Preston Lavoie
Development and Donor Relations Manager · 11-50
1 review written · 5.0 average
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Reviews by Preston Lavoie
★★★★★
The dashboard finally made our fundraising picture legible. Before Capsule, donor activity lived in spreadsheets that nobody trusted and reports that took half a day to pull together. Now I open the pipeline view on Monday morning and I can see exactly where every major gift prospect sits, which tasks are overdue, and how the quarter is trending. The reporting filters are flexible enough that I can slice by donor segment, campaign, or stage without needing to export anything. Two years in, that still feels like a small miracle for a team our size.
The custom fields matter a lot in a non-profit context, because our data doesn't fit a standard sales mold, and Capsule lets me shape the pipeline to match how we actually work. Customer service has been responsive the few times I've needed them. My one honest gripe is that some of the analytics views could go deeper, especially around year-over-year giving trends. But for what it costs and what it delivers, I'd push any small charity or educational org to take a serious look at it.
