DonorPerfect

DonorPerfect is an easy to use program for our Development Ministry. We can customize team members access to specific features within the product which is very helpful. The software provides all team members with the necessary knowledge on each donor to allow us to develop personal relationships with our donors. We are able to run a large array of reports on our donor data which provides us even more information as we develop critical donor relationships.

The only thing that can be frustrating is customer service not getting back to you with a solution to your issue. However, most of the time between the Community boards and customer service an issue is resolved quickly.

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.

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.

Being able to manage all of my donors in one place and pull critical reports makes DonorPerfect the program to use when it comes to CRMs.

The payment processor could use some updating to bring them up to today's new website technology but we would still chose DonorPerfect over other CRMs for the price.