DonorPerfect

Pros

DonorPerfect has a simple and intuitive interface. I like that it has comprehensive options for gift processing, online forms, receipts, and default reports I never thought that I would need. I also like the Constant Contact integration to make sending out email blasts easier, along with other 3rd party platform integrations. It’s also relatively affordable compared to some of the more robust CRMs out there, which is great for small and medium sized nonprofits. One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry. The default gift settings allow you to enter a large batch of donations at once, saving both time and ensuring accuracy. DonorPerfect is also constantly working on fixes and new features.

Cons

Some changes I would like to see implemented in DP include:
•The ability to use Global Update to delete or update Flags.
•Streamlining some tedious processes that require too many clicks and fields to fill out.
•The ability to merge duplicate codes like solicitation, general ledger, flags, etc.
•The ability to edit default DP reports, since sometimes the default formatting is often not usable to us.
•I would like to see a main profile field called “Status” and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed” and the only field for us to mark it is the “Do Not Mail Reason”.
•We have not switched over to the new Online Forms module yet because the new forms don’t have all the features of the Classic Online Forms. We also have several dozen active forms, and if we are not able to easily convert our current Online Forms to the new version at some point it will be very tedious and time consuming to redo all of them.

Pros

I love the user friendly capabilities of DonorPerfect! It is very easy to post donations and with the click of a button you can print out a thank you letter with acknowledgement of the type of donation, date of donation, and the amount.

Cons

The least thing I like about DonorPerfect is finding the name of selection filters. Sometimes I find it hard to find what I am looking for.

Pros

I like the integrations and the comprehensiveness of the donor profiles.

Cons

Reporting and the dashboard, I have had difficulty customizing.

Pros

DonorPerfect is incredibly robust with many options for running reports and collecting data. This ability to do just about anything is what I like most about DonorPerfect.

Cons

Because of how robust the system is it can become confusing with how many filters there are. In addition some ways of reporting are not possible. For example we like to put together a multi ask report for donors each year, at this time there is no easy report to get donors names who support more that one solicitation each year.

Pros

I love that Donor Perfect is so user friendly. We can keep track of all our donor info including past gifts, contact info and credit card information. When gifts are received and recorded, I can send a thank you email straight from the gift page so that it is never forgotten.

Cons

Being SO many reports it might be difficult to find the right one, but it is always easy to get help if needed.

Pros

DonorPerfect has been a great addition for our team. It simplified a lot of our processes. My favorite aspects include the automatic monthly giving (we didn't have that before) and I find the reports to be easy to use.

Cons

The one thing I would change about DP is that I wish I could edit filters and just update dates or be able to see what flags I used instead of it showing the codes when I go to edit filters.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

The Customer Support at DonorPerfect is beyond compare. The team is courteous, knowledgeable, and quick. If for some reason they can't find the answer, they will go above and beyond to look for a solution.

Cons

There are some functionalities that I'd like to see. For example, the hardware for taking credit cards is outdated.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

DonorPerfect has the best customer service and help features. Their online knowledgebase is easy to follow and offers great insight into everyday tasks within DonorPerfect.

Cons

I had trouble with the Constant Contact integration and managing email data.

Pros

The merge feature is fantastic. Easy layout to understand. Great knowledgebase and customer support.

Cons

The built-in reports should be customizable, so new reports aren't needed to be created just to add one thing. Drag and drop forms need to tell you how much each form has brought in, not just a grand total. Email tributes should be generated automatically.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

I like how easy it is to add new donors and gifts, I really like the dashboard and the ability to see your fundraising goals front and center and track the progress.

Cons

The reports section is not very intuitive and I still struggle sometimes to get the information out of it that I need. As well, I use QuickBooks Desktop rather than online and DonorPerfect doesn't integrate well with it.

Alternatives Considered

Reasons for Switching to DonorPerfect

Pros

I find most of DonorPerfect very useful. I haven't taken the time to watch all the tutorials but I click on help and there is always someone there to help me.

Cons

I am more old school and like to be hands on so a workbook showing me step by step how to do different tasks is very helpful. A video is seen but forgotten easily. Hardcopies are a quick reference guide helpful for me. Secondly doing the reports that I need are not that easy for me to get the exact information needed so I use help quite frequently.

Pros

DonorPerfect has a robust Events Management component. We are in the beginning stages of promoting and taking donations for our upcoming Gala. There are great features that help track sponsorships, create guest tables, etc. This is more comprehensive than the previous software we used.

Cons

Currently, only the Classic Forms can be used to capture online gifts for Events. I wish that the Online Form Builder was available to use because it has a more contemporary feel to the design and is really easy to use.

I wish the fee for the phone support was a little less expensive. As a small non-profit, every penny counts. However, as a fairly new user and a one person development office, I don't know what I would do without the excellent support.

Pros

Well rounded platform that allows us track donations easily, track volunteers, add fields where needed, thank people promptly and pull lists on our supporters. The chat support is great.

Cons

It can be a bit technical and confusing in some aspects. Some parts could be improved.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

The ability to steamline our donation tracking and communication in the same database and effortlessly vet donors for specific asks.

Cons

I wish more automation could be employed into donation entry and appeal creation. I think a little.more integration of AInis imprtant for non-profits.

Pros

With our previous vendor, it was very hard to taylor the use of the system to our specific needs. DonorPerfect is a dream to work with in that regard. We have been able to set up things as they work best for us, and were shown how to achieve some goals we had in use of system that had not ever been achieved with the previous vendor.

Cons

I find that chat support is clunky if you have to do a system deep dive involving compound filters or such. Some of the help section material is a bit vauge and I find theat search options not as easy to navigate as your search terms have to be pretty general.

Pros

I really like the customer support and chat help. I find that when I have issues of any kind, there is always an outlet to quickly help me and support my organization's needs. I also like how you can attach documentation to transactions or just to the record, it helps to purposefully attach information directly where it belongs.

Cons

I don't like that you can't select a record to be a household/couple. We have many married donors who want to be in one singular record, and the only way to do that is to put both first names in the same row, which makes pulling reports and processing information for each specific donor more difficult. I'm getting better with reports, but even after 4 years, I still find the process clunky, especially when you're trying to deep dive down into very specific pieces of information. I also don't like how in every training, the trainers are always trying to upsell on additional features. I stopped signing up for trainings and either use the chat function or read articles to learn how to complete new tasks.

Pros

DonorPerfect offers an easy-to-set-up solution for our needs in Alumni/Parent/Donor CRM, online campaign forms with multiple payment options that are efficient, and donor contribution tracking and reporting. The system is easy to use and provides the functionality to create additional fields to meet our needs. Customer Support is AMAZING!

Cons

They need to add improved functionality around Capital Campaign processing and reporting. They do have a mechanism to submit ideas to improve the product but sometimes you have to wait for other users to raise the same issue before it makes its way into the product. It would also be great if we could set up an automated integration to update our data records when there are changes in address, phone number, and email in our schools' CRM so we do not have to update the records manually and can be assured that both systems are in sync.

Pros

My personal favorite thing about DonorPerfect is the wide range of customization that is available for data fields. Tied into that, reports are easy to run and can produce a lot of great data if you use your filters and export templates well. Support is very helpful whether on the phone or on chat. The free live webinars are also great and lead by very knowledgeable individuals.

Cons

It is a bit of a learning curve to get used to certain functions in DonorPerfect. There are a few features I would adapt or change, but I don't have any significant problems with the system.

Pros

DonorPerfect is a powerful, cost-effective donation management platform with robust reporting and integrated gift and pledge payment processing. The community knowledgebase is an excellent resource that facilitates rapid upleveling and self-learning. However, my favorite aspect of DonorPerfect is the exceptional quality of customer support. Whenever I've encountered a roadblock or limitation, their team has responded with incredible competence. I am consistently impressed with their product knowledge, efficiency, honesty, and persistence; in cases where my queries have resulted from user error, their team is always respectful and helps us understand where these originate. It takes almost no time to speak to a person.

Cons

The user interface of the dashboard can be a little clunky and outdated.

Pros

DPO tracks as much or as little information as you want about a donor. It's a quick way to look up a single donor history OR create a report about giving history for a specific group. The customer service is also exceptional and knowledgeable.

Cons

The learning curve. Some tasks are a little harder to catch on to if it's not someones full time job to manage the system. That being said, the DPO team can throw a complicated filter together no problem!

Alternatives Considered

Reasons for Switching to DonorPerfect

Pros

I love the integration between DP and Quickbooks. I can record donations so seamlessly and my workload is drastically reduced. It’s easy to spot errors in the CRM and correct them without creating a mess on our books.

Cons

There could be more robust reporting features. We rely on good data to drive decision making so we would like more intuitive reports.

Pros

The Customer support at Donor Perfect is excellent. Everyone that I have spoken to about a problem or a even simple question has been knowledgeable, thorough and most of all, pleasant to work with.

Cons

Some features are not entirely intuitive, such as the alternative addresses.

Pros

The ease and fluidity of customer tracking. Paired with Truegivers and Constant Contact, it really helps keep all accounts up to date with the correct information and helps my day more organized and less stressing with everything going on day to day.

The customer service and in-site chat is very responsive and useful. Quick response times if an issue cannot be solved in chat.

Cons

As I was not on the team to get the initial training of the launch of the program I was kind of missing some key information that since I have now found througout the knowledgebase and webinars but may have been helpful at the start. The guides sent at the beginning of each webinar are lacking information if someone were to trying to follow along it is hard to get back on track with what is happening. Shorter but more in depth training on one specific topic would be very helpful to others just starting.

Pros

DonorPerfect really helped increase donations! It is the best CRM for nonprofits because it is easy to use and implement and it is specifically set up for nonprofit fundraising instead of being a normal CRM that businesses use.

Cons

I can’t think of much that there isn’t to love about Donor Perfect. I guess some of the reports options are a little less intuitive than other features. But overall I’m really searching to find a downside.

Pros

We use DonorPerfect for so many things. Keeping track of donation, our Trips and Tour, and we use it to help with our yearly Gala.

Cons

It has a lot of moving parts so it took awhile to learn the whole program. That being said Customer Service was there every step of the way to answer our questions. We take the education classes also. The video's they supply are easy to follow and understand.