G2

Amy C.

Owner/Principal

Small-Business (50 or fewer emp.)

7/8/2022

"Eleo is a good CRM package for small nonprofits who just need to keep track of donors and members."

4/5

What do you like best about Eleo?

I really like the customizable dashboard and the neat and organized Graphical User Interface (GUI.) It has a comprehensive set of modules for donations, constituents, and memberships. There are a great deal of reports for every need, organized by module. Review collected by and hosted on G2.com.

What do you dislike about Eleo?

One thing that has been hard for us is that the membership doesn't fully link with the constituent module, so when a membership has expired or is not being renewed, you have to go into the constituent module separately and mark that constituent as inactive. And in the reverse situation, if a constituent is marked as deceased, you have to go into the membership module and change their membership. It's frustrating for our nonprofit when a group of memberships expires, we have to go into each constituent and mark them as inactive so that they don't show as active. Review collected by and hosted on G2.com.

Recommendations to others considering Eleo:

An inexpensive software to keep track of your constituents, donations, and memberships. Review collected by and hosted on G2.com.

What problems is Eleo solving and how is that benefiting you?

Eleo has been a huge benefit to us as we used to try to do it all in Excel. Now we can run a series of canned reports, or create our own custom reports to keep track of gifts, memberships, and constituents. It also lets us see who our major donors are, and watch trends over time. Before, every time a member renewed the old expiration date was overwritten. Now we have a history of every time they renew and we can watch as they increase their membership level. Review collected by and hosted on G2.com.