DonorSnap Reviews

Easy to use, plenty of resources to learn more, excellent customer service, impressive amount of features

I honestly can't think of anything. Whenever I have had a problem, customer service promptly addressed it. Even features I wished existed are in the design process.

The only positive was that fact that it is a Donor relations management /record keeping at a fair price.

The initial import was not easy. We were also told we would not have to make journal entries because it integrated great with QuickBooks, that was not the case. For what we needed it for, the import/export was very complicated and had lots of bugs. The reports are not easy to pull information. Data Miner Platinum is not user friendly and should not be so confusing. Mailing reports are cumbersome. You cannot customize letters and emails with your logo. The support side also had a lot to be desired. Anytime we needed help we were referred to a video that was just as confusing. The responsive forms were VERY cumbersome to make and took way too much time. It was just too much time administrative wise.

The software allowed us to import a lot of our information from an older (non DonorSnap) system, using the Excel Interface. Edits were easy to do as we continued to add more information to our system, and allow mass edits using the Excel interface.

We have asked for a few enhancements from the DonorSnap support and most of them have been very quickly. There are a few flags in the database (i.e. Bill Me) which are not exposed to be used in the DataMinerPlatinum for custom reports. There are a few work-arounds, so this is not a show stopper.

The software is very versatile, user friendly and intuitive even for someone with very little experience managing a donor database. We love the different reports that help you analyze appeals, trends, donor activity, etc. Adding new donations or information about a donor is very easy. The training webinars are an invaluable resource. I have referred to them countless times when I need help with queries and management issues. The interface with GoEmerchant is seem less and since we switched from PayPal, our online donations have increased and our acknowledgement process is more efficient and our record keeping far more accurate.

My biggest challenge is writing queries but that is not the fault of the software but my own inexperience. I think the program is able to handle the most complicated queries on a much larger scale than we need

This software was easy to implement, and has subsequently been easy to manage. The integration to QuickBooks is seamless. The support team is amazing!

There are a few tweaks I might make to the report writer, but in all likelihood, they are probably already there and I just haven't searched the website enough to find them. I cannot think of any critical issues.

Fully customizable reports, easy to use, great value, exports data easily, multiple software integrations, automates gift receipting.

The UI could be improved and could be more mobile friendly.

Easy to setup and get started. [sensitive content hidden] and his team are 2nd to none with support and training. They have made many improvements and added additional options since we have been with them and the price remains unchanged. Fantastic! The most helpful addition for us was to implement the Responsive Forms which allowed us to begin receiving donations online through our website. I highly recommend DonorSnap to anyone needing a donation/membership tracking program.

Needs an app for Android, which would be very helpful to us.

Easy to work with, customer service is AMAZING!!! They will help SOOOOOO quickly.

I wish it had more features or options, it's pretty basic.

We have a some unique events and revenue streams and DonorSnap has allowed me to customize whatever was needed to get the data we needed. Excellent customer service! They respond quickly and are always helpful in brainstorming as well when I am trying to tweak something to fit our specific needs. Many DonorSnap features have either simplified tasks I was already doing or led me to new ideas that were very helpful. The tutorials are excellent and I use those often when training new staff. Another big Pro is the ability to have separate users with different permissions if needed. The excel import function is another great feature.

Split donations and acknowledgement letters sometimes require work arounds but overall has not been a significant issue. Many settings such as screen layouts you can format and keep, would be nice if you could have a default on lines per page you could view instead of having to click to change that.

The price range was within our budget. We are so happy with what you get for the price you pay.

The UI should be updated to make it easier for customers to navigate the application.

You set up the data entry screens to suit your needs. The reports you create are continuously updated with the new, daily data. D.S. offers timely response to any immediate questions, they offer weekly training and also a great Help menu of past recorded training.
I believe D.S. keeps my data safe and secure, which is the most important feature of any program.

What I liked least about D.S. was the fact that for each report I wanted to create, I had to start from scratch to create a report even for similar reports. They have since, made it possible to copy a report I want to start with and then I can make changes to it. I have also learned that I maybe can't get the full accurate response to my one report. Maybe I have to run a simpler report and then use the spreadsheet further to narrow down what I am looking for. (I hope that makes sense.)

I like the integration with goEmerchant as it automates much of the payment process including entering the donations into DonorSnap especially for recurring gifts. DonorSnap is also very easy to use. I like the general layout of the product.

Being able to organize the queries in the Platinum reports would be greatly helpful. We have many that get used on a monthly, bimonthly, or yearly basis and for different purposes - grants, reports, mailings, and so on. It would also be nice to be able to pull information from different tabs in one report - such as donor and volunteer info or donor and interaction info.

We appreciate the ease of creating customized reports, and also having many report templates included.
The responsive forms easily integrated into WIX and save us hours of work because we no longer have to enter the information manually when someone signs up for an event or makes a donation.
We have received very personal support at every level and there are a large number of free trainings that make it quite simple to learn new skills. The team at DonorSnap provides outstanding customer service.
The software is very intuitive to use, which makes the initial learning process much quicker. We are also appreciative of the ability to export and import Excel spreadsheets for a variety of reasons. The easy integration with Quickbooks has also been a great timesaver. DonorSnap has an extremely reasonable price for a very high quality product.

It would be very helpful for us to be able to create households, since we often have members of the same family volunteer or donate separately. It would also be nice to have a separate tab just for events. Because we do rentals, we currently split information between interactions and Notes, which can make running certain reports tied to those things challenging.

DonorSnap gives me everything I need to fundraise, track donations and contact management effectively. I don't need a big fancy platform: just something that helps me get the job done without a lot of guesswork. DonorSnap is it. Not a lot of frills, but enough for me to prepare decent reports, customize things like contribution statements, et.c I've recommended them to several other nonprofits for their functionality, and their great customer service. Easy to access tutorials and videos for anything you need to know how to do. They are always quick to respond in person as well.

I don't like the providers they've used for things like donation buttons, etc. But again that isn't their true line of work, so not a big problem for me. I do wish they would integrate with more online donation platforms like Qgiv to save on data entry! Some of the reporting features are clunky, take some guesswork.

Ease of use. It was very easy to learn and the transfer of info from our old program to this was great.

There are some features that I wish were better. When I am putting in a memorial donation and need to add a person's name...I wish I could do it on the fly rather than having to close out the donation file and go to maintenance and enter it there.
I have yet to figure out how to mail merge and print right on envelopes. I know I can do labels but would like to print directly on envelopes.

The support team is unbeatable. They have always walked me step by step through everything. The learning library is excellent and so well done. There are a lot custom options which has been good as we grow and change. The price point is very fair. Donor Snap continues to innovate and grow to better serve their customers.

My least favorite feature is the reports. I find that once you are in a category, donation, persona, contact you lose some ability to cross reference. So you need to manually combine reports. I think it's a donation report does not have an option for a contact ipk, only a donation ipk. That makes matching with another report hard. contact ipk is a foundation for everything.