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Nonprofits, political movements, social good organizations, churches, communities; anyone who wants to raise money with a simple yet robust solution.
DonorPerfect is a specialized nonprofit CRM designed to help your organization increase funding, establish trust, and achieve sustainability.
And even though we were using the free version, when we needed help from customer service, they were there and they were fantastic.
The donation receipts are really ugly and poorly throughout. They need actual customization.
We use Donately for our donation form on our website and for fundraising campaigns. We have always found it the product very easy to use and functional, and the customer service fantastic.
Lack of different templates and customization.
I was excited to learn about some of the new features planned for 2017, especially the more robust campaign functionality. They've built a quality team behind this product and it shows.
No direct integrations available. All have to be setup through Zapier.
I chose Donately as a way for my sponsors to donate online because it was easy and straight forward about the admin fee. It has been a great site that continues to become even more user friendly.
It's been difficult to mine the information from donately (emails, data, etc) for use in our database.
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.
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.
Donately
DonorPerfect
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