DonorPerfect Reviews & Pricing

Key Features

• Mobility: Process one-time and recurring gifts, accept payments quickly, analyze fundraising data using configurable reports, create and update records, and more while on the go. Connect with donors easily by accessing contact information, spotting them in nearby locations and viewing upcoming appointments. 
• Email Marketing: Integration with Constant Contact ensures seamless communication and email marketing. Design, personalize and optimize emails using easy templates, update the system with automatic sync, report on campaigns and store unlimited history metrics. Phone, email and chat support is available from Constant Contact. 
• Auction Management: Boost revenue via auctions, with tools for setting the bidding method and timeline, printing a catalog, and sending outbid text alerts. Track and combine donations, gather data from bid sheets, and manage guests and donations efficiently. Leaderboards help showcase sponsors and items and sell tickets. 
• Automated Workflows: Save time on communications by automating task assignment, data updates, emails and staff alerts. Automation rules prompt different actions such as email notifications, field updates and pop-up messages. Also, create as many SmartActions and specific triggers as needed using custom filters. 
• Account Integration: Manage financial statements, expenses and non-donor revenue using the installed or cloud-based features of QuickBooks. Capabilities include multiple account transactions, gift mapping to income and bank accounts, permission control, data file import, data customization and journal entries. 
• Dynamic Screen:  Reduce data clutter by organizing donor records with SmartScreens. Automated actions include renaming field prompts, setting custom tab orders, marking required fields, hiding sections and fields, and more. It’s also possible to configure triggers based on preferences. 
• Crowdfunding: Run effective fundraising campaigns using templates, customizable key fields and progress measures. Quick setup, customizability, integration options and organization style controls help manage the entire process efficiently. 
• Batch Entry 2.0: Optimize data entry and minimize mistakes by confirming batch validity before posting. Prebuilt templates, editing for codes and unlimited batches are supported. 
• Screen Designer: Configure screens by creating required fields, and customizing and simplifying workflows. Capabilities include editing field names and positions, hiding fields from donor records, modifying the tab order of screens, and more. 
• Constituent Tracking: Nurture relationships with donors via phone calls, reminders and events, and target them with specific messages. Gather contact details, primary and secondary addresses, photo, pledge detail and history. Check status as a major donor, monthly donor, and volunteer. 
• Email and Letter Personalization Send branded gift receipts that are populated with selected donor and gift data. Syncing data with emails and letters ensures every communication is personalized. 
• Donor Targeting and Filtering: Analyze campaign success rates and segment donor groups using filters. It’s possible to control user access, make mass updates to specific records, fine-tune search results, set alerts, display desired calculations in records and more.  
• Integrations: Support growth goals via integrations and partnerships across industries such as finance, accounting, auctions, online fundraising, advocacy, volunteer management, e-commerce and more. 

Limitations

•  Finding, sorting, viewing and editing a subset of records within the database isn’t possible. 
•  Can’t create formulas using IF/THEN terminology without creating multiple calculated fields that interact with each other. 
•  Pulling reports can take some trial and error. 
•  Parts of the interface are not very intuitive, increasing errors. 

Suite Support