Causeview vs DonorPerfect

• Causeview's support team is mostly helpful and quick to respond.
• Causeview integrates event registrations within Salesforce.

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• Reports are clean and fairly simple to pull, as long as you're trained in how to use the filters. Especially coming from experience using a database where we had to write codes to pull reports, Donor perfect's report system is incredibly simple.
• DonorPerfect is SO user-friendly and simple to find the information you need. I believe anyone can easily learn how to use it.
• It's so simple to customize your DonorPerfect system. Screen Designer is one of my favorite parts. I have no background in databases, but I can create fields, calculations, set alerts for our philanthropy officers when certain gifts come in, and customize how the screens look. You can make so many adjustments in your DonorPerfect system to meet the needs of your organization.
• The staff listen to your needs! The community allows you to make a suggestion for how DonorPerfect can be improved. If your idea gets enough votes, they make it happen. The support team is also probably the best I've ever seen. Each person is so knowledgeable, personable, and helpful.

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• Event registration and donation pages could be better designed - not up to par with sites such as Eventbrite
• I would like to have the option for people to register with more than one e-mail address instead of creating a duplicate record each time someone uses a different e-mail.
• Some of my coworkers find Causeview confusing to use or difficult to find information.

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• DonorPerfect lacks good reporting functionality. Our staff often have to export data to CSV or use other reporting tools so we end up with a lot of data outside
• DonorPerfect doesn't really do a good job of tracking the full donor relationship. It needs to have better CRM functionality. Our donor relations staff often resort to third party tools to track these things.
• DonorPerfect has an API for integrations but it is very poorly implemented and slow.
• We have a lot of security concerns about DonorPerfect. These stem from our experiences using their API and observing how it is implemented, but also through our conversations directly with the company. They refused to provide security compliance details during a routine vendor risk audit from a reputable security audit vendor that we engaged to evaluate all of our vendors.

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• Negative: expensive per-license fee with no discount for added users.
• Negative: unreliable servers that host donate pages.

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• DonorPerfect has helped us increase fundraising by giving us tools to track donor gifts and see the full picture of a donor's relationship with the organization.
• DonorPerfect's reports are exceptional in helping make data-driven decisions. It's reporting feature can help identify donors that have lapsed, donors that have increased their gifts over time, lifetime giving of a donor, or the types of solicitations that a specific donor responds best to. That data has helped us segment our donors and develop more targeted messaging that has helped us be more successful.
• DonorPerfect's integration with Quickbooks helps save time and ensure that all of our donations are being recorded.

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