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DonorPerfect is a specialized nonprofit CRM designed to help your organization increase funding, establish trust, and achieve sustainability.
Community foundations, private foundations, education foundations, associations, higher education organizations, corporations, etc.
There are extensive help articles/instructions for users. The support services are outstanding.
Support very poor, no help after 1 pm Pacific Time, Chat Support ineffective & Frustrating.
DonorPerfect has an advanced CRM with lots of options for reporting, customization, and design. DonorPerfect also has a fantastic support team that is easily reachable and very helpful.
Monthly billing was the most complicated feature for me to learn. As with anything, if you don't set up or maintain the record properly it can cause problems.
The report options are infinite and chat support is always there to assist with anything we need help with. There are so many good things to say about Donor Perfect, we couldn't function without it.
What I don't like is that fact that the data is so finicky. Sometimes a name is spelled wrong but the database cannot catch who you might be refering to.
We also appreciate the wealth of support that is provided not only through customer service but the ongoing and most importantly free webinars that are offered.
Trying to figure out how to send donor receipts was the most difficult task for me.
I love the ease of being able to work with applicants and evaluators in an easy way. Communication, documentation, and management is easy through SmarterSelect's software.
It is not until the email is opened that the recommender sees that Anthony is the actual person applying for the scholarship. This is often confusing for the recommenders.
It's easy, functional and a good value for the money. It's also great for several audiences to use, such as young teenagers and older adults who aren't too comfortable using technology.
There have been issues with individuals accidentally creating admin accounts rather than applicant accounts.
It's easy to use, customer service is fabulous, I really like that we can make changes/revisions to our application, does not require IT help.
Any issues have to be dealt with via email/chat. Sometimes it is a lot quicker/easier to explain a problem by talking rather than writing.
There are a lot of great things about this software. I enjoy the ability to customize the site easily, even for those without any sort of web-design knowledge.
We ALSO added references as a required part of the application. This cut down on time we spend on the phone tracking down references and writing them.
Kathleen G.: Hi, my name is Kathleen. I'm a manager of community and alumni engagement at Foothills Academy Society, and I give DonorPerfect five out of five stars. So when I came into my role, I inherited our DonorPerfect software. However, I've been approached by multiple other organizations who do similar work. I have chosen to stay with DonorPerfect because of the high level of support that I get from the team at DonorPerfect as well as the extensive knowledge base and the overall usability and increase of efficiency for our work. DonorPerfect has been the choice to stay with completely 1000%. So the reasons that we chose to stay with DonorPerfect was it's created so much efficiency for us around the work we're doing with reporting to donors, as well as our own internal reports to track and check our data on how we are doing in our fundraising. It's also created a lot of ability through the integration with other platforms for processing golf tournament fees, golf tournament sponsorships and donations, as well as our... What am I thinking of? Oh, as well as all of our financial components. It's just... and the online form section, it's just been an absolute dream to use and really easy to use and really easy to adopt. So we have stayed with it because it's the number one choice. It was so easy to onboard and integrate with DonorPerfect. We elected to do training to increase the capacity of our team as we were all new to our roles. Once we got started, we found it to be very, very easy to use, really intuitive, and the capacity of it as we've grown our team over the last 18 months has really proven a worthwhile investment for us. I think the recommendation I would have for other folks who are looking at using DonorPerfect is considering the offset of how much time you're currently spending maybe working with your data, maybe sending thank you notes to your donors, maybe issuing receipts, and think about how much time you could save if that was a really streamlined process. I would also really recommend considering this to an offset to a cost and an increase in capacity for you to do maybe more meaningful work in your fundraising and not just spending time issuing or printing receipts, and think about how it could really increase the capacity of your organization to have such an amazing, streamlined product integrated into what you're doing. And do training. And definitely do training because it makes the whole thing 1000% easier. It's worth that additional investment. I would say it 10X'd our ability with the product. So buy the product, pay for the additional training so that you're really capable and competent in it, and then watch how much easier it makes your life on the day to day.
Darla: Hi, I'm Darla. I'm the Executive Director of a nonprofit and I give SmarterSelect a four out of five. We were using online papers for our scholarship application process, and we wanted to go online. So we had also reviewed Academic Works when I was also reviewing SmarterSelect, and Academic Works was more expensive and didn't quite have everything I was looking for. We are a small staff of two, so that means we wear many hats on a daily basis. And as you can imagine, saving time and efficiency is very important for small non-profits, so SmarterSelect offers the Scholarship Matching Questionnaire feature. This 20 question feature allows our applicants to be matched to more than 80 scholarships that we offer. So this was a very valuable tool that really attracted me to SmarterSelect. As you can imagine, matching those students manually was very time consuming. So that was one problem that SmarterSelect helped solve. Another problem that we have is, reaching our college students consistently. They're not very good about replying to emails, so SmarterSelect has the messaging feature. Not only does it offer the email messaging, it has the option for us to text message our students and reach them more quickly. So that's huge for us to make sure we're able to stay in communication with them. And another problem that SmarterSelect solved was, as we were wanting to go online with our application process, and especially during COVID-19 pandemic, we were able to have the students apply online for the scholarships. And as our staff was working remotely, we were able to review and process and communicate with the students. One thing I liked about SmarterSelect was, they offered a free trial. So I enrolled for that and was immediately connected with a technician, I believe his name was Roger. Roger was so helpful. He talked with us. He helped us with the online preparation of our unique programs, helped answer our questions, and the integration of taking our application from paper to online was very customizable. And their customer support really helped us in the initial stages and even throughout. This is year four for us using it and each year it seems like we have different questions and they're always able to help us through that. So the integration has been wonderful. Most scholarship programs are very unique in their own programming and the nice thing about SmarterSelect is that it's very customizable and you can develop the application however you need it to be. You can ask whatever questions that you need to ask and having the Matching Questionnaire as an option to help in the process of matching the student to specific scholarships was a huge selling point for me. And I would highly recommend that if you are in a scholarship program and you have several different scholarships to award with all different types of criteria, SmarterSelect is very workable, very customizable and very affordable.
DonorPerfect
Top FeaturesSmarterSelect
SmarterSelect
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