Phonathon Software

Nicole Duffey

Currently our phonathon process is very manual. Who out there is using a phonathon software, and what are you using. Any other insight into what is good and what isn't is greatly appreciated!

I'm also interested in how you have or have not integrated it with RE.



Thanks!!

Alan French

We've been using Smarteezie for almost a year, and we import the gifts, Gift Aid declarations, address/phone/email changes etc. back into RE using ImportOmatic.



I think the callers find it relatively easy to use; all the information for the person they are calling is displayed on one screen so there is no awkward waiting for things to load while on the phone. There's a very useful address lookup feature, which I've only seen used with UK postcodes so have no idea if it also works with ZIP codes, although some of the callers do still insist on (mis)typing addresses manually sometimes...



There are a few little niggles (lack of user manual for starters) but on the whole I'd recommend it. From the client list on Smarteezie's website they appear to have dealt exclusively with UK organisations, however I'm attending their annual user group next week so I can ask them if Smarteezie would be suitable for a US organisation.