If you are looking for a CRM for your non-profit, look into DonorPerfect
January 31, 2020

If you are looking for a CRM for your non-profit, look into DonorPerfect

Russ Childers | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

DonorPerfect Online is mainly used by members of the Philanthropy Department, as well as some colleagues in other departments. We use it to track financial gifts and pledges, as well as volunteers. We manage the grant tracking process, produce lists for physical mailings and emails, manage relationships with financial supporters, volunteers, foundations, companies, cities, counties, and the State of Washington.
  • DonorPerfect listens to its clients and updates the package in part based on our input.
  • DonorPerfect continues to improve its customer support, increasing the hours and improving response time. When they do not have the answer I need, they quickly escalate it to someone who will be able to help.
  • I would like more consistency. Certain things work on certain tables or fields, but not on others. They have listened and improved on this, but there is still room for improvement.
  • We manage our events in DPO, but not using their event management tool, due to the inability to import old events and create reports with data from the events and other tables. This was the case when we migrated, but it may have changed by now.
  • I cannot give you the exact ROI, but I can safely say that the ability to track various events, and remind users to follow up, to make sure that things do not fall through the cracks has had a positive impact.
I have extensively used Salesforce, have spent some time looking into Raiser's Edge and used a couple of CRM that was clearly not intended for use by non-profits. Salesforce had some good points, but there were also some big issues, and we were continually faced with the decision to pay ever more to use it or delete records of various types, which entailed another type of cost.
They are generally pretty quick to respond to chat, which is my preferred method because I can continue to work while we discuss my issues. Response time has improved quite a bit over the years, particularly in the past year or so. I am a very squeaky wheel, and rather than getting annoyed, they are great about reaching out to me, getting back to me with answers when it is not initially available, and passing things on to the developers so they can look into issues and fix them.

Do you think DonorPerfect delivers good value for the price?

Yes

Are you happy with DonorPerfect's feature set?

Yes

Did DonorPerfect live up to sales and marketing promises?

Yes

Did implementation of DonorPerfect go as expected?

Yes

Would you buy DonorPerfect again?

Yes

It provides an easy way to track gifts, grants, volunteering, contacts (phone calls, emails, site visits, letters, etc.). It allows users to create fields to quantify any type of interaction (gifts, volunteer hours, etc.) over time. Users can also set up automated emails or record updates based on changes to a constituent record, such as a certain number of gifts, gift size, total volunteer hours, etc.