IconCMO Reviews & Product Details

There are several things I love about Icon:

1. The system is able to import online giving. This saves a lot of time entering data.

2. Icon partners with other companies. In 2023, we were required to start filing W-2's and 1099 Misc. forms electronically. I reached out to Icon for help, and they referred me to Yearli. This program is so easy to use, and has saved me so much time preparing and filing forms with the IRS.

3. The previous software program we used cost a little over $5,000 per year. Since purchasing Icon, we have saved thousands of dollars.

4. Icon offers a variety of reports to print out for the Finance Committee.

5. Icon is a great database to use for attendance and membership records. Review collected by and hosted on G2.com.

I can't think of anything at the moment. Review collected by and hosted on G2.com.

IconCMO does everything I need it to do and does it wonderfully. The menus are easy to navigate and it is easy to make entries. When I have to do something I haven't done before, there are videos and help screens. And there is always a knowledgeable and friendly support person available whenever I call - with no waiting, I might add! Review collected by and hosted on G2.com.

It is just a little inconvenient to have to enter the phone number for the church when logging in (but I understand why it is necessary.) I'd like to be able to open email attachments that I am sending, to verify that I have attached the correct file before sending. Review collected by and hosted on G2.com.

This product is easy to use and has EXCELLENT support!! Whenever I’ve had a question they have always been readily responsive and when I recently made a suggestion (based on user experience) it was quickly implemented. The company is constantly looking for and implementing updates to keep the product relevant and user friendly. Couldn’t e more pleased! Review collected by and hosted on G2.com.

In our several years of using IconCMO, I haven’t found anything that I dislike about the product. Review collected by and hosted on G2.com.

IconCMO is simple to use with great reports. Review collected by and hosted on G2.com.

I have not discovered any downside so far. Review collected by and hosted on G2.com.

Icon CMO is cloud based, you can access it anywhere you have an internet connection. Mulitiple Users are able to access it as well so everyone in your office can be on the same page. The thing I value the most with this program is the amazing customer service. Anytime I make a mistake or I'm not sure how to do something I can call and the staff is there to help. Review collected by and hosted on G2.com.

I don't see a downside to using IconCMO. It is user friendly and very easy to learn. Review collected by and hosted on G2.com.

Ease of use, superior customer support and continued product updates. Review collected by and hosted on G2.com.

I have no complaints with using the software. Review collected by and hosted on G2.com.

IconCMO is always very prompt with their responses. Even if they need to research or log in to our account, they always reply and say they are working on it. They are always willing to get on the phone with me and work through my questions together. Last year I had a big payroll issue, and without their help I don't know how I would have resolved it. Our Financial Secretary is also pleased with the ease of entering contributions and printing our contribution statements at the end of the year. We've been using IconCMO since 2020 and I found all the tutorials invaluable in implementing the software. In short, I can't imagine using any other software that might be out there. I am a fan for life! Review collected by and hosted on G2.com.

I can't think of anything that I dislike. Review collected by and hosted on G2.com.

Platform is simple to navigate, customer service is excellent Review collected by and hosted on G2.com.

There are no downsides. I am happy with the company Review collected by and hosted on G2.com.

Icon software keeps non-profit compliant with the IRS.

Icon Software is constantly improving the accounting process, reconciling bank statements and payroll, to be more user friendly and efficient. Review collected by and hosted on G2.com.

As far as our experience has been, there is no direct deposit of payroll. We have employees that have been requesting this. Review collected by and hosted on G2.com.

The fund accounting works great - especially for the price. Review collected by and hosted on G2.com.

.payroll does not do direct deposits

.reports are limited

.only inports data from selected banks

.does not inport credit card data

.does not allow for credit card sub accounts. We have one main CC account with several individual cards issued to different individuals. Review collected by and hosted on G2.com.