How One Church Switched With Ease To Flocknote Complete For Their Member Management

1) How was your data migration experience from your previous tool?

 “It was very easy. There are step-by-step instructions, someone will assist you and will send you a video that is made for you specifically (using your database, your name… now that’s customer service!).

And the easiest part? The Happiness Engineers do most of the importing for you!”

2) How is Flocknote Complete different/better than your previous member management tool?

 “In many ways, it’s been a huge improvement. Easier to use, cleaner, everything in one place and not on separate web pages, etc. Having everything in one database is what sets [Flocknote Complete] apart. The communication functions are the best. We didn’t even have those capabilities with our old system, so we needed a separate database for that also.”

3) How has Flocknote People made member management better and easier at your church?

“Being able to set up groups. You can add members to a new group or add new members to an already existing group. What’s great with groups is you can just go to a group and send emails/texts instantly without having to select individual people (which you can also do if needed).

I really like the ‘proxy’ functions for children. It is a great tool for your groups like faith formation, ministries, etc. So, when you send information out, it goes directly to the parent.”

4) What is your experience with using Flocknote Complete for giving tracking?

 “The Giving feature is so easy to use. You can enter in several fund types under a single person’s transaction within a batch. The best thing is you can modify or change an entry while in a batch before you close it – instead of having to delete it later and enter it again.

We also use online giving. Importing that information is very easy to do. The report function is so nice. On the main ‘Giving’ page, you can see stats of what funds have the most by percentage, total amount, and number or gifts within a fund. And it’s easy to add new funds.”

5) If another church was thinking about upgrading to our Flocknote Complete plan, what would you tell them?

“If you are apprehensive, don’t be. I’ve done customer service-type jobs over the past 30 years, and Flocknote’s customer service is amazing, one of the best I’ve ever found.

You will get a reply quickly. They will continually keep you up to date on things they are working on. They will walk you through steps, send a ‘personalized’ video with ‘how to’ steps, and written, easy-to-follow instructions.”