What a product!
November 05, 2015

What a product!

Bethany De Long | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

DonorPerfect is used in my organization to track donations of all kinds - cash/check/in-kind/sponsorships. Also we use it to track who has attended our events or responded to our mailers. It is a great way to keep track of the information and pull reports within minutes!
  • I often pull reports for our "Mailers/Newsletters," when I need to see who it was sent to I can easily pull a list within minutes by just selecting my flag. If I want to see how many donations came in just from one mailer, I can!! So we can see how much money has been used to send the mailer along with how much we have received from the mailer itself. Letting us know if we have had a successful mailer, or if that time of year is not working for our organization to send them out to! I love this feature, better than a paper and pencil trying to figure out expenses!
  • I use DonorPerfect Online daily, we have a low cost spay/neuter clinic attached to our shelter. I track what services we have provided and am able to generate receipts for our clients. I can pull a report in minutes for just canine spays or feline neuters and see how many we have done this far! Or if I want to I can pull a full report of everything health clinic related and see where we are this year compared to last. It's a great way to track information! It sure beats the old way I used to do things, which was going through thousands of records and contracts to see what we have administered!
  • Technical Support is by far amazing!!!! I truly love that there is ALWAYS someone there to help. Everyone is friendly, and if they don't understand what problem you're having they connect with your screen! Just amazing. I call their support team MANY times a month, and every time I am satisfied.
  • Screen Designer feature, I know it is in the works of being recreated! And I am VERY happy about that. It makes it hard to design a screen when you are not too sure on where the column will end up!
  • I have been struggling to understand all the in's and out's of the Reports feature. As I use this a lot, I seem to have some issues when I want to pull a report for the first time. There are so many options (which isn't necessarily a bad thing) but I usually have to call support because I am pulling the report the wrong way, from what I pulled another report similar to it. Slightly confusing with all the options you have to pull reports. But options are nice on the other hand, so I am mid-water on this topic.
  • Not enough free webinars. There are only a select few and I would love to take more of them as I have tried to attend all the webinars provided to me. I also wish there was more times/days they were offered. I mostly only have "free-time" to catch up or take webinars one day a week. And with the webinars only being on a certain day it makes it hard for me to take them as I cannot make the time in my schedule to attend only on one day for that webinar. Example: "Beginners Webinar" Friday 3rd 2:00 p.m Friday 10th 2:00 p.m Friday 17th 2:00 p.m. It would be nice to have a variety of days.
  • Our customer service has excelled with using DonorPerfect. We can generate so much more for them in the blink of an eye! Create end-of-the-year letters within minutes that make it more convenient for them, and less work for us!
  • We are looking into starting a monthly giving program that we know DonorPerfect will help us succeed in! We wouldn't be able to get one up and running if it wasn't for DonorPerfect! The resources given have been an eye-opener.
This is the first software we have used with our organization. But before this software, it was all hand written/typed. Very VERY time consuming and a pain to be honest. Things weren't always accurate and reports or listings took way to long to complete. DonorPerfect has been a life saver for me. I am the only person in my organization that uses DonorPerfect or tracks records. So this has been a blessing to me!
If you are wanting to track information for donors such as mailers/events, this is a perfect software. It gives you all the tools - you just need the information to make it work! I didn't even think to track half of what I can, before I started using DonorPerfect! Its just a great software!