eleoonline.com

Eleo is an affordable donor management software solution focused on meeting the needs of small nonprofits and providing comprehensive training and support to clients. The system provides solid donor management and online fundraising support with a variety of modules that help nonprofits manage constituents, donor giving history, events, membership, volunteers, and grant proposals.

Constituent profiles allow you to track multiple addresses, communications preferences, and other donor data, such as social media profiles. While Eleo does not include household functionality, it lets you add a spouse name and track other relationships within the system. An integration with DonorSearch allows you to bring in prospect data and additional information. (While this requires a separate DonorSearch subscription, Eleo clients receive a discounted rate.) Constituent interactions are color-coded and can be filtered by type, but transaction-related interactions are held on a separate tab.

The system does not include a self-service constituent portal, but you can collect contact record updates via online forms, which are run through a duplicate checker and held in a queue for review and approval. You can assign status, priority, and a staff contact to a constituent and track prospecting workflow with tasks, but this is done manually.

Eleo supports a variety of gift types, including tributes, in-kind donations, and stock gifts. A pledge module allows you to create and customize a payment schedule and add a credit card to a pledge. Online donation forms have a variety of customization options, including adding header and footer images, changing colors and fonts, and moving fields around. You can also add the option to online donation forms that allows donors to cover processing fees. The system integrates with two payment processors: Stripe and Braintree.

Acknowledgement letters and emails can be sent individually or held in batches, but you need to click a button to log a letter or email to a constituent profile as an interaction. Marketing emails are sent via an integration with Constant Contact or MailChimp.

The system includes a basic query builder and numerous canned reports, as well as a custom report builder. Reports can be exported, saved, and marked as favorites, but cannot be scheduled. Contacts pulled on any report can also be saved to a list. Lists are based on filters and can be either static or dynamic. You can set up a report to format transactions for export to accounting systems, and the system integrates with QuickBooks online for a seamless transfer.

Additional system modules include a robust event module, a volunteer module, a membership module that facilitates multiple membership types and levels, and a grants module that takes advantage of the system’s project management tools and also includes grants-specific reports and a grants custom report writer.

All packages include unlimited live phone and email support, with a one-ring standard for phone calls and email responses in less than 24 hours. Data migration is included in implementation at no extra cost, and the onboarding process includes a game board that takes customers through a step-by-step process of getting familiar with the system. The vendor provides unlimited personalized training for all users, regular webinars, and a robust knowledge base that even includes a glossary of terms. In-system help is available for every page, and the customer can customize these help screens with their own best practices.

Pricing is based on the number of donor records in the database and includes all modules, unlimited users, and unlimited support and training. An organization with 1,000 contacts can expect to pay $468 per year for the system, while an organization with 20,000 contacts can expect to pay $2,388 per year.

System Summary

• Year Launched: 2015
• Pricing, Small Nonprofit (1,000 contacts, 3 users): $468/year
• Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $2,388/year

System Evaluation

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.