DonorView

I have no idea how we'd be doing this without DonorView.

Kommentare: It's a single repository for everything. Spreadsheets and e-mail are no longer acceptable when a tool like this is available.

Vorteile:

DonorView is a single repository for everything. Spreadsheets and e-mail are no longer acceptable when a tool like this is available.

Nachteile:

The e-mail newsletter functionality is a little querky. The resulting messages appear very different with different browsers.

Donor Management Made Easy

Kommentare: Excellent!

Vorteile:

DonorView is very user-friendly, which for me was one of the main selling points. Before moving to DonorView, we used a donor management system that was clunky, convoluted, and overall just too big for an organization like ours. DonorView made life a lot easier - combining a way to organize constituents better, maintain e-communication, run reports for metrics, and seamlessly fit with the look and feel of our website to attract more donors. The support is also top notch - when we have a question or a problem, the DonorView team is very communicative and committed to finding a solution. If we need fields added to profiles, etc. DonorView is very accommodating.

Nachteile:

This is likely due to my own shortcomings rather than a flaw with DonorView (I am not trained in web design, etc.) but I sometimes have trouble with the e-mail templates. Like I previously mentioned, anytime I have a question or issue, the team helps me fix it promptly.

Donorview Review

Kommentare: Overall, we still really like the product, but more training for the trainers would be ideal. Make sure organizations are aware of the exact items they get to use before making them sound free.

Vorteile:

I love that Donorview has the capability to help hold all of our information. As a non profit organization, it is so easy to get lost having to use multiple different software programs for donor management, fundraising events, etc. With donorview, everything is here- like a "one stop shop".

Nachteile:

We had a great introduction/ tour of donorview, the sales man was wonderful and insightful. This all sounded like an amazing deal, especially for the price. However, as we have started using the program more, a lot of the options we had discussed during the initial meeting turned out to be some or of add on. One(s) that we would need to pay for (on top of the initial costs) in order to use. This was very discouraging. And the training videos are also added expenses.

DonorView is Fantastic! Exactly what we need.

Kommentare: We really like DonorView. We came from Giftworks and Paypal, and DonorView is incredible. The system is incredible smart and well thought out.

Vorteile:

Donorview is extremely customizable. It is easy to input new constituents, and the fluidity in which the events, fundraising, and constituent modules interact is fantastic. We like that we can do survey's in the system itself and track responses. Reports are easy to pull. We also like that when we do encounter problems, customer support returns out email and helps out quickly during business hours. They have implemented features for us when we request and are happy to help in any way possible.

Nachteile:

The biggest downside to DonorView is that support is only available during normal business hours. We do a lot of evening and weekend events, and support is not available then. I believe they do have a feature now where you can prearrange and pay to have someone available to assist in an emergency, but it is not standard. DonorView is also fabulous at implementing new feature requests, but they aren't great at telling you that they have done so! I have absolutely discovered by accident that something I requested was done.

Excellent All-In-One Solution for Event Management and CRM

Kommentare: The support team has been very responsive. I would always get a response to my question within the next business day. And I had quite a few questions in the beginning as I was learning the system! The training videos were also quite helpful.

Vorteile:

We use DonorView for our annual golf outing. DonorView has everything all in one system - CRM, mobile auctions, online registration, event management, text messaging, email, etc. All at a reasonable price. I don't have to work with multiple systems, or export/import data, because it's all right there. I did a lot of research and could not find anything similar. In fact, I had other non-profit software companies tell me that a software solution that combines CRM and event management doesn't exist. I'm happy to say that it does!

Nachteile:

My biggest con is that the mobile app needs some work, as we had issues with it at our event. Also, as with any software, there are always new features and things you wish it would do. For example, I would like to be able to do partial payments for sponsorships and from multiple constituents. The DonorView team seems open to new feature requests. And for the most part, the software is quite robust.

Not pleased

Kommentare: Disappointing. Very Disappointing Disappointing.

Vorteile:

Nothing. Absolutely Nothing. Nothing....

Nachteile:

Cumbersome. Very Cumbersome. Cumbersome.

Finding the right tool at the right price

Kommentare: It was an easy to get Sales involved in several meetings as not all the players were available at the same time. The cutover was a breeze and they even went above and beyond our expectations when additional data needed to be transferred across networks. After 2 years, DonorView is still welcoming our input and looking to enhance their system. This product is easy and cost effective for us.

Vorteile:

Customer Support. Some people think Customer Service occurs only when you purchase a product but actually it starts when the product is first introduced. How well the team responds to your questions and offer real solutions tells a lot. Are they willing to answer same questions over and over. Then as soon as the transfer of data occurs, how quick will they respond. DonorView is excellent in this area while meeting the needs of our business.

Nachteile:

While there were a lot of options editing written communication, some options I was used to were not there. However, through their Customer Service and Support Team, those deficiencies were enhanced to meet our needs. Great job listening to customer.

Donorview has streamlined our operations

Vorteile:

Donorview is able to meet most of the needs of our organization and its administrative needs. We were looking for a system to handle youth memberships, incoming donations, and ticketed events for our season. We have been able to also use the features of email campaigns to eliminate another program and combine systems.

Nachteile:

It can be a slight bit clunky to use and takes a bit of learning to use.

Very good product

Vorteile:

Fairly easy to use. Onboarding was great as well as their website builder.

Nachteile:

I couldn’t afford the full support package and getting help is hard through emails only. I prefer to talk to customer support.

Difficult to Learn Software

Kommentare: They do an amazing presentation that reels you into loving the software, but you quickly find out how awkward and difficult to use it is. It also takes a while to load the software with your date so that it is "useable", and by that time the free trial is over and you are locked into a contract.

Vorteile:

I enjoy being able to create a newsletter and see a snapshot of how well it performed once sent.

Nachteile:

As a millennial I consider myself very adaptable to new technology, but this platform is just overall difficult to use. There are training videos available and you can sign up for webinar training sessions, but even during those live sessions they have an agenda of items to cover (not all of which are relevant to what you may be trying to use the software for) and there is minimal time to have someone actually answer your questions. If you pay more, of course you can have more individualized training, but all the clunkiness of the software it is a big deterrent from using this platform in the future.

DonorView is great for a variety of uses.

Vorteile:

DonorView is pretty user friendly. Once things are figured out, and utilized a few times, it is relatively easy moving forward. Sending emails, managing constituent information, and creating newsletters work well with this program.

Nachteile:

When using the Constituents link, at times it would save a step if the back arrow lead to the alphabetized page that had just been used instead of going back to the first page at the top of the alphabet every time.

Easy to use

Vorteile:

I found it easy to use right away and it seems really customizable.

Nachteile:

Data management isn't very fun, so I can't really complain. It is what it is.

Great price for Donor management software.

Kommentare: Super quick support when needed - quick replies whenever we are needing support.

Vorteile:

I like the email templates and the ease of sending out mass emails to donors.

Nachteile:

The software feels a little outdated and can be slow when creating email templates for mailouts. I also feel like the website and donor pages could be updated for a more modern look and feel. User-friendly but could be improved.

Donorview Review

Kommentare: Despite our struggles to learn this program, there are some specific staff within their support team who are marvelous.

Vorteile:

We use Donorview primarily for the donations. And we are VERY happy with the program. There are lots of other options that this program offers, and we are slowly looking into those.

Nachteile:

Our biggest struggle with this database has been the training. The training section of videos is cumbersome, and the support is only available via email. It takes us weeks-months to figure out how to do something new, or figure out how to utilize the program to do what we need it to do.

The three E's: Everything, Easy and Enjoyable

Kommentare: My overall experience with DV have been phenomenal. Before DV, it took about 20 hours a week to enter gifts and get out acknowledgement letters, but with DV it takes just a few hours each week. Plus the letters are automatically attached to the donor's record. When pulling reports before DV, it took someone who knew how to word the "query" correctly, but now anyone can easily pull a report by simply selecting the button which indicates which criteria they prefer. As for email blasts, I have found DV to be just as easy as our previous provider, but much less expensive.

Vorteile:

There are several reasons why we chose DonorView (DV) as our CRM when making the choice to switch platforms. The first being that DV offered everything in one system. Previously we were using one software for email marketing, one for event management and one for our CRM. Although the CRM we were using did offer event management and email marketing it didn't meet our needs and didn't offer connection points that DV did. DV offered everything we needed in one platform. The second reason we chose DonorView was because of the usability. When pulling reports, mailing lists, or data, we found that we didn't need to know coding or complicated formulas, we just needed to know how to select a button. The pages are easy to understand and very user friendly. Plus if you have any questions they have videos that walk you through the different programs they offer. Which leads me to my final reason for selecting this program; enjoyable. I have found the staff at DV to be very enjoyable and helpful. Anytime I have had a question they respond quickly and professionally. They offer a solution and will walk me through the process .

Nachteile:

I haven't found anything that is missing from this CRM. We have only been using less than a year, and when I think they are missing something, I call about it and they show me where I can do what I want.

Do NOT use

Kommentare: It has been horrendous. In three months, I have put more hours into trying to teach myself this platform, than I spent inside my old platform which I used for 15 months. When you email for help, they get back to you with screen shots and links to articles- very rarely could I get a real person to sit down and talk with me over the phone so I could adequately explain my issues. And it became clear early on that [SENSITIVE CONTENT] was bothered with the multiple emails I sent him with questions. I can only stress, again, that if I had received training/onboarding, the majority of those emails wouldn't have existed and I'd have been happily writing some other review for Donor View. The platform likely is great but I wouldn't know that since I have no idea how to use it efficiently. The lack of training and professionalism is appalling. I could not in good conscious recommend this company to other small non-profits (I am a company of one but we service around 3,500 customers annually) unless the training/onboarding issue is resolved.

Vorteile:

The marketing brochure and videos made it look amazing and super easy to use.

Nachteile:

The "training" that was offered. I have paid for onboarding and did NOT receive it unless it was the link to several "overview" videos for each of the modules. Or maybe the consider my training/onboarding to be the repeated links they would send me to their "Support Site". Here, I could find hundreds of questions related to my topic which I then had to hunt through to see if I could find my particular question- and it usually wasn't there. The majority of my questions were one-off's specific to my company. I can only stress that had this company taken the time to thoroughly onboard/train me, I think I would have really enjoyed the product. As it is, my experience has been miserable.

Nonprofit CRM

Vorteile:

The ease to see trends in giving. The ability of DonorView to be integrated with QuickBooks. The ease of building reports.

Nachteile:

Lack of being able to customize donation pages.

Makes my life easier

Vorteile:

I really like DonorView. There was a bit of a learning curve but you will have that with any new software. Any time I have questions or problems, they have been very quick to answer or to figure out what is causing the problem (and sometimes even letting me know that the problem is me). My biggest problem was figuring out the report function (I still have some problems but again I just send an email and they walk me through it). We looked at a few different options and by far this was the best deal around. I am very pleased with DonorView. In fact someone in our organization mentioned about maybe looking into changing software and I flat out told them that I like using donor view, it is very user friendly and if they decided to change it would be without me. That is how much I like using DonorView.

Nachteile:

With our previous software our donors could be listed as a married couple but with DonorView (as with other softwares we looked) at each person is an individual and then put into a relationship. Not only did it significantly increase our donor base but it just didn't work for us so I ended up merging the married couples together to create one donor instead of two. It would have been nice to have that option of keeping them a married couple at the beginning of our conversion so that I wouldn't have had to do all the merging (which took quite a bit of time).

Donorview is Affordable and Has Launched our Online Giving in New Ways

Vorteile:

We like the flexibility the software gives. Our recurring donors love being able to have their own donor portal and set up and change their recurring donations.

Nachteile:

The initial conversion had its challenges but after several weeks we were able to work with the DV team and get things the way we needed them.

Yay DonorView!

Kommentare: Overall DonorView has really helped us regain ability to organize all our incoming donations, donor information, volunteer information, and more. We have been able to keep all our important information in one plan and do so with ease.

Vorteile:

What we love most about DonorView is how easy it is to use and simplicity of its functions. We started using this program a few months ago now and its so easy to learn all the features and they did a fantastic job creating support videos and questions/answers. We love the interactive ability for donors as well to use. The best part is definitely the customer service - if there has ever been any confusion or questions, the employees of DonorView have done a tremendous job at facilitating any issues or even creating new features and etc. Overall fantastic program.

Nachteile:

The only thing I can really think of would be in regards to my PRO point of its simplicity. In just a couple areas it could be too simple and limiting.

Excellent customer service

Kommentare: We are able to maintain better records and save time with tax acknowledgements by using DonorView. It enables us to have a singular, cohesive database for donors, volunteers, and board members. It also allows us to easily conduct membership and event sales on our website. We are looking forward to utilizing additional features in the near future.

Vorteile:

This company has some of the best customer service that I've ever experienced. They are always willing to help rectify or explain any issues that we run into. Overall, it integrates smoothly with QuickBooks Online.

Nachteile:

Creation of events should force you to map items for accounting, as we've run into unmapped new events causing sync problems. We've also run into issues with DV sending data to QBO in micro details instead of being able to roll into a singular sales receipt. Hopefully, this will be one of their future feature updates.

Perfect Program for Small Non-Profits

Kommentare: The support team at DonorView has been wonderful. They are always ready to walk you through a process and have even added some reporting functions at my request which allowed me to cut my time in half when running reports for gifts/events. This was a big help when organizing the major gala we host every year.

Vorteile:

I am the Development Director for a small private school with no assistants or committee to help me organize fundraising events and donations. This program helps me document donations, track donor contributions over the years, integrate/embed donation or event pages onto our school's website, and (my favorite feature) it's easy to pull specific reports.

Nachteile:

There is nothing I don't like about the software, but there are areas I need to get more comfortable using. There are so many features to make my job more efficient and I need to set up a time to train on those areas.

Overall, so far so good. I like the software.

Vorteile:

My experience with Donorview has been fine. We still haven't fully learned all aspects of the software, or utilized it to its full capacity, which is a bit frustrating on our end because of the amount that we are investing. We are still a very small organization so it's essential that we get our bang for every buck utilized. I did find that some areas could be more user friendly, but that could just be a user issue... need to do more research/studying to better utilize the services.

Nachteile:

I honestly still need to delve into the system. I'm still not completely secure in my knowledge of utilizing all of the platforms and therefore still need to research and learn more. It would be nice if there were lower price points for smaller organizations, as the amount that we are investing in the software is a bit much. At the current moment that would be my only concern and feedback.

When we started with Donor View they may not have had every feature we wanted, but EVERY time we mad

Kommentare: Better service, good price.

Vorteile:

We use the email customer service option. The promptness of reply on our requests is outstanding. They also offer a phone assist option but they do so good with email that the telephone response option is not necessary.

Nachteile:

you could provide our service for FREE, but other than not charging us (insert smiley face here) I do not think there is anything we wish you would do better.

DonorView makes CRM easy and affordable with very reasonable prices and great support staff.

Kommentare: Better control of donor information

Vorteile:

The DonorView support staff is first class. They go out of their way to get you what you need, even if it's not part of the normal package, and their response time is the fastest I've ever encountered. After learning a few ins and outs, the program itself is very easy to use. I do wish there were some standard "canned" reports rather than relying on expert knowledge in Excel to manipulate the data.

Nachteile:

Although DV has been extremely accommodating to my requests for additional fields, it would be wonderful it all fields from all tables could be available on any screen. This would allow various cross-tab reports that are so important to analyzing donor patterns.