Allegiance Reviews & Provider Details

I love how Allegiance is simple and user friendly. It makes collecting money during our pledge drives so much easier and less labor intensive. With our previous platform, it would take us several weeks to wrap up a drive. Now it takes us a few days. Review collected by and hosted on G2.com.

We can only have a certain number of logins for our account, so not everyone in the company who needs access to the platform gets it. We'd have to pay for additional logins. Review collected by and hosted on G2.com.

The entire Allegiance team is a delight to work with. From the first demo call to the onsite training session they have provided top notch care. Review collected by and hosted on G2.com.

I wish there was enough time in my day to learn every aspect of the Membership program. So this is not a reflect on Allegiance. They have amazing trainers & IT specialists who make learning a breeze! I'm sure I will have it down to a science within a few months. (We're new to the Member portion, but have had Traffic software for awhile). Review collected by and hosted on G2.com.

Allegiance makes it easy to pull reports out for pretty much any field of data you've entered. There are simple reporting tools, as well as the option for much more complex reports that can consider a great number of fields and aspects. All of the available options can sometimes be difficult to sort through, but the customer service team is so awesome. It is easy to get them on the phone and they are always so eager to help and are very knowledgeable about the program. Most of them will offer right away to screen share and so they can guide your mouse and show you exactly how to do something. It is the best way to learn a program. Review collected by and hosted on G2.com.

The thing I dislike the most about Allegiance is the search function. Looking up a donor can be an arduous task if you can't remember the exact name/spelling, or if the name was slightly misspelled when it was put in. It is so far away from the ease and intuitive search features of a program like Google. Even if you are only one letter off when searching for a donor name, it is likely that it won't pull any options that are even close to what you're looking for. As long as you know the exact name and spelling, you won't have issues pulling people up. But if you are hoping to get close enough by searching a similar name, you will likely be searching for a very long time. The search feature does allow you to successfully search with only the first part or first few letters of the name, as long as they are spelled exactly correct. Review collected by and hosted on G2.com.

The reporting features on Allegiance are really nice. Essentially as long as you have recorded the data, you can pull a report about it. It's very easy to pull lists for solicitation, check on how successful certain efforts are, etc. Also, the support staff is very kind and eager to help. Review collected by and hosted on G2.com.

The look of it is very archaic. There are some strange quirks with deleting/editing information that isn't always user-friendly. There is inconsistency about how text is recorded (caps or not) and it is not easy to just tab through fields to enter information easily. Also, the way you record comments from donors is not easily tied to specific donations/events/incidences. It also doesn't keep track of historical contact information, which would be nice in some instances. Review collected by and hosted on G2.com.