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

265 Reviews of DonorPerfect Fundraising Software

 

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Software Advice Reviews (151)
More Reviews (114)

Showing 1-20 of 151

Hetty from Canadian Friends of Haifa University
Specialty: Higher Education
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

It's not particularly user friendly but someone who has experience with SQL statements would find it quite easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Customer support is very good

Pros

The fact that it has an integrated events module which is perfect for an event which requires pre-assigned seating.
It is perfect for a relatively small non-profit organization with a small budget.

Cons

The events module needs some tweaks to make it less cumbersome to use but, on the whole, it is very good

Review Source

  Response: Ellen, SofterWare, Inc.

Date: June 2018

June 2018

 

Hi Hetty, Thank you for your feedback about Events Management! Your Client Relations Specialist will be contacting you with an invitation to join the Voice of the Customer in Everything. We would love to get your feedback from you in a FOCUS Group, Usability or Beta Test.

 
 

Holly from REDWOOD EMPIRE FOOD BANK
Specialty: Human Services
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

DonorPerfect is very intuitive and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

DonorPerfect is easy to learn and captures the information we need. The reports are easy to use. It integrates with other software (Weblink, RSA) which we use very well, both of those are easy to use as well. The help support is very prompt and always able to help.

Cons

Would like more local area trainings especially for the intermediate and advanced DonorPerfect users.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: June 2018

June 2018

 

Hi Holly, Thank you for the glowing review. Here is a link to our Training Services. We offer Regional Classes, OnSite Training and Virtual Training.
Your Client Relations Specialist will be reaching out to you to discuss the different types of training, and help you pick out the one that will best fit your organizations needs.

 
 

Ellen from AADD
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Fabulous customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The technical support staff, are very knowledgeable, its a pleasure to work with anyone who answers the support line.

Cons

The most difficult issue is reporting. Each and every report required usually has different parameters, and many reports are only required once or twice a year so help is always needed to get the information required.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi, Ellen,
Thanks for the kudos to our Support team, and I will pass that along to the leads. We know that reporting can be difficult especially the ones you don't need often. We're working on enhancing reporting this year - from improving filter selection to making them easier to put together and run or even schedule. In the meantime, contact Support for all your reporting questions - they are good at it!

 
 

Terri from Health Care Center for the Homeless, Inc.
Specialty: Healthcare & Hospitals
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

DonorPerfect Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This system is what I know and favor.

Pros

DonorPerfect is the only software I have used since venturing into the fundraising arena. We moved to the cloud version years ago and it was a great improvement over the desktop version. It is user-friendly for the most part and continues to add to its available options. My problem is finding the time to take advantage of all the options. While I have looked into other companies over the years, no other platform has made me feel that they can beat what I have with DonorPerfect.

Cons

I still hit some bumps in the road when trying to create new reports. But I think this is more from lack of available time for me than the system.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Terri, Glad to hear you favor DonorPerfect and are finding the system to be User Friendly. The Technical Support Team would be happy to assist you when you hit those bumps in the road. They are available from 9:00 am to 8:00 pm EST Monday thru Friday. Thank you, Ellen from SofterWare

 
 

Emily from Musical Bridges Around the World
Specialty: Arts & Cultural
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Easy to learn and use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I enjoy using your product! Thank you!

Pros

DonorPerfect was designed with the user in mind, so it is quick to learn the program. It is very easy to input information and look up what you need to know when running reports or reviewing a specific donor's history. I love how it tracks volunteer hours and activities, and lets users log detailed information about volunteers. The community forum is great for additional ideas and tips.

Cons

I wish the "Save" button were bigger! It would also be nice to have more limiting capability in users, so that certain volunteers could access certain donors or certain pieces of information about those donors.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Emily, Thank you for taking your time to review DonorPerfect. We are always glad to hear that our clients are finding DonorPerfect easy to use and love the features we offer! Security filters are the best way to limit access to users, as well as protecting the integrity of your records - which is one of the most important aspects of the DonorPerfect system. Your Account Manager would be able to assist you with getting Security Filters added to your system. Ellen from SofterWare

 
 

Amy from Xperitas
Specialty: K-12 Education
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Great functionality and reasonable price!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The DP system is intuitive and easy to use. There are many standard reports and it's easy to create custom reports. If you run in to a problem, the support team is fabulous. A real person answers the phone!

Cons

It doesn't have all of the bells and whistles of some of the other systems I've used, but it I have learned they are not as important as I once thought.

Review Source

  Response: Susan, SofterWare, Inc.

Date: May 2018

May 2018

 

Thank you Amy for reviewing DonorPerfect. I'll pass along your praise for Support, and to your assigned Client Relations Specialist, who is always available to answer questions and get you to the right resource. We take customer feedback seriously from idea brainstorming to beta testing a new feature to post-release tweaks. I'm going to email you a link to join our Voice of the Customer in Everything (VOCE) program so you can collaborate with Developers and Product Managers for all/any phase of DonorPerfect product development.

Regards,
-Susan

 
 

Tina from Reliable Bookkeeping Services
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Good fundraising software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Can be linked to company website and funds get deposited directly to the bank account. A complete package software for donations and fundraising.

Cons

Report set up can get a bit confusing and complex. Took me a while to figure out the proper reports.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Tina,Thank you for taking the time to write a review about DonorPerfect. I'm glad to hear that you see the benefits of a seamless integration with donation processing to your bank account, and that this process makes your workload less cumbersome. Our technical support department would be happy to assist you with questions you may have when running and even scheduling needed reports. Ellen from SofterWare

 
 

Meriam from Mind Science Foundation
Specialty: Philanthropic Foundations
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

All in one solution - love it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The software is excellent, but almost more than that, the customer service is Platinum-level. I have been supported in every way imaginable throughout the installation, through their excellent Knowledgebase, and when we're really stuck on something (which doesn't happen often), we've paid for the top level of support, which is amazing. Worth every penny for this small nonprofit.

Pros

I love that DP integrates with Constant Contact and with QuickBooks. I particularly like the ease of use - anyone I've ever hired can sit down, and with minimal direction, can be entering data and pulling reports within a short period of time. The reporting features are very strong. We use the WebLinkPro option - I highly recommend taking advantage of this functionality.

Cons

I do wish the event module was more built out. I can't pull a lot of reports out of it directly, so I've figured out workarounds. All in all, though, it's still a very helpful feature.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Meriam, I am thrilled to hear how much you are enjoying using DonorPerfect. It makes my day to hear that new hires can use the product easily and quickly. Constant Contact and QuickBooks are two of our popular integrations. We also partner with other software companies to deliver a complete system including more selections for events management. Ellen from SofterWare

 
 

Michael from American Friends of Bimad Elon Moreh
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Batch and post though Thank you letters and receipts an awesome trip!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Fantastic product to use. Ease of finding past gifts & pledges makes it awesome.

Pros

Ease of creating & completing a batch. After posting with save to a PDF the batch can easily be noted by the batch number or date of deposit saved and then sent to the Devepment Director.

Cons

The need to add information to fields for an external merge for specific Thank You Letters and program/projects.

Review Source

  Response: Ellen, SofterWare, Inc.

Date: May 2018

May 2018

 

Thank you Michael for taking the time to write a review. I am glad you find the Thank you letter and Receipts feature easy to use and beneficial to your organization. Our technical support team can answer any questions you may have about adding fields to your Thank you letters for the merge process.
Ellen from SofterWare

 
 

Mariam from WTCG
Specialty: Human Services
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

My experience with this program has been great they are very helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

The support team is one of their best traits, also enjoy the ease of their software and how they pretty much answered all of my questions.

Cons

Cant think of many cons at the moment I have only tested this software and have yet to make an investment however I have really enjoyed my time speaking with them.

Review Source

  Response: Ellen , SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Mariam,
It is great to hear you are finding DonorPerfect easy to use. Glad to hear the Technical Support Team has been very responsive to your questions. Thank you for taking the time to write a review.
Ellen from SofterWare

 
 

Autumn from Shakespeare on the Sound
Specialty: Arts & Cultural
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

The support staff has been there to answer any questions I have.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have had a great experience.

Pros

We keep discovering new ways to utilize the apps associated with Donor Perfect and the support staff is very helpful.

Cons

The doubling of patrons information was making the system less efficient until we found out how to consolidate gift/donors.

Review Source
 
 

Cristy from On Our Own Charlottesville
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

DonorPerfect replaces all of the envelopes with return addresses from donations.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I think once I get everything transferred from QuickBooks and get addresses for donors I don't have, things are going to feel more complete.

Pros

I have everything in one spot. I can pull up stats on any donor at anytime with easy reports. The amount of information that can be stored on one donor is priceless.

Cons

Importing contacts from QuickBooks is a little challenging with the formats. I've had to reformat every export to match DonorPerfect's templates.

Review Source
 
 

Leora from Chazaq
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Donor Perfect

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easy to work with and integrate
reporting is great
it lets you delete!!!
It organizes I need to get organized!

Cons

Painfully expensive for our organization. How are we supposed to survive using this program?? Wish they can do something about this.

Review Source
 
 

Jerry from Youth for Christ of Kern County
Specialty: Faith-Based Ministries
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Can't live with out it!

Ease-of-use

Functionality

Product Quality

Customer Support

It should be noted that anytime I have been stumped and in a quandary...support via Chat or Phone has always more than met my expectations and helped deliver myself out of the problem with workable solutions.

Pros

To have in one place (under one roof; if you please) all donor records, giving history, data to merge to send letters and receipts, gift processing, contact management is excellent. I can't imagine how many other software products it would take to duplicate what Donor Perfect is providing.

Cons

Untold potential and depth of donor management, fundraising events, pledge "billing", processes still unlearned and haven't utilized. More on myself than Donor Perfect...2 years into use I am still exploring, etc.

Review Source
 
 

Valerie from HiTOPS
Specialty: Human Services
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Donor Perfect truly was a perfect solution for our non-profit!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The Pros far outweigh the Cons. Also, Donor Perfect tries to provide a great experience and useful product to both the one-click user and the user who likes to tinker. Donor Perfect is a powerful tool to have in the development office.

Pros

From the very beginning Donor Perfect is easy to use for simple tasks, such as Data Entry. The value of the product, however, is in its' flexibility and in the number of tasks that can be completed in one place. For example, features such as Instant Merge, Importing and be able to create organization specific Donor Pages are both quick and worthwhile to learn because much time will be saved in the long run. The reports are beautiful and most are easy to run. However, above all, the step-by-step user materials and the customer service is outstanding!

Cons

There may be a learning curve and the versatility of the software may be a bit overwhelming, particularly if you are a user who just likes to click one button and move on.

Review Source
 
 

Jill from Main Line Health
Specialty: Philanthropic Foundations
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2018

March 2018

Non-Profit Director user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is not a product that I would recommend to a growing company.

Pros

I am not sure I am able to say much in terms of any positive features for this particular product.

Cons

User interface was nearly non-existent, Seemed very prehistoric in terms of competitors like Raiser's Edge, etc.

Review Source

  Response: Sam, SofterWare, Inc.

Date: March 2018

March 2018

 

Hi Jill, We're sorry you were not satisfied with DonorPerfect. We looked for your organization in our database so we could we reach out to you, but we couldn't find your organization as you have it listed here. We'd like the opportunity to learn more about how we could improve our product and services for your type of organization, so please contact us clientrelations@softerware.com or call 800-220-3537.

 
 

Brad from Good Neighbors
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

We just bought Donor Perfect for our small non-profit in December and are in the midst of startup.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall we are very positive on Donor Perfect and are working through all the startup issues and starting to get value through donor segmentation, automatic linkages, etc.

Pros

Donor Perfect has a fully integrated offering that is scalable to our needs. It links easily with our website for donations and also offers connections with Constant Contact for donor emails. It links with QuickBooks also. It includes volunteer tracking which is something we were looking for. Their phone support is especially useful and I am very glad that I included that in our purchase since we are a small non-profit with limited donor software experience. Their online training videos are great.

Cons

Since it has all the functionality needed for larger non-profits, it can be a little overwhelming at first to deal with all the options and alternatives. Also we purchased individual training which we found we were not ready for. We needed to be farther along the learning curve through more online learning so that the individual training would not be just getting us up to speed but dealing with our specific issues. Lastly we probably underestimated the amount of time it would take to make the transition from our old system to Donor Perfect.

Review Source
 
 

Brenda from Hope Haven, Inc
Specialty: Other
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

March 2018

March 2018

Great Ccompany to work with!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Donor Perfect is very easy to use. The customer support is awesome. They are quick to answer any questions.

Cons

They do not interface with our accounting software. We are able to get around this issue. Would like to be able to use with more of our fundraising events

Review Source
 
 

Jennifer from Camp Fire Northwest Ohio Council
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

One of the best one of the most expensive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like all the features donor perfect has. I like having my donor database and credit card possessing in the same place.

Cons

I do not like the fact you have to pay a higher rate to be able to use customer service by phone. If you're paying a lower rate you only get chat support. I also do like that you only get online training for set up. I still don't have ours set up so the way because I don't have time to watch videos to show me how.

Review Source
 
 

Ruth from McLean Dawson Consulting
Specialty: International Organizations
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

DonorPerfect - Now or Later

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I like DonorPerfect, but I do not like a smaller program left out of essential tools. This is a better program for someone to transition to when the organization knows what they need and could enter at the level that is BOTH cost-effective AND gives them the tools they need.

Pros

DonorPerfect has been in the business for quite a few years. Using the product a few years ago I was very pleased that it was easy to use and teach and found it to be an overall great experience.

Cons

I recently explored the software as an option for relatively new nonprofit. DonorPerfect offered lots of entry points with reasonable pricing at each. What I found, however, is that for an organization to be most effective adding on modules is necessary and moving up to the next level may be wisest. Thus, the entry-level options are not really the cost-effective tools as they are promoted.

Review Source
 
 
 
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Showing 1-20 of 114

John from Help Them HOPE/Personal Philanthropy

May 2018

May 2018

'Wonderful customer service, always ready to help'

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

Great customer service who are always willing to solve the problem or guide you in the right direction, a multitude of fields for donor management, good reporting.

Cons

- A cheaper option for small/stating non-profits.
- More explanation on how to use the many aspects of Donor Perfect.

Review Source: Capterra

  Response: SofterWare, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi John,
I am thrilled to hear you are finding our customer service Great! I would be happy to do an account review and talk about the many aspects of DonorPerfect. I can be reached at 800-220-3537.
Ellen from SofterWare

 

Rita from International Disaster Emergency Service, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

It does well for the price

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 tracks our donors without making us pay a huge fee.

Pros

DonorPerfect is a canned product that does most of what we want for a donor program. We can track our donors, recording their donations and making notes about interactions with them. It helps us in printing receipts and address labels. Their customer service is knowledgeable for the most part.

Cons

It is hard to customize. They do updates to "improve" the product. They problem is that if you have customized something or created a work-around, you have problems each time they update. Sometimes their improvements make it more difficult instead of making things better.

Review Source: Capterra

  Response: SofterWare, SofterWare, Inc.

Date: May 2018

May 2018

 

Hi Rita, Thank you for writing a review about DonorPerfect. We are always listening to our clients and welcome all feedback. DonorPerfect is an online product that allows flexibility based on client needs. I encourage you to work with our technical support team to customize the product in ways that won't be affected by our agile development schedule. Ellen from SofterWare.

 

Jessica from GS

April 2018

April 2018

Basic donor tracking software

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Simple software to track donations. Gives ok options to link donations and give soft credits when needed. Import is somewhat finicky to learn but does make things easier when you figure it out.

Cons

Not great options to track notes and upload files. Reporting can also be a bit tricky but once you figure it out they mail merge well

Review Source: Capterra
 

Rene from Cinema Arts Centre
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

DP user for over 15 years and DPO user for 5 years, and have used other software. DPO is the best!

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 me understand donor patterns and behavior, track relationships, and manage actions.

Pros

API connection to Constant Contact and Agile Ticketing software. Flexible, easy to use webforms. Very customizable donor screens and reports. Excellent customer service. Can access from anywhere.

Cons

Duplicate maintenance system is good, but only manually, which can be time consuming with large constituency. I probably don't use all of the functionality.

Review Source: Capterra
 


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

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Value for Money
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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
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Value for Money
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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
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Quality
Value for Money
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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
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Value for Money
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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
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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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Support
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

Functionality

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Customer Support

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Ease-of-use
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Quality
Value for Money
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Support

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
 
 
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