DonorPerfect Overview
What is DonorPerfect?
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
DonorPerfect Overview
Pricing
Pricing options
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
Media
DonorPerfect Reviews
DonorPerfect Reviews
DonorPerfect for the Smaller Non-Profit
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.
Ideal CRM for Mid-Size Nonprofits
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.
Excellent donor management software for a small organization
Our experience has been excellent overall.
Twisted Pink loves Donor Perfect
We are thrilled with our move to Donor Perfect and highly recommend this product.
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DonorPerfect for the Smaller Non-Profit
Pros
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.
Cons
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.
Response from SofterWare
Thank you Brett for the awesome review of DonorPerfect. I am glad to hear how easy you found the system to learn. The Technical Support Department is available to assist with any questions you may have when working in the system. Please reach out to them about they issue you are experiencing when using the Tab key. Regards, Ellen Molon, Client Relations Specialist
Ideal CRM for Mid-Size Nonprofits
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.
Pros
Donor Perfect is very user-friendly. The Quickbooks integration is vital. Constant Contact integration is a feature we never knew we needed.
Cons
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.
Excellent donor management software for a small organization
Our experience has been excellent overall.
Pros
DonorPerfect replaced an old version of Salesforce, and it is night and day in terms of functionality, user interface, and benefit to our organization.
Cons
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.
Frustrated with a few main features.
Pros
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.
Cons
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.
Twisted Pink loves Donor Perfect
We are thrilled with our move to Donor Perfect and highly recommend this product.
Pros
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!
Cons
Donor Perfect needs a better event auction integration that utilizes text messaging for events rather than email only.
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DonorPerfect Pricing
DonorPerfect Pricing
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.
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.
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DonorPerfect Features
DonorPerfect Features
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Categories
Categories
Additional information for DonorPerfect
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 management 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
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:
360Alumni, APIANT, Constant Contact, Constant Contact, Flipcause, Klaviyo, QuickBooks Online, ReadySetAuction, VolunteerLocal, iDonate
Q. What level of support does DonorPerfect offer?
DonorPerfect offers the following support options:
Online Support, Phone Support, Forum, Knowledge Base, Video Tutorials
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.