G2

FUMC A.

Finance Officer

Mid-Market (51-1000 emp.)

12/3/2020

"Easy to use and they are always updating and improving"

5/5

What do you like best about Breeze ChMS?

I really enjoy using Breeze. When contributions are made online using banking, credit card or text, the information is posted to the appropriate family account which is really nice. This way all I have to do is pull a report and post the total amount into QuickBooks. I have easy access also to membership, addresses, phone numbers and can run labels for the membership which is also great. I could send statements via email, but at the moment some of the members don't use computers, have email addresses, so that is not the route I use. Review collected by and hosted on G2.com.

What do you dislike about Breeze ChMS?

I hope some day the quarterly and end of the year statement will be available to download into pdf form, although their template they have set up was easy to implement my logo into and I can change wording to some extent. Some of the changes, however, I would need to have more IT experience in order to space columns which if I could download info into pdf and then WORD would allow me more control. The statements look okay but I am not particularly pleased with columns. Review collected by and hosted on G2.com.

What problems is Breeze ChMS solving and how is that benefiting you?

When we need to keep up with what membership has pledged, Breeze has a great set up and all I have to do is enter the first pledge amount and it maintains each contribution and deducts so when someone asks how much of their pledge is outstanding, like at the end of this year is happening, then the information is right at my fingertips. When I needed membership labels it is easy to run. Online giving, also works great to apply their giving, as noted above and has a great set up for notifying me if the way someone's name on their contribution does not match the name in Breeze, I get a notice of an unassociated contributor and I can quickly associate them with their account. Reports are run in addition to the statements so we know where we are in pledges versus contributions, etc. Review collected by and hosted on G2.com.