DonorPerfect Fundraising Software


 

DonorPerfect’s fundraising growth platform for nonprofit organizations of all sizes. The core customer relationship management (CRM) system can support fundraising and donor management initiatives like online fundraising, donor engagement, fundraising events, donor retention and more.

DonorPerfect enables users to manage donations, contacts, receipting, reporting, email and fundraising initiatives from the same system. Users can also track information about donors, prospects, volunteers, staff and other constituents.

DonorPerfect can handle integrated payment processing as well as email and mobile marketing supported by customizable reporting.

 

DonorPerfect Fundraising Software - Key performance indicators
 
  • DonorPerfect Fundraising Software - Key performance indicators
    Key performance indicators
  • DonorPerfect Fundraising Software - Main screen
    Main screen
  • DonorPerfect Fundraising Software - Constituent contact information
    Constituent contact information
  • DonorPerfect Fundraising Software - Integrated online donation forms
    Integrated online donation forms
  • DonorPerfect Fundraising Software - Mobile pay
    Mobile pay
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000

241 Reviews of DonorPerfect Fundraising Software

 

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Software Advice Reviews (131)
More Reviews (110)

Showing 1-20 of 131

Reavey from Global Kids, Inc.
Specialty: K-12 Education
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Clunky but get's the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

DonorPerfect has all the basic tools and categories you need. Customer support is available over chat and usually helpful. Ability to add fields and conduct basic customization.

Cons

Not very easy to build relationships between individual contacts and organizational contacts or input large amounts of information into any given record.

Review Source
 
 

Sara from The Regatta
Specialty: Philanthropic Foundations
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Without upgrading difficult to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customer service is exceptional. The very basic or preloaded reporting functions are easy to use. Webinars can be helpful, but are time consuming. Search box has the option to show similar results so spelling names correctly is not paramount.

Cons

Without updating to the second or third tier the DonorPerfect software is extremely frustrating. There is also a huge learning curve to get used to. It feels as though whenever we want to customize a report, or use the system beyond its basic search features it is either much to complicated or the system requires and upgrade. So the bang for the buck is not there unless you upgrade. Once the system is upgraded it could be great, however that is not an option for our small non-profit.

Review Source

  Response: Sam, SofterWare, Inc.

Date: February 2018

February 2018

 

Thank you for you feedback, and taking the time to speak with our client relations team. We take all client feedback seriously, and have shared it with the product development team. In the meantime, we hope you find the additional training we set up for you to be helpful, and that satisfaction increases as a result. Thank you for being our client.

 
 

Praise from ProBonoNet
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Good but not great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to use software. You can generate reports very easily especially for a new user with no experience

Cons

This software is only good for a small organization. A large organization with different streams of income will have issues with some features.

Review Source
 
 

cynthia from Non profit
Specialty: Animal Welfare
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Versatile

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

fantastic sales support, thoughtful answers to my questions

Pros

lots of functionality, good integration with outside platform, additional modules, flexibility, licensing, cloud access.

Cons

steep learning curve, data development considerations, need for training and follow up, learning to read and generate reports

Review Source
 
 

David from Lutheran Bible Translators
Specialty: Faith-Based Ministries
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Great customer support but five year old interface for donor

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a relatively customizable SQL system. If you are primarily mail based and not internet based, it is a good system. Again customer support is very good. But it seems to have grown out of the pre-internet world and is a long way from a modern UI feel. (It was only August 2016 that an attempt was made toward mobile friendly donations forms.)

Pros

Customer support has been very good. They help where they can and know their limitations. There are times when you can find solutions that customer support cannot. But if they don't know, they don't try to make something up.

Cons

UI is out of date. If your donors are old, it may be ok. If your donors shop Amazon and expect that quality, you will be disappointed. For example, online giving forms will take your donors off your website to DonorPerfect's secure payment system. You either have to do this in an iframe (and lose all hope of mobile friendly formatting), or open the donation in another window and let the donor go off your site (for the most part).

If you use the API, the rules you use to clean data and tabulate custom values won't work. There is no way to trigger those actions for data that enters through the API.

My current frustration is that if you want to use PDF receipt attachments, the PDFs are generated as 72dpi images. That is the quality of a 1990's era fax.

Review Source
 
 

Ron from Hope for the Future Ministries
Specialty: Faith-Based Ministries
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Small charity with no paid employees and small number of volunteers in Canada

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Accesses all the data I could imagine needing, easily accessible, trainer has been most helpful and competent

Cons

Took quite a bit of effort to migrate data to DP, a lot of the actions are not intuitive and require some training.

Review Source
 
 

robin from Friends of South Georgia Island
Specialty: Environmental
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

I can do this !!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

other staff members are able to run reports that sort donors by different criteria - I will learn how to do this too, in the next year, but so far, my colleagues love this feature.

Pros

easy and logical way to enter all the data and then check it later to verify contributions. nice that it has room for notes etc.

Cons

sometimes DP does not catch the correlation between a new name I am listing and a previous entry's ID (of which that new name is part of the already-listed donor) until after I have typed everything in ... I would like to have this pop up when I do the initial search, not after I have spent some time entering it. Perhaps you know a way I can streamline this, or you can tell me what I am doing wrong. It's probably operator error (me)!

Review Source
 
 

Bernie from Chicago Voyagers
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

great product, great team.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are grateful for Donor Perfects' product which helps us in our mission to empower at-risk kids. Like most products of its type, it can be complicated. But, the Donor Perfect team is always there to help.

Pros

We have been using Donor Perfect for four years now. During the time we have been able to double our revenues – thanks in part to Donor Perfect and the support tools which come with it. We have everything integrated – constant contact, website pages, donation processing, and event registration. The ease of integration and automatic recording of online donations has made Donor Perfect our tool of choice.

Review Source
 
 

Lynette from Homeless Children's Network
Specialty: Human Services
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Fundraising Made Easier

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

DonorPerfect is easy to navigate and being able to retrieve information is vital. When attempting to raise money time and up to date information is your best friend.

Review Source
 
 

Stacey from New Horizons - Serving Individuals with Special Needs
Specialty: Human Services
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

DonorPerfect Online

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's a good value for the money but there are other software packages at the same price point that offer more up-to-date features. (NEON comes to mind!)

Pros

Very customizable; great customer service; easy to use and learn. Rarely have any problems with it.

Cons

Reports are not very customizable...most reports I have to do by hand in Excel after exporting data. "Canned" reports are pretty limited.

Review Source
 
 

Lisa from Arts Mid-Hudson
Specialty: Arts & Cultural
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great Customer Care!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Although we are still learning how much Donor Perfect can do the biggest asset of the software is that it comes with fabulous customer support!

Cons

Their additional services can be pricey, especially for a small non profit. The reports have a bit of a learning curve but as long as you have phone support you can get through it!

Review Source
 
 

Melody from Beacon Hill at Eastgate
Specialty: Healthcare & Hospitals
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Great support and training and a few glitches.

Ease-of-use

Functionality

Product Quality

Customer Support

Overall, this system has worked very well and I look forward to learning more about how I can better use its functions and capabilities. I can't comment much on the financial side of things because I mostly enter data and run spreadsheets for mail merging for mailings.

Pros

Customer Support and Training has been the most awesome feature of using DonorPerfect for me. I have learned a lot from the webinars available and whenever I call support for a certain problem, the staff are always very knowledgeable, professional and patient.

Cons

DonorPerfect has some features that I find cumbersome or just don't work well. (or maybe it's user ignorance!) The system is set up to have a "man and wife record" but if you have a man and a wife that have different roles (flags) and different cell phone numbers etc... you have to lump the info together in the record. You can make two separate records, but then when doing mailings, you will get duplicate mailings to one household. We also have the same problem with having an organization record, for e.g. ABC Corp. with Bob Smith as contact and then an individual record for Bob Smith. This is because sometimes ABC Corp donates and sometimes Bob Smith will donate as an individual by playing golf or running a 5K or contributing personally to the Annual Appeal. But again we don't want two mailings to go to Bob Smith. I also have a problem when receipting donations that after I generate the receipts and go back to where you update the batch, "All transactions" button has been defaulted to, even though I have chosen "user transactions". If I don't remember to go check that, I end up updating all the transactions instead of just my own. I also have wondered about making the filter building less cumbersome by having a way to build filters using more than two variables at a time. For a complicated filter you have to do several compound filters to get what you want.

Review Source
 
 

Melissa from Chinatown Health Clinic Foundation
Specialty: Healthcare & Hospitals
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2017

December 2017

Useful but not user-intuitive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Some features require additional payment, such as integration with Constant Contact or customizable online donation forms. Some features such as receipting and event management I do not use because my organization prefers other methods.

Pros

Reports are very powerful and saves you the effort of having to do something similar in Excel, the pre-made ones are useful and you can also build your own. There's a lot of different fields so you have many ways to capture and analysis donor/gift information. The DP Community webinars and articles/discussions do a decent job of teaching you the basics if you can figure out the right search terms for what you need and are willing to experiment with your database. Importing and exporting with Excel is fairly easy.

Cons

There's little difficulties in functionality such as an error message of another user being logged on each time you leave the site and try to return, or not being able to work in multiple tabs. It makes multitasking impossible when you can only open one constituent entry. Some features are not organized coherently, why is mail merge templates under settings instead of under mailings?

Review Source
 
 

Nancy from Belvoir Terrace, a visual and performing arts summer educational program for girls
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

I have been completely satisfied with the donor perfect program and support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am an older individual and primarily a camp director so fundraising is important to me but not my main focus. Good support and a well organized program are essential and donor perfect works well in these areas.
I use this program mostly once a year and occasionally at off season times like in the summer and I have no trouble when I get back to more full time use. I can call if I need help and the help is available and successful.

Pros

I like that it keeps the reports and letter I use for thank you easy to reach and I enjoy the support when I have a short question.

Review Source
 
 

Christine from After-School All-Stars Las Vegas
Specialty: K-12 Education
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

You can do everything with this software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Love, love, love your live chat. Very helpful folks! On the spot answers and they email you the what was discussed.

Review Source
 
 

Annette from Epilepsy Foundation Western/Central PA
Specialty: Human Services
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Donor Perfect is PERFECT for our organization.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Donor Perfect has been a wonderful tool, and continues to improve its functionality. I would recommend this software to nonprofits, and even for profit institutions.

Pros

It is easy to use, provides reports that can show an individual donor's contributions, or the top 100, or 5,000, depending on the need. I'm still learning some of the many functions available to me!

Cons

Because we also use Donor Search, it would be nice if they were a bit more compatible. I like both products, and use them both a lot. It would be a great idea that if you update DP, you would also update DS, and vice versa. It would make mailings so much more functional and easy. Just a thought...

Review Source
 
 

Michael from Frontier Nursing University
Specialty: Higher Education
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

DonorPerfect: Excellent Product, Excellent Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Wonderful Product!

Pros

The ease and step-by step instructions makes DonorPerfect the best Development database that I have ever used. Their Customer service has been extremely helpful. I always get the answers that i am looking for in a matter of a few minutes.

Cons

There have been times that I am working in the Donorperfect system and iInotice that changes have been made to the way the system work. They are usuallly for the better but with all things, change can take some time to get use to.

Review Source
 
 

Brooke from Hope Haven
Specialty: Human Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2017

December 2017

Valuable, User-Friendly Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

- User friendly platform
- Great assortment of features
- Ability to create customized, detailed reports is a plus
- Easy search functions

Cons

- Needs a larger range of email integration
- Wish the dashboard was a larger visual, more streamlined

Review Source
 
 

Sara from Friends of the Cambridge Public Library
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

First Time User

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

DonorPerfect is set up to be used for a small non-profit with the ability to add more features as the non-profit grows. What I like is that it isn't overwhelming with features a small company does not yet need. We decided to import and set up on our own as we didn't have the money in the budget to pay for the service. With numerous chat sessions over a couple of days we are now set up and have been using DonorPerfect. I would highly recommend this product,

Cons

So far we have no cons so far with DonorPerfect. The only issues we had was some of the chat sessions gave us conflicting information concerning the import which made this process longer than is should have and we spent a long time looking for the reports only to find out it hadn't been turned on by DonorPerfect.

Review Source
 
 

Samantha from Special Operations Warrior Foundation
Specialty: Higher Education
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Pros and Cons from an Annual Fund / Special Events Director

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The automatic online donation function makes me ecstatic!

Pros

This database is so user-friendly! I rave about DP and recommend it to everyone I know. I just recommended DP to the class (I am taking online classes for my CRFE certification). I have used other databases (including the one that "brags about being top rated" - which 100% beg to differ), and none come close to the ease of DP.

Cons

I don't like the event module. The improvements made to this are much better (I was a beta tester for this module years ago), but it's still not 100% up to where I want it to be, but I work around it. I wish there was an age demographic that worked properly and was reliable.

Review Source
 
 
 
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Showing 1-20 of 110


February 2018

February 2018

Donor Not So Perfect

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

None

Pros

The colors are occasionally pretty and it uses computers and it is software I have to say something nice.

Cons

There are numerable problems with this software:
1. The pricing penalizes prospecting. Since you are paying by donor, you might as well save money and use index cards because that's what the staff will do: fear of creating a new record and incurring an expense. Why integrate an e-mail list if you have to use a completely different other system because you, as an arts organization have lots of patron records and you can't put all your touchpoints into one place. Potential donors - forget about them because it will cost much much much more to ever import any of your microdonors because of the absolutely stupid way this stuff is priced. This violates a fundamental law of fundraising: Prospects become patrons become members become donors, and if you don't get your prospects into the software, you are breaking the cycle of giving and therefore killing your future donor pool.
2. No sales engineering. They say they will, but nobody ever meets with the accounting staff. They don't do fund accounting correctly, and there is no integration module (or at least they leave you to the mercy of their infomercial webinar things that don't work while they nickel and dime you for every new feature). Credit cards, especially, are a nightmare because they don't do batching. Be in store for some angry auditors because it is simply impossible to basic things this software is supposed to do.
3. Non GAAP revenue recognition = bad. Terrible, even.
4. No sales tax handling for member items/merch

Review Source: Capterra
 

Julie from CASA for Kids
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Met the needs of my small nonprofit organization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The software made my job so much more efficient than spreadsheets! And the reporting function can't be beat.

Pros

It was very easy to use, and easy to customize the fields. I also thought the reporting was comprehensive.

Cons

If I wanted to add additional features it cost extra, and was prohibitive to a small nonprofit with 4 employees.

Review Source: Capterra
 

Sadhna from Innovation Arts Academy, Inc.

January 2018

January 2018

Disappointed in the features and lack of user-friendliness of this software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Captured and organized donor information in one place.

Pros

Provides an efficient way to store information about donors in one place. Lots of useful reporting tools.

Cons

Many of the functions I had hoped to get through DonorPerfect are not available unless I spend additional money. For instance, the ability to create a web form to accept donations via our website is an add-on product. In addition, the software is very difficult to use, even after going through the training and reading the online help guides. I do not plan to renew our subscription.

Review Source: Capterra

  Response: SofterWare, SofterWare, Inc.

Date: February 2018

February 2018

 

Hi Sadhna, we're sorry you're not completely satisfied. You're using a donated version we make available to small nonprofits via Techsoup. Please contact your DonorPerfect account manager to see how we can improve your satisfaction at 800-848-3279.

 

Kaeli from Holmes County Education Foundation

January 2018

January 2018

Functional and Insightful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I really love how simple DonorPerfect is to keep all of our donor files accurate and secure. The dashboard gives a simple and customizable overview of your organization's fundraising efforts.

Cons

The tutorial/knowledgebase area needs some improvement. I spent a lot of time self-researching to learn some of the newly integrated processes now available.

Review Source: Capterra
 

Kim from Suffolk Foundation

December 2017

December 2017

DonorPerfect has made all the difference in our management of gifts, donors and contacts!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tracking donations and contacts with donors in an efficient and easily-accessible data base program, ability to use Constant Contact to communicate with our constituents.

Pros

I like the ease of use, flexibility, numerous report options, integration with Constant Contact, as well as the responsive and comprehensive DonorPerfect support team.

Cons

What I like the least is having to pay for additional services. For a nonprofit, it is difficult to budget for modules that would be very beneficial for our organization, such as more customized forms and events management.

Review Source: Capterra
 

Sarah from Girl Scouts of Northeast Texas
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Easy to use and intuitive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Donor Database & exports

Pros

I love that you can customize almost everything in DP for your use. Their customer service is always helpful as well.

Cons

The events module is not integrated into the entire database so it is not as helpful as one would think.

Review Source: Capterra
 

Debbie from National Association for Down Syndrome
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Great customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Donor recaps and identifying potential sponsors for our events.

Pros

The DonorPerfect program is very user-friendly! Especially for someone who does not have a lot of IT experience.

Cons

It would be beneficial when looking for a particular donor, that names start popping up with just the entry of a few letters.

Review Source: Capterra
 

Aaron from The Gregory Kistler Treatment Center
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

I am new to my company, but Donor Perfect has been easy to learn. It is very user friendsly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It helps us to keep track of our donor base, what and were the donations are being used.

Pros

Ease of use. It also has reminds that you can set up that lets you know immediately if you are dealing with a donor that has a higher than normal giving status.

Review Source: Capterra
 

Sharon from Wis Christian Campus Ministries, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

As Financial Administrator for our organization, I primarily process & download donations.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Works easily with QB. Is customizable. Suggestions taken and implemented. Get questions answered quickly and understandably.

Cons

Credit card fees seem a bit high and from what I understand we don't have a choice in who is used to process credit cards.

Review Source: Capterra
 

Joe from Bucks County Opportunity Council
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Easy to use program, support is great, always responsive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tracks all our donors and prospects, simple ways to thank donors, and track meetings.

Pros

Easy to use and you can teach someone the basics very quickly. Not a long process to get started and begin to track donors, donations, thank you letters. The very basic important stuff you need to do in Development.

Cons

I wish the reports were a little more flexible, some of them we just don't use or they don't exactly fit what we need. I also wish the duplicate feature was a little more consistent. Sometimes it catches duplicates, other times for some reason it doesn't.

Review Source: Capterra
 

Nancy from Indian Creek Nature Center

September 2017

September 2017

So many features and capabilities--learning all is challenging. Customer support is 2nd to none!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that SofterWare doesn't rest on its laurels. The company continues to make improvements and add features that are helpful to more easily coax desired information out of the system. I really like that features I use frequently are being tweaked so that using them is faster and easier than ever before.

Cons

The complexities that require users like me to either try to stumble through to find answers or to rely on customer support or other forms of assistance. But I also realize the complexities help provide additional capabilities....

Review Source: Capterra
 

Israel from French-American Foundation
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

DonorPerfect is a great customer relationship management tool, fully functional and intuitive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Excellent cost effective customer relationship management software.

Pros

It's user friendly, intuitive. Easy to make changes and pull information. There's a good community of users, where we're able to help each other when we have questions.

Cons

It has some limits in comparison with other similar software such as Salesforce, but it's also more cost effective.

Review Source: Capterra
 

Lois from Shenandoah National Park Trust

September 2017

September 2017

Switched to DP one year ago. The transition was seamless, the product has met our needs consistently

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Extremely skilled and knowledgeable support personnel who helped with the configuration of our system, and have since worked with us to customize filters, reports and processes to fit the specific needs of our organization. The result is that our organization gets more out of this software for our money. In the past we paid more for a database that did not offer the same adaptability and flexibility. We're more efficient as an organization with Donor Perfect as the platform supporting our development office.

Cons

Continue to work on integration/ease of use of the events module. It does not interface with weblink entirely efficiently - the clunkiness can result in errors in the response data.

Review Source: Capterra
 

Don from Chorus Austin
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great Software for the Small Companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I have worked in this software for two small non-profits where there was only one person in the development office. It is easy to learn and easy to customize. We also enjoy the level of support that we receive. The staff is very accommodating and takes to time to make sure the customer understands.

Cons

What I like least about the software is that there are so many steps that have to be taken to get a report of what you want. It can be time consuming, especially if the user doesn't quite understand how the software terminology is set up and from where certain items need to be pulled.

Review Source: Capterra
 

Linda from Environmental Learning Center

August 2017

August 2017

Easy system to use from a data input standpoint.

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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Pros

Screens can be simple or more complex depending on need. Really like the WebLink feature, gift & insta-charge feature, attaching files feature, batching feature, receipting feature just to name a few. Customer support is one of the best - friendly, knowledgeable, responsive & they even follow up w/ an email detailing question/problem & the solution so you always have a reference to refer back to.

Cons

At times the screen will freeze when making a selection from a drop down box - cursor has to be precise when choosing & populating the box. Application "timeout" should be longer.

Review Source: Capterra
 

Sherrie from Mary Lanning Healthcare Foundation

August 2017

August 2017

DonorPerfect is so user friendly.

Ease-of-use

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Easy to use and easy to grab figures for board meetings and such

Pros

I like that it's easy to use and the customer service is wonderful. I use the Chat feature alot and I've never had any problems. They don't make me feel like an idiot when I contact them about creating a different report or list. They are helpful and they never appear to be in a hurry.

Review Source: Capterra
 

kristina from Westcop
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

very pleased with the software.ESPECIALLY their excellent customer support!

Ease-of-use

Functionality

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Very helpful and useful reporting, as well as ways to cost effectively thank our donors.

Pros

Really like the general ease of use. The interface is very user friendly and cleanly laid out. Great flexibility in creating many types of reports needed for many of our financial reporting needs. The knowledge base is helpful.

Cons

The Search function doesn't always bring up the name I'm looking for. At first, found it complicated to set up receipting for Thank you letters and for email receipting. Although the knowledge base is very helpful, I found i had to print out much of it because of the multiple screens.

Review Source: Capterra
 

Georgia from Springfield Rescue Mission

August 2017

August 2017

Donor Perfect has been an efficient, easy-to-use application for our organization's needs.

Ease-of-use

Functionality

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Value for Money

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Value for Money
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Support
Pros

Ease of use. Data entry is easy using Batch 2.0. Reports are as simple or involved as one would want to make them (and there are many pre-set reports to choose from)

Cons

Unable to sort lists of information on Donor's Record, such as Links. In Links, I would like to also see the ID# of each person, and be able to sort by Last Name. I use this feature with many of our businesses, who have linked donor information

Review Source: Capterra
 

Diana from Lithuanian World Center
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great platform for donor information

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It is a great platform to keep all information and details about our donors, run the reports of all kinds and keep the updates visible to all users.

Pros

We are still quite new to DP but we've been learning new tricks every day. Great ways to save all kinds of information about our donors sharing the information with colleagues and making all kinds of reports.

Cons

Sometimes it is a bit complicated to do specific tasks but Chat support is great to solve any problems in timely matter.

Review Source: Capterra
 

Claudia A. from South Bend Museum of Art
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

With Donor Perfect we track memberships, donors, class registrations and events with ease!

Ease-of-use

Functionality

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Value for Money

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Value
Support

Donor Perfect performs all the functions that make me look like a techie pro to our Board Members and my boss!

Pros

Customizing the reports and screens is a plus! There is always room for our organization to grow with Donor Perfect software.

Cons

It is sometimes inconvenient to have to adjust to the online changes to the software, but in the long run I know it will create more versatility and ease of operation.

Review Source: Capterra
 
 
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