DonorPerfect

DonorPerfect

Nonprofit CRM Software

4.5/5 (546 reviews)

DonorPerfect Overview

DonorPerfect provides a complete fundraising and donor management solution to help you reduce your workload and build relationships with your constituents. Discover all you can do with DonorPerfect:

Manage Constituent Contacts and Donor Development
Send Personalized Communications
Track Every Type of Donation
Report & Analyze Results
Manage ALL Information in One Complete Source
Integrate With Best of Breed Products & Services
Collect Donations & Information Online

Pricing

Starting from
US$89,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

DonorPerfect Reviews

Overall rating
4.5/5
91% positive reviews
342
Excellent
157
Very good
35
Average
6
Poor
6
Terrible
Verified Reviewer

Great option for small non profits that want it all!

Used Daily for 2+ years
Reviewed on 2019/09/10
Review Source: GetApp

Overall, I highly recommend Donor Perfect. It's a great system if you want a robust CRM with fundraising capabilities. I thas a lot of the same functionality you would see in larger systems like Razor's Edge, but for a significantly more affordable price point. As someone who helped implement the system, uses it daily as an administrator and user, this is a great system. We have previously used Sage Fundraising 50 and Abila Elevate, so this is a huge step up for us without breaking the bank.

Pros

Donor Perfect has a lot of pros! It's a cloud-based platform so you can access it anywhere, even from your mobile device. There are a lot of add on features available, including ReadySetAuction and Constant Contact so that you can manage events and communications within one system. You have the ability to set up your own giving pages for various events, scholarships, or specific giving appeals (such as Giving Tuesday, Give Big Day, etc.) The reporting feature is extremely robust and can give you pretty much anything you want if you know how to ask for it. Another great feature is data import... if you have monthly payroll donors that may change one or two additions/drop-offs a month but need to regularly import large amounts of data with simply a check number and date change difference from the last import, you can do it all in less than 30 seconds after the initial document is set up. Overall, what I like most about this system is that it's affordable and offers all the bells and whistles that you get with the more expensive softwares, but for significantly less.

Cons

The system can be overwhelming for new users, especially if you don't have the paid support feature or the time to dig through their help pages. There are a lot of add on features, but they all come with a price. It can be pretty expensive for small nonprofits that only have a handful of employees or one or two people that are using the system. Reporting can be complicated and difficult even for experienced users. Events management is extremely difficult and complicated, and lacking a lot of features. We do not use it for events management as a result.

Response from SofterWare

Thank you for the great review! I am glad to hear that you would recommend the system. :) Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Sue T.

Support is Donor Perfect's Hidden Gem

Used Daily for 2+ years
Reviewed on 2019/07/19
Review Source: Capterra

Its been terrific to have all our constituents' contact information in one place, no matter how they became connected with AutismUp. I used to spend days collecting info from various people and files in order to build a mailing list. Now it takes less than 10 minutes to export a mailing list. And its already de-duped because I've used the Duplication Removal feature in Donor Perfect. Having the ability to find (report on) lapsed donors, compare fundraising results from year to year for annual events, and create flags and fields to make any kind of grouping we want is critical, but very difficult and error prone with excel spreadsheets - they way we used to do it. Donor Perfect makes it easy!

Pros

Tech Support is fantastic! Always friendly, helpful, knowledgable. They encourage you to call with any questions, not just problems. The training videos, knowledgebase articles and online community are great for learning, but when you need an answer fast, or can't find the right search term for the knowledgebase, Support will help you learn how to accomplish what you want to do. You can reach them via phone, chat, or email.

Cons

We would love to be able to use DonorPerfect for tasks beyond donor management - for all of our program and event registrations and payments, but need more flexibility in online forms to make that practical.

Response from SofterWare

Sue, Thank you for the great review. I couldn't agree with you more than the Technical Support team is Fantastic. They are always happy to help. Please reach out to the Client Relations Team for questions about other features and add ons for the system. The CRS team can be reached at (800) 200-3537. Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kelly H.

The perfect software for us

Used Daily for 2+ years
Reviewed on 2019/05/06
Review Source: Capterra

Your software provides great insight on donor activity. The reporting makes it easier for me to share with the board our fundraising successes and even areas where we need to focus more efforts.

Pros

DonorPerfect provides for all your donor management needs, at a good a price. I have purchased this software for several of the organizations I have worked for and recommended it to many others I have consulted with over the years. It's easy to use and the company has always been open for client input to help better the product.

Cons

The only concern that I have ... and this is more about me than DonorPerfect .. is that I need to take more tutorials on running some of the more sophisticated reporting options. I can have 99% of my needs met with the standardized reports but every so often I need something a bit more custom. You have great tutorials, I just haven't found the time to go through them ... yet!

Response from SofterWare

Kelly, Thank you for the awesome review of DonorPerfect. I am thrilled to read that it is the perfect software for your organization. I love that you continue to recommend DonorPerfect. Its an honor to have such loyal customers like you. Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Janette W.

Great program for donor receipting

Used Daily for 2+ years
Reviewed on 2019/03/26
Review Source: SoftwareAdvice

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.

Response from SofterWare

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Donor Perfect Review

Used Daily for 1+ year
Reviewed on 2019/03/13
Review Source: Capterra

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.

Response from SofterWare

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

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10

DonorPerfect Pricing

Starting from
US$89,00/month
Pricing options
Free Trial
Subscription
Value for money

Lite $89/month
Express $159/month
Essentials $269/month
Premier $459/month
Enterprise $799/Month

No setup fees. Unlimited users. Constant Contact Email and integrated online donation forms included in Express and above.

DonorPerfect Features

  • API
  • Access Control
  • Activity Dashboard
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Custom Fields
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Event Management

  • Activity Tracking
  • Attendance Management
  • Automatic Reminders
  • Customizable Branding
  • Customizable Reporting
  • Registration Management
  • Reporting & Statistics
  • Third Party Integration

Additional information for DonorPerfect

Key features of DonorPerfect

  • Comprehensive membership and volunteer management
  • Constituent Reporting
  • Contact Management: Major donor profile reports
  • Create your own unique reports from scratch
  • Develop and build relationships with Moves Management
  • Donation Processing and Gift Management
  • DonorPages™ Social Network Fundraising*
  • DonorSearch Screening
  • Grant Tracking and Proposal Management
  • Integration with Microsoft Office and Outlook
  • Integration with wealth screening andthird party vendors
  • Manage Relationships and affiliations
  • Modify virtually any standard report
  • Powerful linking, cross-references and relational data
  • Secure, controlled access to data
  • Targeted Mailings & E-Mail
  • Track and manage unlimited donor and prospect records
  • Track upgrades and lapsed memberships
  • Track volunteer skills, availability, certifications, etc.
  • User-defined fields and screens to match your unique needs

Benefits

Flexible Fundraising Constituent Relationship Management (CRM):

One centralized database so everyone works with the same, up-to-date data!
Track and manage unlimited donor and prospect records
User-defined fields and screens to match your unique needs
Comprehensive membership and volunteer management
Integration with Microsoft Office, wealth screening and other third party vendors
Powerful linking, cross-references and relational data
Secure, controlled access to data
Modify virtually any standard report, or create your own unique reports from scratch.

Fundraising Management Software

Can manage unlimited data in one easily customized database.
Contains sophisticated reporting & analysis helps identify the source of your next big gift.
Allows for easy merges of donor data into customized thank-you letters, e-mails and direct mail.
Improves pledge entry and the recognition and manage ment of gifts and pledges.
Also quickly generate reports on grants, campaigns and events.

Powerful Donor Reporting and Analysis
Manage Targeted Fundraising Efforts
Comprehensive Donation Management Software

DonorPerfect FAQs

Below are some frequently asked questions for DonorPerfect.

Q. What type of pricing plans does DonorPerfect offer?

DonorPerfect offers the following pricing plans:

Starting from: US$89,00/month

Pricing model: Subscription

Free Trial: Not Available

Lite $89/month
Express $159/month
Essentials $269/month
Premier $459/month
Enterprise $799/Month

No setup fees. Unlimited users. Constant Contact Email and integrated online donation forms included in Express and above.

Q. What are the main features of DonorPerfect?

DonorPerfect offers the following features:

  • Comprehensive membership and volunteer management
  • Constituent Reporting
  • Contact Management: Major donor profile reports
  • Create your own unique reports from scratch
  • Develop and build relationships with Moves Management
  • Donation Processing and Gift Management
  • DonorPages™ Social Network Fundraising*
  • DonorSearch Screening
  • Grant Tracking and Proposal Management
  • Integration with Microsoft Office and Outlook
  • Integration with wealth screening andthird party vendors
  • Manage Relationships and affiliations
  • Modify virtually any standard report
  • Powerful linking, cross-references and relational data
  • Secure, controlled access to data
  • Targeted Mailings & E-Mail
  • Track and manage unlimited donor and prospect records
  • Track upgrades and lapsed memberships
  • Track volunteer skills, availability, certifications, etc.
  • User-defined fields and screens to match your unique needs

Q. Who are the typical users of DonorPerfect?

DonorPerfect has the following typical customers:

Non Profit

Q. What languages does DonorPerfect support?

DonorPerfect supports the following languages:

English

Q. What type of pricing plans does DonorPerfect offer?

DonorPerfect has the following pricing plans:

Subscription

Q. Does DonorPerfect support mobile devices?

DonorPerfect supports the following devices:

Android, iPhone, iPad

Q. What other apps does DonorPerfect integrate with?

DonorPerfect integrates with the following applications:

APIANT, Constant Contact, Flipcause, Klaviyo, ReadySetAuction, Social Campaigns, VolunteerLocal

Q. What level of support does DonorPerfect offer?

DonorPerfect offers the following support options:

Online Support, Phone Support