Sr. Data Resecher Executive , Small-Business (50 or fewer emp.)

**Reviewed Date:** March 15, 2023

**What do you like best about Fundmetric?**

It has the most supportive team which provides great customer service and tool is very user friendly which helps to prospect the potential donors

**What do you dislike about Fundmetric?**

The tool training for the team can be improved which is the only thing they can work on.

**What problems is Fundmetric solving and how is that benefiting you?**

The tracking of donors prospects has become very easy which was a challenge earlier this helping with more donations.

  ### 4. If you are looking for a fundraising partner, look no further.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura B. | Assistant Vice President, Advancement Information Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 30, 2021

**What do you like best about Fundmetric?**

We recognized the value that an AI-enabled predictive tool added to our established processes for prospect identification, portfolio development, and segmentation. Still, we needed to build cross-functional buy-in and adoption across other areas of the fundraising division to receive the highest impact. The Fundmetric team was willing to work at our pace, offer best practices, address reservations, and provide hands-on assistance throughout the proof-of-concept phases. And yes, there were multiple proofs-of-concept developed because sometimes that is what we needed to move our projects forward. You don't find that kind of dedication from most vendors. Throughout our relationship with Fundmetric, they have been there to listen to our needs and provide any level of support required to be successful. Their focus remains on improving our fundraising capabilities by providing better insights to our donors and friends and guiding our engagement opportunities.

**What do you dislike about Fundmetric?**

There are so many facets to this software and how it an be used. Our biggest issue was deciding where to start. As with any new technology, there was some initial distrust and fear that had to be overcome before it gained acceptance. This issue certainly isn’t specific to Fundmetric itself, but they took time to recognize and alleviate those concerns at all levels.

**What problems is Fundmetric solving and how is that benefiting you?**

As in many fundraising organizations, we have a large number of identified prospects that look great on paper but struggle to get them all qualified by a philanthropic advisor. Initially we were looking for ways to improve the quality of our portfolios and help move our pipeline. Fundmetric worked closely with our research and portfolio development team to create customized predictions that enhanced our current portfolio development process, pointing us toward those prospects who looked ready to consider a major gift. While these predictions were useful on their own, we ultimately found that using the integrated communications and giving platform was helpful in capturing needed data points that allowed us to  measure interest and identify prospects for specific fundraising initiatives. Fundmetric demonstrated its ability to generate and synthesize this data through a planned set of targeted, personalized communications that captured interactions and interest at a level we could not do in the past.

  ### 5. Working with Fundmetric has been amazing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily J. | Associate Director of Marketing Strategy, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2021

**What do you like best about Fundmetric?**

It feels like a partnership, not a client and vendor situation. They are genuinely invested in what we are trying to accomplish and it shows.

**What do you dislike about Fundmetric?**

Nothing at all - working with them is great!

**What problems is Fundmetric solving and how is that benefiting you?**

We are creating a better experience for our donors, leveraging the platform to learn more about our donors to deliver a more meaningful journey and creating unique and personalized touchpoints for our donors.

  ### 6. Our Fundmetric AI partnership has holistically improved our operations both inside and out!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark K. | Advancement Executive Advisory Committte - Past Chair, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2020

**What do you like best about Fundmetric?**

The Fundmetric team has helped our organization move into the 21st century in terms of utilizing predictive and prescriptive analytics driven by machine learning/AI.  Their team of data scientists led by Dr. Greg Lee, were instrumental in helping us make better predictions on our annual donors including helping us raise over a significant amount of our $1.3M campaign for our BeaversCare initiative.  We've taken advantage of many of the team's offerings including their gift forms, email system, predictive recommendations (individuals and donation amounts), and even variable data videos.  

We would never be as far along if we had gone it on our own.  The Fundmetric team is an extension of my staff!

**What do you dislike about Fundmetric?**

AI/Machine Learning is difficult for an organization to wrap its head around. Its not just a product, its not just a process, but its the combination of the people, processes and tools which make this a great company to work with.  For example, you need data to feed the machines.  Fundmetric has really helped us better understand our data... the good, the bad, and the ugly aspects of it and the need for both positive and negative inputs.  As an organization, we're really good about recording our successes, but we also need to track and monitor our failures to avoid biases in the design of the models.

**Recommendations to others considering Fundmetric:**

Mark Hobbs and company are a joy to work with and are very knowledgeable about the non-profit landscape.  AI/Machine learning is a journey and you couldn't have a better partner as you begin the walk!

**What problems is Fundmetric solving and how is that benefiting you?**

We are focusing on three areas.  Annual giving donations - ensuring we maximize opportunities throughout a campaign; Major gift predictions - ensuring we are proactively approaching our top potential donors; and Planned Giving predictions - helping to identify candidates for estate planning conversations.  However, in addition, we are gaining great insight into our data and structure; we are learning to be far more agile as we build out our own AI/Machine learning operations; and its helping us drive more digital transformation into our organization.

  ### 7. Fundmetric is an easy to use database for your donors.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carmen B. | Director, Fundraising and Communications, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2021

**What do you like best about Fundmetric?**

Fundmetric has been very helpful with training and support and the program does all that I need when looking at donors. The team is very responsive when I have questions and concerns. The reports are easily pulled together and exported.

**What do you dislike about Fundmetric?**

It would be great if a Canadian credit card company was an option.

**What problems is Fundmetric solving and how is that benefiting you?**

Prior to getting Fundmetric set-up we weren't really tracking our donors. The database has allowed us to import old data and understand our donors better. It has been very interesting to look at donor engagement during the pandemic.

  ### 8. Very user friendly staff and software, customized AI predictions to meet our reporting needs.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fonda M. | Director of Development Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2021

**What do you like best about Fundmetric?**

The ability to create custom groups, like Top 250 prospects or potential STEM donors for a specific region.

**What do you dislike about Fundmetric?**

The "create your own query" option is a little more technical than the average field staff wants to learn. That said, the fundmetrics staff stepped in and created the queries for them.

**What problems is Fundmetric solving and how is that benefiting you?**

Identifying potential donors for our new STEM campaign, potential mid-level donors, one-time donors likely to repeat, unmanaged major donors.

  ### 9. Reduces overhead and costs associated with fundraising

**Rating:** 5.0/5.0 stars

**Reviewed by:** Milan V. | Senior Product Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** March 12, 2021

**What do you like best about Fundmetric?**

Good customer experience, data modeling that can help focus on most likely donors.

**What do you dislike about Fundmetric?**

Multi-lingual support would be nice to have.

**What problems is Fundmetric solving and how is that benefiting you?**

Fundmetric helps us focus the efforts on the 20% of the donors that are likely going to make 80% of all contributions. Enhancing their experience resulted in higher volume of donations.

  ### 10. Powerful data science fundraising tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2020

**What do you like best about Fundmetric?**

Responsive customer service, easy to use interface, and powerful data science insights and predictions.

**What do you dislike about Fundmetric?**

Getting the team to adopt is always a challenge, especially when using state of the art tools like this.

**Recommendations to others considering Fundmetric:**

They are willing to work with you to get the most out of your data!

**What problems is Fundmetric solving and how is that benefiting you?**

Saving time while allowing us to get a better return on investment by focusing on our most profitable and best-returning activities.

  ### 11. Fundmetric has a solid management team and an impressive vision!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bob W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2020

**What do you like best about Fundmetric?**

Mark Hobbs is the CEO and co-founder and a very bright guy. His leadership capabilities are proven and his successful style should be a benchmark for startups.

**What do you dislike about Fundmetric?**

We haven't, yet, been able to clone Mark Hobbs.

**What problems is Fundmetric solving and how is that benefiting you?**

Fundmetric offers a unique solution to increasing donation revenues and stronger communications with members, donors and patrons.


## Fundmetric Discussions
  - [What is Fundmetric used for?](https://www.g2.com/discussions/what-is-fundmetric-used-for)

- [View Fundmetric pricing details and edition comparison](https://www.g2.com/products/fundmetric/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-30+19%3A47%3A05+-0500&secure%5Bsession_id%5D=c38ae52d-68ef-4ed3-a58b-c48aeee39dc5&secure%5Btoken%5D=e39662be6fe3851c5b1858814a4c3c6acf5b2bd3e787aba9d765cd3d1957f71f&format=llm_user)

## Fundmetric Features
**Administration**
- User Dashboard
- Donor Profiles
- Reporting
- Templates
- Customization

**Donor Management**
- Moves Management
- Pledge Tracking
- E-Document Storage
- Acknowledgments & Communications

**Interoperability**
- Event Tracking
- Gift Tracking
- Fund Accounting

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