Who Uses This Software?

We help growing nonprofits serving their local community to large, international organizations like UNICEF. DonorPerfect 's web-based platform scales to meet the needs of any size nonprofit.


Average Ratings

407 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $89.00/month
    See pricing details
  • Pricing Details
    No set up fee. Unlimited users included. Most include Constant Contact.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • SofterWare
  • www.softerware.com
  • Founded 1981
  • United States

About DonorPerfect Fundraising Software

DonorPerfect is the most comprehensive solution in fundraising, with everything nonprofits need to grow. It helps your team manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system. With automatic monthly giving, integrated online donation forms, dashboard reporting, Constant Contact email, auction management tools, and a network of integrated partner solutions, DonorPerfect offers pricing packages to meet any size organization and any budget.


DonorPerfect Fundraising Software Features

  • Alumni Management
  • Auction Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Management
  • Event Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Planned Giving Management
  • Pledge Management
  • Prospect Management
  • Recurring Giving
  • Volunteer Management
  • Campaign Management
  • Donation Tracking
  • Donor Database
  • Event Management
  • Gift Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Mobile Donations
  • Online Donations
  • Pledge Management
  • Receipts / Statements
  • Recurring Donations
  • Volunteer Management
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management
  • Committee Management
  • Contact Management
  • Donor Management
  • Email Marketing
  • Event Management
  • Fundraising Management
  • Grant Management
  • Membership Management
  • Social Media Integration
  • Volunteer Management

DonorPerfect Fundraising Software Reviews Recently Reviewed!


Look no further than DonorPerfect!

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: DonorPerfect is perfect for all my organization's software and database needs relating to fundraising. My absolute favorite thing about DonorPerfect is the excellent customer service I receive each and every time I reach out. I am sometimes asked to provide data that I'm not sure how to obtain in a time-effective manner. It literally takes a quick phone call or even an online chat session with a DonorPerfect rep for me to find a report that will work to get me the information I need. I am always amazed at how well the DonorPerfect customer service folks know the software, and the ease at which they are able to share its capabilities. I have never had to wait for a solution or an answer to my questions. That is so valuable for me, someone whose greatest challenge is not having enough hours in the day! One of the other pros at the top of my list is the user-friendly interface of DonorPerfect. If you have even a little computer knowledge and experience, DonorPerfect is very easy to use. Everything is laid out and organized in a logical manner, which saves the time and frustration of not being able to find a simple function.

Cons: I can honestly say I have not had any negative experiences with DonorPerfect. There are tiny things such as the scope of searching records that I might like to see changed, but at the end of the day, they're not really consequential. (Example: If an individual record is entered as John H. Smith, but I search for that record with the terms "John Smith", the record I'm looking for may not pop up. Broadening the search to "Smith" however, would allow me to find the record.)

Overall: Overall, I can't imagine another fundraising software being any better than DonorPerfect. The donor records management and reporting functions are very user-friendly and the logical manner by which they are organized and laid out on the website are big time-savers. DonorPerfect is a huge asset to our development team!

Vendor Response

by SofterWare on December 06, 2018

Amy, I am thrilled to read about the value you are finding in using DonorPerfect! You made my day with the title of the review : Look no further than DonorPerfect!. I am delighted to hear you think the system is user friendly, and agree that our Support Team is outstanding! Thank you for the amazing review. Regards, Ellen Molon,Client Relations Specialist

Perfect for small organizations with few staff and minimal amount of active donors.

Jul 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The cost is the most attractive part of Donor Perfect. For small organizations needing a database to get prospects and current donor information in one place for importing and exporting, this program is ideal. Having something inexpensive and yet widely used in our community of nonprofits, had definite advantages. There are many features of large software organizations that makes it a great deal and the add-ons are reasonable once your organization is able to take the next step.

Cons: Troubleshooting seems to be a challenge at times. Some areas you can "hover" over and figure out what the feature is or data that is expected to go in or how to use it - but it is not always clear. Unfortunately, nonprofit database information is not unique and from one software to the next, there is a learning curve for where you put what.

Overall: I have set up a number of non-profits with Donor Perfect. It is a great program for non-profits, particularly those with minimal funds, small staff, and new fundraisers. I have worked with organizations that fit every part of the spectrum. My current organization benefits from the data that I am able to retrieve about individuals, gifts, history... There are so many advantages to building relationships but also the ability to have data and notes that is easily retrieved and instrumental in the smooth transition of development staff attrition.

Vendor Response

by SofterWare on July 27, 2018

Thank you Kristina for taking the time to review DonorPerfect. The system is designed to be flexible for non profits of all size and can be customized to an organization's needs. As you mentioned, there is a learning curve when using a new system, we have you covered with a phenomenal support department, webinars, and training department. I am glad to hear you are finding the advanced reporting system and notes section in the donors records instrumental to your organization's success. Fundraising is all about relationships and DonorPerfect is a major component in helping organizations reach their fundraising goals. There is a Community Site meant to connect users near and far. DonorPerfect was in the NTEN Report for offering top-rated features and functionality at the lowest price.

Great support and training and a few glitches.

Dec 15, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall, this system has worked very well and I look forward to learning more about how I can better use its functions and capabilities. I can't comment much on the financial side of things because I mostly enter data and run spreadsheets for mail merging for mailings.

Pros: Customer Support and Training has been the most awesome feature of using DonorPerfect for me. I have learned a lot from the webinars available and whenever I call support for a certain problem, the staff are always very knowledgeable, professional and patient.

Cons: DonorPerfect has some features that I find cumbersome or just don't work well. (or maybe it's user ignorance!) The system is set up to have a "man and wife record" but if you have a man and a wife that have different roles (flags) and different cell phone numbers etc... you have to lump the info together in the record. You can make two separate records, but then when doing mailings, you will get duplicate mailings to one household. We also have the same problem with having an organization record, for e.g. ABC Corp. with Bob Smith as contact and then an individual record for Bob Smith. This is because sometimes ABC Corp donates and sometimes Bob Smith will donate as an individual by playing golf or running a 5K or contributing personally to the Annual Appeal. But again we don't want two mailings to go to Bob Smith. I also have a problem when receipting donations that after I generate the receipts and go back to where you update the batch, "All transactions" button has been defaulted to, even though I have chosen "user transactions". If I don't remember to go check that, I end up updating all the transactions instead of just my own. I also have wondered about making the filter building less cumbersome by having a way to build filters using more than two variables at a time. For a complicated filter you have to do several compound filters to get what you want.

A Robust System for the full-time nonprofit

Nov 08, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Donor Perfect is on par with some of the top CRM programs for the nonprofit at a price point that is affordable. The training modules online are great resources and their support is top notch. I have implemented DP from the bottom up and the process was seamless and helped us create a great cultivation program. This is a system that requires maintenance and good input practices. I would place this at the advanced/intermediate level and recommend it for a NPO with a full-time development staff. If you are looking for a robust, trustworthy and scalable system this is it but be prepared to dig in deep to the training modules and in the end your fundraising programs will benefit.

Pros: Donor Perfect is one of the mainstays in nonprofit donor/constituent management and there is a reason for their longevity. This is a robust system that is more complex than some of the newer entries into the market that tout cloud, ease of use and a free website builder. I have always thought that the gimmicky add ons is kind of like a realtor staging a home and putting potted plants on warped areas of the floor so you can't see them. With Donor Perfect, no frills just serious computing and data mining power. Standing out is their quest to stay relevant and they are continuously updating their software with the latest proven trends in the CRM space and have done a wonderful job with their updates. You can manage the full life cycle of a donor using this one system, create web forms for online donation gathering, mobile fundraising capabilities and full integration with QBO and other financial programs.Their support is outstanding and very responsive and they also offer free one and one training as part of the support package. I actually had a staff workshop day for training and they had a trainer come on a web conference and she trained our staff. It was amazing.

Cons: The system is a true CRM style system and there is a learning curve so be prepared to get the training you need to be able to train staff. It is worth the investment and will benefit your revenue goals to use the system fully. One area that always was a point of initial frustration was report generation. It took me a while to fully grasp the reporting.

DPO Has Made Tracking and Contacting Donors Much Easier

Jun 05, 2013
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: DPO is in the "cloud" which means PAALS volunteers and staff can work with it wherever they using just a web browser. Also, the DP mobile app makes it very easy to access donor information wherever you are.

DPO has almost unlimited flexibility to add new fields and configure screen design. PAALS is using DPO not only to track Donor information, but also to track information about the dogs we have in training, about our clients who have or are waiting on a service dog and about our hundred plus volunteers. And the custom report writer allows us to create reports for almost any purpose we need.

The optional WebLink Pro module has allowed us to create web pages quickly and easily to process event registrations and single or recurring donations. These are easily integrated into our existing website. The donation and donor information is automatically integrated into DPO saving much repetitive data entry.

DPO also has automated interfaces to Quickbooks and Constant Contact.

Cons: The event management module as currently implemented is somewhat cumbersome and is not integrated with WebLink. However, Softerware has posted that the next update will address some of these issues.

Softerware does not have an alliance with PayPal. Thus we are unable to include an option to for donors to contribute via PayPal on our Weblink forms. So we have to maintain a separate set of forms on our website for people who want to use PayPal.

The DP mobile application does not use the customized screens that are shown in DPO. It currently has a generic interface which makes information appear in different place/order than what a user sees online. Also, DP Mobile does not hide fields which have been marked hidden in the online version. Thus DP mobile, while useful, is much less usable than it could be.

Overall: PAALS is a small non-profit (around 200K in annual revenue and less than five employees). We have found DPO to be a very large help in managing our charity by allowing us to track all of our pertinenent information in one place that is accessible anywhere. The information in DPO used to be on several dozen spreadsheets or in QuickBooks. Duplication of data was everywhere (particularly email addresses) and no one really knew which was correct. Simply eliminating all the duplicates and multiple lists has saved us quite a bit of time and money.

I have used Softerware's telephone, email and online chat support. In all cases the support personnel were knowledgeable and helped resolve my problem or answer my questions -- usually in minutes

I would highly recommend DPO for any non-profit that wants to grow their donor base and/or who wants to get their data organized.

Birmingham Boys Choir Recommends Donor Perfect Online!

Jun 04, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: From my very first conversation with the regional account manager to which I was assigned through the decision to purchase DPO, my experience has been an extremely positive one. I had spent a great deal of time researching donor management systems and had narrowed the field down to three: DonorPerfect, E-Tapestry, and GiftWorks. GiftWorks did not have the functionality that we required, so I eliminated it early on. After working with both E-Tapestry and Donor Perfect on a free trial basis, I found the "intuitiveness" of DPO to be the selling point for me. In addition, I know this will sound silly to many, but the fact that there is so much color in the DPO system was a huge plus in favor of this product. Since I spend a great deal of time using the system, ANY color other than black, white and grey helps my eyes, and seems to make data entry a more positive experience. Both our immediate and future needs will be easily met by DPO, and customer support is superb.

Cons: If anything could be changed, I would prefer that DPO have their own payment processing system. Currently, DPO's payment processing is done through Mercury Payment Systems. While we have not encountered any difficulty using a separate entity for payment processing (we've had a similar system in the past), our webmaster would prefer DonorPerfect to process online payments as opposed to going through another entity such as Mercury Payment Processing.

Overall: I would wholeheartedly recommend DPO to any organization requiring donor management software. After spending hours generating reports for the development folks from an Excel spreadsheet with 1500 donors, I have truly enjoyed learning how to generate different reports with DPO....in a fraction of the time it had taken previously. We have had many tributes given recently, and it is with such ease that tributes may be added, a gift linked to that tribute, and a notification generated for the person to be contacted. When corporations purchase sponsorships for our annual gala, I can link the corporate sponsor to the person within our non-profit organization who secured the sponsorship-no more guesswork! I am sure there are features I have yet to discover and utilize to their fullest extent, but we are most pleased with DPO. Pricing is competitive, one does not have to be a computer genius in order to use the system, and all the help one needs is readily available.

Robust donor management!

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how customizable and robust the screens and reporting are in DonorPerfect. With Screen Designer, I am able to create the exact data entry screens that work best for our organization. We decide what information we want to capture, how to capture it, and how to report on it. SmartAnalytics and Easy Reports are just what I need to pull the data exactly how my board and CEO want to see it - PLUS, it is easy enough to use for a non-IT person to understand.

Cons: My least favorite feature is the event management add-on. Unfortunately, it is not ideal for our use to facilitate an 800-person gala with a raffle, silent auction, live auction, ticket sales, and very specific and irregular seating arrangements and payments. However, I was able to import our gala data from another software pretty easily with the import feature.

Overall: Overall, DonorPerfect has helped our organization re-vamp the processes and structures around our donor management.

Vendor Response

by SofterWare on October 31, 2018

Thank you Amy for the terrific review. Glad to hear you love Screen Designer and the Reporting functions. I have asked your Client Account Manager to send you information on ReadySetAuction, ReadySetAuciton is an auction software that integrates with DonorPerfect and would save you time from having to import data.I think you will like ReadySetAuction!
Regards, Ellen Molon, Client Relations Specialist

Extensive Reporting Options

Oct 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I do need to clarify that I have only been using DP since January of this year and the only training I have done has been online or self-taught. That being said, I have been very happy with the extent of reporting that is available. Once you figure out how to accurately record your data in DP, learning the reporting system is fairly self-explanatory. If you can't figure it out - customer support is always very responsive and happy to help!

Cons: The recommended way to enter couples is with one record. The way DP is set-up, this is the best practice to use. Having had experience with other systems, the best way to enter couples is to give each individual a record and then link them so giving, contacts, etc. are shared between the two donors. From what I have seen so far, the linking of records in DP isn't set-up to do this. This is unfortunate, because it makes separating donors, setting flags for each individual or pulling information as an individuals versus a couple not possible.

Overall: Again, the reporting is wonderful. It has allowed me to give our board and other staff members a clear picture of funds raised, where those funds are coming from and what they are supporting.

Vendor Response

by SofterWare on October 19, 2018

Jodi, Thank you for your DonorPerfect Review. I am glad to hear you are finding navigating through DonorPerfect easy and are using the many reports available in the system. SofterWare is listening and I apologize that you aren't finding the linking of records to be efficient. We would love to have some feedback from you from you in a Focus Group, Usability or Beta Test. If you would like to participate please contact the Client Relations Specialists at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

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DonorPerfect for the Smaller Non-Profit

Nov 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by SofterWare on November 26, 2018

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

All in one solution - love it!

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The software is excellent, but almost more than that, the customer service is Platinum-level. I have been supported in every way imaginable throughout the installation, through their excellent Knowledgebase, and when we're really stuck on something (which doesn't happen often), we've paid for the top level of support, which is amazing. Worth every penny for this small nonprofit.

Pros: I love that DP integrates with Constant Contact and with QuickBooks. I particularly like the ease of use - anyone I've ever hired can sit down, and with minimal direction, can be entering data and pulling reports within a short period of time. The reporting features are very strong. We use the WebLinkPro option - I highly recommend taking advantage of this functionality.

Cons: I do wish the event module was more built out. I can't pull a lot of reports out of it directly, so I've figured out workarounds. All in all, though, it's still a very helpful feature.

Vendor Response

by SofterWare on May 10, 2018

Hi Meriam, I am thrilled to hear how much you are enjoying using DonorPerfect. It makes my day to hear that new hires can use the product easily and quickly. Constant Contact and QuickBooks are two of our popular integrations. We also partner with other software companies to deliver a complete system including more selections for events management. Ellen from SofterWare

Highly Recommended for Taking Your Organization's Fundraising to the Next Level

Jun 04, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: Donor Perfect Online was a great solution to address some issues we were dealing with this time last year. Our base of donors has been growing for the past five years and the software we had been using was becoming more and more difficult to handle our needs.

Here are some of the top selling points:

*Integration of Event management

*Integration with Quickbooks

*Totally customizable on many levels, including mail merge, tracking codes, and reports

*Integration with Constant Contact

*Web donation pages

*Credit card processing

*Smart Actions (automatic prompts by email, popups and the like to remember to make calls)

*Contact record keeping

*Grant management

*Powerful receipt-creation (including email w/PDFs)

*Knowledgebase/online community & forum

*Ipad app

Cons: Fairly steep learning curve. It's a powerful system, so learning the ins and outs of exporting lists and developing MS Word templates can be daunting (we posted some in the KB for others to use). Fortunately we have full support, so answers to questions are usually just a phone call away.

Also, I could have used a bit more support as we were creating online templates for various web pages (Network for Good created one for us for $200). On the subject of NFG, we decided not to let our subscription lapse and completely switch over to DPO's weblink system because NFG just came out with a new system that recognizes the user platform and adjusts the layout (ie for smartphones and tablets). It would be nice to see a more robust platform, but we created some very useful pages for selling tickets to our events that will work great and save the cost of adding more pages over at NFG.

Overall: I highly recommend Donor Perfect Online. It was exactly what we needed. I am an advanced user, so I think I found it easier to implement than others might find, but once you get your staff trained on, it is an extremely powerful constituent management tool. Tracking a large group of people can be difficult if you are relying on a couple of spreadsheets, an access database, and Constant Contact. With DPO, this all gets wrapped into one powerful, flexible, and customizable system.

Perfect for small foundations with tech savvy employees

Oct 15, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: We chose this software after doing research of several CRMs. In the past we has been using spreadsheets only. We love that the software is customizable for our organization and that the support team is always willing to help and take feedback. The most useful thing so far has been online forms, which we have set up to send automatic thank you emails with tax deductible information. This allows faster follow up with constituents and has reduced the amount of work on our funds manager.

Cons: It is pretty heavily dependent on coding and understanding a CRM or database. It's a little cumbersome on the backend but someone with some tech savvy could do it. They are constantly improving.

Vendor Response

by SofterWare on October 19, 2018

Hi, Cassandra,
DP is way better than Excel, that is a true statement! And the secure process from collecting donations from your own online form to banking the money and updating donor records in DP, to donor thank you is the single most time-saving process in DP.

Fair point about dependency on back-end coding - if DP was more canned, it would be easier but not as flexible. We're trying to get the balance right, and customer feedback is how we set a good path.

I'm also going to send you a cool resource for Event planners that you might like.

You can reach the Client Relations team by email or phone: clientrelations@softerware.com and toll-free: 800-220-3537.

Susan Guggenheim, Client Relations Specialist at SofterWare

Complete excellence with product and personnel

Jul 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I highly recommend DonorPerfect Online as a mission-critical application we could not operate without. It's a great value for what we get.

Pros: DonorPerfect Online is a robust, scalable, flexible, and very stable application, and continues to be improved over time. It does everything we need and quite a bit more. It allows us to rapidly deploy customized donation portals. Up time is nearly 100%. Support personnel are prompt, courteous, and knowledgeable.

Cons: As with any web-based product (versus a native app), certain functions are a bit more limited, such as being unable to sort report columns by clicking on them. Not a huge deal, just a few minor annoyances as with any product.

Vendor Response

by SofterWare on July 20, 2018

John - so glad you would recommend DonorPerfect as a mission critical application that creates great value and one that you can't live without. The ability to take in donations using the OnLine Forms, is helping many non-profit organizations to grow their donor base. I will make sure to pass on your praise to the Support Team, thank you. Please contact either Support or your Client Relations Specialist with details about the sort feature you would like to see added to DonorPerfect. Many of the systems features come from our clients ideas that have been entered into Suggest and Vote.

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DonorPerfect Software is my Favorite

Aug 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer service is promptly available and is always knowledgeable and friendly. We have had much success with the Madrid of options available for services and reports. There is always training webinars available and new helpful services coming out. The web-forms are so easy and efficient for online donors to purchase tickets or make donations. The credit card processing works seamlessly with the information downloads.

Cons: The reports can be very tricky to pull up, however, there is intricate detail that can be obtained, so perhaps that's why.

Overall: Donor database and tax reporting for a large volume and diverse systemic need. Reconciling accounts for different GL needs is a breeze. Customer service support as been the very best I have ever experienced.

Vendor Response

by SofterWare on August 31, 2018

Lori, Thank you for the wonderful review! Our company works very hard to meet the needs of our clients. It is a plus that the reporting feature allows for simple to sophisticated reporting.

The integration of the Online forms/Processing Gateway/DonorPerfect makes the system seamless and is a big time saver!

We have many partners that also integrate with the system, check them out at dpconnect - https://connect.donorperfect.com/.

Regards, Ellen Molon, Client Relations Specialist

Fundraising Review

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that a Donor Perfect representative is always ready to answer any questions through there call in support center.

Cons: It would be helpful if donors would be able to login and change simple things like address or amount they donate.

Overall: The system is easy to use and has provided the reports easily for financials. It has been helpful keeping track of donations and contacting them easily. It is also very simple to update a donors card for there donation.

Vendor Response

by SofterWare on October 30, 2018

Kathleen,

Your feedback is truly invaluable to us, and we appreciate the time you took to provide it.

There is a whole team here waiting to help with your success, and only a phone call away!

The suggestion to have a donor portal where your donors can update their own information, is listed in Suggest & Vote within DPCommunity.

If you don't know what Suggest and Vote is, it's a place where our clients (and staff) can suggest features for DonorPerfect. Once you support an idea (Thumbs Up) you are notified of any changes in the status of the enhancement.

We hope you will check it out and support the donor portal suggestion, and add your own ideas!

If you need any help, you can reach our Client Relations Team at 800-220-3537.

Make it a great day!

Melissa Winterborne
Client Relations Specialist

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BV

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very user friendly. Making changes and running reports is pretty easy. No coding required.

Cons: Sometimes filters are a bit difficult to set up correctly without assistance. The need to export to excel to manipulate it cumbersome it would be nice to have the ability to set up the templates with a certain look we need and sorted appropriately.

Overall: It is very customizable within the records and screens. Events management needs better integration and ease of use. It is time consuming to enter gifts through the EM screen. It is also difficult to export information through EM for the event.

Vendor Response

by SofterWare on October 19, 2018

Hello Timothy,

Thank you so much for your time and feedback!

You have some outstanding suggestions, and we would love to have you participate in our VOCE program. It's no obligation, however we will reach out if we Development opportunities such as focus groups, Beta Testing, surveys and more.

https://www.donorperfect.com/landing/mktg/voc-client-relations/

We understand how critical Reporting and Events are to fundraising and we look forward to your input as we continue to make improvements to benefit all of our clients.

All the best!

Melissa Winterborne
Client Relations Specialist

Flexible, Easy to Use, Great Support

Oct 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is one of the most comprehensive software programs I could find. And the price was great. I appreciate the flexibility of the program, the ability to add/hide fields, set up the form the way I want it, and I especially appreciate how easy it was to set up on-line giving. What had been overwhelming before was accomplished quickly and effectively. The training videos, knowledge base, and support made it so easy to learn new things and use the database well. The reports are easy to use and very useful.

Cons: There is not much to not like about this software. I did run into a small issue with duplicate entry from on-line giving when the use used West instead of W or vice versa. If the address is not exact, it doesn't pick it up.

Overall: I did a lot of research of databases before settling on this one. It was a great find in that it can manage the data well, make it accessible in reports, and the cost is very competitive. It is flexible and fits our needs well. And the support is fantastic! The training videos, the knowledge base, and the chat and phone support is all very helpful. The people I have worked with were very kind and knowledgeable. It has been a great experience all around.

Vendor Response

by SofterWare on October 23, 2018

We're thrilled you are using DonorPerfect! Great product, great price, easy to learn, easy to use and fantastic support! We couldn't have said it better ourselves. Thank you!
Meg, Client Relations Specialist

Donor Perfect streamlines and facilitates Fundraising campaigns

Aug 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love the ease of use of the system and friendly look. The customizable dashboard allows us to be in control of the most important information we need to see and the full integration system makes it a all in one stop for information. Recently we began using the mobile app and additional payment mobile card reader which allows us to have a greater impact on our fundraising. Great Job on this new feature!

Cons: The older donorpages site was not the most user friendly experience and we did not have a big impact with it. We are still to experiment with the new crowdfunding platform and we look forward to that.

Vendor Response

by SofterWare on August 28, 2018

We are listening to our clients and recently have updated the user interface to make the system more user-friendly. The DPMobile card reader is great in accepting donations from your phone and having them automatically downloaded into DonorPerfect. We would love to hear your feedback on the new CrowdFunding page. Thank you for the great review and I will be sure to pass it on! Regards, Ellen Molon, Client Relations Specialist

Great Way to Keep Track of Donors

Aug 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a great way to keep track of donors, create mailing lists, and track donations. I also love that you can customize it to track exactly what you would like.

Cons: Using the filters to create mailings lists can be very confusing. You have to be very precise and use many filters or else you won't get what you want. I wish there was a more user friendly way to create mailing lists.

Vendor Response

by SofterWare on August 13, 2018

Kara, Thank you for taking the time to review DonorPerfect. Glad to hear you are finding the system customizable to all your organization's needs. Our knowledgeable, top-rated support team would be happy to help you with any questions you have about creating a mailing list. We are constantly working to improve our customers' experience with the software. Our clients play a large role in influencing and shaping the future of DonorPerfect. We would love to have you participate in one or many of our focus groups. Please contact the Client Relations Specialists at (800)220-3537 to learn about all the ways you provide input. We'd really love your insights on how we can improve DonorPerfect! Ellen Molon, Client Relations Specialist

Great product!

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I enjoy the ease of entering and searching for data as well as being able to also use the software for our volunteer program and special events.

Cons: I still sometimes have to call customer service to run reports as I get a little confused with the process. However, every single customer service rep I have spoke to has been extremely helpful and very knowledgeable.

Overall: Overall, my experience with DonorPerfect has been great. The variety of reports are helpful and fundraising a little less challenging.

Vendor Response

by SofterWare on August 15, 2018

Krishna, Thank you for the wonderful review. Love that we have made fundraising less challenging by providing a variety of reports. Tracking your events and volunteers are essential for non-profits, and we have made them easy to manage. Our OnLine forms make it easy to collect the data from your donors, and best of all, downloads directly into a donors record or creates a new record. The support representatives are always happy to help. :) Cases are available in DonorPerfect Communities if you should need to reference them at a later date. Regards, Ellen Molon, Client Relations Specialist

It does well for the price

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: DonorPerfect is a canned product that does most of what we want for a donor program. We can track our donors, recording their donations and making notes about interactions with them. It helps us in printing receipts and address labels. Their customer service is knowledgeable for the most part.

Cons: It is hard to customize. They do updates to "improve" the product. They problem is that if you have customized something or created a work-around, you have problems each time they update. Sometimes their improvements make it more difficult instead of making things better.

Overall: It tracks our donors without making us pay a huge fee.

Vendor Response

by SofterWare on May 10, 2018

Hi Rita, Thank you for writing a review about DonorPerfect. We are always listening to our clients and welcome all feedback. DonorPerfect is an online product that allows flexibility based on client needs. I encourage you to work with our technical support team to customize the product in ways that won't be affected by our agile development schedule. Ellen from SofterWare.

Great Features

Jun 29, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I have worked this software for over 10 years beginning with the installed version and moving to the online. It's a great software and as with any software there are small hiccups, but they constantly come out with updates and solutions to the issues.

Pros: DonorPerfect is a great software, that offers amazing reporting capabilities. The ability to export into Excel, Word or pdf and scheduling of reports and the SmartActions feature to set up automatic alerts i.e., to the director with the name and phone number of a top donor so he can call and thank them; or to schedule a report to go out to those on a daily, weekly or monthly basis is great especially if you are on vacation. They also have a great online Suggest & Vote forum where you can input ideas on new features and if selected they will become a part of the system; they listen and help provide solutions.

Cons: The formatting of the reports are a bit wonky when exported but you find a way to work through it because all the information is there.

Vendor Response

by SofterWare on July 06, 2018

Carolyn- Love to hear that you have been with our organization for over 10 years. Many long term clients interact in Community, where clients like you can help others use the product better. Thank you for your feedback on reporting. We are constantly working on improving our products, and I will pass it on to the Product Manager. Please send me the links to your Suggest and Vote ideas so I can vote on them.

Best Customer Service You Will Find

Oct 16, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Donor Perfect gives us everything we need as a medium sized nonprofit. We are easily able to track all gifts, and the integration with QuickBooks is a real timesaver!

Cons: Some of the reports seem a little complicated to run - I think it could be easier

Overall: We have used donorperfect for years, but until attending the conference last year, we did not realize the capabilities. We are able to do so much more now, and are constantly learning ways to improve our donor relations

Vendor Response

by SofterWare on October 19, 2018

Hi Kim,

Thanks so much for taking the time to share your experience!

No matter what size nonprofit you are, our goal is to ensure we can provide a system to support you and your mission!

Our integration with QuickBooks Installed and Online can save so much time, so you can focus on growing the relationship with your donors and organization.

We are only a phone call away if you need any assistance with your reports, and I think you are going to love the upcoming improvements we are making!

All the best,

Melissa Winterborne
Client Relations Specialist

Donor Perfect Is Easy to Use

Oct 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have been using Donor Perfect for 10 months now and we continue to discover ways to reduce are time and increase our effectiveness. We recently connected Donor Perfect to Quickbooks saving us significant bookkeeping work. We are able to quickly find our major donors and invite them to events using ticketing through DP. Sponsors and even auction items are all tracked in the database. Their phone support has been outstanding. I would recommend Donor Perfect to any size non-profit.

Cons: Sometimes all the options can be overwhelming but the support people help in sorting through the options to find the ones best for the current issue.

Overall: We have improved our effectiveness in reaching donors. We have been able to segment our donors to create custom communications to reach the lapsed donor and the growing donor. The connection to Constant Contact allows us to track every contact made to each donor. Plus we have reduced our bookkeeping costs through the Donor Perfect-Quickbooks link. We are very happy that we decided to purchase Donor Perfect this year.

Vendor Response

by SofterWare on October 30, 2018

Brad, Thank you for the wonderful review. I love reading the Pros you shared about DonorPerfect! The support team is always happy to help. Regards, Ellen Molon, Client Relations Specialist

Very Easy

Jul 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of navigation. Can merge accounts easily. Really enjoy the daily notifications of who's monthly payment processed and if there was a failed payment. I also really enjoy the app.

Cons: I like to leave note from my interactions with donors and it can be a little cumbersome to get to. It can also be confusing where to leave the notes, considering you have multiple areas. So for someone who is newer to this product, finding them can be difficult. I also have to do a lot of work when someone's cc has been declined. I've heard that they do not receive a notification about it, so I need to look into that feature and see if there is something I've not set up, or if DP doesn't send an email to the donor.

Vendor Response

by SofterWare on July 13, 2018

Hi Kelly, Welcome to DonorPerfect. I am glad to hear you are finding the system easy to navigate. The Contact Manager is the perfect place to keep track of interactions you have with your donors.The technical support department would be able to assist you with questions about the Contact Manager and your questions about handling declined credit cards

Amazing Tool for Donor Tracking

Dec 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There is so many reports and good information. You can literally track and print reports for all of the information you need. If you can't figure something out, the techs are always willing to talk you through your questions and will send you a detailed email of everything they went over. The Donor Perfect community is also a helpful tool.

Cons: There are a LOT of reports. As it's good it can also be overwhelming, but once you get the hang of it, it's easy to maneuver.

Overall: I have not used this function yet.

Vendor Response

by SofterWare on December 06, 2018

Brandi, Glad you have found DonorPerfect an Amazing Tool for Donor Tracking. As you have found, the system is flexible so any information you need to keep track of can be added and then reported on. Our Technical Support Department is always happy to help. Thank you for taking your time to complete the review. Regards, Ellen Molon, Client Relations Specialist

DonorPerfect - Now or Later

Mar 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: I like DonorPerfect, but I do not like a smaller program left out of essential tools. This is a better program for someone to transition to when the organization knows what they need and could enter at the level that is BOTH cost-effective AND gives them the tools they need.

Pros: DonorPerfect has been in the business for quite a few years. Using the product a few years ago I was very pleased that it was easy to use and teach and found it to be an overall great experience.

Cons: I recently explored the software as an option for relatively new nonprofit. DonorPerfect offered lots of entry points with reasonable pricing at each. What I found, however, is that for an organization to be most effective adding on modules is necessary and moving up to the next level may be wisest. Thus, the entry-level options are not really the cost-effective tools as they are promoted.

Donor Perfect is the perfect donor management software!

Nov 17, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Donor Perfect has the best customer support in the industry. In addition, they have partnerships with various other product providers that make integration easy. I wouldn't use any donor management system.

Cons: Would like a way to manage alumni better, we are a school and like many donor management packages we are forced to treat alumni like donors.

Overall: We use Donor Perfect to manage our donors and alumni giving. We have also used several of their partner products and we couldn't be happier. As a bonus they have one of the best user conferences in the industry. Once a year they host a hands on conference that gives practical solutions to common fundraising issues. Whether you are an experienced fundraiser or just starting out you will love the many solutions DonorPerfect and their partners offer.

Recommendations to other buyers: Make sure when you are looking at the product you look at the various options available like Weblink and DP Payment Processing.

This software is amazing at data collection and management for our NFP development team!

Jul 13, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the information tracking components to Donor Perfect software. We can also keep track of older donors and generate reports that assist with data analytics to help us reach our fundraising goals.

Cons: Exporting data to other software that we use, like Quick Books could be a bit more simplified. Sometimes account numbers do not align when information is exported and then uploaded into Quick Books.

Vendor Response

by SofterWare on July 18, 2018

Thank you very much for the great review! We work really hard to develop an amazing software. I am happy to read that the reports you generated assisted you with your data analytics to reach your fundraising goal. There is a QuickBooks interface available in your system to streamline the sharing of data from DonorPerfect to QuickBooks. Please contact the support department so they can assist you with getting this set up.

DonorPerfect helps me daily

Sep 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use- DonorPerfect is very user friendly it's so easy to import and export data. The reporting feature is awesome it makes my monthly reporting very simple. I am able to track and flag donors to ensure that my communication with them is effective.

Cons: I need someone to help with data input - that would be great - but I don't have any complaints about DonorPerfect!

Overall: I am better able to track donations and have a clear understanding of which asks are working best for us. I can track the different methods of fundraising to make sure that I am sending my direct mail, emails, and social media posts to the donors who will be most receptive.

Vendor Response

by SofterWare on October 08, 2018

Lori, Thank you for taking your time to write a review. I loved reading your review about how great DonorPerfect is working for you. I hear you, having an extra set of hands to help sure would be nice! From your review, it's clear you are already familiar with importing which can definitely cut down on data entry time. Regards, Ellen Molon, Client Relations Specialist

College Makes Connections

Oct 16, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to keep clean and detailed donor records that are easily accessible.

Cons: Designing reports that give me the exact information I need

Overall: The customer service is great and the staff is always friendly.

The data entry is easy and pulling info easy to access.

Vendor Response

by SofterWare on October 19, 2018

Hello Maria,

Your feedback is so important to us, please keep it coming!

We understand the importance of having accurate records so that you can report easily and grow your relationship with your donors.

With scheduled reports you have the ability to "set and forget" reports with the ease of knowing you will never miss sending a report out. Not to mention it cuts down on your workload. Who couldn't use more time?

If you need any assistance, reach out to our friendly Support Team. They are standing by waiting to help!

Thank you for your partnership,

Melissa Winterborne
Client Relations Specialist

Well worth changing your donor data base to Donorperfect

Feb 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: For many years our organization has been stuck with an old and expensive software. Our organization suffered in a sea of inefficiency until we migrated to DonorPerfect (DP) last year about this time. DP is very user friendly and we can also use our donor database in many useful and efficient ways. Our waste of postage and printing that resulted from data usability errors is continues to plummet. Most of all we are able to manage and get reports of our donors for a very robust fundraising such as customization of content for various of our donor segments.

Pros: Professional and courteous Customer driven Support. You can reach support by phone or online, waiting is very minimal. Excellent Dashboards and various customized reports Enough training for an already very user friendly donor databse

Cons: If you have no clue about use of computer driven donor databases, you should be willing to learn on how to navigate. It will take time but you will be glad you did.

Recommendations to other buyers: Try it, and you'll be rewarded with your foresight for choosing DP!!

Indigenous Ministries

Aug 22, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Tracks everything in one place and very easy to use.

Cons: Would like to see a option for tracking Child Sponsorships

Overall: DonorPerfect fits all the thinks we need to track. All employees have easy access to the information. Our ministry travels overseas and our employees have access to it from anywhere in the world.

Vendor Response

by SofterWare on August 28, 2018

Hi Penny, Thank you for taking the time to complete a review about DonorPerfect. I am thrilled to read that you are seeing the benefit of being able to track all your donor data in one system. DonorPerfect is customizable, allowing fields to be entered to track data unique to your organization. A field to track your Child Sponsorships can be added in Screen Designer. The support department would be able to provide you with the steps for adding a field. Please reach out to support Monday-Friday from 9:00 am to 8:00 pm EST. Regards, Ellen Molon, Client Relations Specialist

I can do this !!

Jan 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: other staff members are able to run reports that sort donors by different criteria - I will learn how to do this too, in the next year, but so far, my colleagues love this feature.

Pros: easy and logical way to enter all the data and then check it later to verify contributions. nice that it has room for notes etc.

Cons: sometimes DP does not catch the correlation between a new name I am listing and a previous entry's ID (of which that new name is part of the already-listed donor) until after I have typed everything in ... I would like to have this pop up when I do the initial search, not after I have spent some time entering it. Perhaps you know a way I can streamline this, or you can tell me what I am doing wrong. It's probably operator error (me)!

DP

Sep 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to learn and use. I really like the dashboard where everything you need and want to see at a glance is available.

Cons: nothing except that I wish the Batch numbers would automatically update and print with each batch.

Overall: Wonderful! The support is amazing and I am using the chat support more often now for quick and easy results.

Vendor Response

by SofterWare on October 08, 2018

Joelyn, Thank you for the great review! I am glad to hear that you are having an exceptional customer experience and recognize the value in using DonorPerfect. Batch Numbers are updated manually by selecting the Update Batch Number button in Receipts. This allows you the flexibility to select which gifts to include in the batch. Our support team will be happy to answer any questions you have when working in the system. Regards, Ellen Molon, Client Relations Specialist

Can't live with out it!

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: It should be noted that anytime I have been stumped and in a quandary...support via Chat or Phone has always more than met my expectations and helped deliver myself out of the problem with workable solutions.

Pros: To have in one place (under one roof; if you please) all donor records, giving history, data to merge to send letters and receipts, gift processing, contact management is excellent. I can't imagine how many other software products it would take to duplicate what Donor Perfect is providing.

Cons: Untold potential and depth of donor management, fundraising events, pledge "billing", processes still unlearned and haven't utilized. More on myself than Donor Perfect...2 years into use I am still exploring, etc.

A Part Time Donor Perfect User

Jan 09, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have worked with Donor Perfect for three years on a part-time basis. Donor Perfect offers a yearly seminar as a way to learn more about the program. You can sit in on lectures and sign up for a one on one session with a technician. A fantastic tool is the Donor Perfect Dashboard, which a client may customize to suit their needs. The dashboard offers a lot of information from your database at a one-stop view. Cycles and Analysis reports are at your fingertips. Donor Perfect is very accommodating with printing to excel or PDF. Donor Perfect offers Webinars and online instruction for every topic. Donor Perfect offers the best in call-in technical support. Every time I have called for assistance with a report or query, the technician can walk you through with a follow-up email with the steps taken, and can also take hold of your computer and go through the steps on your screen as you watch and follow the steps required for the outcome you desire. Donor Perfect has made a few changes over the years to reports, either through the request of users or through their own maintenance.

Pros: There is so much that this program offers. The customer support is top notch. Every technician is extremely knowledgeable and understands what end goal the client is trying to reach.

Cons: Donor Perfect could use a User's Guide that is not as in-depth as the manuals. I would definitely recommend a Filters 101, or a Settings Introduction, or a Building Reports manual.

Recommendations to other buyers: This is a fantastic program. Pay the little extra for premium service. Do not hesitate to call Tech Support with any questions. They are very helpful!

I'm a slow learner

Oct 16, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like how comprehensive it is. I like that you can run reports on any field which allows you to look at data from many perspectives.

More than just the software, I love the donor perfect employees. They are always friendly, knowledgeable and willing to help. Since I am a slow learner.

Cons: I wish that it were slightly more user friendly and that they offered more local training options face to face.

Overall: Overall I think the product and the company are excellent. They are constantly going through process improvement to make Donor Perfect the best it can be so their customers can be the best they can be.

Vendor Response

by SofterWare on October 19, 2018

Hi Jody,

Our goal is for you to get the most out of your system, and Reporting is crucial to fundraising. I'm ecstatic to hear how much you like our Reporting Features!

Learning comes in all shapes and sizes, and we are here to help you every step of the way.

You will see much more improvements in the near feature, including our updated search options and reporting.

We look forward to hearing more from you in the future as we grow and learn together!

Make today great for yourself and someone else!
Melissa Winterborne
Client Relations Specialist

DP

Jul 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: After helping my last organization transition to DonorPerfect, I came into my new role to find my team unhappy with Raiser's Edge. I immediately introduced DP and helped my team transition to DP which has made a HUGE difference in our day to days!

Cons: There are extra charges for a lot of add-ons. Overall great product, but not enough time in the day to learn everything!

Vendor Response

by SofterWare on July 18, 2018

We are always appreciative of customers who take DonorPerfect to other organizations - the best kind of referral there is, thank you so much for bringing our software to I Have a Dream Colorado. Next time you speak with your Client Relations Specialist, please tell us which add-on will make the most impact to your organization and we'll see what we can do for you

Pros and Cons from an Annual Fund / Special Events Director

Dec 04, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The automatic online donation function makes me ecstatic!

Pros: This database is so user-friendly! I rave about DP and recommend it to everyone I know. I just recommended DP to the class (I am taking online classes for my CRFE certification). I have used other databases (including the one that "brags about being top rated" - which 100% beg to differ), and none come close to the ease of DP.

Cons: I don't like the event module. The improvements made to this are much better (I was a beta tester for this module years ago), but it's still not 100% up to where I want it to be, but I work around it. I wish there was an age demographic that worked properly and was reliable.

Frustrated with a few main features.

Jun 05, 2016
3/5
Overall

3 / 5
Ease of Use

2.5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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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.

Recommendations to other buyers: Try it first. If you're going to customize it, take the time to figure out how their standard reports calculate first, so that you don't inadvertently screw up the reports. (for example, we are trying to track "purchases" that we don't want to show up as donations. We put these purchases $ amount in a custom field, thinking this would make them not show up on the fundraising reports. However, fields like "last donation amount" were coming up as "$0" since they found the most recent "gift" record (even if the "amount" field was blank, like on our purchase records). It's fixable with workarounds, but it means reprogramming a lot of the standard reports. Likely we need to re-evaluate how we're tracking these so we don't have to redo all the built in stuff.

Donor Perfect is very user friendly and has all the features my organization needs.

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the reporting functions of Donor Perfect. The preloaded reports are fantastic and the ability to customize a report to your own needs is very useful.

Cons: That you must pay to extra to have more than one user on at a time.

Overall: Donor Perfect integrates with the Agile Ticketing system we use at our non-profit art house cinema and the transfer of information is seamless. Donor Perfect has been wonderful in all aspects.

Vendor Response

by SofterWare on December 05, 2018

Hi Tammy, Thank you for the awesome review. I am thrilled to hear how much you are enjoying the system and have found it to be user-friendly! Glad to hear that you are finding the reporting function in DonorPerfect to be fantastic and Agile Ticketing a perfect add-on to the system. Regards, Ellen Molon, Client Relations Specialist

Great functionality and reasonable price!

May 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The DP system is intuitive and easy to use. There are many standard reports and it's easy to create custom reports. If you run in to a problem, the support team is fabulous. A real person answers the phone!

Cons: It doesn't have all of the bells and whistles of some of the other systems I've used, but it I have learned they are not as important as I once thought.

Vendor Response

by SofterWare on May 21, 2018

Thank you Amy for reviewing DonorPerfect. I'll pass along your praise for Support, and to your assigned Client Relations Specialist, who is always available to answer questions and get you to the right resource. We take customer feedback seriously from idea brainstorming to beta testing a new feature to post-release tweaks. I'm going to email you a link to join our Voice of the Customer in Everything (VOCE) program so you can collaborate with Developers and Product Managers for all/any phase of DonorPerfect product development.

Regards,
-Susan

DonorPerfect is very intuitive and easy to use

Jun 05, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
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Pros: DonorPerfect is easy to learn and captures the information we need. The reports are easy to use. It integrates with other software (Weblink, RSA) which we use very well, both of those are easy to use as well. The help support is very prompt and always able to help.

Cons: Would like more local area trainings especially for the intermediate and advanced DonorPerfect users.

Vendor Response

by SofterWare on June 08, 2018

Hi Holly, Thank you for the glowing review. Here is a link to our Training Services. We offer Regional Classes, OnSite Training and Virtual Training.
Your Client Relations Specialist will be reaching out to you to discuss the different types of training, and help you pick out the one that will best fit your organizations needs.

Donor Perfect is PERFECT for our organization.

Dec 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Comments: Donor Perfect has been a wonderful tool, and continues to improve its functionality. I would recommend this software to nonprofits, and even for profit institutions.

Pros: It is easy to use, provides reports that can show an individual donor's contributions, or the top 100, or 5,000, depending on the need. I'm still learning some of the many functions available to me!

Cons: Because we also use Donor Search, it would be nice if they were a bit more compatible. I like both products, and use them both a lot. It would be a great idea that if you update DP, you would also update DS, and vice versa. It would make mailings so much more functional and easy. Just a thought...

Great tools

Oct 15, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The number of options you have and can build upon.

Cons: The initial setup is challenging. You may not realize options you have and how it will impact you in the future.

Vendor Response

by SofterWare on October 19, 2018

Hi, Dave,
One beginning step that I recommend is to read this article on Tips for a Good Coding System - https://softerware.force.com/dpcommunity/s/article/Tips-for-Creating-a-Good-Coding-System

You're right, how you start out with a relational database does impact your use of it later, esp. with reporting.

But with some planning and forethought you can create and maintain your codes for Flags, Donor Types, General Ledger codes (you'll want your Accountant to sign off on these), and codes for Campaigns, Gift Types, Contact Management and Solicitations, you can rock reports all the time.

You can reach the Client Relations team by email or phone: clientrelations@softerware.com and toll-free: 800-220-3537.

Susan Guggenheim, Client Relations Specialist at SofterWare

Review of donorperfect

Oct 15, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Very customizable. It has so many features and allows you to create your own reports and filters

Cons: It's not too easy to use. Learning curve is long. Can be cumbersome

Overall: Very good experience. I go through phases where I'm on the phone frequently to customer service. Sometimes I have some one helping me who is very good and they know what I'm asking even if I don't explain it well. Sometimes they aren't as helpfful but I just call back again

Vendor Response

by SofterWare on October 30, 2018

Katherine, Thank you for taking your time to fill out a review on DonorPerfect. I am glad to hear you like all the flexibility the system has to offer. The support department is here to assist you with questions you may have when working in the system. Regards, Ellen Molon, Client Relations Specialist

A year of great use

Sep 20, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I have been using Donor Perfect for a little over a year and have been very pleased with it. I have had really good luck with the support, as has my IT person. We had an issue with the mobile payment processing hardware and Donor Perfect refunded our money after a lot of support time went into trying to make it work (we are in a rural area and the broadband may not have been sufficient) but Donor Perfect was great in all aspects of working on the issues.

Cons: I have used several different databases, starting with DataPerfect (a WordPerfect product) in the 1980s. After that I have used ACT for about 30 years, then before DonorPerfect, my nonprofit used an Access database. There are a few aspects of DonorPerfect that could be streamlined - having used ACT, I feel that some of the DP reports could be easier to pull, but for the most part, I can get everything that I need. My greatest regret is that we could not get the mobile payment processing to work because it would have been ideal for events.

Recommendations to other buyers: When we decided on DonorPerfect, we looked at several different donor databases. We decided on DonorPerfect because of the stellar support (we do have a support package) and the features that make DonorPerfect easy to use.

Powerful tool

Dec 05, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
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Comments: We recently implemented DonorPerfect at our not-for-profit early intervention centre. The software has impressed us with the ease of use, adaptability and functionality. The ability to create communication campaigns around the various types of supporters we have has been valuable to us in the promotion of raffles and other fundraising events. The online knowledge base is an incredible source of information. Make sure you take the training or read the knowledge base before you start to use the system.

Pros: Functionality-ability to upload spreadsheets, have mail merges, create email campaigns, issue tax receipts. Online "suggestion box" for additions to the software with users voting creates popular new uses. Training/Support - the team is readily available and will work through issues with you. Also, great online learning tools and best practice resources. Ability to expand as needs grow.

Cons: The software is only as strong as the data put into it, so you need to be able to dedicate resources not only to get the system up and running in the best way for your organization, but also on an ongoing basis. The system is not compatible with all accounting software so, if this is important (if you have high volume of donation) check for compatibility or you may be faced with double entry.

Recommendations to other buyers: Have a clear idea what you want the system to do for you and include people who will be using it in the product demonstrations.

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Customer Service!

Nov 19, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The customer service with DonorPerfect is unmatched! The chat feature is so convenient and very helpful.

Cons: I have a creative brain, so learning this software is a little more challenging to me. However, the customer support, especially the chat feature makes learning it much easier.

Overall: We are finding that we can utilize this software for several different functions, therefore making use of our time more efficient.

Vendor Response

by SofterWare on November 26, 2018

Vicki, Thank you for the great review! Glad to hear that the you are finding the different features in DonorPerfect beneficial to your organization.
Love that you wrote "The customer service with DonorPerfect is unmatched!" :) Regards, Ellen Molon, Client Relations Specialist