Likelihood to Recommend It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
Read full review I love that I can integrate with Donor Search to learn about a person's past giving history to learn more about their interests. DonorPerfect also lets us upload a photo of our donors so we can easily identify them when they visit us or
Attend a function. I wish the photo upload offered a larger image and multiple images, some donors send me pics of their visits and pets and it would be great to also store those right in their DP account.
Read full review Pros Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information Read full review DonorPerfect is extremely customizable in every possible way. I love that you can customize what you see when you view a donor's record and how you see it. Fields can be active or hidden, and arranged in any way you choose. In addition, you can create custom fields and parameters, which can be used to enter text freely, as a drop-down box, or as selections with check boxes. The other awesome thing about the options for customization is that you can add, remove, or change fields at ANY time. My organization has used DonorPerfect for over 10 years, but just a few days ago, I added a field to the main screen in our donor records that is now relevant and helpful to my colleague and me as we work together. I feel like the possibilities are limitless in making it DonorPerfect your specific needs. DonorPerfect reports are extremely versatile, and can literally be created to produce any data set imaginable. You can create, name, rename, save, and delete any reports in your profile. You can run very broad, lengthy reports, (which generate surprisingly quickly!), or very specific, detailed reports. You can create and save filters for quick use, or start from scratch each time you run a report. Read full review Cons Certain aspects of Blackbaud are oddly non-customizable. Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility There should be a flag in constituent search to show which people in the results list are deceased. Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff. Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive. Read full review It could provide some of the standard reports fundraisers need as canned reports It could provide optional salutations so you could mail to only one person - not both It could enable us to set up monthly giving categories without using their donation program Read full review Likelihood to Renew We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
Read full review It is by far the most cost-effective
Read full review Usability Poor cash batch interface. Almost half of our receipts are generated by cash and this interface does not support our needs very well.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Reliability and Availability It's always up when we need it. There are some errors that happen and are not reproducible and cannot be resolved. But [they are] very few and none that cause disruption for the organization.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Performance DonorPerfect is as reliable as your internet connection. It is a cloud based application and therefore you cannot pinpoint where the bottleneck is should you have one. But for the most part the app runs quickly.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Support Rating Read full review Support is so easy. We use chat most often - as we can get someone quickly. The support folks know the product and get answers quickly. If they need to escalate an issue, they do so quickly. The training is great and easily accessible. You can take classes over and over until you completely understand concepts
Read full review In-Person Training I was able to utilize the support team to train me in areas where I could not figure out how to use the application.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Online Training It was decent.
Read full review Implementation Rating Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
Read full review DonorPerfect provides an extremely easy to use importing tool and the support team was awesome. You don't have to do it in house; for a reasonable fee you can get it done by them.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Alternatives Considered Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud
Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
Read full review I have only ever used DonorPerfect, but I have looked into two or three other options over time. I apologize that I cannot recall all their names at this time. What I found was that even though they typically brought more to the table at that time, the cost jump was huge and I couldn't justify the ROI to myself. But DonorPerfect has continued to add to what they offer and I was glad I never changed platforms.
Read full review Scalability [There have been] only two outages since we have started using it and they were extremely information proactive. This should scale easily based on your internet connection.
Richard House Technical Director / Applications Manager for Faith Based Non-Profit
Read full review Return on Investment Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments. Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level. Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team. Read full review Positive - using a standard Donor management system across a wide geographic area has reduced our infrastructure costs and training requirements Negative - We are not realizing the full potential of our donors because we are missing opportunities for engagement, and missing connections and opportunities because DonorPerfect's limitations. Negative - Limited/poorly implemented API has significantly increased our development costs as we struggle to implement DonorPerfect data with other internal systems. Read full review ScreenShots