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

265 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

Designed to help your organization grow, DonorPerfects core CRM system expands to incorporate growth tracks like online fundraising, donor engagement, fundraising events, donor retention, and more. From online giving solutions with integrated payment processing to email marketing tools and custom reporting, DonorPerfect empowers your team to work better together on a single platform, learn what makes your donors move, and cultivate important relationships that will make your mission a reality.


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

DonorPerfect Fundraising Software Reviews Recently Reviewed!


It's not particularly user friendly but someone who has experience with SQL statements would find it quite easy to use

Jun 05, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Customer support is very good

Pros: The fact that it has an integrated events module which is perfect for an event which requires pre-assigned seating. It is perfect for a relatively small non-profit organization with a small budget.

Cons: The events module needs some tweaks to make it less cumbersome to use but, on the whole, it is very good

Vendor Response

by SofterWare on June 08, 2018

Hi Hetty, Thank you for your feedback about Events Management! Your Client Relations Specialist will be contacting you with an invitation to join the Voice of the Customer in Everything. We would love to get your feedback from you in a FOCUS Group, Usability or Beta Test.

DonorPerfect is very intuitive and easy to use

Jun 05, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Fabulous customer service

May 22, 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: The technical support staff, are very knowledgeable, its a pleasure to work with anyone who answers the support line.

Cons: The most difficult issue is reporting. Each and every report required usually has different parameters, and many reports are only required once or twice a year so help is always needed to get the information required.

Vendor Response

by SofterWare on May 30, 2018

Hi, Ellen, Thanks for the kudos to our Support team, and I will pass that along to the leads. We know that reporting can be difficult especially the ones you don't need often. We're working on enhancing reporting this year - from improving filter selection to making them easier to put together and run or even schedule. In the meantime, contact Support for all your reporting questions - they are good at it!

DonorPerfect Review

May 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: 9.0/10 Not
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Comments: This system is what I know and favor.

Pros: DonorPerfect is the only software I have used since venturing into the fundraising arena. We moved to the cloud version years ago and it was a great improvement over the desktop version. It is user-friendly for the most part and continues to add to its available options. My problem is finding the time to take advantage of all the options. While I have looked into other companies over the years, no other platform has made me feel that they can beat what I have with DonorPerfect.

Cons: I still hit some bumps in the road when trying to create new reports. But I think this is more from lack of available time for me than the system.

Vendor Response

by SofterWare on May 23, 2018

Hi Terri, Glad to hear you favor DonorPerfect and are finding the system to be User Friendly. The Technical Support Team would be happy to assist you when you hit those bumps in the road. They are available from 9:00 am to 8:00 pm EST Monday thru Friday. Thank you, Ellen from SofterWare

Easy to learn and use

May 14, 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: I enjoy using your product! Thank you!

Pros: DonorPerfect was designed with the user in mind, so it is quick to learn the program. It is very easy to input information and look up what you need to know when running reports or reviewing a specific donor's history. I love how it tracks volunteer hours and activities, and lets users log detailed information about volunteers. The community forum is great for additional ideas and tips.

Cons: I wish the "Save" button were bigger! It would also be nice to have more limiting capability in users, so that certain volunteers could access certain donors or certain pieces of information about those donors.

Vendor Response

by SofterWare on May 23, 2018

Hi Emily, Thank you for taking your time to review DonorPerfect. We are always glad to hear that our clients are finding DonorPerfect easy to use and love the features we offer! Security filters are the best way to limit access to users, as well as protecting the integrity of your records - which is one of the most important aspects of the DonorPerfect system. Your Account Manager would be able to assist you with getting Security Filters added to your system. Ellen from SofterWare

'Wonderful customer service, always ready to help'

May 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Great customer service who are always willing to solve the problem or guide you in the right direction, a multitude of fields for donor management, good reporting.

Cons: - A cheaper option for small/stating non-profits.
- More explanation on how to use the many aspects of Donor Perfect.

Vendor Response

by SofterWare on May 22, 2018

Hi John, I am thrilled to hear you are finding our customer service Great! I would be happy to do an account review and talk about the many aspects of DonorPerfect. I can be reached at 800-220-3537. Ellen from SofterWare

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
Likelihood to Recommend: 10.0/10 Not
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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

Good fundraising software

May 09, 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: 8.0/10 Not
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Pros: Can be linked to company website and funds get deposited directly to the bank account. A complete package software for donations and fundraising.

Cons: Report set up can get a bit confusing and complex. Took me a while to figure out the proper reports.

Vendor Response

by SofterWare on May 21, 2018

Hi Tina,Thank you for taking the time to write a review about DonorPerfect. I'm glad to hear that you see the benefits of a seamless integration with donation processing to your bank account, and that this process makes your workload less cumbersome. Our technical support department would be happy to assist you with questions you may have when running and even scheduling needed reports. Ellen from SofterWare

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

Batch and post though Thank you letters and receipts an awesome trip!

May 07, 2018
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: Fantastic product to use. Ease of finding past gifts & pledges makes it awesome.

Pros: Ease of creating & completing a batch. After posting with save to a PDF the batch can easily be noted by the batch number or date of deposit saved and then sent to the Devepment Director.

Cons: The need to add information to fields for an external merge for specific Thank You Letters and program/projects.

Vendor Response

by SofterWare on May 10, 2018

Thank you Michael for taking the time to write a review. I am glad you find the Thank you letter and Receipts feature easy to use and beneficial to your organization. Our technical support team can answer any questions you may have about adding fields to your Thank you letters for the merge process. Ellen from SofterWare

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.

My experience with this program has been great they are very helpful

May 03, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 4.0/10 Not
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Pros: The support team is one of their best traits, also enjoy the ease of their software and how they pretty much answered all of my questions.

Cons: Cant think of many cons at the moment I have only tested this software and have yet to make an investment however I have really enjoyed my time speaking with them.

Vendor Response

by SofterWare on May 10, 2018

Hi Mariam, It is great to hear you are finding DonorPerfect easy to use. Glad to hear the Technical Support Team has been very responsive to your questions. Thank you for taking the time to write a review. Ellen from SofterWare

The support staff has been there to answer any questions I have.

Apr 30, 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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Comments: I have had a great experience.

Pros: We keep discovering new ways to utilize the apps associated with Donor Perfect and the support staff is very helpful.

Cons: The doubling of patrons information was making the system less efficient until we found out how to consolidate gift/donors.

Basic donor tracking software

Apr 24, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality

Pros: Simple software to track donations. Gives ok options to link donations and give soft credits when needed. Import is somewhat finicky to learn but does make things easier when you figure it out.

Cons: Not great options to track notes and upload files. Reporting can also be a bit tricky but once you figure it out they mail merge well

DonorPerfect replaces all of the envelopes with return addresses from donations.

Apr 24, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: I think once I get everything transferred from QuickBooks and get addresses for donors I don't have, things are going to feel more complete.

Pros: I have everything in one spot. I can pull up stats on any donor at anytime with easy reports. The amount of information that can be stored on one donor is priceless.

Cons: Importing contacts from QuickBooks is a little challenging with the formats. I've had to reformat every export to match DonorPerfect's templates.

Donor Perfect

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to work with and integrate reporting is great it lets you delete!!! It organizes I need to get organized!

Cons: Painfully expensive for our organization. How are we supposed to survive using this program?? Wish they can do something about this.

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.

DP user for over 15 years and DPO user for 5 years, and have used other software. DPO is the best!

Apr 11, 2018
4/5
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: API connection to Constant Contact and Agile Ticketing software. Flexible, easy to use webforms. Very customizable donor screens and reports. Excellent customer service. Can access from anywhere.

Cons: Duplicate maintenance system is good, but only manually, which can be time consuming with large constituency. I probably don't use all of the functionality.

Overall: It helps me understand donor patterns and behavior, track relationships, and manage actions.

Donor Perfect truly was a perfect solution for our non-profit!

Apr 04, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: The Pros far outweigh the Cons. Also, Donor Perfect tries to provide a great experience and useful product to both the one-click user and the user who likes to tinker. Donor Perfect is a powerful tool to have in the development office.

Pros: From the very beginning Donor Perfect is easy to use for simple tasks, such as Data Entry. The value of the product, however, is in its' flexibility and in the number of tasks that can be completed in one place. For example, features such as Instant Merge, Importing and be able to create organization specific Donor Pages are both quick and worthwhile to learn because much time will be saved in the long run. The reports are beautiful and most are easy to run. However, above all, the step-by-step user materials and the customer service is outstanding!

Cons: There may be a learning curve and the versatility of the software may be a bit overwhelming, particularly if you are a user who just likes to click one button and move on.

Non-Profit Director user

Mar 23, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
4 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Comments: This is not a product that I would recommend to a growing company.

Pros: I am not sure I am able to say much in terms of any positive features for this particular product.

Cons: User interface was nearly non-existent, Seemed very prehistoric in terms of competitors like Raiser's Edge, etc.

Vendor Response

by SofterWare on March 30, 2018

Hi Jill, We're sorry you were not satisfied with DonorPerfect. We looked for your organization in our database so we could we reach out to you, but we couldn't find your organization as you have it listed here. We'd like the opportunity to learn more about how we could improve our product and services for your type of organization, so please contact us clientrelations@softerware.com or call 800-220-3537.

We just bought Donor Perfect for our small non-profit in December and are in the midst of startup.

Mar 22, 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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Comments: Overall we are very positive on Donor Perfect and are working through all the startup issues and starting to get value through donor segmentation, automatic linkages, etc.

Pros: Donor Perfect has a fully integrated offering that is scalable to our needs. It links easily with our website for donations and also offers connections with Constant Contact for donor emails. It links with QuickBooks also. It includes volunteer tracking which is something we were looking for. Their phone support is especially useful and I am very glad that I included that in our purchase since we are a small non-profit with limited donor software experience. Their online training videos are great.

Cons: Since it has all the functionality needed for larger non-profits, it can be a little overwhelming at first to deal with all the options and alternatives. Also we purchased individual training which we found we were not ready for. We needed to be farther along the learning curve through more online learning so that the individual training would not be just getting us up to speed but dealing with our specific issues. Lastly we probably underestimated the amount of time it would take to make the transition from our old system to Donor Perfect.

Great Ccompany to work with!

Mar 20, 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: Donor Perfect is very easy to use. The customer support is awesome. They are quick to answer any questions.

Cons: They do not interface with our accounting software. We are able to get around this issue. Would like to be able to use with more of our fundraising events

One of the best one of the most expensive

Mar 13, 2018
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I like all the features donor perfect has. I like having my donor database and credit card possessing in the same place.

Cons: I do not like the fact you have to pay a higher rate to be able to use customer service by phone. If you're paying a lower rate you only get chat support. I also do like that you only get online training for set up. I still don't have ours set up so the way because I don't have time to watch videos to show me how.

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.

Review

Feb 26, 2018
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: The product is a user-friendly and intuitive, which makes it a great resource and whenever there is a question, the customer service team is excellent in addressing and helping to facilitate your problems.

Cons: DonorPerfect is missing some key components that other programs, like Salesforce has, which makes for a smooth integration of the various components necessary for Development.

Donor Not So Perfect

Feb 21, 2018
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: The colors are occasionally pretty and it uses computers and it is software I have to say something nice.

Cons: There are numerable problems with this software:
1. The pricing penalizes prospecting. Since you are paying by donor, you might as well save money and use index cards because that's what the staff will do: fear of creating a new record and incurring an expense. Why integrate an e-mail list if you have to use a completely different other system because you, as an arts organization have lots of patron records and you can't put all your touchpoints into one place. Potential donors - forget about them because it will cost much much much more to ever import any of your microdonors because of the absolutely stupid way this stuff is priced. This violates a fundamental law of fundraising: Prospects become patrons become members become donors, and if you don't get your prospects into the software, you are breaking the cycle of giving and therefore killing your future donor pool.
2. No sales engineering. They say they will, but nobody ever meets with the accounting staff. They don't do fund accounting correctly, and there is no integration module (or at least they leave you to the mercy of their infomercial webinar things that don't work while they nickel and dime you for every new feature). Credit cards, especially, are a nightmare because they don't do batching. Be in store for some angry auditors because it is simply impossible to basic things this software is supposed to do.
3. Non GAAP revenue recognition = bad. Terrible, even.
4. No sales tax handling for member items/merch

Overall: None

Without upgrading difficult to use

Feb 16, 2018
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Customer service is exceptional. The very basic or preloaded reporting functions are easy to use. Webinars can be helpful, but are time consuming. Search box has the option to show similar results so spelling names correctly is not paramount.

Cons: Without updating to the second or third tier the DonorPerfect software is extremely frustrating. There is also a huge learning curve to get used to. It feels as though whenever we want to customize a report, or use the system beyond its basic search features it is either much to complicated or the system requires and upgrade. So the bang for the buck is not there unless you upgrade. Once the system is upgraded it could be great, however that is not an option for our small non-profit.

Vendor Response

by SofterWare on February 22, 2018

Thank you for you feedback, and taking the time to speak with our client relations team. We take all client feedback seriously, and have shared it with the product development team. In the meantime, we hope you find the additional training we set up for you to be helpful, and that satisfaction increases as a result. Thank you for being our client.

Good but not great

Feb 14, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to use software. You can generate reports very easily especially for a new user with no experience

Cons: This software is only good for a small organization. A large organization with different streams of income will have issues with some features.

Versatile

Feb 08, 2018
4/5
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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Comments: fantastic sales support, thoughtful answers to my questions

Pros: lots of functionality, good integration with outside platform, additional modules, flexibility, licensing, cloud access.

Cons: steep learning curve, data development considerations, need for training and follow up, learning to read and generate reports

Met the needs of my small nonprofit organization

Feb 06, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It was very easy to use, and easy to customize the fields. I also thought the reporting was comprehensive.

Cons: If I wanted to add additional features it cost extra, and was prohibitive to a small nonprofit with 4 employees.

Overall: The software made my job so much more efficient than spreadsheets! And the reporting function can't be beat.

Capterra-loader

Disappointed in the features and lack of user-friendliness of this software

Jan 26, 2018
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Provides an efficient way to store information about donors in one place. Lots of useful reporting tools.

Cons: Many of the functions I had hoped to get through DonorPerfect are not available unless I spend additional money. For instance, the ability to create a web form to accept donations via our website is an add-on product. In addition, the software is very difficult to use, even after going through the training and reading the online help guides. I do not plan to renew our subscription.

Overall: Captured and organized donor information in one place.

Vendor Response

by SofterWare on February 06, 2018

Hi Sadhna, we're sorry you're not completely satisfied. You're using a donated version we make available to small nonprofits via Techsoup. Please contact your DonorPerfect account manager to see how we can improve your satisfaction at 800-848-3279.

Great customer support but five year old interface for donor

Jan 15, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: It is a relatively customizable SQL system. If you are primarily mail based and not internet based, it is a good system. Again customer support is very good. But it seems to have grown out of the pre-internet world and is a long way from a modern UI feel. (It was only August 2016 that an attempt was made toward mobile friendly donations forms.)

Pros: Customer support has been very good. They help where they can and know their limitations. There are times when you can find solutions that customer support cannot. But if they don't know, they don't try to make something up.

Cons: UI is out of date. If your donors are old, it may be ok. If your donors shop Amazon and expect that quality, you will be disappointed. For example, online giving forms will take your donors off your website to DonorPerfect's secure payment system. You either have to do this in an iframe (and lose all hope of mobile friendly formatting), or open the donation in another window and let the donor go off your site (for the most part). If you use the API, the rules you use to clean data and tabulate custom values won't work. There is no way to trigger those actions for data that enters through the API. My current frustration is that if you want to use PDF receipt attachments, the PDFs are generated as 72dpi images. That is the quality of a 1990's era fax.

Small charity with no paid employees and small number of volunteers in Canada

Jan 12, 2018
4/5
Overall
3 / 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: Accesses all the data I could imagine needing, easily accessible, trainer has been most helpful and competent

Cons: Took quite a bit of effort to migrate data to DP, a lot of the actions are not intuitive and require some training.

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)!

great product, great team.

Jan 09, 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: 9.0/10 Not
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Comments: We are grateful for Donor Perfects' product which helps us in our mission to empower at-risk kids. Like most products of its type, it can be complicated. But, the Donor Perfect team is always there to help.

Pros: We have been using Donor Perfect for four years now. During the time we have been able to double our revenues ¿ thanks in part to Donor Perfect and the support tools which come with it. We have everything integrated ¿ constant contact, website pages, donation processing, and event registration. The ease of integration and automatic recording of online donations has made Donor Perfect our tool of choice.

Functional and Insightful

Jan 09, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really love how simple DonorPerfect is to keep all of our donor files accurate and secure. The dashboard gives a simple and customizable overview of your organization's fundraising efforts.

Cons: The tutorial/knowledgebase area needs some improvement. I spent a lot of time self-researching to learn some of the newly integrated processes now available.

Fundraising Made Easier

Dec 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: DonorPerfect is easy to navigate and being able to retrieve information is vital. When attempting to raise money time and up to date information is your best friend.

DonorPerfect Online

Dec 21, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: It's a good value for the money but there are other software packages at the same price point that offer more up-to-date features. (NEON comes to mind!)

Pros: Very customizable; great customer service; easy to use and learn. Rarely have any problems with it.

Cons: Reports are not very customizable...most reports I have to do by hand in Excel after exporting data. "Canned" reports are pretty limited.

Great Customer Care!

Dec 15, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Although we are still learning how much Donor Perfect can do the biggest asset of the software is that it comes with fabulous customer support!

Cons: Their additional services can be pricey, especially for a small non profit. The reports have a bit of a learning curve but as long as you have phone support you can get through it!

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.

Useful but not user-intuitive

Dec 13, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Some features require additional payment, such as integration with Constant Contact or customizable online donation forms. Some features such as receipting and event management I do not use because my organization prefers other methods.

Pros: Reports are very powerful and saves you the effort of having to do something similar in Excel, the pre-made ones are useful and you can also build your own. There's a lot of different fields so you have many ways to capture and analysis donor/gift information. The DP Community webinars and articles/discussions do a decent job of teaching you the basics if you can figure out the right search terms for what you need and are willing to experiment with your database. Importing and exporting with Excel is fairly easy.

Cons: There's little difficulties in functionality such as an error message of another user being logged on each time you leave the site and try to return, or not being able to work in multiple tabs. It makes multitasking impossible when you can only open one constituent entry. Some features are not organized coherently, why is mail merge templates under settings instead of under mailings?

I have been completely satisfied with the donor perfect program and support.

Dec 11, 2017
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: I am an older individual and primarily a camp director so fundraising is important to me but not my main focus. Good support and a well organized program are essential and donor perfect works well in these areas. I use this program mostly once a year and occasionally at off season times like in the summer and I have no trouble when I get back to more full time use. I can call if I need help and the help is available and successful.

Pros: I like that it keeps the reports and letter I use for thank you easy to reach and I enjoy the support when I have a short question.

You can do everything with this software!

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love, love, love your live chat. Very helpful folks! On the spot answers and they email you the what was discussed.

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
Likelihood to Recommend: 10.0/10 Not
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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...

DonorPerfect: Excellent Product, Excellent Customer Service

Dec 07, 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: Wonderful Product!

Pros: The ease and step-by step instructions makes DonorPerfect the best Development database that I have ever used. Their Customer service has been extremely helpful. I always get the answers that i am looking for in a matter of a few minutes.

Cons: There have been times that I am working in the Donorperfect system and iInotice that changes have been made to the way the system work. They are usuallly for the better but with all things, change can take some time to get use to.

Valuable, User-Friendly Software

Dec 06, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - User friendly platform - Great assortment of features - Ability to create customized, detailed reports is a plus - Easy search functions

Cons: - Needs a larger range of email integration - Wish the dashboard was a larger visual, more streamlined

First Time User

Dec 05, 2017
4/5
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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Pros: DonorPerfect is set up to be used for a small non-profit with the ability to add more features as the non-profit grows. What I like is that it isn't overwhelming with features a small company does not yet need. We decided to import and set up on our own as we didn't have the money in the budget to pay for the service. With numerous chat sessions over a couple of days we are now set up and have been using DonorPerfect. I would highly recommend this product,

Cons: So far we have no cons so far with DonorPerfect. The only issues we had was some of the chat sessions gave us conflicting information concerning the import which made this process longer than is should have and we spent a long time looking for the reports only to find out it hadn't been turned on by DonorPerfect.

Capterra-loader

DonorPerfect has made all the difference in our management of gifts, donors and contacts!

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ease of use, flexibility, numerous report options, integration with Constant Contact, as well as the responsive and comprehensive DonorPerfect support team.

Cons: What I like the least is having to pay for additional services. For a nonprofit, it is difficult to budget for modules that would be very beneficial for our organization, such as more customized forms and events management.

Overall: Tracking donations and contacts with donors in an efficient and easily-accessible data base program, ability to use Constant Contact to communicate with our constituents.

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.

Making Life Easier

Nov 27, 2017
5/5
Overall
4 / 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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Pros: DonorPerfect is a great tool! It keeps records orderly with fantastic customer service and has many useful tools and settings.

Cons: At times DonorPerfect can be difficult to use and navigate through. Sometimes reporting is very complex.

Donor Perfect is an excellent tool.

Nov 22, 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: I would like to see more compatibility with Mac desktops.

Pros: I love the extensive prepared reports and the ability to customize reports. It is wonderful that it integrates with Agile ticketing system. The ability to flag donors for certain fundraising categories is also so valuable.

Cons: I love that they reports download to Excel and would be nice if they could download into Mac software.

Capterra-loader

Easy to use and intuitive

Nov 16, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love that you can customize almost everything in DP for your use. Their customer service is always helpful as well.

Cons: The events module is not integrated into the entire database so it is not as helpful as one would think.

Overall: Donor Database & exports

Everyone should use Donor Perfect!!

Nov 16, 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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Pros: User friendly, features adaptable for a variety of needs and awesome support. We've used Donor Perfect for over 10 years for both membership and development purposes and the consistent efforts of DP to improve is impressive and always beneficial.

Cons: I have a difficult time identifying any cons given the flexibility of Donor Perfect and the ease of figuring things out.

User Friendly

Nov 15, 2017
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: I am very happy with D.P. overall. I can easily enter, track, and maintain entries/donors and it has made my life so easy.

Cons: I don't like that when I hit tab it goes to opposite columns. I'd rather it tab straight down each column as I am entering information

Donor Perfect is Near Perfect!

Nov 14, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Overall, I am very satisfied and would recommend it highly. I've used a few of DPO's competitor products in the past and am most pleased with DPO. I recommend it highly.

Pros: Very robust specific for fundraising; Incredible support - personal, responsive, timely with great over-the-phone walk-through solutions (always learn so much) Love the emailed summary of the problem and steps to achieve the solution - very quick Continual product advancements

Cons: Lack of Best Practices to make DPO more intuitive and easier to use for novices and heavy database users Pricey for very small fundraising organizations - would be nice to have discount based on low revenue as we try to build our organization

Donor Perfect, a good value for smaller non-profits

Nov 08, 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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Pros: Great customer support, a default function that makes data entry quicker, I can easily import data from a spreadsheet, a good keyword search function, receipt process makes thank you notes easy.

Cons: It has taken me a bit of time to learn to make certain reports but customer support has been extraordinarily helpful.

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.

Perfect for Non-Profits!

Nov 08, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is something that our whole office can use to be on the same track and organized. It allows us to enter gifts, have our newsletter database, and so much more! It is so easy to go and look at a donor's profile and see past gifts, tags, old address, etc. My favorite feature is how we are able to connect to constant contact for email blasts!

Cons: It takes some time to understand how to use it to its maximum capability, although DP hosts free webinars that we use to help train and gain knowledge!

Overall great experience

Nov 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Donor Perfect has a learning curve, but once you understand the system it is fairly easy to use. They are continually updating their software to be more helpful. The automatic monthly donation section has been the best upgrade this year. We are growing our monthly commitments and it is great that all the payments are automatically processed everyday which gives us more time to focus on other things.

Cons: Pulling reports can sometimes be tedious if you do not fully understand the system and how it works.

I'd do 5 stars if....

Oct 31, 2017
4/5
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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Comments: Overall this is a great program, and a good value for the money - we switched to this from a more expensive program that was not as user friendly

Pros: Very user friendly; easy to get started; fairly good reporting features; fast & helpful support team

Cons: some reports not as easy to get the information you need - sometimes you have to download info to Excel and then manipulate the data from there

Donor Perfect is reliable, dependable, easy to use, and the program fills our needs and expectations.

Oct 26, 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: In our company, we depend on Donor Perfect to keep advancing through our goals, we know Donor Perfect will be there every step of the way.

Pros: always up to date on the system and taking out new things that can serve to maximize donations, I also like how fast you answer our questions when we contact you.

Cons: the times when Donor Perfect is performing maintenance to the system, I am glad this times are rarely during our work time. also very rarely there are some times when we can not standardize our addresses.

Great for our small nonprofit

Oct 19, 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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Pros: This software is a great way to keep up to date information on our members and donors. The quick search functionality makes it easy to quickly find the information you are looking for.

Cons: Reports can be a bit tricky to build but once you get the hang of using the filters to narrow down the exact information you need they really come in handy.

User Friendly and Helpful Features

Oct 17, 2017
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: There are many helpful features. I found the tutorials to be a great asset. I love the ease of the donor merge. Everything is user friendly!

Cons: Some of the steps to accomplish tasks are a bit lengthy. It is hard to remember how to complete these tasks. I frequently go back to tutorials to remember how to complete tasks.

Good option for midsize non-profits that need a fully-functioning CRM.

Oct 12, 2017
4/5
Overall
4 / 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: DonorPerfect has good and improving customer service, features, and functionality. DonorPerfect is integrated with Constant Contact email service.

Cons: I would like for DonorPerfect to feature integration with Eventbrite. Entering event information into the system can be cumbersome when using outside ticket services.

Good experience

Oct 10, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. The reports are a lot easier to use than other software programs I have used. Just started using the program, so may have more to say at a later date

I use Donor Perfect to process all of our donations. Most of our transactions are smooth if there are transaction error being able to fix is simple to do. Customer service is very attentive, however like most typical service centers you may get a person t

Oct 06, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use for donations and processing categories. Adding donors is easy process and tracking them is easy. I like the feature of creating your own reports to fit your needs.

Cons: Just they one I mentioned in the review. Not everybody spends 24/7 in front of a computer screen and will need customer service so I wish that just once in a while the service reps would understand that.

Overall it's been great.

Oct 04, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: If you have someone who has experience with database software, they should be able to pick up using DP quickly. Their customer service is very good. My two main issues are: 1. not being able to customize a form email before sending. 2. Having to create 2 letter templates, one for email, one for printed letter, for each letter template we need.

Pros: Constant improvements, powerful reporting capabilities, great customer support, the updates to WebLink will make our lives a little easier

Cons: The learning curve is steep for those not savvy with using a database. Letter writing is a bit cumbersome and hard to personalize individual letters.

Love Donor perfect!

Sep 28, 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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Pros: In our non profit company, it is very important to have tools that are easy to use and tools that keep our donor information in order and in one place, donor perfect does just that for us! We also like that it works great with quickbooks!

Great customer service!

Sep 20, 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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Pros: The DonorPerfect program is very user-friendly! Especially for someone who does not have a lot of IT experience.

Cons: It would be beneficial when looking for a particular donor, that names start popping up with just the entry of a few letters.

Overall: Donor recaps and identifying potential sponsors for our events.

I am new to my company, but Donor Perfect has been easy to learn. It is very user friendsly.

Sep 19, 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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Pros: Ease of use. It also has reminds that you can set up that lets you know immediately if you are dealing with a donor that has a higher than normal giving status.

Overall: It helps us to keep track of our donor base, what and were the donations are being used.

As Financial Administrator for our organization, I primarily process & download donations.

Sep 18, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Works easily with QB. Is customizable. Suggestions taken and implemented. Get questions answered quickly and understandably.

Cons: Credit card fees seem a bit high and from what I understand we don't have a choice in who is used to process credit cards.

Good program,

Sep 15, 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: 7.0/10 Not
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Comments: Great program, if you get database management.

Pros: Works well once you understand how it works. It's essentially an online database management program. If you know that basics of database management, you'll like donorperfect.

Cons: If you don't know database management basics, you'll have difficulty with this program. At the same time, customer service is there to help always.

Easy to use program, support is great, always responsive

Sep 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and you can teach someone the basics very quickly. Not a long process to get started and begin to track donors, donations, thank you letters. The very basic important stuff you need to do in Development.

Cons: I wish the reports were a little more flexible, some of them we just don't use or they don't exactly fit what we need. I also wish the duplicate feature was a little more consistent. Sometimes it catches duplicates, other times for some reason it doesn't.

Overall: Tracks all our donors and prospects, simple ways to thank donors, and track meetings.

So many features and capabilities--learning all is challenging. Customer support is 2nd to none!

Sep 13, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that SofterWare doesn't rest on its laurels. The company continues to make improvements and add features that are helpful to more easily coax desired information out of the system. I really like that features I use frequently are being tweaked so that using them is faster and easier than ever before.

Cons: The complexities that require users like me to either try to stumble through to find answers or to rely on customer support or other forms of assistance. But I also realize the complexities help provide additional capabilities....

DonorPerfect is a great customer relationship management tool, fully functional and intuitive.

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's user friendly, intuitive. Easy to make changes and pull information. There's a good community of users, where we're able to help each other when we have questions.

Cons: It has some limits in comparison with other similar software such as Salesforce, but it's also more cost effective.

Overall: Excellent cost effective customer relationship management software.

Switched to DP one year ago. The transition was seamless, the product has met our needs consistently

Sep 06, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Extremely skilled and knowledgeable support personnel who helped with the configuration of our system, and have since worked with us to customize filters, reports and processes to fit the specific needs of our organization. The result is that our organization gets more out of this software for our money. In the past we paid more for a database that did not offer the same adaptability and flexibility. We're more efficient as an organization with Donor Perfect as the platform supporting our development office.

Cons: Continue to work on integration/ease of use of the events module. It does not interface with weblink entirely efficiently - the clunkiness can result in errors in the response data.

Great Software for the Small Companies

Aug 31, 2017
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: I have worked in this software for two small non-profits where there was only one person in the development office. It is easy to learn and easy to customize. We also enjoy the level of support that we receive. The staff is very accommodating and takes to time to make sure the customer understands.

Cons: What I like least about the software is that there are so many steps that have to be taken to get a report of what you want. It can be time consuming, especially if the user doesn't quite understand how the software terminology is set up and from where certain items need to be pulled.

Easy system to use from a data input standpoint.

Aug 30, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Screens can be simple or more complex depending on need. Really like the WebLink feature, gift & insta-charge feature, attaching files feature, batching feature, receipting feature just to name a few. Customer support is one of the best - friendly, knowledgeable, responsive & they even follow up w/ an email detailing question/problem & the solution so you always have a reference to refer back to.

Cons: At times the screen will freeze when making a selection from a drop down box - cursor has to be precise when choosing & populating the box. Application "timeout" should be longer.

DonorPerfect is so user friendly.

Aug 22, 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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Pros: I like that it's easy to use and the customer service is wonderful. I use the Chat feature alot and I've never had any problems. They don't make me feel like an idiot when I contact them about creating a different report or list. They are helpful and they never appear to be in a hurry.

Overall: Easy to use and easy to grab figures for board meetings and such

very pleased with the software.ESPECIALLY their excellent customer support!

Aug 22, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Really like the general ease of use. The interface is very user friendly and cleanly laid out. Great flexibility in creating many types of reports needed for many of our financial reporting needs. The knowledge base is helpful.

Cons: The Search function doesn't always bring up the name I'm looking for. At first, found it complicated to set up receipting for Thank you letters and for email receipting. Although the knowledge base is very helpful, I found i had to print out much of it because of the multiple screens.

Overall: Very helpful and useful reporting, as well as ways to cost effectively thank our donors.

Donor Perfect has been an efficient, easy-to-use application for our organization's needs.

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use. Data entry is easy using Batch 2.0. Reports are as simple or involved as one would want to make them (and there are many pre-set reports to choose from)

Cons: Unable to sort lists of information on Donor's Record, such as Links. In Links, I would like to also see the ID# of each person, and be able to sort by Last Name. I use this feature with many of our businesses, who have linked donor information

Great platform for donor information

Aug 16, 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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Pros: We are still quite new to DP but we've been learning new tricks every day. Great ways to save all kinds of information about our donors sharing the information with colleagues and making all kinds of reports.

Cons: Sometimes it is a bit complicated to do specific tasks but Chat support is great to solve any problems in timely matter.

Overall: It is a great platform to keep all information and details about our donors, run the reports of all kinds and keep the updates visible to all users.

With Donor Perfect we track memberships, donors, class registrations and events with ease!

Aug 15, 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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Pros: Customizing the reports and screens is a plus! There is always room for our organization to grow with Donor Perfect software.

Cons: It is sometimes inconvenient to have to adjust to the online changes to the software, but in the long run I know it will create more versatility and ease of operation.

Overall: Donor Perfect performs all the functions that make me look like a techie pro to our Board Members and my boss!

DonorPerfect is an overly-complicated mess

Aug 14, 2017
1/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money

Comments: I would NOT recommend DonorPerfect. It's difficult to use and expensive.

Pros: It does all the things you may be looking for in donor management such as donor records, reporting and more (the problem is figuring out how to use it)

Cons: There are 75 ways to do the same thing which makes it very user UN-friendly and impossible to remember how to do the most basic reports

Vendor Response

by SofterWare on September 11, 2017

Tony, First and foremost, thank you for your feedback a while ago, informing us that you weren¿t satisfied with DonorPerfect, and felt that it wasn¿t user friendly. Client feedback is the driving force behind our company, and the number one item we work on is how to make things easier for our clients. We recently learned of your review, and your feeling that you could not recommend DonorPerfect because it is expensive and difficult to use. Of course we are genuinely sorry to hear that, and want nothing less than your continued successful use of DonorPerfect. Although you recently indicated that you didn¿t want to discuss your frustrations further, we would truly value your suggestions on how we could make DonorPerfect easier. Our User Experience department is dedicated solely to improving our software, and I have no doubt that we would benefit from your perspective. In exchange for that perspective, we would offer you 2 hours of Virtual Onsite Training (normally $300) at no cost, to demonstrate our commitment to your success. You¿ve mentioned in the past that although one of DonorPerfect¿s advantages over other solutions is our many powerful and flexible features, that often makes it harder to remember even basic tasks. That is, admittedly, a challenge. But one we¿re prepared to face as we have in the past, from serving nonprofits like Lambda Literary Foundation. Believe me, we want you to easily access DonorPerfect¿s features, and to do so easily. Thousands of other nonprofits are enjoying the benefits of DonorPerfect, and we will work with you any way we can so you can do the same. We've reached out to you, and I hope you'll reconsider taking us up on our offer. If so, please call our client relations team at 800-220-3537. Thanks again for your valued feedback.

My overall experience has been positive and Customer Support has always been helpful when I call.

Aug 08, 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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Pros: I am able to customize my reports to get the exact data I need. I also appreciate that Customer Support will send me detailed instructions on how to run reports after I contact them.

Cons: Sometimes the search feature doesn't produce what I'm looking for, otherwise I am happy with this software.

Very Easy to Use

Aug 02, 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: 9.0/10 Not
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Pros: There are not changes being made constantly to the software or process of how to enter information. So many times in the past I would just start understanding what I was doing and the software would be updated or changed and I would be back at square one. It seems you knew what we needed and how to handle that right from the start.

Overall: Easy to use and update information ... calculates hours to make it easier for review.

DonorPerfect is an amazing product! We love how easy, yet robust the it is!

Jul 28, 2017
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 how it is intuitive, but also has extremely powerful. You can use it as a database, but you can use it for reporting and analytics as well.

Cons: My least favorite thing would be that there is so much to learn. I think as an organization we are not utilizing the software to its full potential.

Makes my job easier

Jul 25, 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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Pros: Ease of use - I'm able to train other staff members to use without much problem due to the easy to understand functions
Customer Support - The customer support team has been wonderful each time I have called with a question, I have my answer quickly, I never wait long to speak with anyone, and they always follow up with an email with how to do what you just learned.

Cons: I wish that there was a feature to look up other individuals connected with a constituent. For instance, if there is a spouse or an employee you were trying to look up connected with a record, you can't search for them currently if you don't know the name of the record holder.

Overall: better flow for the needs we have

We think Donor Perfect has the best price and quality of product for our small nonprofit.

Jul 12, 2017
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 pricing options are very good. The service has been excellent. Love Live Chat. We found the ease of creating an "export to file" report a plus. Video instructions were very helpful to us as we started from 'scratch' and had to import some constituent lists. There is a great selection of record fields which will prove to be helpful in tracking our donors.

Cons: I have not run across anything to dislike except maybe the knowledge base has not been as helpful for me, at least, as the live chat or other support tracks.

Overall: We actually had no previous donor software, so Donor Perfect was a perfect place to start.

Good so far

Jun 16, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: So far, I've been please with Donor Perfect, although I haven't had time with the end of the school year to adequately play with the system - I'm hoping to do that this summer.

Pros: Great customer support, pretty intuitive interface. Seems like a good fit for my small school. Glad we made the investment

Cons: Nothing so far - have only had it a few weeks and am working through implementation. Has been time consuming thus far, but I haven't had dedicated time to give to it.

Started a new job and they are using Donorperfect, I really like the basicness of it.

Jun 09, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: cloud base and great support. It was built for fundraising so covers the basic of what is needed for fundraising

Cons: reporting is pretty basic and its does not let you build comprehensive reports. They are selling an add on, so I am not sure if that would make reports better.

Cost our charity in hacked charges. I had to pay out of pocket. Raise funds? It cost me.

May 25, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality

Comments: And after I asked them to stop, they continued to charge me and refuse to refund my monthly fees.

Pros: Stay away. First, their system did not identify stolen credit cards that were processed by them. Then they continued to charge me monthly for 15 months after I told them to stop our participation. And finally, they did not refund these monthly charges.

Cons: There is a flaw in the system that allowed stolen credit card information to pass through. I observed little interest on their part in fixing their shortcomings.

Vendor Response

by SofterWare on June 30, 2017

Tom, we're sorry to hear you were not satisfied with DonorPerfect. We reached out to you to get the required information to conduct an investigation into your claim of credit card fraud, but we did not hear back from you. Our own investigation revealed mostly successful processing transactions. The only exceptions were credit card "declines", which were fails by the issuing bank of the credit card, and one invalid account. We did not see any indication of processing being attempted with known, stolen credit card numbers. Plus, our payment processing team received no calls or emails regarding any payment processing issues. As a goodwill gesture, we offered you a partial refund, but it was refused. We are committed to our clients complete satisfaction, and our team stands ready to discuss your situation at any time. Please call our client relations team at 800-220-3537.

DonorPerfect gets the job done. It isn't fancy, has a few minor issues, but is a good value for the price.

May 16, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: It's great for what it is.

Pros: DonorPerfect is very easy to use. I learned it real quick. Customer Support is quite helpful. It's cheap as well.

Cons: There are a few things that aren't available, and some reports can be difficult to run. Customer support tries to help but there are some problems they just can't fix.

Versatile Donor Management System at a great price

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall very happy with DonorPerfect...I was able to integrate old data with some time and little headache involved! Implementation Specialists are very helpful!

Pros: 1.Lots of bells and whistles...plenty of great reports to choose from 2. Excellent tutorials and webinars to learn more about this powerful system

Cons: 1. some necessary programs are add ons per month with the smaller package (Event management, Quickbooks, custom forms) 2. You really need to spend alot of time learning what this CRM can do...alot to learn

Robust Software for a Reasonable Price

May 01, 2017
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: I don't think you can beat Donor Perfect for the features at this price point.

Pros: The ability to integrate the payment system and Constant Contact with DPO and the fabulous customer support. There is always a real person available to walk me through whatever I am trying to do.

Cons: I would like to have more donor information on one page rather than having the record exist on many pages.

I did not think that it was a functional software to use.

Apr 20, 2017
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Donor Perfect has great support system. I was able to contact customer support at any time I had an issue.

Cons: The system is not very user friendly. It could benefit from a better interface for donor relationship.

Complicated, hard to learn, takes long time to bring anybody up to speed.

Apr 20, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: Making software changes without informing your users is not a good practice. Take us additional time to figure things out.

Pros: Can provide analytics once you learn how to use it. Linking Quickbooks and Donor Perfect should be a good option to use.

Cons: Learning curve is longer that non-profit can afford. Interface is not easy to use. Converting data into simple Excel took us 3 people and 2 hours.

Very Helpful!

Apr 17, 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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Pros: Customer Service is A1! If you have any questions, hold time is less than 2 minutes each time. Looks hard to learn but very simple.

Cons: There should be a filter to prevent the duplicate of contacts. Some of our donors can be found up to 3 times.

Don't anticipate being able to quickly search for data

Apr 13, 2017
2/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
Likelihood to Recommend: 2.0/10 Not
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Comments: Data is saved...not always available for retrieval though. The system needs to be overhauled for routine use.

Pros: Records are maintained for detailed analysis with detailed export possible for analysis.

Cons: Records cannot be efficiently retrieved from the system in any sort of timely search. Greater effort needs to be placed on ease of use.

Everything you need in a nonprofit CRM!

Apr 12, 2017
5/5
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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Pros: We looked at tons of donor management systems and Donor Perfect was the absolute best across the board for price, usability, features, functionality, etc. They provide so much step-by-step support, tutorials, and videos to answer any questions. Plus the address verification services was phenomenal.

Cons: Honestly hard to think of anything - I was going to say more flexibility on the different packages, but DP allows you to add "buckets" of records or other features to keep pricing and options flexible!