DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system.
Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift information into the donor database, and it can accept and process recurring donations. Development professionals can use DonorPerfect to track information about donors, prospects, volunteers, staff and other constituents, and event managers can use auction management tools to manage silent, live, mobile and online charity auctions.
DonorPerfect offers pricing packages to meet any size organization and any budget, and integrated partners that add features like prospect research, advocacy and text-to-give.
Brett O. Specializzazione: Raccolta di fondi Numero di dipendenti: 13-50 dipendenti
I highly, highly recommend, DonorPerfect, and am currently attempting to have my present employer switch to it from a far less intuitive donor database. I honestly cannot sing the praises of DonorPerfect enough. It is a donor database designed by fundraisers, who continuously accept input from other fundraisers.
There is so much to love about DonorPerfect. After 10 years in professional fundraising, working with everything from the most-known donor database to numerous smaller ones, DonorPerfect really is perfect. It's extremely intuitive, and extremely customisable. During my training, I was actually jumping ahead of my trainer, and ended up not using a full two hours of the training DonorPerfect provides. Furthermore, I was able to quickly and easily train others on how to use the database.
There was one quirk around using Tab, where it would skip a field near the top of the main Constituent page, then jump back up to it. I never did figure out how to work around that issue.
Risposta: SofterWare 26/11/2018
Thank you Brett for the awesome review of DonorPerfect. I am glad to hear how easy you found the system to learn. The Technical Support Department is available to assist with any questions you may have when working in the system. Please reach out to them about they issue you are experiencing when using the Tab key. Regards, Ellen Molon, Client Relations Specialist
Utente Verificato Specializzazione: Gestione di organizzazioni non profit Numero di dipendenti: 2-10 dipendenti
Overall, I highly recommend Donor Perfect. It's a great system if you want a robust CRM with fundraising capabilities. I thas a lot of the same functionality you would see in larger systems like Razor's Edge, but for a significantly more affordable price point. As someone who helped implement the system, uses it daily as an administrator and user, this is a great system. We have previously used Sage Fundraising 50 and Abila Elevate, so this is a huge step up for us without breaking the bank.
Donor Perfect has a lot of pros! It's a cloud-based platform so you can access it anywhere, even from your mobile device. There are a lot of add on features available, including ReadySetAuction and Constant Contact so that you can manage events and communications within one system. You have the ability to set up your own giving pages for various events, scholarships, or specific giving appeals (such as Giving Tuesday, Give Big Day, etc.) The reporting feature is extremely robust and can give you pretty much anything you want if you know how to ask for it. Another great feature is data import... if you have monthly payroll donors that may change one or two additions/drop-offs a month but need to regularly import large amounts of data with simply a check number and date change difference from the last import, you can do it all in less than 30 seconds after the initial document is set up. Overall, what I like most about this system is that it's affordable and offers all the bells and whistles that you get with the more expensive softwares, but for significantly less.
The system can be overwhelming for new users, especially if you don't have the paid support feature or the time to dig through their help pages. There are a lot of add on features, but they all come with a price. It can be pretty expensive for small nonprofits that only have a handful of employees or one or two people that are using the system. Reporting can be complicated and difficult even for experienced users. Events management is extremely difficult and complicated, and lacking a lot of features. We do not use it for events management as a result.
Risposta: SofterWare 19/9/2019
Thank you for the great review! I am glad to hear that you would recommend the system. :) Regards, Ellen Molon, Client Relations Specialist
Abigail N. Specializzazione: Musica Numero di dipendenti: 2-10 dipendenti
My organization has been using DonorPerfect for 3 years now and I cannot say enough positive things about the program. It is very easy to understand and to use, even for novice users, but can be used to produce the most intricate, detailed reports. The DP support is nothing but helpful, no matter your situation. They help you to understand what the problem is and how to resolve it so you know for future use. Having online giving and forms included in the system makes for such a seamless online giving program. DonorPerfect is constantly making updates and changes, often times taking suggestions directly from users, and editing to make the program as useful as possible. Set up and data migration was very smooth and fairly quick. I can't say enough about our great experience over the last 3 years.
I could easily list out dozens and dozens of pros for DonorPerfect. It is very intuitive to use and very clean. The program has a wealth of options for use, from data entry to contact tracking to online giving and event planning. It can be accessed on a desktop, on mobile, and through an app, making for access anywhere.
The very minimal con I can think of is that reporting takes some practice to understand and operate at best capacity, but the training they provide is excellent in helping you learn and understand.
Carlyle M. Specializzazione: Servizi ambientali
The integration with Constant Contact allows us to see whether a person is opening our emails (and create calculated fields based on their engagement) without having to log into Constant Contact. And we can still take advantage of Const Contact's good reputation, style templates and easy user interface.
I like that I can set up monthly donations within our system and the credit card data is stored there (securely).
There is a lot of flexibility in what you can do. The downside to this is the more you customize/deviate from the standard "donor only tracking" the less the built in reports will help you.
You can not find, sort, view and edit a subset of records within the database. We end up exporting most of our reports to excel, which is very counter-intuitive, takes more time and often ends up resulting in a lot more work as people edit the excel spreadsheet which then must be re-imported. The lack of this functionality is causing us to look around at other software.
It does not have a good way to manage households: they recommend putting spouses on the same record, and if one is a business owner (whose business gives separately), the business shows up as a duplicate record on many reports and must be manually removed. And I have no idea how they would handle it if you put spouses on separate records (so you could track their volunteer hours separately, for example)! How would their donations show up? How would you make sure they didn't receive duplicate mailings? If you were segmenting your database into 3 chunks (based on giving history), how would you make sure that the two spouses ended up on the same list?
The automatic download (from weblink forms) is very primitive--there is not a very functional de-duplication system that allows you to compare the records being added with what is already in the database. So as a result, you are likely to lose data or end up with lots of duplicates.
The calculated fields can be very powerful, but they are SO counter-intuitive. They do not allow you to create formulas using if/then terminology without having to create multiple calculated fields that interact with each other...and there is no way to group the calculations together so you can remember what you did. I wish they used standard formula protocol like excel and filemaker do.
Try it first. If you're going to customize it, take the time to figure out how their standard reports calculate first, so that you don't inadvertently screw up the reports. (for example, we are trying to track "purchases" that we don't want to show up as donations. We put these purchases $ amount in a custom field, thinking this would make them not show up on the fundraising reports. However, fields like "last donation amount" were coming up as "$0" since they found the most recent "gift" record (even if the "amount" field was blank, like on our purchase records). It's fixable with workarounds, but it means reprogramming a lot of the standard reports. Likely we need to re-evaluate how we're tracking these so we don't have to redo all the built in stuff.
Lance R. Specializzazione: Gestione di organizzazioni non profit Numero di dipendenti: 51-200 dipendenti
The key difference making DP stand above the crowd is its customer support. The DP support team is responsive, make it easy for the end user to solve problems and accomplish our report goals, and provide numerous ways to get answers quickly to questions.
Can't think of anything that stands out.