DonorPerfect Online has helped me keep my donors perfectly in line.
November 04, 2015

DonorPerfect Online has helped me keep my donors perfectly in line.

Caleb Tinkle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

Donor Perfect is used by our Development Department (both Individual and Corporate Support) to raise funds, track campaigns, manage contacts and moves management, and documenting donor relations in general. We have also used DPO to track Board and Committee information as well as volunteer projects and hours. Some work has begun to use the grants tracking tool as well. We are a fairly small organization, but incredibly busy managing thousands of relationships. Tracking those interactions in DPO has been a huge help, since it centralizes all information pertinent to our donors. It's also helped with analyzing campaigns/tactics and reporting out quickly and accurately to our board or donors.
  • Tracking Campaigns - the built in reporting makes it very easy to analyze ROI with the click of a button.
  • Moves Management - the ability to use existing info fields and create new ones specific to our organization makes it easy to track donor advancement up the giving ladder. This makes it so much easier to know when they are ready for an ask and how much to ask for.
  • Analyzing revenue trends over multiple years - the built in reports are great for easy comparisons, but the ability to build custom reports and save them is such a time saver.
  • Better reporting on volunteer projects - more built in reports.
  • Tracking Membership renewal rates year over year and month to month, based on a July to June fiscal year.
  • DPO tracks whether or not people have opened an email in Constant Contact - knowing if they then clicked a link to our website and resulted in a donation would be very valuable for tracking e-campaign success.
  • Much better customer service! When I call a donor, I have all the information I need at my disposal, in one place, to cultivate them effectively.
  • Greatly improved, and simpler, campaign analysis.
  • Faster and more efficient reporting on revenue.
I've only used small, proprietary software for small companies. I've evaluated DPO against Razor's Edge and Blackbaud and chose DPO.
What are you hoping to track? The main and best function of DonorPerfect is tracking donor information and campaigns through financials. If you are needing a tool to manage large scale events or something less donor based and specific to your organization, DonorPerfect Online (DPO) may work, but you need to problem solve with their development staff to be sure they can help you modify it to your needs. The software is very malleable, but you need to think critically about the specific processes you need carried out.