This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.
I love the customer service team at Zeffy; they are excellent, reply quickly, keep me informed of any troubleshooting, provide excellent training tip videos, and make important changes based on clients' feedback. It's such a relief these days! The initial setup was really easy; the help tools for creating an import file were straightforward and everything went extremely well. Plus, Zeffy has allowed us to step up our membership tracking and communicate more professionally. I also appreciate that it is $0 to use and more than one board member can access the data, making it hugely efficient. I've already promoted Zeffy in a Facebook group and love telling people about it because I think it could benefit others. Review collected by and hosted on G2.com.
Where I see limitations that could easily be improved is their export files and reporting. Export files are clunky and seem to be individualized by category (contact or payment - why can't that be combined?). There is no unique reporting, and I know the back-end platform is HubSpot, so I believe this feature could be 'turned on' and would allow more functionality of our data. There is no good or custom reporting in Zeffy, and the current ones are clunky and create a lot of manual clean-up in order to be useful. Contact and payment exports seem extremely separate but think they could be combined, especially with the option to 'check mark' certain things. Review collected by and hosted on G2.com.
At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.
The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.
Validated through LinkedIn
This reviewer was offered a nominal incentive as thanks for completing this review.
Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.







