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dataIDEAL Review

1

ยท

Excellent

Revainrating 5 out of 5ย ย 
Ratingย 
5.0
Vertical Industry, Nonprofit

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Description of dataIDEAL

DataIdeal is a contact and nonprofit CRM tool

Reviews

Global ratings 1
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Type of review

Revainrating 5 out of 5

Makes managing volunteers simple and convenient

It has all of my contacts with their information, as well as what they've done in the past that's relevant to me. I can search by any criteria or use filters for specific types of people/companies. The user interface could be more easily navigated if it was designed with an iPad. Make sure you can view your list as a table rather than just see names in lists. I also like how easy it is to create custom reports from anywhere within the app. This feature saves time because now we don't have toโ€ฆ

Pros
  • Everything! We actually had this running before Salesforce so when SFDC came out there were some features missing but not anymore!!! Also love being able find exactly who needs contact info right away vs manually searching fields looking at notes etc..also its nice having multiple views which allows us better flexibility about seeing things differently (by
Cons
  • So-so