Fundmetric Reviews

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

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

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

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

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

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

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!

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.

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.

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.

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.

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.

Nothing at all - working with them is great!

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.

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

Multi-lingual support would be nice to have.

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.

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

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.

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

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.

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

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.

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.

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

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

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

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

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

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