DonorView

We Love Donorview

Kommentare: I have loved it. The customer service has been great, they answer my emails immediately. And it has simplified my life treamendously.

Vorteile:

The versatility, I shopped around for months looking for something that would be able to fit my unique fundraiser. Donorview, while not super flashy like some of the others...checked every single one of my boxes. It has P2P, ticket sales, silent auction, text campaigne....tons of different features!

Nachteile:

I wish that we had paid more to get a full training up front. I'm positive that there are more features that I could have been using, but don't know of because I didn't have a formal training.

Good CRM for donor management

Kommentare: Pretty good overall. We switch from DonorView to an integrated Fund Accounting / CRM platform only because I wanted a more seamless process for doing accounting and donor management.

Vorteile:

Onboarding process was very well supported and integration was pretty smooth. This is a pretty intuitive CRM platform with more features than I got to use in the year I subscribed.

Nachteile:

Even though it has a quickbooks integration feature, that process on a daily basis with Quickbooks desktop is cumbersome and could generate some issues. If using Quickbooks on-line, this process looks a lot simpler, but did not try it.

Poor use for auction/event

Vorteile:

The program has many options. It's intriguing to have an all-in-one program for the price.

Nachteile:

This program is not at all intuitive. Support is awful. We pay for a service plan, call support, and receive an email. It's much more efficient to email, but then the level of support depends on who is answering. We have a three year contract. For two years, we've used the program for our annual fundraiser and auction. For two years, we've had multiple complaints from users, which I've outlined below. When I address them via email to support, I'm told that they will work on providing support but there is nothing they can do to remedy the problem. Overall, the program requires MULTIPLE clicks to complete a task. At least 3, most often 6. Here is the issue from our fundraiser this year, which is similar to last year's event: We needed something to trigger that a recurring payment was entered incorrectly from a donor so we could stop that from happening. We also needed something that would tell the donor that they had set up a recurring payment and it was about to be taken out, so they could fix this before it even happened. Because neither happened, the donation was taken, and the donor was unhappy while we had to refund the donation, which took several days. Related to our event and auction on Sept. 27: Multiple issues logging in to the event module and the auction module. The program would just spin, and then not let donors in. Donors would try to go back into the program once they were in it, only for the program to tell them they didn’t have an account or their account wasn’t verified, but I sat with them to do the verification. This happened to our Treasurer; she’s familiar with how to use technology. She was so frustrated, she decided not to bid on anything. We had 5G internet; this was not an onsite wifi or local Internet problem. Nothing to trigger a donor that they already had an account. People didn’t look at “Constituent.” That’s not language they use. We’ve now spent countless hours to clean up the database because people created up to 7 accounts trying to bid for the auction. I’ll relate this to the above problem that people would reenter information in order to bid. There were no emails to participants and no texting to share that they had been outbid, so people didn’t up their bids. We needed that to happen. People couldn’t complete bids or purchases once begun; the program would kick them out and they would need to sign in again, even if they had been signed in minutes before. Donors would come to us to ask for help, and we couldn’t see any notes or faults on our end as administrators. Some participants received emails that they won when they were outbid in the last minute – there was a lag in the processing time in the program and the email went out. I closed the auction at 8:35 and sent out emails a minute or so later. When donors would choose to Buy It Now, they would try to complete the payment, and it would not show sold until minutes later, or would show as remaining open. We would refresh screens and must complete the transaction for them. There were times where I would try to complete the transaction for them, and it would not complete. The Internet was active and on; this was not a case of poor Internet, once again. Because our donors see Donorview as us, this reflects incredibly poorly on us and the quality of the event, in addition to discouraging bidders from participating. We’ve had multiple complaints about the use of the program, and some saying that we needed to change it if they would participate with us again.

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 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.