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.
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. 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. Time used: Less than 12 months. Our first year has gone extremely well. Everyone was able to get up to speed quickly.
Even pitching in to help with gift entry during the busy season with little to no experience was easy. I wish there was more customization available with reporting or even some ways to build more complex filters. We may purchase Smart Analytics to move into a deeper dive with our data. DonorPerfect is easy on the eyes. The large font makes data entry and reviewing records very easy, which is important when you are in the database most of the day. The program is pretty intuitive and very easy to navigate.
Trainings are important and for the most part, very good. I like being able to run a report and click on a name or gift in the report and go directly to the donor record to gather further information. The product's "Knowledgebase" feature is lacking. The glossary of terms in almost empty. It's difficult to find resources to solve problems or just to look up a "how to". Chat support is very helpful when you get the right person. They open helpful windows and the close function will be off screen.
Nothing is more frustrating then trying to get something done and have a pop obscure your window and you can't close it. I stopped to write this review because thats where I am and it has happened more then once this year. The help documents on-line frequently do not match the program or the information is obtuse. They will give an instruction but not how to reach the page where the function is buried and the screen shot will look nothing like the current program. Do you assume its outdated or spend an hour looking for the secret portal It will not be where you logically thing it should be.
There query system for generating and outputting mailing lists is cumbersome and takes several steps to achieve what seems like a simple task. If you need to know who was added to your database this year you have to select several pulldowns before you can select the date.
If you output the wrong way it will delete the first digit of any zip code that starts with zero. The design engine for email blasts is clunky and leaves too much space between elements that can't be adjusted.
It makes for some awkward spacing and alignment. The vast amount of robust capabilities built into the software platform, always finding new ways of accomplishing tasks and eventually easier ways of doing them. Albeit, Mailchimp is a different platform for smaller email tasks for small groups, yet their ease-of-use GUI model helps the lay person get done quickly and with less confusion.
Our IT personnel love the Salsa platform which is all that really needs to be said, yet the people who have to use it on a daily basis compare it to a flight cockpit of endless switches and tabs.
For a premiere email database platform that Salsa is, I'm still waiting for emails I send to be fully-responsive and readable on the smallest smartphone. Just not there yet. Mentioned that at the last Salsa training event in San Francisco last fall, which we were told is coming Still love the software platform.
Even though the FAQs leave you wanting and confused with laborious hoops to jump through for answers to problems that mostly don't seem to work, sending a ticket to Salsa gets a quick, friendly response, a great answer and usually a screen capture of what precisely to do in a succinct manner, which should populate the FAQ area instead and the answer model to use.
And one last thought, as with the SF training event mentioned here, and the last Salsa conference in Virginia, it was an obvious sea of Apple laptops and iPads across the board at all events, all tables. So, the clientele around DC and elsewhere, the core target demographic for your software that traveled to the conference, prefer out of-the-box, ease-of-use products to get the job done, quickly.
Our non-profit aids other smaller non-profit organizations in outreach and advocacy efforts around a variety of issues. Salsa has been great for us because it so flexible and capable of many different types of outreach and advocacy. Market leader in nonprofit CRM software DonorPerfect reviews, ratings, and testimonials from fundraising professionals and industry experts. Why DonorPerfect? Compare DonorPerfect to other nonprofit CRMs Make the best decision for your nonprofit by exploring side-by-side comparisons of the features and capabilities DonorPerfect offers versus alternative fundraising platforms.
See how we rate Learn why fundraisers choose DonorPerfect over other fundraising software providers. See how easy it is to make the switch to DonorPerfect When the Historic Artcraft Theatre needed more time for fundraising and less time with data entry, they switched to DonorPerfect.
Learn what nonprofits accomplish with DonorPerfect DonorPerfect provides Olivet Boys and Girls Club with reports they can trust and easy-to-use software that their rotating staff and volunteers can use independently. From setting up and managing memberships to tracking and connecting with donors to volunteer management, the solution has the tools you need. Even better, with Keela CRM you have a centralized dashboard where you can visualize all important information about your organization.
In addition, through its fundraising management tools, Keela helps nonprofits streamlining donations. It makes it a breeze to create fundraiser campaigns with clear descriptions and fundraising goals. Even better, creating customizable donor forms is easy. Plus, once the forms are ready, you can embed them on your website to allow donors to make payments. Most importantly, you can create the forms to collect specific payments such as newsletter subscription or membership payments.
The good thing is, Keela integrates seamlessly with Stripe or PayPal, thus making it easy to collect online payment. NetSuite Grant Management and Oracle also have a donor management program to offer, inclusively one of the leading tools of its kind to be found on the market.
What this system aims to achieve is to facilitate donations management by bringing core financial tasks under the same roof, and preserve the quality of donor communications in the service of higher retention. You can also rely on it to find new supporters for your cause on various channels, and connect it easily to other tools from the same productivity suite to manage all aspects of your work.
Netsuite Grant Management also offers the features of CRM software platforms to help improve user productivity. Designed to help nonprofit organizations manage finances and day-to-day operations, Sumac provides complete solutions for fundraising and donor management. Sumac makes it easier for you to update and share donor data whenever needed through its cloud service.
You can also make donor profiles with customized fields to ensure faster donor profile retrieval. Moreover, the platform offers plenty of features for tracking donor activity and donations. With Sumac, you can make sure that your nonprofit is always compliant with government requirements for tracking donations. The software also provides powerful features for building targeted fundraising campaigns and identifying potentially large donations.
Built-in capabilities for mail merge and email marketing make it easier for you to get in touch with donors whenever needed. What they have to offer next to their year experience is an open platform that integrates data across systems and facilitates collaboration, consolidates disparate processes and communications, and tracks key nonprofit metrics, such as donor retention and acquisition.
Reaching new donors is also made easy — the platform delivers advanced data enrichment services that find missing addresses, emails, and phone numbers, simplifies email marketing and helps understand the impact of each campaign, and processes donations, pledges, and payments directly through your website.
You can also keep donors engaged with Wealth Analytics and similar fundraising tools to gain more online acknowledgment and support for your cause. DonorPerfect is another key finalist in our 20 best donor management software list and the favorite system of thousands of fundraising nonprofits and organizations. The platform brings all fundraising data and growth initiatives together within a centralized hub and enables constituent relationship management and proper governance of your trainees and volunteers.
It also ensures access to new donors and opportunities, as you can use it for targeted email marketing, donor cultivation, prospect screening, and full analysis of your campaigning efforts.
For added convenience, DonorPerfect also offers the features of event management software. Backed up by expert fundraisers, Bloomerang fits perfectly novice and inexperienced users, but arrives with an array of advanced tools that let it play side-by-side with larger and affirmed nonprofit assets. It specializes in donor retention and engagement, helping develop creative practices and spread your cause across social communities. At the same time, it presents you with a compact CRM console from where you can manage your entire fundraising ecosystem, including donors, volunteers, sponsors, grantees, and more.
The system will let you create attractive online giving forms and embed them on your websites and social profiles, and accept the donations with pretty much the same ease of action. Donors will get constituent records, and be constantly engaged with generating appeals, acknowledgments, and newsletters via snail mail or email. The developer is also well-known for adapting the system to modern standards and requirements, as its Planning Center is repeatedly enriched with new features and functionalities.
Planning Center is a fundraising management suite with seven interrelated applications, designed exclusively for churches and religious communities. You can use it to manage cash, check, and online donations from a single dashboard, and enroll volunteers and manage attendance with an online check-in system. What makes Planning Center attractive, is foremost, its simple mode of operation, as teams take little to no time to learn how to use it, and do so independently and without expensive training.
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