All DonorPerfect Reviews

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Terri

51 - 200 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed June 2021

Best Value for the Money

User Profile

Brett

Verified reviewer

Fund-Raising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

DonorPerfect for the Smaller Non-Profit

I highly, highly recommend, DonorPerfect, and am currently attempting to have my present employer switch to it from a far less intuitive donor database. I honestly cannot sing the praises of DonorPerfect enough. It is a donor database designed by fundraisers, who continuously accept input from other fundraisers.

PROS

There is so much to love about DonorPerfect. After 10 years in professional fundraising, working with everything from the most-known donor database to numerous smaller ones, DonorPerfect really is perfect. It's extremely intuitive, and extremely customisable. During my training, I was actually jumping ahead of my trainer, and ended up not using a full two hours of the training DonorPerfect provides. Furthermore, I was able to quickly and easily train others on how to use the database.

CONS

There was one quirk around using Tab, where it would skip a field near the top of the main Constituent page, then jump back up to it. I never did figure out how to work around that issue.

Vendor Response

Thank you Brett for the awesome review of DonorPerfect. I am glad to hear how easy you found the system to learn. The Technical Support Department is available to assist with any questions you may have when working in the system. Please reach out to them about they issue you are experiencing when using the Tab key. Regards, Ellen Molon, Client Relations Specialist

Replied November 2018

Jenny

Accounting, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2023

Highly recommend for basic and budget friendly donation management software

Overall I recommend this for charities that need to manage their own donor database but don't want to spend high amounts on more advanced software like Blackbaud or Salesforce.

PROS

It is simple to use and budget friendly for charitable organizations.

CONS

To access more advanced features you need to pay more. Also, some of the reports are not as easy to use.

Reason for choosing DonorPerfect

It was less expensive and less cumbersome to set up.

Reasons for switching to DonorPerfect

We still use the old software but DonorPerfect is better suited for most of the divisions of our organization.

Michelle

Environmental Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Perfect System for your Nonprofit

Overall, the experience with Donor Perfect has been excellent. We are able to pull the data from the system.

PROS

The ease of the system. It is very user-friendly. Plus, customer service is the best.

CONS

The only issue we face is not having enough time to set up and research all the functions of DP.

Tony

Fine Art, 2-10 employees

Used more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed August 2017

DonorPerfect is an overly-complicated mess

I would NOT recommend DonorPerfect. It's difficult to use and expensive.

PROS

It does all the things you may be looking for in donor management such as donor records, reporting and more (the problem is figuring out how to use it)

CONS

There are 75 ways to do the same thing which makes it very user UN-friendly and impossible to remember how to do the most basic reports

Vendor Response

Tony, First and foremost, thank you for your feedback a while ago, informing us that you weren’t satisfied with DonorPerfect, and felt that it wasn’t user friendly. Client feedback is the driving force behind our company, and the number one item we work on is how to make things easier for our clients. We recently learned of your review, and your feeling that you could not recommend DonorPerfect because it is expensive and difficult to use. Of course we are genuinely sorry to hear that, and want nothing less than your continued successful use of DonorPerfect. Although you recently indicated that you didn’t want to discuss your frustrations further, we would truly value your suggestions on how we could make DonorPerfect easier. Our User Experience department is dedicated solely to improving our software, and I have no doubt that we would benefit from your perspective. In exchange for that perspective, we would offer you 2 hours of Virtual Onsite Training (normally $300) at no cost, to demonstrate our commitment to your success. You’ve mentioned in the past that although one of DonorPerfect’s advantages over other solutions is our many powerful and flexible features, that often makes it harder to remember even basic tasks. That is, admittedly, a challenge. But one we’re prepared to face as we have in the past, from serving nonprofits like Lambda Literary Foundation. Believe me, we want you to easily access DonorPerfect’s features, and to do so easily. Thousands of other nonprofits are enjoying the benefits of DonorPerfect, and we will work with you any way we can so you can do the same. We've reached out to you, and I hope you'll reconsider taking us up on our offer. If so, please call our client relations team at 800-220-3537. Thanks again for your valued feedback.

Replied September 2017

Michael

Mental Health Care, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

An Indispensable Tool

I use DonorPerfect every day to generate reports, record donations, create thank-you letters, and collect online donations. In short, I'm a big fan.

PROS

The longer you use it, the more valuable it becomes. While it was an essential resource the first year we deployed it, after 6 years it provides an historical record that we can use in so many ways

CONS

I still find some of the online donation and ticket forms very clunky. And I wish DP could accommodate team-based peer-to-peer fundraising.

Reason for choosing DonorPerfect

It did everything I wanted it to do, and it merged well with Microsoft Word. I did not want to have some proprietary Word Processing program kicking out the donor letters.

Reasons for switching to DonorPerfect

Gift Works was clunky and not the least intuitive.

Bryan

Broadcast Media, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

Donor Perfect daily user

Very good. Support is great, knowledgebase articles are very helpful. I love having the app since I travel and visit donors. Reporting is robust and allows you to create your own reports along with canned ones.

PROS

Ease of use: The dashboard allows me to quickly see things like goal status and tasks. I can easily search for donors using multiple criteria and the screens/tabs are easy to navigate.

CONS

The app is more limited and doesn't have the search criteria available that the computer software has.

Reasons for switching to DonorPerfect

We had developed the other system internally and needed a system that could integrate payments/deposits and allow end users easier access to reporting.

Darlene

Hospital & Health Care, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Highly Recommended

Very easy to learn. Compatible with all the things I need it to be (quick books, constant contact), and the knowlegebase and chat are extremely helpful.

PROS

We are a small shop, yet, DonorPerfect still has the flexibility to fit our needs.

CONS

Creating reports can be tricky and is less intuitive than many of the other features.

Reason for choosing DonorPerfect

Seemed easier, was less expensive, better compatibility

User Profile

Liam

Verified reviewer

Individual & Family Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2023

A Really Good System with Some Frustrating Flaws and Excellent Customer Service

Overall, my experience has been pretty great. I use DonorPerfect on a daily basis and generally really feel great about how it works given the needs of my organization. I'm able to stay on top of donations and easily create acknowledgement and tax letters as needed, and run all kinds of reports.

PROS

I love how dynamic the structure of DonorPerfect is, and how with a little training, it's relatively easy to move things around, create new fields, hide or delete unused ones, and really make the system custom-tailored to your/your organization's needs. Beyond that, DonorPerfect's chat support feature is fantastic and the people who staff it are wonderful. When I was getting to know DonorPerfect, I used the chat support feature multiple times a week and pretty much always had my questions answered and any issues resolved.

CONS

There are some issues which have become evident over time and have really negatively impacted my feelings about DonorPerfect. A meta-critique is that it seems like there just aren't enough software engineers and others on staff who can keep improving the system at the pace I wish it could be improved at. I have literally been told by customer support that they simply lack the resources and person-power to make all the updates they would like to make. On the more specific side, I really wish DonorPerfect had the infrastructure within their software to handle households composed of multiple constituents (who might generally want to be credited for gifts and addressed jointly, but also might have individual relationships to the organization that are distinct from each other and should be treated as such).

Reasons for switching to DonorPerfect

A subscription payment dispute

Trey

Health, Wellness and Fitness, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

Highly Recommend DP for NFP ||| Great for any experience in Resource Development

Exceptional. Exciting. I am thrilled about the possibilities in 2024.

PROS

Cost is minimal compared to the previous NFP of a program with a price tag of $17,000 annually. They have a fantastic support team. Patient, knowledgeable, and fast chat support. Implementation exception. Webinar videos explain it all. Capable of starting from scratch or importing. We started from scratch and have built a donor database of over 1,000 in less than a month.

CONS

Very little other than standard field setup for Donor entry. Starts with the first line of address rather than the donor name, organization, or business.

Reason for choosing DonorPerfect

DP offers an affordable fee for smaller NFPs. Offers experience in fundraising, data capture, and retainment. The online database is accessible anywhere—numerous reports. Webinars are the exception—excellent customer service from support, onboarding, and sales.

Jackie

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Easy to use and Great Customer Service

I have loved the help features as a new user. The system itself, such as entering new profile and donations is very easy to navigate and follow.

PROS

The help options, such as- knowledgebase option, the walk-through option and the chat feature.

CONS

I feel the filtering for reports is not as user friendly as the rest of the system.

Karen

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Happy with DonorPerfect

Overall, it's been much easier to segment our donors and personalize their experience. We feel much more confident using DP than our previous software, because it's easier to pull reports, etc.

PROS

Setting up DP was very easy and we were able to customize several field. The ability "globally update" has proven to be a very useful tool. We like the ability to customize our pages to suit our needs.

CONS

Some of the add-ons are too expensive for our organization to purchase, however, we can see how those tools would be useful, so it's a bit frustrating.

Reason for choosing DonorPerfect

Ease of use and years of experience with non-profits.

Reasons for switching to DonorPerfect

Too complicated and really didn't fit the needs of a non-profit.

Kim

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Look no farther! If you've found Donor Perfect just take it for a test drive and then buy!

We are a small non profit that has a huge database. The ease with which we can utilize the same records in one office in the USA and a second office overseas is incredible.

PROS

I love every feature Donor Perfect has to offer! They make it so easy to run and manage over 30,000 records with ease. All databases cost something, it was a hard adjustment to make paying the monthly fee, however, I found that it was my most worthwhile and least expensive employee. Paying for Donor Perfect solved so many problems and made every employee's job so much easier. We didn't know what we were missing until we tried Donor Perfect.

CONS

I can't think of one thing that I really dislike about Donor Perfect. The email feature is a little weak, but we knew that going in, and there are work arounds. It works!

Reason for choosing DonorPerfect

proven capacity to work 24/7 in different parts of the world. No "down-time" in non USA operating hours. Ability to receipt donations in multiple currencies. Longevity in the industry.

Reasons for switching to DonorPerfect

Fundly was NO FUN as in not functional! We wasted HOURS and HOURS and HOURS of employee time watching the green circle spin around and around and around. It took minutes to load a single donor record to enter a simple donation. Heaven help you if you needed to do anything big like run a report...

Pat

Individual & Family Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

DONORPERFECT is the PERFECT CRM

DP's reports are so easy to use and to learn to use. Overall, I wouldn't change CRMs for nothing - I have used 2 others in my past experience and DP tops them all as far as user friendly and not knowing how to do something... CHAT is your new best friend!

PROS

I absolutely love donor perfect! It is so easy to use and was a piece of cake when transitioning from another software to DonorPerfect! The reports are so easy to setup and if you ever run into a problem - all you have to do is jump on CHAT and they will help you with whatever your need is!

CONS

I really don't know of anything that is my least favorite about Donorperfect! If you ever have a problem - just jump on CHAT and they are so courteous and patient with those that are just learning the system. DP fits perfectly into our day to day practices in our non-profit.

Reason for choosing DonorPerfect

The pricing of course was the first thing that pulled me into DP but when I watched the demo - I fell in love with it! It is awesome, easy, and so proficient in the non-profit world.

Reasons for switching to DonorPerfect

I couldn't not for the life of me figure our RE - there was never no rhyme or reason as to why and how to do things and I never felt my reports were accurate!

Lori

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2023

Great Fundraising Database

Great experience over the past two years since we switched over to DonorPerfect!

PROS

DonorPerfect is very user-friendly and intuitive to use. It has many great features and lots of capabilities. The training webinars (both live and recorded) are very informative. During the few times I've contacted customer service for assistance, the service has been top-notch.

CONS

DonorPerfect does not really have a negative aspect to me. It can seem somewhat overwhelming to try and incorporate all its capabilities, so we use what works best for us at the current time, while always being willing to try out other features we may not currently use.

Reason for choosing DonorPerfect

DonorPerfect was the best value for what we wanted and included many features without appearing to be so complex that it would be too challenging to quickly learn.

Reasons for switching to DonorPerfect

We had used our previous system for 20+ years and were ready to try a new product that was cloud-based and offered lots of features.

Thomas

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Powerful yet easy touse!

The tech support is world championship level!

PROS

Over the years I have used a plethora of software. What makes DP the winner is how easy it is to customize the screens for various types of roles the various users may have.

CONS

To be brutally honest, there is a very steep learning curve. The youTube page has great tutorials and the DP User Community is a great resoirce

Reason for choosing DonorPerfect

Salesforce was not very knowledgeable about their own product.

Reasons for switching to DonorPerfect

The executives made a financial move. BB was not user customizable.

Kelly

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Never leaving again!

Easy Peasy!

PROS

We have used Donor Perfect for many years and when I got my new position, I found what I thought was "BETTER" and gave all the many reasons why i thought it was a good idea to switch. After a year of torture, we're BACK!!! and we have no plans of ever switching again. The software is well designed and very user friendly!

CONS

I didn't "not" like Donor Perfect. I liked the functionality or so I thought of another platform because it was all mixed into one, but that didn't seem to go as they said. I'm glad to be back.

Reasons for switching to DonorPerfect

terrible customer support, never allowed us to have ACH payments after MANY asks via email. I had a new "lead" person everytime I asked a question.

Marci

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

We LOVE DonorPerfect!

We use DonorPerfect to track everything. The reports are most helpful.

PROS

I have used DonorPerfect at two organizations and have been very happy! Having a 14 year old database program at my previous organization, my job was to research and find a new program for us. I looked at everything and decided on DonorPerfect. It wasn't the Cadillac (we couldn't afford) or the Yugo (we needed more power), but it was "just right"! When I moved to my new position in a new organization, there was no database - everything had been tallied on separate spreadsheets. The decision was easy and we purchased DonorPerfect. We haven't looked back!

CONS

Custom reports took a little while to conquer, but it's smooth sailing now.

Reasons for switching to DonorPerfect

Sage was 14 years old and the data was not dependable.

Vendor Response

Marci, I am thrilled to hear that NA'AMAT USA loves DonorPerfect! :) Thank you for the great review!!!! Regards, Ellen Molon. Client Relations Specialist

Replied September 2019

Anonymous

201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Donor Perfect Review

I don't think we did a great job of tracking donor retention rates or lapsed donors before. Now with DP we are easily able to run the reports and be more proactive with those individuals.

PROS

I like that it is incredibly user friendly and easy to learn. It's incredibly helpful when volunteers are helping or new people come on board. I also love the ease of pulling reports. They have so many prebuilt reports to chose from by I can also quickly and easily create my own and even better I can edit it if I don't get it right the first time. I'm constantly learning new tricks and tools as I gain confidence with the system and as our needs change as an organization. We've had the system for a little over two years and last year I didn't know I could easily generate different data and charts for our Annual Report, learning that made life so much easier. I also have to rave about the support team because so often I feel like I am calling with a basic or dumb question but they are always nice, walk me through it and then send a follow up email with the instructions in case I forget. They are so kind and patient!

CONS

It's never that I don't like the system but more than I have to learn how to get it to do what I need. My brain thinks it should work one way but they have the system programmed to operate another. It's more just spending time in the system and learning all the different ways it works and can work for you. One thing that drives me out is when it logs me out. If I've been out of the program for a little bit I can understand, it's frustrating but I do understand. What I don't understand is when I'll literally be in the middle of entering a gift or something and it will log me out, forcing me to start over. Not the worst thing in the world but still vexing at times. I also wish that the Company Name & the individuals Last Name didn't pull from the same data point so it was a little easier to run mail lists but I've found workarounds in excel once the report is pulled.

Vendor Response

Thank you for taking your time to write a review of DonorPerfect. I am glad to read you are enjoying using the system and all the different ways it has benefited your organization. The support team is always happy to help and I am glad to read about your wonderful experience when speaking the support team. Regards, Ellen Molon, Client Relations Specialist

Replied April 2019

Robin

Primary/Secondary Education, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

A good CRM software for smaller organizations

Overall, coming from a larger organization that used a different program I do like DonorPerfect. Is it perfect, no, it's not, and there is a learning curve to get all the ins and outs down, but for managing donations, pulling financial reports, and basic ease of use, it is a good program. I prefer DonorPerfect to the "bigger" software that was used at my previous employer.

PROS

DonorPerfect is fairly user friendly. It is intuitive to search if you only give a few letters of a name it'll search through and give you good matches. I like the merge duplicates feature that allows you to merge records together quickly, I also like the email feature to thank donors directly from their records. The customer support via chat is great, very quick, prompt, and always able to zero in on how to help.

CONS

Having to upload letter templates for thank-you letters to print and mail; having over 18 different templates that have to be constantly updated as the year progresses becomes a bit of a big task. Also, there are many amazing features with DonorPerfect that unfortunately are an additional charge; the trainings focus on these features a bunch, which if you don't pay the extra to have them, the trainings become not very helpful. You cannot merge households together, so couples either have to have separate records or you have to create one record using "and" between their names, which becomes problematic for tax purposes, record pulling, and future issues (divorce, death, etc.). If you use a program to run a silent auction or other event type software, they will not sync seamlessly with DonorPerfect; the only one that does is Ready Set Auction (which is connected to DonorPerfect).

Janette

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Great program for donor receipting

I really like the support for this software. They are very responsive when you have a problem and they have a lot of information online so you can look up your own answers and when you want to "dive in" really deep in understanding the program. If you just need to look up how to export information, you can look that up online and follow step by step. You can also customize your export of information so if you only want a name and address, you can get it in the form you want (either in excel or word). You can also add any field to that export that you desire.

PROS

I like that I can add fields on the fly and be able to report on those fields. This is great for tracking anything you want to track with your donors. I love that I can have a multitude of thank you letters ready to merge at the same time. I've worked in software that only allowed a few letters. This way, a thank you letter with receipt at the bottom to a specific campaign can come out in the same batch as a regular thank you letter with receipt. We have total control over the look and feel of our receipt letters. I like that I can use a batch system so I can reconcile with our accountant but you can also enter gifts directly in a person's record if you don't need to track that way. I really love that I can add items to my batch file, like a consent sent in with a gift that we can publish their name. I can also have my batch file come out the way that is most helpful for our organization, and each organization can individualize it as well.

CONS

The first time through running year-end summaries for our donors took a bit of a learning curve to set it up the way we wanted it to display but support was very helpful when I "got stuck". In the few years I've been working in the program, that process has improved.

Vendor Response

Janette, I love to read that you are taking advantage of so many of the features offered in the system. Receipting Donors quickly is important to keep your Donors loyalty and DonorPerfect has perfected the process! Like you mentioned. a multitude of thank you letters can be created and ready to merge at the same time. Thank you for the great review! Regards, Ellen Molon, Client Relations Specialist

Replied April 2019

David

2-10 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2017

A Robust System for the full-time nonprofit

Donor Perfect is on par with some of the top CRM programs for the nonprofit at a price point that is affordable. The training modules online are great resources and their support is top notch. I have implemented DP from the bottom up and the process was seamless and helped us create a great cultivation program. This is a system that requires maintenance and good input practices. I would place this at the advanced/intermediate level and recommend it for a NPO with a full-time development staff. If you are looking for a robust, trustworthy and scalable system this is it but be prepared to dig in deep to the training modules and in the end your fundraising programs will benefit.

PROS

Donor Perfect is one of the mainstays in nonprofit donor/constituent management and there is a reason for their longevity. This is a robust system that is more complex than some of the newer entries into the market that tout cloud, ease of use and a free website builder. I have always thought that the gimmicky add ons is kind of like a realtor staging a home and putting potted plants on warped areas of the floor so you can't see them. With Donor Perfect, no frills just serious computing and data mining power. Standing out is their quest to stay relevant and they are continuously updating their software with the latest proven trends in the CRM space and have done a wonderful job with their updates. You can manage the full life cycle of a donor using this one system, create web forms for online donation gathering, mobile fundraising capabilities and full integration with QBO and other financial programs.Their support is outstanding and very responsive and they also offer free one and one training as part of the support package. I actually had a staff workshop day for training and they had a trainer come on a web conference and she trained our staff. It was amazing.

CONS

The system is a true CRM style system and there is a learning curve so be prepared to get the training you need to be able to train staff. It is worth the investment and will benefit your revenue goals to use the system fully. One area that always was a point of initial frustration was report generation. It took me a while to fully grasp the reporting.

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Surprisingly Powerful

When I first joined the organization, they had been entering certain data for years but had no idea how to report on it. This was a great starting place to learn the power of the reporting feature. We also began to use Donor Perfect to track moves management and major donors, and I constantly used the platform.

PROS

After some experiential learning, I was able to capture and easily report on so much data, which made my overall fundraising and communications easier (though it never feels easy at the time). The custom fields and reporting stand out as some of the features I used the most. I was able to add up tax-deductible amounts from certain donation periods and have them reported on the donor demographic form, so I was easily able to see and report on certain specific tax credits. The general reports, from cash flow, to average gift amounts and every possible AFP fundraising metric we such as blessing - and something I miss now that I am at a new org with a different database.

CONS

While I could do donation processing through Donor Perfect, and embed the form on the page, at the time, the form was a little rough around the edges. I could match colors, but that was about it. Perhaps now there is a CSS you can paste to make it a little more seamless. It should be noted that this is a problem with a lot of donation processing pages with different database companies, in my experience.

Vendor Response

Thank you for taking the time to complete a review of DonorPerfect. It's great to read all the wonderful things you say about the system. Regards, Ellen Molon, Client Relations Specialist

Replied September 2019

Regina

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

DonorPerfect is Worth Every Penny

DonorPerfect is an outstanding product. It gets to be like the air you breathe. You can depend on DonorPerfect and the support team.

PROS

Don't skimp. DonorPerfect is worth investing in if you are changing systems or starting from scratch. The customer service alone is worth it. The online folks are always patient and knowledgeable no matter how simple or complex your issue. Every single interaction, class, individual training, and video have all been well done and professional.

CONS

There are some features that could use tweaking. Two examples are: there is no search function of standard filters when you are creating a compound filter, and some of the pre-written reports are old school and automatically add a header. As if I'd ever print it out (eye roll). Things like this are why I refer to DonorPerfect and DonorReallyVeryGood.

Reason for choosing DonorPerfect

Friendly user interface, great customer service, reasonable monthly fees.

Reasons for switching to DonorPerfect

Our previous CRM was a home made product with limited functionality. The company was located in Arizona with a server in a shed in the owner's back yard. That is only relevant because the server went out regularly due to the desert heat. The owner literally had to go to her shed and re-boot the server several times in the 8 months I was using it before we switched to DP.

Susan

Motion Pictures and Film, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

DonorPerfect is essential to my job.

Our organization is growing and we need reliable donor reporting and communications. Good software like DonorPerfect is a necessity. I look forward to using more features as our donor base expands.

PROS

I like the ease of use with DonorPerfect. It is a good value compared to other software. It is a good fit for the size of our organization. I haven't taken advantage of it yet, but I plan to use the connections they have with Constant Contact and Agile Ticketing. I think what I like best is the support. It is a must if you do a lot of reports and lists. I could not respond to the request I get without the friendly and helpful DonorPerfect phone support. Well worth the extra cost!

CONS

I would like DonorPerfect have a better search as I have to spell the name correctly in order for it to come up. It would be nice if the search brought up results that were close instead of exact. I tend to use phone support a lot for reports and lists. I don't know if it's me or if the system is not commonsensical or there are not enough stock reports.

Vendor Response

Suan, Thank you for the wonderful review.. I am glad to hear you are finding DonorPerfect easy to use. Our support team is very knowledgeable and happy to help with report questions. We partner with and have integrations available for many different software packages. Our partners can be found at dpconnect.com. We look forward to working with you and your organization for many years! Regards, Ellen Molon, Client Relations Specialist

Replied April 2019

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