HOA Software

By design, Zeffy structures the available options to help users create sign-in forms. At times, though, that structure can limit my choices. I’ve submitted a request through their support area asking for a bit more flexibility on one of the screens. Review collected by and hosted on G2.com.

Since I run a very small, one-person jazz piano studio, I was looking for an inexpensive way to manage event sign-ups. Zeffy has met that need, and it’s also helped me collect fees and solicit donations. I really love it. Review collected by and hosted on G2.com.

It took a bit initial effort to configure everything correctly, but once it was all set up, it became much more intutive to use. Review collected by and hosted on G2.com.

Before switching to xero, i was using one tool for invoicing and then tracking everything manually in excel and clickup, it worked, but it felt scattered and easy to mess up. Now everything lives in one system, which saves time and reduces errors. It also gives me easier view of cash flow and help me stay organized which is essential when i am managing a business on my owm. Review collected by and hosted on G2.com.

One limitation of Donorbox is that, although the core features are strong, deeper customisation can feel constrained without developer support. For instance, advanced form styling, conditional logic, and more complex donor journeys may require workarounds or external tools. That can slow down experimentation when you’re trying to optimise campaigns.

The reporting functionality is clear and usable, but it could be more robust for organisations that need granular analytics. Features like custom report building, cohort analysis for recurring donors, and more advanced filtering would reduce the need to export data into external systems for deeper analysis.

Pricing can also become a factor as volume grows. The transaction and platform fees are reasonable, but as donation amounts increase, costs scale accordingly, which may lead larger organisations to evaluate alternatives.

Overall, improvements such as stronger native analytics, expanded automation workflows, and greater no-code customisation would make the platform even more effective for growing nonprofits. Review collected by and hosted on G2.com.

Before using Donorbox, our donation process was fragmented and we had limited infrastructure for recurring giving. Donations were handled through basic payment links, which led to inconsistent donor data capture, manual receipt sending, and no dependable way to manage monthly supporters. As a result, administrative overhead increased and it was hard to forecast revenue.

After implementing Donorbox, we were able to centralise online fundraising with embedded forms and dedicated campaign pages. Recurring giving is now built directly into the donation flow, which has significantly increased the number of monthly donors and improved retention. Automated receipts and more complete donor records have also reduced manual admin work by several hours each month.

Donorbox has further improved our visibility into fundraising performance. With real-time dashboards and straightforward reporting, we can track campaign progress, monitor recurring revenue, and reconcile Stripe payouts more efficiently. Overall, it has helped us professionalise our fundraising operations, stabilise monthly income, and spend less time on manual processes so we can focus more on programmatic work. Review collected by and hosted on G2.com.

So far, the email campaign report metrics are a bit meager, and the segmenting can be a bit confusing / clunky. I have not yet had a chance to work with automations or many of the other paid features, like high level reporting, but look forward to doing so upon upgrading to Givebutter Plus. Review collected by and hosted on G2.com.

We are currently trying to make sense of years of contact data, both in sifting through for engaged contacts only, as well as setting up streamlined communications via automation and behavior segmenting. Givebutter's layout allows us to really digest the contact relationship and history both from an individual and larger-picture stance. We hope to use it as an internal organization tool as well. Review collected by and hosted on G2.com.

It seems to me that there should be more connectivity with other third parties, for example, with banks, in order to have updated information every day to reconcile accounts more easily. Review collected by and hosted on G2.com.

Sage Intacct automates accounting tasks, reduces manual entry, facilitates report generation, and speeds up invoice creation for clients. Review collected by and hosted on G2.com.

There is nothing I truly dislike about Novi. I would say a challenge of ours that has to do with our own capacity, is staying abreast of the features from releases. I've never opened Novi and felt 'lost,' but there have been times when we've realized that a feature that has already been released could improve our own workflow. Novi publishes easy-to-read release notes, hosts webinars on big releases, has a plethora of helpful support articles, and is incredibly easy to get ahold of for questions. Again, this is on us for our ability to implement process changes, not on Novi. Review collected by and hosted on G2.com.

Novi has streamlined so many processes for us. The integration with QBO reduces administrative burden, the committee management helps us keep track of volunteers and their meeting attendance (automatically!), collects NPS scores, helps us identify which of our members may be at risk for non-renewal, offers pre-built and custom reports to create any report you could possibly need, and serves as an integral part of our business operations. Review collected by and hosted on G2.com.

Sometimes, if there's a feature that doesn't work with NetSuite, it can take ages for them to address it with an enhancement because not a lot of customers may want it. Sometimes, there's no workaround, and these enhancement requests can stay in the NetSuite world for ages. Review collected by and hosted on G2.com.

NetSuite consolidates multi-subsidiary accounts quickly, saving two days at month-end. Its 100% cloud-based system allows for real-time financial balance sheet access and is easily customizable to different business needs. Review collected by and hosted on G2.com.

While the platform is excellent, we have found that system upgrades sometimes take longer than expected. Review collected by and hosted on G2.com.

It streamlines our administrative workflows by maintaining a clean and well-structured database. It helps us maintain database integrity while keeping all our member information easily accessible Review collected by and hosted on G2.com.

Honestly? Nothing so far. I don't have experience with other invoice approval software but compared to approving invoice by invoice over email, it's much better! Review collected by and hosted on G2.com.

Stampli is doing a great job consolidating invoices into one clearly visible area for approval by the people who need to review and approve the invoices. No longer are pending invoices slipping through the cracks and possibly getting additional fees because of late payments. I am also able to quickly see past invoices to compile costs based on vendor or project. Review collected by and hosted on G2.com.

I would love to see improvements in merging vendors. It's a hassle when the vendor details don't work because of payment details or address errors, you have to create a new vendor for that transaction instead of changing it within the existing vendor. It's especially frustrating when the payment details are wrong the first time. Review collected by and hosted on G2.com.

I use BILL AP/AR for managing vendor payments and tracking receivables. It consolidates vendor payments into one platform, saving me from entering transactions separately. It also lets me check invoice statuses without needing follow-ups, which is incredibly useful. Review collected by and hosted on G2.com.

I just wish I could spend every day working with their team. I love them all! Review collected by and hosted on G2.com.

Pixl8 has solved so many pain points for us. Here are a few of the most noteworthy problems they’ve helped us address.

Our student membership application process used to be completely manual. Roughly 600 applicants would complete a form, and a staff member had to enter each one into our AMS by hand every year, since we couldn’t previously run them through a renewal process. Now it’s all handled seamlessly through ReadyMembership.

We also used to have a take-home exam that relied on a downloadable PDF. Applicants had to print about 20 pages, handwrite their answers, scan everything, and then submit it for approval. Thanks to the Pixl8 team, our exam has now been digitized — they were able to figure out a way to make it happen!

Finally, our certification application process used to be extremely time-consuming. It involved downloading and manually completing PDF affidavits, waiting for sponsors to download the PDFs and write comments, and tracking where applicants were in the process through spreadsheets. Now the entire workflow has been converted into a 100% digital application and approval process, which has cut down a significant amount of staff time and our applicants can now obtain their certifications in a timelier manner. Review collected by and hosted on G2.com.

The only thing I’m not a huge fan of is the default email reminders, and the fact that I can’t personalize them. Review collected by and hosted on G2.com.

Anchor is solving the problem of messy, time-consuming billing and payment collection by making the entire process simple and streamlined — for both me and my clients. It keeps everything organized in one place, makes it easy for clients to view and pay, and reduces back-and-forth or confusion. For me, that means I’m spending less time chasing payments or managing invoicing details and more time focusing on my actual client work. It’s helped me run my business more efficiently, feel more confident in my process, and it creates a smoother, more professional experience for the clients I serve. Review collected by and hosted on G2.com.

Although FreshBooks does a great job with ease of use, the reporting features could be more advanced for those who want deeper insights into financial trends. I’d also like a bit more flexibility when customizing invoices and dashboards. Additionally, the cost may feel high for freelancers or very small businesses on a tight budget. Review collected by and hosted on G2.com.

FreshBooks helps me save time by simplifying invoicing, expense tracking, and payment collection all in one place. Instead of juggling spreadsheets or multiple tools, I can manage client billing, track time, and stay on top of cash flow quickly and accurately. It reduces errors, keeps everything organized, and ensures I get paid faster. This efficiency lets me focus more on growing my business instead of being stuck in administrative tasks. Review collected by and hosted on G2.com.

While invoicing is well-designed, deeper integrations with CRM and project management tools would make it even more powerful for agencies handling multiple pipelines.

Advanced financial analytics and revenue forecasting tools would also be a strong addition for scaling businesses. Review collected by and hosted on G2.com.

Before using Refrens, we handled quotations and invoices manually, which led to inconsistent follow-ups and occasional delays in payments.

Refrens centralized our billing system. Now we have structured invoice tracking, better visibility into outstanding payments, and standardized documentation. This has improved cash flow consistency and reduced administrative overhead.

For service-based businesses, it brings operational clarity without the complexity of heavy accounting software. Review collected by and hosted on G2.com.

There’s a learning curve with any software, especially CPQ, so be ready to learn a lot in a short time and to help guide reps who have never used it before. Depending on your historical data, it can be a decent lift for implementation, but MonetizeNow will do their best to make it a breeze. Review collected by and hosted on G2.com.

MonetizeNow has sped up approvals, enabled reps to send contracts for signature without having to rely on dealdesk, and automated much of our deal data in Hubspot, including line items, ARR, TCV, and more. Most importantly, MonetizeNow has also helped us automate renewals and, at last, capture renewal data in Hubspot instead of tracking it manually in a Google Sheet. Review collected by and hosted on G2.com.

The available reports show the payments, but they don’t include a breakdown of the fees. Review collected by and hosted on G2.com.

I’m able to collect payments sooner by sending a single link that supports both credit card and ACH payments. It streamlines the overall payment process and makes it easier to manage the available fee options. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

I do wish contact information were visible in the member directories without having to request each business card separately. The website’s backend is not very user-friendly, and navigating it can be frustrating. Wordpress would be a better experience overall. Review collected by and hosted on G2.com.

It’s been really helpful to have event registration directly connected to our membership database, since it keeps everything in one place and makes the process much smoother. Review collected by and hosted on G2.com.

Nothing major, we've implemented a good feedback loop with the Sequence team and they've been very receptive so far. It’s been a smooth experience, and we’re excited to see the team keep improving the product. Review collected by and hosted on G2.com.

We needed a billing setup that could handle a range of pricing models without adding complexity. Sequence gave us that flexibility and reduced the amount of manual intervention needed from the team. Review collected by and hosted on G2.com.

Aplos has a donor system in addition to the accounting system. Since we use another application, it is unfortunate that we do not get a discount for unused portions of the application. Review collected by and hosted on G2.com.

Aplos is currently re-doing their screens for easier and quicker use of the system. They are using user input to make reports more readable and useful. Review collected by and hosted on G2.com.