DonorPerfect Fundraising Software

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.

Vantagens

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.

Desvantagens

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.

DonorPerfect offers everything we need in a CRM database. The phone app, while not offering everything you get from the full site, is more than sufficient for plugging in to get information on the go.

Vantagens

Donor Perfect is very user-friendly. The Quickbooks integration is vital. Constant Contact integration is a feature we never knew we needed.

Desvantagens

There are some limitations in reporting that can usually be worked around in some way, but can feel like you're coding more than running reports. That area is less user-friendly for our older employees.

Our experience has been excellent overall.

Vantagens

DonorPerfect replaced an old version of Salesforce, and it is night and day in terms of functionality, user interface, and benefit to our organization.

Desvantagens

We are still figuring out some of the reporting functions and it would be nice if there was a greater variety of "canned" reports that could be modified.

Vantagens

The integration with Constant Contact allows us to see whether a person is opening our emails (and create calculated fields based on their engagement) without having to log into Constant Contact. And we can still take advantage of Const Contact's good reputation, style templates and easy user interface.

I like that I can set up monthly donations within our system and the credit card data is stored there (securely).

There is a lot of flexibility in what you can do. The downside to this is the more you customize/deviate from the standard "donor only tracking" the less the built in reports will help you.

Desvantagens

You can not find, sort, view and edit a subset of records within the database. We end up exporting most of our reports to excel, which is very counter-intuitive, takes more time and often ends up resulting in a lot more work as people edit the excel spreadsheet which then must be re-imported. The lack of this functionality is causing us to look around at other software.

It does not have a good way to manage households: they recommend putting spouses on the same record, and if one is a business owner (whose business gives separately), the business shows up as a duplicate record on many reports and must be manually removed. And I have no idea how they would handle it if you put spouses on separate records (so you could track their volunteer hours separately, for example)! How would their donations show up? How would you make sure they didn't receive duplicate mailings? If you were segmenting your database into 3 chunks (based on giving history), how would you make sure that the two spouses ended up on the same list?

The automatic download (from weblink forms) is very primitive--there is not a very functional de-duplication system that allows you to compare the records being added with what is already in the database. So as a result, you are likely to lose data or end up with lots of duplicates.

The calculated fields can be very powerful, but they are SO counter-intuitive. They do not allow you to create formulas using if/then terminology without having to create multiple calculated fields that interact with each other...and there is no way to group the calculations together so you can remember what you did. I wish they used standard formula protocol like excel and filemaker do.

Conselhos úteis

Try it first. If you're going to customize it, take the time to figure out how their standard reports calculate first, so that you don't inadvertently screw up the reports. (for example, we are trying to track "purchases" that we don't want to show up as donations. We put these purchases $ amount in a custom field, thinking this would make them not show up on the fundraising reports. However, fields like "last donation amount" were coming up as "$0" since they found the most recent "gift" record (even if the "amount" field was blank, like on our purchase records). It's fixable with workarounds, but it means reprogramming a lot of the standard reports. Likely we need to re-evaluate how we're tracking these so we don't have to redo all the built in stuff.

We are thrilled with our move to Donor Perfect and highly recommend this product.

Vantagens

The software allows our organization to stay connected to donors in a way that was not possible with our old database. We love the ability to connect and retain donors and obtain reports very easily for our board. The website Forms are a must to our organization!

Desvantagens

Donor Perfect needs a better event auction integration that utilizes text messaging for events rather than email only.