Donor Perfect

A fundraising and CRM system that provides the tools for communicating, tracking, and managing campaigns so you can raise more funds for your mission.

Website: DonorPerfect.com

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donor-perfect crm

Uses:

  • Donor management – save donor contacts with custom fields and screens to reduce data cluter and increase efficiency
  • Membership management – send renewal messages, track upgrades and lapsed memberships
  • Volunteer management – track volunteer assignments, skills, availability, certifications, and more
  • Targeted mailings and emails – use filters and targeting features to send personalized communication
  • Contact management – manage future tasks, meetings, calls, or donor appointments
  • Fundraising event management – manage event details, track expenses, arrange tables and team assignments
  • Donation processing – keep record of gifts and pledges; recognize donors who influence others to give

Pros:

  • Easy integration with Microsoft Word and Excel lets you export reports exactly formatted the way you want them
  • SmartGive feature allows donors to give with just a few clicks — SmartGive takes donors to a secure online payment page that’s pre-filled with their information, so they can donate quickly and easily
  • Effortlessly produce receipts and documentation for donor taxes
  • Constituents can raise funds for your cause with P2P fundraising feature
  • Easy to integrate with Quickbooks or other 3rd party solutions

Cons:

  • Breadth of features make the system hard to master
  • Some essential features are not in the basic package; add-ons can become quite expensive
  • Contacts can be duplicated which can cause confusion

Pricing:

  • Lite: $89/month
  • Express: $159/month
  • Essentials: $269/month
  • Premier: $459/month
  • Enterprise: $799/month