Donor Tools Erfahrungen

The best CRM for a small budget...

Kommentare: I tell every small non-profit organization to consider DonorTools. For the price, you cannot find a better product, for a small shop on a budget.

Vorteile:

The price. The price cannot be beaten. For a donor management CRM that covers all the bases, and provides you all the necessary functionality to run a small development team, look no further. This has everything you will need.

Nachteile:

The reports that DonorTools can run are standard, but a bit limited for typical donor CRMs. Admittedly, you get what you pay for, but you can still want some Cadillac features, though you're paying for a Ford.

We use DonorTools for Donor Management in a small nonprofit.

Vorteile:

Ease of use, and modern interface are DonorTools strong points. I like the way it is so easy to setup the software; seeing income trends in the Dashboard compared to previous years is very helpful. It is really nice to have all our donor information in one place. I love that it syncs with MailChimp and so we have one organizational list of donors. Even though we are a small organization with 3 active workers accessing the information, it is so helpful that all the information is online and accessible to all of us independently and simultaneously from any computer no matter where we are in the world. Exporting lists are easy and very useful. For our small organization, the ability to setup fund pages for many different projects with boiler plate text is invaluable. There is no programming required and yet we have an easily accessible donor giving website with multiple fund pages available for our donors. It is really so simple that almost anyone can manage and maintain the donor management functions of your organization. Most of our donors probably do not often need or use the donor access functions, but it is very nice to be able to have these features without paying extra for the feature.

Nachteile:

Within the reporting functions (which are really quite good for the provide types of reports), there is a significant omission. It would be really helpful to print fund reports showing totals for a specific time period for all the funds. That just isn't possible with the current software. You can print a report on any ONE specific fund, but printing out fund totals for a year on funds is not supported. Either you must export data to spreadsheets and then produce the reports, or you can prepare reports on each fund and manually create summary reports. We have asked for additional fund reporting functionality, but as of yet this is not possible. DonorTools overall is an excellent program, but this one weakness in fund reporting is problematic. Our wish list would also include automated reporting to an email account, but that might be a bit much to hope for at this price point.

Useful, But Room for Improvement

Kommentare: I have been responsible for all entries on Donortools for 3 years now. I think the database is easy to use, however I do have a few suggestions that I think would make everyone's lives easier:
1) Donortools can not automatically connect to Constant Contact: I have to manually upload each new donor's name into Constant Contact in order for our donors to receive any emails from our organization. It takes forever to export the large donor list, sift through the newest names and then re-upload them on Constant Contact!
2) Work Addresses vs. Home Addresses: We have many individuals that we have both a work address and a home address. When doing an export, however, I can not just export "home" addresses. If I enter both the work and home address in the donor's name, and then happen to enter the work address first, I have to manually correct it once it exports on Excel so that only the home address columns show up. If I write the home address first, but also entered the "Company Name" they work for, that ends up exporting too. If I don't catch it, the Corporate Name will attach to their home address. When I have thousands of donors, this takes hours. Sometimes, I have thought to not enter in the work address altogether under the individual, and instead, enter their individual name under the Corporation-this brings up a whole other set of problems. Lets say my organization has a relationship with approx. 20 employees from the company that is entered in Donortools. At first thought, I would enter in all 20 names under the Company's entry, including their email addresses. However, when doing an export, the Excel spreadsheet becomes HUGE and doesn't separate the individual employer with their email-it is all in the same row. Let's say I find one of the employee's home address but didn't remember that I already entered their email in the corporate entry- Donortools does not automatically connect that person already entered with their separate home entry. When doing an export, I end up getting duplicate names because some people are entered under the Company as well as their personal entry...this requires much time to fix this if we have to do a big mailing, i.e.
3) Donortools does not allow me search by Donation $$ Amount: This could be helpful when determining how many donors have given $0 for a few years.
4)Pledges: Yes, I can enter in a pledge, but Donortools does not remind the donor to make their pledge once it's due. It's hard to remember all pledges.

Vorteile:

Easy to enter names. I like the "relationship" tab. I love I can use the "date Range" when searching for certain gifts. I like how my organization's PayPal account is automatically connected to donortools.

Nachteile:

1-Can't automatically connect to Constant Contact 2-Pledges need to be improved, Donortools should remind the donor to make their pledge, or at the very least, let me/the administrators know. 3-There have been double entries in exports of individuals: if we enter their home address in a separate entry and also their information under a company name...Donortools doesn't automatically connect this person together.

Incredibly simple, cost-effective tool for managing our donors.

Kommentare: The benefits to me have been making it easier to manage my organizations relationships with its donor base.

Vorteile:

I love the simplicity of Donor Tools. So many donor management packages (or CRM packages in general) are so feature-rich that their complexity makes them problematic, and not cost-effective, for smaller organizations like ours.

Nachteile:

Often a piece of software's greatest strength also informs its weaknesses. In this case, there are a few social integrations I would love to see happen. Also, cleaning up data is a huge task, even with a relatively small database. We have, on occasion, needed to clean up records, merge duplicates, etc. A slightly beefier data scrubbing toolkit would be nice. Finally, handling households, couples, families...these are things that are important to us, and we do it with tagging. That's okay, but it feels like something that should be a central feature to a software package designed to manage information about people.

The program has allowed us to utilize the basic needs for donor documentation.

Kommentare: The ability to be able to track donors anywhere with online access.

Vorteile:

Provides the opportunity to view a donors history donations over several years. In addition, the opportunity to classify each type of donation.

Nachteile:

We would like to be able to send out an email notification for receiving a donation. In addition, the ability to print labels directly from the program and not having to export to ACCESS.

DonorTools

Kommentare: Other than those two small things, I have absolutely loved using DonorTools in my small business and it has truly helped me be organized with all of my information.

Vorteile:

DonorTools is extremely easy to set up and I am able to see the income trends from years prior. I love the fact that you don't have to know how to program in order to be able to develop fund pages. Having the ability to have several users with the ability to limit access is very helpful so that everyone can be on the same page and access the necessary information.

Nachteile:

I wish that we would be able to customize the way emails would come in. I would also be beneficial if there was better usage on a smart device.

Its a great tool for make a fund but just in the States or Canada

Kommentare: I can make funds with this software for people that really need help outside USA or Canada

Vorteile:

I like the software interface because its very fiendly andeasy to use. You can use the free trial to see if what are you looking for

Nachteile:

You need to be at USA or Canada and also after the first month they ask for a credit card. It would be friendly to let you pay with the donations

Mostly great

Kommentare: It allows us the identity donors, their address and donations.

Vorteile:

The graphs are helpful. The interface with payment methods seems easy. The search tools are mostly useful as well.

Nachteile:

Categories, not easy identifying monthly donors. It does not recognize the same donor when they use a different payment method.

Compatibility

Kommentare: Donortools is a fairly easy to understand program with a minimal to moderate level of understanding of programs that consolidate donors and other forms of contacts.

Vorteile:

easily synchronize contact database with many other programs

Nachteile:

Limitations on conducting large-scale customizations of contacts on file.

Simple and practical

Vorteile:

The ease of use involving adding donors and creating proilefs and generating receipts. There is some website integration.

Nachteile:

There are more updated extensions for accepting various forms of payment. It would've been nice to have several options here.

Great as Far as It Goes

Kommentare: For the donation tracking needs of a public library, Donor Tools is an excellent START. The interface is not difficult to use once you've figured out its ins and outs, and it does provide a valuable way to ensure that the same information is recorded and saved about every donor. I also find it useful for tracking whether or not I've sent thank you letters. I find it not at all useful for writing the letters themselves; I do that the old-fashioned way in Word because it actually takes LESS time than wrangling with the templates. What I find truly lacking in Donor Tools is the fact that it doesn't give me any way to record what happens to the donation AFTER we receive it. Does it get spent? What do we spend it on? The progress of donation money through our accounting process is very complicated, and it does frustrate me that Donor Tools doesn't give me any way to track it. This means that I still have a lot of duplication of effort in recording incoming donations. Donor Tools was particularly useful for the big fundraising campaign we initially purchased it for. It is less useful for the day to day small donations.

Vorteile:

It is simple to use (after a little practice), and as a database of donors it does very well.

Nachteile:

Three-fourths of the information I need to record and use has no place in it.

Good service, but needs more

Kommentare: DonorTools is a great service for the price. Very easy to use. However I would like to see the mass ability to change lots of records at once. The integration of services like stripe and moonclerk. The ability to set up recurring donations in donor tools that will automatically populate without imports or manual entries. The service is great for the money, but I think it could get better with more automation possibilities. Perhaps build a donation capture page much like moonclerk that uses stripe and then it automatically updates records in DT. That would be great, plus it would likely bring in more new users. Thanks for listening.

Vorteile:

Easy to use and cheap.

Nachteile:

I wish it had more automation features. Needs a better donation capture page. Please add the ability to change mass records.

70 Faces Media Feedback

Kommentare: Not having a number to call makes it very difficult. In addition, not being able to easily build reports and pull data in a condensed way is a challenge. Also, when zip codes pull for New Jersey and other states that start with a 0, the first digit (0) is removed from the report which is very frustrating.

Vorteile:

Cheap

Nachteile:

Reports Customer Service Lack of customization

Sattisfied, although UX could be better

Kommentare: In our organization we use the tool daily. What I like the most is that I can easily access donors' profiles; I can see history of their donations in a well-organized way. On the other hand, I would appreciate if I could add attachments to donations (e.g. photo of thank-you card) and also the system of smart tags sometimes seems confusing (especially when I need to get to specific group of donors according to multiple criteria). All at all, DonorTools is good tool which needs continuous updates & improvements (as all the other tools of this kind do).

Vorteile:

- donor history - donations summary in dashboard - multiple funds you can use at the same time

Nachteile:

- smart tags system is quite complicated - no option to add any files to donations/donors/profiles

Been with donor tools for over a decade and the software helped us to maintain a growing database.

Kommentare: I shared that in the review.

Vorteile:

The various reporting features and ease of tags and smart tags are stellar. The ability to quickly merge profiles is helpful and I absolutely LOVE the ability to email a donor directly from the platform and not have to use an outside CRM or email provider to do so.

Nachteile:

I wish there were more options front facing for the donor to manage their own profile and credit cards and the like.

Easy to enter information, very difficult to retrieve in a usable form. Confusing and complicated.

Kommentare: Very little -- a real time-waster.

Vorteile:

Ability to track donors over multiple years was an advantage. This software could give you a picture of who donated what each year and at what level. It could also be separated in different classes, if used properly. The weakness is in the reports, which were very difficult to manually create in a readable and usable format.

Nachteile:

The reports were impossible -- it took over an hour for each report to re-configure into a usable form. Could not get any volunteers to enter info because it was too complicated. Did not track annual giving information accurately. This program was a nightmare to use and expensive to ignore. Volunteers could not enter, track or use the information.

I have had a very positive experience with Donor Tools over the past few years

Vorteile:

I do like the easy to use, navigate software while using the system. I also like that you are able to clearly look at donations and can organize by month and year to get a clear picture of growth.

Nachteile:

I dislike the way that one has to go about reaching out for support / technical or otherwise. I wish they perhaps had live chat options.

We found Donor Tools to be very useful for keeping informed about fundraising for our organization.

Kommentare: Having donor history available 24/7!

Vorteile:

I love the donor summary & being able to sign in anywhere at any time to see the donation history of someone I might be talking toon the phone or about to call.

Nachteile:

the software is not very generous about bringing up possible donors if you get the name spelled slightly differently.

Amazing Program

Kommentare: We have been using Donor Tools for about four years now and it is great! All the features are easy to learn and when you need tech support they are very quick to respond.

Vorteile:

Easy to learn

Nachteile:

It would be nice when you export data you could customize the fields in the excel file because there is a little to much info for the simple reports I do.

Orphan Care non-profit

Kommentare: I've appreciate the ease of donortools for five years now. I believe other programs have surpassed donortools in integration of crowdfunding, accessibility to integrate in websites, payment options, etc.

Vorteile:

It's easy and immediate

Nachteile:

That it only offers one payment option with PayPal, and that I can't integrate it with anything else online.

Easy Program for Dummies

Kommentare: I am a self-taught bookkeeper. The Donor Tools platform has made record keeping very easy. It is very user friendly and coordinates extremely well with my Quick Books program. I would be lost without Donor Tools.

Vorteile:

Ease of use; functionality

Nachteile:

Don't have any particular cons. Any limitations are self-imposed.

Donor Tools could use a facel-ift

Kommentare: We love Donor Tools but feel it could use a face-lift to bring the technology up to snuff - especially the technology that allows Donor Tools to communicate with other software. Right now there are many inconsistencies in the communication.

Vorteile:

Web based

Nachteile:

Inconsistencies in communicating data to other programs

Price is Good

Kommentare: We continue to use DonorTools because of the price, it is hard to beat. My biggest complaint is 1) the reporting features - not intuitive, and 2) customer service - only available via email and I did not receive a response to my last email.

Vorteile:

The price.

Nachteile:

Reporting features and customer support.

Non-Profit Use of Donor Tools

Kommentare: This software is very easy to use and accessible via the web. The ability to export data to Excel or a csv file is easy. You can also add as many funds, sources and type of payments that you may need. The ability to archive older data but still access via reports and totals is ideal.

Vorteile:

Multi-user functions; tracking of changes by user;

Nachteile:

Totals of donations by donor or grouping may not appear correctly in reports and exports if refunds are made.

Donor Tools is so simple and reliable

Kommentare: Donor Tools keeps all of our donations very organized. It is so simple to use! Letters and emails are a snap. Tags are a snap, totals are a snap. Couldn't of asked for a better program. Thank you!! Have never had an outage or any problems EVER.....