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Windfall Reviews & Product Details

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Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

9 months

Windfall Integrations

(3)
Integration information sourced from real user reviews.
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Windfall Reviews (49)

Reviews

Windfall Reviews (49)

4.9
49 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise Windfall for its accurate wealth data and exceptional customer service, which enhance their fundraising strategies and donor engagement. The platform's seamless integration with existing CRMs and its ability to provide actionable insights are frequently highlighted as key benefits. However, some users note that it primarily focuses on individuals with a net worth of $1 million or more, which may limit broader outreach opportunities.
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G2 reviews are authentic and verified.
Verified User in Non-Profit Organization Management
UN
Small-Business (50 or fewer emp.)
"Data seemingly more accurate than competitors, but no one-off look up function"
What do you like best about Windfall?

Windfall has worked well for us as we screen donors for wealth and philanthropic giving capacity. The data seems to be more accurate than other similar tools we have used, and it has not been a problem for us that it only screens net worth ≥$1,000,000. The connection to our CRM seems seamless, and customer service has been good. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

Windfall doesn't have a platform for one-off look-ups (as some of its competitors do). While the CRM API works well, it would be nice to be able to look up individuals here and there between data uploads. I've also noticed that there are individuals for whom Windfall does not have data. While I understand (and am okay with) their model of only providing data for those with a net worth of ≥$1,000,000, it seems there are others for whom there is no data. Review collected by and hosted on G2.com.

Daniel P.
DP
Senior Advisor, Prospect Research and Strategy
Enterprise (> 1000 emp.)
"Superior tool for prospecting"
What do you like best about Windfall?

The customer success team takes every step to ensure data modeling is carried out accurately and effectively. They translate complex ideas in data science so that development teams can implement the results with ease. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

Our partnership is coming up on one year, and I've had zero negative experiences in that time. We had some implementation growing pains, but those were strictly internal -- and Windfall worked with us along the way. Review collected by and hosted on G2.com.

Matthew M.
MM
Research Analyst
Enterprise (> 1000 emp.)
"Actionable insights, helpful staff"
What do you like best about Windfall?

The Windfall staff are extremely helpful and eager to help clients make the most of their data. The tool is easy to use and we've been able to enhance our existing data significantly through our use of the product. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

As a Blackbaud CRM customer, building a new home within the database for our Windfall data has been a bit of a struggle. Review collected by and hosted on G2.com.

JP
Small-Business (50 or fewer emp.)
"What's not to love about Windfall?"
What do you like best about Windfall?

Windfall not only has the best data but will always be there to help you along the way! The data they provide allows you to maximize your database and set up a solid development plan. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

Is having too much data available to you a bad thing? Is having your every ask completed a bad thing? Review collected by and hosted on G2.com.

DH
Mid-Market (51-1000 emp.)
"Windfall Review from Newer User"
What do you like best about Windfall?

The data breakdown is very helpful to us as we are shaping our Grateful Family program. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

The data provided is very helpful but because the information set is proprietary it's sometimes difficult to confirm the data. Review collected by and hosted on G2.com.

Chris S.
CS
Director of Systems
Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"An invaluable service for my membership organization"
What do you like best about Windfall?

The speed of updates, the ease of connectivity, the attitude & professionalism of their team, and the accuracy of their data. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

In general, there are no dislikes after 4 years of a partnership. Review collected by and hosted on G2.com.

LK
Small-Business (50 or fewer emp.)
"We have experienced surprisingly effective results of potential and current constituents."
What do you like best about Windfall?

Net worth info we didn't have access to. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

We haven't experienced anything we dislike. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Enterprise (> 1000 emp.)
"High tech product with excellent service"
What do you like best about Windfall?

Staff are helpful, responsive, and experienced. They know the unique challenges faced by non-profit orgs, and have tailored their tools to help. Using this product has helped triage our work immensly. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

Convincing your organization to add Windfall's services to their budget may be a challenge. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Small-Business (50 or fewer emp.)
"Executive Director"
What do you like best about Windfall?

Great information, excellent customer service. They help us strategize and prioritize and it's been so helpful Review collected by and hosted on G2.com.

What do you dislike about Windfall?

I have no complaints. They have been great Review collected by and hosted on G2.com.

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Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

9 months

Perceived Cost

$$$$$
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