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Nutzerbewertungen filtern (742)

Labin D.
Labin D.
Executive Vice President for Institutional Advancement in USA
Verifizierter Nutzer auf LinkedIn
Fundraising, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A solid solution for a competitive price

5 vor 4 Monaten

Kommentare: We've had a very good experience with DonorPerfect. We moved from Raiser's Edge, and our team has been very pleased with the capabilities of the platform over the past several years.

Vorteile:

Implementation Customer support Thoughtful product design Recurring giving support Donor contact tracking Donor record display Online giving form integration User administration and settings controls Detailed control of reporting via SQL Scheduled reports

Nachteile:

No current integration with MailChimp No current integration with Zapier Dashboards can be a little cumbersome to set up

Kim T.
Director in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Look no farther! If you've found Donor Perfect just take it for a test drive and then buy!

5 vor 5 Monaten

Kommentare: We are a small non profit that has a huge database. The ease with which we can utilize the same records in one office in the USA and a second office overseas is incredible.

Vorteile:

I love every feature Donor Perfect has to offer! They make it so easy to run and manage over 30,000 records with ease. All databases cost something, it was a hard adjustment to make paying the monthly fee, however, I found that it was my most worthwhile and least expensive employee. Paying for Donor Perfect solved so many problems and made every employee's job so much easier. We didn't know what we were missing until we tried Donor Perfect.

Nachteile:

I can't think of one thing that I really dislike about Donor Perfect. The email feature is a little weak, but we knew that going in, and there are work arounds. It works!

Jessica B.
Assistant Director of Operations in USA
Fundraising, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A great donor solution

5 vor 2 Monaten

Kommentare: Overall, DonorPerfect meets all of our needs for a donor platform.

Vorteile:

Being able to manage all of my donors in one place and pull critical reports makes DonorPerfect the program to use when it comes to CRMs.

Nachteile:

The payment processor could use some updating to bring them up to today's new website technology but we would still chose DonorPerfect over other CRMs for the price.

Carlyle M.
Director of Operations in USA
Umweltdienstleistungen
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Frustrated with a few main features.

3 vor 5 Jahren

Vorteile:

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.

Nachteile:

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.

Anne F.
Chief Philanthropy Officer in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Recommended CRM software

5 vor 2 Monaten

Kommentare: We needed this software as we upgraded our fundraising program.

Vorteile:

Easy to use, easy to update files, excellent support and training.

Nachteile:

Some of the reporting functions are a bit difficult to figure out.

Nancy P.
Assistant Director in USA
Fundraising, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Easy to Use and Get Up to Speed Quickly

4 vor 5 Monaten

Kommentare: Our first year has gone extremely well. Everyone was able to get up to speed quickly. Even pitching in to help with gift entry during the busy season with little to no experience was easy. I wish there was more customization available with reporting or even some ways to build more complex filters. We may purchase Smart Analytics to move into a deeper dive with our data.

Vorteile:

DonorPerfect is easy on the eyes. The large font makes data entry and reviewing records very easy, which is important when you are in the database most of the day. The program is pretty intuitive and very easy to navigate. Trainings are important and for the most part, very good. I like being able to run a report and click on a name or gift in the report and go directly to the donor record to gather further information.

Nachteile:

The product's "Knowledgebase" feature is lacking. The glossary of terms in almost empty. It's difficult to find resources to solve problems or just to look up a "how to". Chat support is very helpful when you get the right person. Most are patient and very informative. As far as customization - the main complaint I have is that we have to use DP's criteria for lapsed and active donors. DP has some wonderful packaged reports, but they are useless for us because our definitions of lapsed, lost or recaptured are different. They also do not capture soft credit information on these packaged reports.

Keegan F.
Donor Relations in USA
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Donor Perfect Review

5 vor 5 Monaten

Vorteile:

Donor Perfect is extremely user friendly. Anyone can do basic functions like looking up a donor or adding a contact. This makes it a valuable tool for development departments.

Nachteile:

While, Donor Perfect has come a long way in the last few years, the reporting functions still are not as strong as Blackbaud's Raiser's Edge. Also, my pet peeve is you are unable to copy a gift (which is annoying when you receive the same allocations monthly).

Karen B.
Development Director in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Happy with DonorPerfect

5 vor 10 Monaten

Kommentare: Overall, it's been much easier to segment our donors and personalize their experience. We feel much more confident using DP than our previous software, because it's easier to pull reports, etc.

Vorteile:

Setting up DP was very easy and we were able to customize several field. The ability "globally update" has proven to be a very useful tool. We like the ability to customize our pages to suit our needs.

Nachteile:

Some of the add-ons are too expensive for our organization to purchase, however, we can see how those tools would be useful, so it's a bit frustrating.

Serena D.
Marketing & Philanthropy Director in Kanada
Gesundheit, Wellness & Fitness, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Time to Pay only for what you need to get started and then grow!

4 vor 9 Monaten

Kommentare: I like to share this with those who let me talk about DP experience is. Our previous software was "alright" but it would have cost almost $3k for training (as I was new to the role) and I had to speak the software language. With DP it is easy and intuitive and free training is ALWAYS available via webinars (which were very similar to my in-depth personal training). DP versus other higher-cost versions of donor platforms is what Windows was to DOS. DP is easy to use, learn and navigate - the key to more people using it to have a good system.

Vorteile:

Ease of intergration. Ease of showing others how to use, not annual contracts, always access to support via chat (which is awesome btw) and most importantly training videos/webinars that don't require a university degree to understand (which means more people use the system!)

Nachteile:

Things that you don't realize you want, do come at additional cost. Examples are OnlineForms PLUS and Smart Automations. Found out about these from webinars AFTER our purchase. We have started to be really "efficient" with our system and are doing more, which means more additional costs which can add up (so maybe more combined add-on packages could be developed?)

Stacy O.
Stacy O.
Executive Assistant in Kanada
Verifizierter Nutzer auf LinkedIn
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

It's full of surprises

4 vor 3 Monaten

Kommentare: Overall, I get excited anytime I learn a new thing on DP. There's so much we can do with the program.

Vorteile:

I like using DP because it has so many ways to track and maintain records. You can have everything in one place.

Nachteile:

We have some major issues with receipting last year.

Maria M.
Donor Services Coordinator in Kanada
Religiöse Einrichtungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Your life is easier at work with Donor Perfect

4 vor 5 Monaten

Kommentare: I have enjoyed it very much so far. It requires training, but it becomes a handy resource that helps you do your job once you understand it. Sometimes with only a couple of clicks and you will get all the information you need. It has also been vital when submitting reports for auditing and partial/annual reports. It makes my life easier at work. I wouldn't no like to imagine doing all of the work without it. I haven't found time to explore more, for instance, digging about the merchant the system uses for credit cards and debits, the fees per transaction, and if it can be used in different countries beyond the US. It also means that I am not using it at its full capacity.

Vorteile:

DP is a system that provides a wide variety of functions and characteristics that will help any fundraiser or donor coordinator to complement their work. In addition, it is a helpful resource for any organization managing campaigns year per year and tracks and understands how well the organization is doing. In my work, managing different campaigns and using the correct filters to download reports are vital. I've found the default reports in the system very useful, especially those related to metrics (e.g. AFP). It also has provided me with the opportunity to create new ones according to our needs. We are a complex organization, and if I didn't have these tools at hand, I would have to spend many, many hours to complete a job.

Nachteile:

Sometimes I find challenging to find information as I need to look for it with specific terms.

Megan B.
Chief Philanthropy Officer in USA
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

A good decent fundraising software

4 letztes Jahr

Kommentare: Overall, DonorPerfect is a perfectly acceptable fundraising CRM database. My agency used it for over 10 years but we have recently transitioned to a new database (and having all new problems there). When we were smaller and didn't require so much data management this was a wonderful database. But now that we have so many constituents, we track donors, volunteers, inkind donors, customers, memberships and soft credits all while having a very active direct mail calendar. It simply became too much for the system - we needed more automation, more accurate pulling (but now we are finding how much we miss their customizing), a more modernized system for social media platforms and the ability for donors to have their own login access. I'd recommend this software to many agencies. Overall - the support us hands down the best, the product is good and at the end of the day chances are if you don't like something you can change/customize it.

Vorteile:

DonorPerfect has some good capabilities and is highly customizable. The software does a good job of tracking donors and volunteers and a decent job of tracking memberships. It has all of the money (gifts, memberships, in kind donations, soft credits, etc. in one screen that is helpful). It links accounts well. The SofterWare (payment processor) was fair, easy to use and do refunds, and was able to do minimal reporting. WebLinks (donation pages) are fairly customizable, there are certainly more updated looking forms out there but it was a very dependable and we were able to rename headers, and make forms for our unique needs. This is a VERY affordable product (our new one is double the cost) and you get unlimited constituents. The support is available, helpful, timely and great. The chat function was a lifesaver. If ever you were struggling with pulling a report, or how to customize something you could chat and they would tell you how to do it but they'd also just pull the report for you if you were in a time crunch. Their support was the hardest part to leave.

Nachteile:

Our biggest con was reporting. We could run the same report (two different users) and not always get the same results. Each report was off by a few constituents. We left DonorPerfect because of this. When we did our data migration reports there were several constituents that were left off and we had to go back to our new system and manually put them in from DonorPerfect. It was the ultimate reminder that we had outgrown the database. We had DonorPerfect before it was cloud based and it was wonderful for our smaller database but as it grew in size that's when we started to struggle with reporting. Another struggle we had was as we got bigger we needed a more sophisticated stewardship platform for moves management. Bizarrely it didn't feel this was a focus for DonorPerfect, they tout having automatic processes but this wasn't entirely accurate. It was automatic, after you processed or did a few steps.

Jessica B.
Development Associate in USA
Darstellende Künste, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Ideal CRM for Mid-Size Nonprofits

5 letztes Jahr

Kommentare: DonorPerfect offers everything we need in a CRM database. The phone app, while not offering everything you get from the full site, is more than sufficient for plugging in to get information on the go.

Vorteile:

Donor Perfect is very user-friendly. The Quickbooks integration is vital. Constant Contact integration is a feature we never knew we needed.

Nachteile:

There are some limitations in reporting that can usually be worked around in some way, but can feel like you're coding more than running reports. That area is less user-friendly for our older employees.

Verifizierter Rezensent
Foundation Development Associate in USA
Verifizierter Nutzer auf LinkedIn
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: GetApp

Great option for small non profits that want it all!

5 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von SofterWare

vor 2 Jahren

Thank you for the great review! I am glad to hear that you would recommend the system. :) Regards, Ellen Molon, Client Relations Specialist

Sue T.
Grants and Community Development Director in USA
Non-Profit-Organisation Management, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Support is Donor Perfect's Hidden Gem

5 vor 2 Jahren

Kommentare: Its been terrific to have all our constituents' contact information in one place, no matter how they became connected with AutismUp. I used to spend days collecting info from various people and files in order to build a mailing list. Now it takes less than 10 minutes to export a mailing list. And its already de-duped because I've used the Duplication Removal feature in Donor Perfect. Having the ability to find (report on) lapsed donors, compare fundraising results from year to year for annual events, and create flags and fields to make any kind of grouping we want is critical, but very difficult and error prone with excel spreadsheets - they way we used to do it. Donor Perfect makes it easy!

Vorteile:

Tech Support is fantastic! Always friendly, helpful, knowledgable. They encourage you to call with any questions, not just problems. The training videos, knowledgebase articles and online community are great for learning, but when you need an answer fast, or can't find the right search term for the knowledgebase, Support will help you learn how to accomplish what you want to do. You can reach them via phone, chat, or email.

Nachteile:

We would love to be able to use DonorPerfect for tasks beyond donor management - for all of our program and event registrations and payments, but need more flexibility in online forms to make that practical.

Antwort von SofterWare

vor 2 Jahren

Sue, Thank you for the great review. I couldn't agree with you more than the Technical Support team is Fantastic. They are always happy to help. Please reach out to the Client Relations Team for questions about other features and add ons for the system. The CRS team can be reached at (800) 200-3537. Regards, Ellen Molon, Client Relations Specialist

Kelly H.
Executive Director in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The perfect software for us

5 vor 3 Jahren

Kommentare: Your software provides great insight on donor activity. The reporting makes it easier for me to share with the board our fundraising successes and even areas where we need to focus more efforts.

Vorteile:

DonorPerfect provides for all your donor management needs, at a good a price. I have purchased this software for several of the organizations I have worked for and recommended it to many others I have consulted with over the years. It's easy to use and the company has always been open for client input to help better the product.

Nachteile:

The only concern that I have ... and this is more about me than DonorPerfect .. is that I need to take more tutorials on running some of the more sophisticated reporting options. I can have 99% of my needs met with the standardized reports but every so often I need something a bit more custom. You have great tutorials, I just haven't found the time to go through them ... yet!

Antwort von SofterWare

vor 3 Jahren

Kelly, Thank you for the awesome review of DonorPerfect. I am thrilled to read that it is the perfect software for your organization. I love that you continue to recommend DonorPerfect. Its an honor to have such loyal customers like you. Regards, Ellen Molon, Client Relations Specialist

Janette W.
Admin. Assistant / Donor Recipting in USA
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Great program for donor receipting

5 vor 3 Jahren

Kommentare: I really like the support for this software. They are very responsive when you have a problem and they have a lot of information online so you can look up your own answers and when you want to "dive in" really deep in understanding the program. If you just need to look up how to export information, you can look that up online and follow step by step. You can also customize your export of information so if you only want a name and address, you can get it in the form you want (either in excel or word). You can also add any field to that export that you desire.

Vorteile:

I like that I can add fields on the fly and be able to report on those fields. This is great for tracking anything you want to track with your donors. I love that I can have a multitude of thank you letters ready to merge at the same time. I've worked in software that only allowed a few letters. This way, a thank you letter with receipt at the bottom to a specific campaign can come out in the same batch as a regular thank you letter with receipt. We have total control over the look and feel of our receipt letters. I like that I can use a batch system so I can reconcile with our accountant but you can also enter gifts directly in a person's record if you don't need to track that way. I really love that I can add items to my batch file, like a consent sent in with a gift that we can publish their name. I can also have my batch file come out the way that is most helpful for our organization, and each organization can individualize it as well.

Nachteile:

The first time through running year-end summaries for our donors took a bit of a learning curve to set it up the way we wanted it to display but support was very helpful when I "got stuck". In the few years I've been working in the program, that process has improved.

Antwort von SofterWare

vor 3 Jahren

Janette, I love to read that you are taking advantage of so many of the features offered in the system. Receipting Donors quickly is important to keep your Donors loyalty and DonorPerfect has perfected the process! Like you mentioned. a multitude of thank you letters can be created and ready to merge at the same time. Thank you for the great review! Regards, Ellen Molon, Client Relations Specialist

Verifizierter Rezensent
Development Specialist in USA
Verifizierter Nutzer auf LinkedIn
Non-Profit-Organisation Management, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Donor Perfect Review

5 vor 3 Jahren

Kommentare: I don't think we did a great job of tracking donor retention rates or lapsed donors before. Now with DP we are easily able to run the reports and be more proactive with those individuals.

Vorteile:

I like that it is incredibly user friendly and easy to learn. It's incredibly helpful when volunteers are helping or new people come on board. I also love the ease of pulling reports. They have so many prebuilt reports to chose from by I can also quickly and easily create my own and even better I can edit it if I don't get it right the first time. I'm constantly learning new tricks and tools as I gain confidence with the system and as our needs change as an organization. We've had the system for a little over two years and last year I didn't know I could easily generate different data and charts for our Annual Report, learning that made life so much easier. I also have to rave about the support team because so often I feel like I am calling with a basic or dumb question but they are always nice, walk me through it and then send a follow up email with the instructions in case I forget. They are so kind and patient!

Nachteile:

It's never that I don't like the system but more than I have to learn how to get it to do what I need. My brain thinks it should work one way but they have the system programmed to operate another. It's more just spending time in the system and learning all the different ways it works and can work for you. One thing that drives me out is when it logs me out. If I've been out of the program for a little bit I can understand, it's frustrating but I do understand. What I don't understand is when I'll literally be in the middle of entering a gift or something and it will log me out, forcing me to start over. Not the worst thing in the world but still vexing at times. I also wish that the Company Name & the individuals Last Name didn't pull from the same data point so it was a little easier to run mail lists but I've found workarounds in excel once the report is pulled.

Antwort von SofterWare

vor 3 Jahren

Thank you for taking your time to write a review of DonorPerfect. I am glad to read you are enjoying using the system and all the different ways it has benefited your organization. The support team is always happy to help and I am glad to read about your wonderful experience when speaking the support team. Regards, Ellen Molon, Client Relations Specialist

Michelle C.
Chief Executive Assistant in USA
Non-Profit-Organisation Management, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Awesome Support Staff

5 vor 3 Jahren

Kommentare: There are several features that are very useful to our organization but I would say that one of the most helpful is the ability to compare giving levels over a multi-year period. Another feature that we used for the first time last year was the Event Manager feature to track expenses, income, attendees and overall profit for our annual fundraising gala. That made reporting a breeze. In the past we tracked this information through a spreadsheet with quite complicated formulae. With DP Event Manager all we had do was plug in the information.

Vorteile:

Our organization has been using DonorPerfect for about 15 years. It is generally user-friendly and serves our needs well. We converted from the desktop model to the online model about three years ago and had a very good experience with the conversion. We have the Premium level of support and the staff are always knowledgeable and have, without exception, been able to help me with any problem I have encountered.

Nachteile:

One issue I have with this software is when I need to send a notification to a recipient for a donation made in memory/honor of them or a loved one. At the present time, there is not the ability to create an instant merge. The process to create the notification is cumbersome and the steps are not easy to remember for staff members.

Antwort von SofterWare

vor 3 Jahren

Michelle, Thank you for the Awesome Review. Our Support Staff is knowledgeable and happy to help! I am glad to read how Events Management has made keeping track of data and reporting on your event easy. Many features you see in DonorPerfect come from Suggest and Vote. I would be happy to speak to you about your suggestion for notifications. I can be reached at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Amy W.
Associate Director of Development in USA
Gesundheit, Wellness & Fitness, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Look no further than DonorPerfect!

5 vor 3 Jahren

Kommentare: Overall, I can't imagine another fundraising software being any better than DonorPerfect. The donor records management and reporting functions are very user-friendly and the logical manner by which they are organized and laid out on the website are big time-savers. DonorPerfect is a huge asset to our development team!

Vorteile:

DonorPerfect is perfect for all my organization's software and database needs relating to fundraising. My absolute favorite thing about DonorPerfect is the excellent customer service I receive each and every time I reach out. I am sometimes asked to provide data that I'm not sure how to obtain in a time-effective manner. It literally takes a quick phone call or even an online chat session with a DonorPerfect rep for me to find a report that will work to get me the information I need. I am always amazed at how well the DonorPerfect customer service folks know the software, and the ease at which they are able to share its capabilities. I have never had to wait for a solution or an answer to my questions. That is so valuable for me, someone whose greatest challenge is not having enough hours in the day! One of the other pros at the top of my list is the user-friendly interface of DonorPerfect. If you have even a little computer knowledge and experience, DonorPerfect is very easy to use. Everything is laid out and organized in a logical manner, which saves the time and frustration of not being able to find a simple function.

Nachteile:

I can honestly say I have not had any negative experiences with DonorPerfect. There are tiny things such as the scope of searching records that I might like to see changed, but at the end of the day, they're not really consequential. (Example: If an individual record is entered as John H. Smith, but I search for that record with the terms "John Smith", the record I'm looking for may not pop up. Broadening the search to "Smith" however, would allow me to find the record.)

Antwort von SofterWare

vor 3 Jahren

Amy, I am thrilled to read about the value you are finding in using DonorPerfect! You made my day with the title of the review : Look no further than DonorPerfect!. I am delighted to hear you think the system is user friendly, and agree that our Support Team is outstanding! Thank you for the amazing review. Regards, Ellen Molon,Client Relations Specialist

Kristina H.
Executive Director in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Perfect for small organizations with few staff and minimal amount of active donors.

5 vor 3 Jahren

Kommentare: I have set up a number of non-profits with Donor Perfect. It is a great program for non-profits, particularly those with minimal funds, small staff, and new fundraisers. I have worked with organizations that fit every part of the spectrum. My current organization benefits from the data that I am able to retrieve about individuals, gifts, history... There are so many advantages to building relationships but also the ability to have data and notes that is easily retrieved and instrumental in the smooth transition of development staff attrition.

Vorteile:

The cost is the most attractive part of Donor Perfect. For small organizations needing a database to get prospects and current donor information in one place for importing and exporting, this program is ideal. Having something inexpensive and yet widely used in our community of nonprofits, had definite advantages. There are many features of large software organizations that makes it a great deal and the add-ons are reasonable once your organization is able to take the next step.

Nachteile:

Troubleshooting seems to be a challenge at times. Some areas you can "hover" over and figure out what the feature is or data that is expected to go in or how to use it - but it is not always clear. Unfortunately, nonprofit database information is not unique and from one software to the next, there is a learning curve for where you put what.

Antwort von SofterWare

vor 3 Jahren

Thank you Kristina for taking the time to review DonorPerfect. The system is designed to be flexible for non profits of all size and can be customized to an organization's needs. As you mentioned, there is a learning curve when using a new system, we have you covered with a phenomenal support department, webinars, and training department. I am glad to hear you are finding the advanced reporting system and notes section in the donors records instrumental to your organization's success. Fundraising is all about relationships and DonorPerfect is a major component in helping organizations reach their fundraising goals. There is a Community Site meant to connect users near and far. DonorPerfect was in the NTEN Report for offering top-rated features and functionality at the lowest price.

David F.
Managing Partner in
2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

A Robust System for the full-time nonprofit

4 vor 4 Jahren

Kommentare: Donor Perfect is on par with some of the top CRM programs for the nonprofit at a price point that is affordable. The training modules online are great resources and their support is top notch. I have implemented DP from the bottom up and the process was seamless and helped us create a great cultivation program. This is a system that requires maintenance and good input practices. I would place this at the advanced/intermediate level and recommend it for a NPO with a full-time development staff. If you are looking for a robust, trustworthy and scalable system this is it but be prepared to dig in deep to the training modules and in the end your fundraising programs will benefit.

Vorteile:

Donor Perfect is one of the mainstays in nonprofit donor/constituent management and there is a reason for their longevity. This is a robust system that is more complex than some of the newer entries into the market that tout cloud, ease of use and a free website builder. I have always thought that the gimmicky add ons is kind of like a realtor staging a home and putting potted plants on warped areas of the floor so you can't see them. With Donor Perfect, no frills just serious computing and data mining power. Standing out is their quest to stay relevant and they are continuously updating their software with the latest proven trends in the CRM space and have done a wonderful job with their updates. You can manage the full life cycle of a donor using this one system, create web forms for online donation gathering, mobile fundraising capabilities and full integration with QBO and other financial programs.Their support is outstanding and very responsive and they also offer free one and one training as part of the support package. I actually had a staff workshop day for training and they had a trainer come on a web conference and she trained our staff. It was amazing.

Nachteile:

The system is a true CRM style system and there is a learning curve so be prepared to get the training you need to be able to train staff. It is worth the investment and will benefit your revenue goals to use the system fully. One area that always was a point of initial frustration was report generation. It took me a while to fully grasp the reporting.

Cecil B.
Cecil B.
Treasurer in
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

DPO Has Made Tracking and Contacting Donors Much Easier

4 vor 9 Jahren

Kommentare: PAALS is a small non-profit (around 200K in annual revenue and less than five employees). We have found DPO to be a very large help in managing our charity by allowing us to track all of our pertinenent information in one place that is accessible anywhere. The information in DPO used to be on several dozen spreadsheets or in QuickBooks. Duplication of data was everywhere (particularly email addresses) and no one really knew which was correct. Simply eliminating all the duplicates and multiple lists has saved us quite a bit of time and money. I have used Softerware's telephone, email and online chat support. In all cases the support personnel were knowledgeable and helped resolve my problem or answer my questions -- usually in minutes I would highly recommend DPO for any non-profit that wants to grow their donor base and/or who wants to get their data organized.

Vorteile:

DPO is in the "cloud" which means PAALS volunteers and staff can work with it wherever they using just a web browser. Also, the DP mobile app makes it very easy to access donor information wherever you are. DPO has almost unlimited flexibility to add new fields and configure screen design. PAALS is using DPO not only to track Donor information, but also to track information about the dogs we have in training, about our clients who have or are waiting on a service dog and about our hundred plus volunteers. And the custom report writer allows us to create reports for almost any purpose we need. The optional WebLink Pro module has allowed us to create web pages quickly and easily to process event registrations and single or recurring donations. These are easily integrated into our existing website. The donation and donor information is automatically integrated into DPO saving much repetitive data entry. DPO also has automated interfaces to Quickbooks and Constant Contact.

Nachteile:

The event management module as currently implemented is somewhat cumbersome and is not integrated with WebLink. However, Softerware has posted that the next update will address some of these issues. Softerware does not have an alliance with PayPal. Thus we are unable to include an option to for donors to contribute via PayPal on our Weblink forms. So we have to maintain a separate set of forms on our website for people who want to use PayPal. The DP mobile application does not use the customized screens that are shown in DPO. It currently has a generic interface which makes information appear in different place/order than what a user sees online. Also, DP Mobile does not hide fields which have been marked hidden in the online version. Thus DP mobile, while useful, is much less usable than it could be.

Verifizierter Rezensent
Development Director in USA
Verifizierter Nutzer auf LinkedIn
Non-Profit-Organisation Management, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Surprisingly Powerful

5 vor 2 Jahren

Kommentare: When I first joined the organization, they had been entering certain data for years but had no idea how to report on it. This was a great starting place to learn the power of the reporting feature.
We also began to use Donor Perfect to track moves management and major donors, and I constantly used the platform.

Vorteile:

After some experiential learning, I was able to capture and easily report on so much data, which made my overall fundraising and communications easier (though it never feels easy at the time). The custom fields and reporting stand out as some of the features I used the most. I was able to add up tax-deductible amounts from certain donation periods and have them reported on the donor demographic form, so I was easily able to see and report on certain specific tax credits. The general reports, from cash flow, to average gift amounts and every possible AFP fundraising metric we such as blessing - and something I miss now that I am at a new org with a different database.

Nachteile:

While I could do donation processing through Donor Perfect, and embed the form on the page, at the time, the form was a little rough around the edges. I could match colors, but that was about it. Perhaps now there is a CSS you can paste to make it a little more seamless. It should be noted that this is a problem with a lot of donation processing pages with different database companies, in my experience.

Antwort von SofterWare

vor 2 Jahren

Thank you for taking the time to complete a review of DonorPerfect. It's great to read all the wonderful things you say about the system. Regards, Ellen Molon, Client Relations Specialist

Jessica B.
Development Coordinator in USA
Non-Profit-Organisation Management, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

DonorPerfect is the way to go!

5 vor 5 Monaten

Kommentare: Overall, DonorPerfect saves our organization money by providing us the tools to maintain donor retention, thank donors in a timely-manner, and it has made event management easier by providing tools like online forms to help.

Vorteile:

We have been using DonorPerfect for many years to track our donor’s giving. The cloud interface allows updates to the software overnight and when you get back to work the next morning there are new and improved features. The amount of information you can pull for reports is incredible. Anything you enter into DP can be pulled in some report. There is a DonorPerfect Community where you can go to ask other users questions and get helpful tips and tricks for running reports, using DP Mobile, and much more. If you can’t find what you need within the Community pages, then you can always call DP customer support to speak to trained tech support. Customer support answers quickly and will email you a summary of your call when you are finished. You can keep the instructions to refer back to in the future. Chat Support that is also helpful for quick questions.

Nachteile:

When a tribute/memorial gift is made online and the donor lists the recipient's name differently than how it appears in DP, DonorPerfect will create a whole new tribute instead of allowing the user to select the already existing tribute. When this occurs, you end up with multiple tributes for the same person, the only difference is maybe one shows the middle name and the other does not.