DonorPerfect is a fundraising software solution, used by fundraisers to manage gifts, donor relationships, communications, receipting, and other initiatives from a single system. DonorPerfect supports monthly giving success. Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift…
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ThreeSixty by Personify
Score8.4 out of 10
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Personify360 is a constituent management and engagement (CME) platform with flexible capabilities. The product is presented as ideal for medium to large organizations, and creates a unified view of constituent data across all channels of engagement. Boasting scalability, Personify360 manages multiple business lines, complex transactions and is flexible enough to meet the needs of any organization.
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.
Personify360 is a very robust CRM, so it can be a valuable asset to any organization that needs to monitor or track large groups of individuals, be it clients, members, subcontractors, etc. Due to the size of our organization, we have not really pushed the limits of the software's capacity. Nevertheless, its price point made it a very viable option for us when we reviewed it against our competitors. Installation and adoption was generally painless, and we've had no issue with it on the IT side of things.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Personify is customer centric. The system tracks everything on a customer such as their orders, awards, donations, biographies, demographics, transcripts, etc.
Personify is our Accounts Receivable system. It integrates very well with Microsoft Dynamics and has an eCommerce component that integrates nicely with our AUANet.org website. It also provides an infrastructure that allows us to manage other sections (chapters) and societies.
Reporting is made easy with many canned reports, batch reporting processes, and report writing tools built into the system. You can also easily add Crystal Reports to the system navigation without needed a full license of the software (uses a run-time version).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Although my usage of Oracle software was different in nature to Personify360, I prefer the Personify360 interface as it I found it more easier to use and needing less training to accomplish my tasks. I also believe that Personify360 was a less expensive option, while still offering essentially the same functionality. I can't speak for the support aspect of this software, as we never really need it!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
[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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Personify has positively impacted our single sign-on (SSO) process requiring every user to have a unique email address in the system. This allowed for less duplicate records in the system and it improved our system's security.
Another positive experience was implementing the Personify Awards system. We used MS Access to manage our awards in the past, and it another easy implementation that now allows our staff to see this information along with all the other customer information in one location.
Personify eBusiness (eCommerce system) includes all the web and data services needed to integrate our software applications as well as other vendor software applications. It has allowed us to add much more functionality to our existing systems while making it seamless to our customers.
The only negative impact at this point is not having a truly web-based system because that would make the system more efficient for our remote staff.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
