CanadaHelps Donor Management System Software

Find out more:

PriceDemo

Find out more:

PriceDemo

About CanadaHelps Donor Management System

Purpose-built for small to medium-sized charities, CanadaHelps Donor Management System will save you time and unlock opportunities for more donations. Automate manual tasks like processing donations, sending receipts and managing spreadsheets so that your entire team has more time to spend on the thing that matters most: your cause. CanadaHelps DMS provides a 360-view by integrating all donor and donation data including powerful reporting, audience segmentation, email capabilities and more....

CanadaHelps Donor Management System Pricing

All pricing includes all DMS features, access to our extensive online learning materials and phone/email support. Custom Training and one time data cleansing/migration costs not included. Pricing based on number of contacts, see website for more details.

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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CanadaHelps Donor Management System User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 11 reviews

Alistair

Verified reviewer

Company size: 11-50 employees

Industry: Higher Education

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2021

Another Home Run for CanadaHelps

The CanadaHelps team has been an incredible partner and a significant resource for our charity. They are personable, responsive and capable. We feel privileged to have a partner that truly "gets" the charitable sector, understands our challenges and promotes our causes.

Pros

Modern, intuitive, powerful, backed by a technical and customer service team that is second to none.

Cons

The Opportunities tab has lots of room for development as a recurring grant management tool.

Reasons for switching to CanadaHelps Donor Management System

We had been early adopters of Silent Partner. It was getting old and clunky. It had been taken over and improved by Sumac but, as delighted users of the CanadaHelps charity platform, we wanted to leverage its benefits into a new DMS. Further, we were able to do a historic (20 year) data conversion into the DMS.

Response from CanadaHelps

Thank you for leaving a review Alistair, our Product Team always appreciate your thoughtful feedback. We are so happy to hear that you regard us as a partner and the feelings are mutual - we look forward to our continued partnership!

Replied September 2021

Kimberley

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2021

Quick customer service

Sending out our newsletter to over 1400 people is easy and efficient. This is much improved from the system we were using before.

Pros

This software is easy to use. It makes sending out our quarterly newsletter fast and efficient. Responding to donors from the Donor Management System is a breeze as is the ability to customize letters. I would highly recommend the CanadaHelps system to colleagues.

Cons

It can be difficult to customize reports and the information I have to sift through is very extensive.

Reasons for switching to CanadaHelps Donor Management System

We wanted a product that we could use for multiple uses. Donor management, mailings, custom group emails, accounting.

Response from CanadaHelps

Thank you for taking the time to leave us a review Kimberley! It's great to hear that we're helping to make things like donor communication easier for your organization and that you would recommend the DMS. We have heard your feedback and improving the reports is in the pipeline! Thanks again for this feedback.

Replied September 2021

Cecile

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2021

Excellent donor management system for charities

The DMS from Canada Helps is very user-friendly and has all features a charity needs to have in order to manage donor information and to support communication regarding donor stewardship. The DMS team members provide excellent training and outstanding customer service. They are friendly and attentive, respond promptly on questions and concerns, and go above and beyond to help find a solution. We have received exceptional support, even outside of business hours!

Pros

The great things about this software are the donation forms, emails can be sent out of DMS (individual and groups), the ease of batch adding contributions and issuing tax receipts.

Cons

Managing groups is a bit tricky when it comes to combining some groups as one group, but we found a way by creating a "smart group" and setting ‘parent’ and ‘child’ groups. There is no integration with Quickbooks Online and regarding tax receipts - it is a challenge in the back end to have to cancel a tax receipt (e.g., if an address has changed), then re-add every single contribution, then re-issue a new tax receipt.

Reasons for choosing CanadaHelps Donor Management System

Interaction with the CanadaHelps team over the years and in comparison to other systems this DMS provides us everything we need for a great price.

Reasons for switching to CanadaHelps Donor Management System

CH DMS has more features to manage our donors properly.

Kathy

Company size: 2-10 employees

Industry: Public Relations and Communications

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
3

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2021

New to DMSing

We are able to start generating regular newsletter and fundraising campaigns with greater ease. The on boarding process was longer than expected but the support staff have been great in helping us get to where we need to go.

Pros

It is great to have all our contacts in one place. There is a steep learning curve but I am hopeful it will be worth all the effort! I am grateful for the super support staff helping us along.

Cons

We are working to create new business processes around the DMS. There are a few key part of the software that I would like to see improved including uploading new contacts in bulk (without having to use another email communication program). The placement of 'unsubcribe' feature of the bulk email templates needs to become more flexible so people are unsubscribing to communication without taking the time to even scan it.

Reasons for choosing CanadaHelps Donor Management System

We chose CH DMS because we were already using CH for our donations.

Response from CanadaHelps

Hi Kathy, thank you so much for leaving us a review. We're happy to hear our support team is helping you with the learning curve, that's what we're here for. Also great to hear that newsletter and fundraising campaigns have gotten easier with the CanadaHelps DMS. The feedback you are providing us is very useful. I'm happy to share that we are working on a bulk import tool for the DMS in the near future and the placement of the unsubscribe position should be fixed this or next week so stay tuned! Do reach out to us if you have any other feedback. Thanks again for taking the time to leave a review.

Replied November 2021

Roxanne

Company size: 2-10 employees

Industry: Libraries

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2021

CanadaHelps DMS review from The Children's Book Bank

I was part of the planning and the beta-testing of the DMS. It was a fun experience and really great to be a part of this new feature of CanadaHelps from the start.

Pros

So far the DMS has been very helpful for our team to organize and execute fundraising campaigns - including the MailChimp integration. We also like being able to process a cc donation, issue a tax receipt and know that all the information is already logged into our system.

Cons

It would be nice to have a monthly payment feature for the DMS - the once a year payment can be hefty, especially for smaller organizations. There are still some bugs - duplicate contacts from importing our original lists. But over time these kinds of bugs get worked out.

Reasons for switching to CanadaHelps Donor Management System

We weren't using Sumac enough and it was not terribly user-friendly, especially when it came to pulling contact lists.

Response from CanadaHelps

Hello Roxanne, thank you for taking the time to leave us a review. We're happy to hear you found the DMS helpful for organizing and executing your fundraising campaigns. We have noted the demand for monthly payment options and are looking into ways to make the DMS more accessible in this regard. Thanks again for leaving your feedback.

Replied November 2021

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