Likelihood to Recommend 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 Having access to the unique setup with our package was super helpful. This service pairs you with a GiveSmart professional who helps walk you through the setup for your campaign. Our professionalism was a huge help to our team in troubleshooting and configuration, and it helped us think through creative ways to make our fundraisers more effective and efficient.
Read full review Pros 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 The event pages are excellent. They offer just the right amount of flexibility while making sure the user gets a clean experience. My only qualm with them is that they are housed on the GiveSmart URL and there is no way to house them on our URL. It processes payments smoothly and efficiently with no hassle for donors. It has some basic reporting on campaign transactions. It has some very solid P2P fundraising features. Their customer service team does an excellent job of working with clients (Shoutout to our amazing Customer success manager Carissa Jay!). Read full review Cons 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 Statement/Receipt email in events - would love the capability to email out receipts /auction donor thank you's en mass Improving - but transferring event donations/tax deductible amount to donor database (delineate the tax deductible amount from tickets, purchases, etc) I would like to have one customer support system for all three platforms - I feel like I get referred to other people frequently (events has the chat for help, others do not) so hesitant to reach out because I don't know if I am reaching out to the right person Read full review Likelihood to Renew It is by far the most cost-effective
Read full review For us, we have a very dissatisfying donor database solution right now, but we have built the hacks we need in order to manually integrate data we pull out of GiveSmart with the system. None of us are trying to reinvent that particular wheel, so for now, until the organization decides to upgrade the useless database we've been saddled with, we are satisfied to maintain our GiveSmart subscription. Might this change if we acquire a more sophisticated donor solution? Maybe. But we will also be looking for options that will integrate smoothly with GiveSmart. What we like about GiveSmart, we really like. GiveSmart is great at what it does really well, namely event management. Yes, they need to address the inflexibility issues that make customization and some report features particularly frustrating, but for our organization the benefits are outweighing the drawbacks at this time. Their customer service is top-notch, and they have done an admirable job of creating an extensive Help section and responsive Support department that can assist with how-to's for various tasks within the system
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 I do not have to create new campaigns often, but when I do, I still have a hard time determining how it is done as well as the use of the Keyword. Eventually, I am able to create what I need.
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 We never experienced any issues with outages, the system being down, etc. It's extremely reliable. That's very important when you're dealing with financial and personal information! We want to make it easy for people to give, and it's great that we've never had to worry about service issues making that more challenging/
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 We haven't had any issue regarding performance or reliability with GiveSmart. We don't integrate it with any other software so that issue isn't relevant. The pages load quickly and reports are completed almost as soon as you hit the "run" button. Overall, the system works as designed and is pretty quick when people use it.
Read full review Support Rating 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 They are well able to answer the questions. Sometimes, they reply to me customer support emails with an article that I did not find in their help section. That works for me! If I am on a call with them, they have walked me through the situation, which was helpful as well
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 GiveSmart provides great training videos on their system. Not everything is covered with their videos but their support staff are very friendly and knowledgeable. I would have given them a ten but not everything is covered in their videos and sometimes you have to find the right word to search for in able to find the right training video.
Read full review Implementation Rating 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 We just made the change using the band-aid approach. In other words, we just went for it and taught the users how to do it at our first event and went from there. 90-95% of people haven't used a mobile bidding software so most everyone was on the same stage of knowledge so implementing it was easy as people didn't have to re-learn anything.
Read full review Alternatives Considered 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 Ultimately, we chose GiveSmart because it was the upgraded version of the Abila software we had already been using for years. Our donor records get a unique update each year that most donor CRM organizations don't know how to handle. We also liked how they offered the three modules: DonorCRM, Fundraise, and Events. Many other companies only offer one or two of those functions.
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 We are a small, independent, private, nonprofit school. GiveSmart is very flexible and works extremely well for us. But I could also see it being equally efficient for larger school systems, large or small nonprofit organizations, etc. I never feel like the product is too "big" for us to use.
Read full review Return on Investment 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 I really can't give hard numbers as we are a smaller non-profit, but we like the service being provided - it's easy to use, easy to reconcile, easy to use their backend processing service CardPointe, it's just easy. We have used this service a lot over the years - from event registration to website donation processing to information gathering, so for us, it is well worth the investment each year. Read full review ScreenShots