DonorPerfect vs. Zoho CRM

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.

Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

Incentivized

• 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.

• Hooks into our website and can import data from forms.
• Has great automation tools built in.
• Reporting features are great.
• Easy to learn, makes it easy for us to onboard new users onto it.
• Fairly customizable. We have fine tuned it to work the way we need it to.

Incentivized

• 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

Incentivized

• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

Incentivized

It is by far the most cost-effective

Incentivized

i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.

Incentivized

Poor cash batch interface. Almost half of our receipts are generated by cash and this interface does not support our needs very well.

Incentivized

The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.

Incentivized

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.

Incentivized

In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

Incentivized

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.

Incentivized

I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

Incentivized

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

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

Incentivized

I was able to utilize the support team to train me in areas where I could not figure out how to use the application.

Incentivized

I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

Incentivized

It was decent.

Incentivized

There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

Incentivized

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.

Incentivized

When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer

Incentivized

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.

Incentivized

Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

Incentivized

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

Incentivized

[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.

Incentivized

We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

Incentivized

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

Incentivized

• 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.

Incentivized

• because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
• we have found a much higher customer engagement rate and ROI
• we used to "lose" customers in our makeshift process. Now, all customers are being attended to.

Incentivized