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.

After searching different sites to track donors we found Donor Tools to be the best one for us. It has everything we need and for the price, i could not find anything better.

I found this software very user friendly. A lot of donation management software can be very convoluted and overwhelming to even just look at.

I had trouble running reports but that could just be because I did not train properly in this area, but I will soon.

Our team likes that DT connects with MailChimp and PayPal, offers graphics on the Dashboard showing fundraising levels, and is a good price for the quality of the product.

I have to pull separate spreadsheets and compare them, which is a giant pain.

It is a little confusing to navigate through at times.

Donor Tools is a great tracking tool for donors and their donations and is important for small nonprofits.

I love that this software can help us make important decisions in regards to charities and the option to integrate with MailChimp.

The reports that DonorTools can run are standard, but a bit limited for typical donor CRMs.

We use them it helps to assist with others as our number one goal.

I appreciate the ability to manage each of our donors effectively. From inputting address information to seeing donor history, it's an effective way to maintain donor relations.

It is incredibly frustrating to only be able to communicate via email.

What I loved most about this,  is that the people who want to help and donate can do it from the comfort of their home or office even from anywhere with internet access.

The interface is easy to handle, you can control donors with your address and contact, you can include multiple users and their permissions, and send personalized thank you messages to donors.

Overall this tool was a pretty good solution for organizing and tracking all of our incoming donations. It's not the best on the market, but it's very serviceable.

The exports are always confusing and cumbersome to execute.

Export/Import features are great, and I love the syncing with MailChimp to keep our mailing list organized. Integration with Paypal and auto-sending of receipts helps us a lot, too.

The only issue I've ever had is that a few times I've made errors when importing files, and it seems to freeze up the import tool, not allowing the import to be cancelled or completed.

I have recommended your software to clients, have always been happy with the quality, customer service and price.

It does everything that I need it to do, is completely reliable, and the customer service has been excellent. I have been very pleased - thanks Donor Tools.

We love using Continuity Programs. They enable us to stay in front of our clients.

I like the value it brings to me as a consumer. The customer service is fantastic.

Once product didn’t go out and I was told it was lost in the mail.

I really like that this is hands-free, easy, and the price is very affordable. If any issues or questions arise, the support staff is quick to take care of your concern.

Not getting an email directly if a contact information is no longer valid.

I started using Continuity many years ago with a different broker which included it in our fees. But after leaving that Broker  I decided to continue with it because of the great service it offers.

The MyLeadDashboard is super easy to use. Our agents love having access to all the client data right at the fingertips.

With my limited time exploring the software I stumble through the pages and what I need to spend time with vs the amount of time I just get lost in the pages.

The screen that shows the surveys sent, received, etc. is confusing. The title for the data set should be below the number scale.

Its so easy to have this program go out to clients automatically. Its great to have a set it and forget it program and so easy to get reviews back.

Easy, affordable and great way to keep your name in front of your clients.

Everything located in one quick area. Also, provides great follow up to my buyers years after the sale.

The ability to effortlessly communicate with my clients.

Because I have no time to double check on every single client.

Very useful, [SENSITIVE CONTENT HIDDEN]is always so great too.

Very easy to use... love the ease of keeping in contact with my clients.

Software is helpful to keep up with client anniversaries. The automation is great.

I like the ease of use and I also liked the customer support.

Sometimes it can be confusing which product to use.

I love that this software keeps in touch with my clients and give them a chance to be interactive by responding to me through email.

US Dollar

Donor Tools is a cloud-based donor management solution developed by Higher Pixels. it caters to small and mid-size nonprofits, charities and faith-based organization. The solution allows fundraisers to track contributions from multiple donors.


Users can create online fundraising pages with donation forms. The donations are processed through PayPal and automatically logged in the system. Once processed, donors are emailed to confirm receipt of their donation and fundraisers can generate donation reports that filter data by fund, source, donation type and date. Donor Tools also integrates with QuickBooks that allows donor data to be exported and processed to fulfill accounting and tax reporting requirements.


Donor tagging features allow fundraisers to place donors into user-defined groups, which enables them to compile targeted email, mail and phone lists based on donor history, interests and involvement. Integration with MailChimp allows fundraisers to manage online marketing activities and track interactions.


Services offered are billed monthly and support is available via email.



LongDescription

Cataloging/Categorization

Recurring Giving

Online Giving

Committee Management

Payment Processing

Contribution Tracking

Knowledge Management

Member Database

Data Import/Export

Accounting

Lead Management

Membership Management

Fundraising Management

Volunteer Management

Event Management

Receipt Management

Pledge Management

Contact Database

Alumni Management

Donation Tracking

Donor Management

Campaign Management

Financial Reporting

Search/Filter

Chat

Self-Employed

2-10

11-50

51-200

201-500

Donor Tools

Documentation

RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry.


The platform offers built-in customer relationship management (CRM) tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs.


A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically.


Repeat business, referrals, reviews and testimonials can be generated through marketing campaign features. MyLeadDashboard also measures client satisfaction and the company’s net promoter score. MyLeadDashboard comes with a configurable online storefront, and approved postcards, flyers and emails can be set up for agents to send.


MyLeadDashboard is available with monthly subscription-based pricing (plus price per client enrolled) and provides support via phone, email and live chat.



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