Click & Pledge Reviews & Product Details

Their new Salesforce Click & Pay is amazing! It integrates natively with Salesforce so all our donor data lives in one place and we love the event management tools. Review collected by and hosted on G2.com.

Nothing yet - great support and onboarding! The only downside is the learning curve, but that's expected with a more robust product... Review collected by and hosted on G2.com.

I like that C&P directly integrates into Salesforce. I like that their forms include everything we need them to include. I am not using C&P in my new role, but I have been searching for this type of service at my new job. I cannot find another group that offers what C&P offers without it costing a lot more. I will admit that it is "clunky" and a bit hard to learn, but once you get it, it's not so hard. I like their C&P Support Group in Trailblazer where you can get live help at 3:30 pm M - T on Zoom. That was helpful to me. I like that Events are included in the monthly cost. Do I think C&P is perfect? No, but for the price, it's definitely worth it. Review collected by and hosted on G2.com.

From what I can tell (and this might have changed), the forms don't have the pop-out boxes that you can fill as you go. I think some of the "behind the scenes" stuff is hard to easily understand...but it can usually be figured out. The Event sign-up pages could be a little bit better, but once again, for the cost of C&P, they're great. Review collected by and hosted on G2.com.

Very little, honestly. The best features I'd argue is either the holding tank or the ability to store credit card information securely and then access later with future transactions. However, both of these features have HUGE issues. The holding tank (temporary contacts) forces you to either send the most boring, generic email receipt instantly OR your donors are waiting for their receipt until a user goes into your CRM and merges the temporary contact, which leads to confusion for donors, unsure if their gift went through. Also, the stored CC feature works great for one-time situation but can be flagged as fraudulent when doing recurring transactions so not ideal. Review collected by and hosted on G2.com.

Support, installation, and integrations are all very weak. When starting, we used Premier Support and every ticket or issue posted took forever to get help with and is expensive. They also helped import our recurring tokens when we transitioned from eTapestry to Salesforce, but did so incorrectly, which cost us dozens of our ~250 monthly donors. We used support to help understand the number of donors that were impacted by the issue and how we can get their giving back on track. Support's response was unhelpful, slow, and they didn't take ownership of their mistake. Also, you should use their standard donate forms for best integration and functionality but their forms are awful. If you use your own custom donate forms and expect to continue doing so, expect a painful and confusing integration process Review collected by and hosted on G2.com.

The Salesforce sync remains one of the best out of all the donation processors that are affordable for most nonprofits. It allows you to pass mapped data to account, contact, opportunity, and custom questions based on SKUs (which can be unique per page, donation amount, question, etc). The recurring gift model is solid in Salesforce and you can do a decent amount of recurring gift management without ever leaving Salesforce. There are *great* features for reposting and troubleshooting if something breaks along the way from C&P to Salesforce.

The new Connect form builder is easy to use, offers decent customization features for most users' needs. If it isn't enough, a FaaS API gives developers the ability to create fancier forms. There are also integrations for Gravity Forms, Form Assembly, WooCommerce, Auctions for Salesforce, CiviCRM, and more. I haven't used enough of the crowdsource features to comment.

It has a basic virtual terminal and bulk upload features (I look forward to improvements here, but it's ok out of the box).

Support is usually responsive and helpful via several platforms (Power of Us Hub and C&P forums) and they are constantly developing new features. They have built out several things I've requested over the years, especially to improve recurring gift management. Review collected by and hosted on G2.com.

It suffers a bit from having been around a long time with a lot of development. It's architecture, especially in Salesforce, is sprawling and it can take a while to learn it. They are working to improve documentation, but it's not always easy to find what you need. Newbies are often a bit frustrated getting up to speed. The autoresponder setup in Salesforce suffers from this problem especially and the Connect receipting isn't quite ready for all my clients have needed it to do, but it is improving!

The ability to change the recurring amount or related Salesforce campaign without cancelling and restarting a subscription would be a massive improvement for how most nonprofits manage recurring donor programs. Of the 10 or so setups I have done in C&P, this is always a wish!

The newer Connect interface looks and operates *much* nicer than the portal but often is a bit clunky for doing a lot of data work (You can't click back in most windows, update a bunch of transactions at once, etc). If you can do most of it in Salesforce, you will be better off.

Several clients have had less than stellar response rates from Sales (getting accounts set up, quotes for importing recurring gifts, etc), which is surprising given how responsive the tech support can be.

Finally, I rarely use C&P Events in Salesforce because the setup and learning curve is really large for nonprofits. It suffers from being too powerful for most of them. Staff can't easily setup events without admin help and it isn't easy to customize the experience for things like free events or addon donations. It is pretty powerful though, just more than our clients have needed. Review collected by and hosted on G2.com.

Works well, Integrates with salesforce. Easy to navigate and use. Protects donor info. Review collected by and hosted on G2.com.

Customer service has been slow to answer my questions and correct their mistakes Review collected by and hosted on G2.com.

From what I have experienced thus far, there is a lot of functionality that is flexible with Click and Pledge. It also talks to our Salesforce instance which is very helpful and finally streamlining our processes. I believe there is a way to do events on there, but I have not found out how to use it yet. Review collected by and hosted on G2.com.

There seems to be a heavy learning curve, as several of the features are not very user friendly. Something as simple as pressing the "back" button will make you start completely over when going through a list of transactions. Also, while this donation management, we use it for tickets for events. Often I have to alter much of the language so it is more of a "purchase" rather than a donation. Review collected by and hosted on G2.com.

Sophisticated integration with Salesforce; automated communications; significant flexibility in designating and processing gifts. Review collected by and hosted on G2.com.

Creating donation pages is done through VisualForce pages and requires an expert to set up. It also means that every time you need to make a change to a C&P donation page, you're going to need help unless you know at least basic coding.

The online interface is poorly designed and often slow.

The "Swiper1" mobile transaction processor, like C&P in general, is powerful, but complicated and slow. We had to stop using it because it was too slow to keep up with traffic and fundraising events. Review collected by and hosted on G2.com.

Very low fees for a credit card processir and simple to install initial setup. Review collected by and hosted on G2.com.

Click and Pledge has some of the worst customer service I have ever experienced. Whenever we had a problem with anything it was nearly impossible to get a response. We were at one point working with Click and pledge for months trying to solve a problem related to recurring donations and eventually we were told that they knew there was no solution to the problem - but it took ages for us to get a straight answer. Review collected by and hosted on G2.com.

I love the integration with Salesforce and that donations made on our website are seamlessly brought in to our Salesforce org. Review collected by and hosted on G2.com.

From an architecture perspective, Click and Pledge adds a ton of objects to my org, and I wish it was a little cleaner. I also wish documentation was just a little better/clearer. Review collected by and hosted on G2.com.

Very flexible and fully thought out, we were surprised it was not mentioned more in reveiws etc

integration with Salesforce very important Review collected by and hosted on G2.com.

nothing yet but its new to us; as we use it more we may see more issues - so far all good Review collected by and hosted on G2.com.