# Best Donor Management Software for Small Business - Page 2

## How Many Donor Management Software Products Does G2 Track?

**Total Products under this Category:** 186

### Category Stats (Aug 2026)

- **Average Rating:** 4.31/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** DonorSnap (+2.2%) - Among all products in this category, DonorSnap recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Donor Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 17,200+ Authentic Reviews
- 186+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Donor Management Software
 ![G2 Grid® for Donor Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/donor-management/grids.png?focus%5B%5D=97514&focus%5B%5D=56227&focus%5B%5D=14487&focus%5B%5D=144315&focus%5B%5D=51407&focus%5B%5D=14615&focus%5B%5D=4432&focus%5B%5D=4435)

Highlighted products: Givebutter, Donorbox, Bloomerang CRM, Zeffy, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Bonterra Network for Good, Blackbaud Raiser's Edge NXT, and Neon CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/donor-management/grids.json?focus%5B%5D=givebutter&focus%5B%5D=donorbox&focus%5B%5D=bloomerang-crm&focus%5B%5D=zeffy&focus%5B%5D=agentforce-nonprofit-formerly-salesforce-nonprofit-cloud&focus%5B%5D=bonterra-network-for-good&focus%5B%5D=blackbaud-raiser-s-edge-nxt&focus%5B%5D=neon-one-llc-neon-crm&segment=small-business)

**Sponsored**

### xpath.global

xpath.global is a global mobility management company that helps organisations move, hire, and manage employees across borders. We combine technology with hands-on service delivery to give companies one operating layer for everything international employment requires. Where most companies manage mobility through disconnected vendors, email threads, and spreadsheets, xpath.global global mobility technology replaces that fragmentation with a single platform that tracks every case, coordinates every service, and keeps HR, employees, and vendors aligned in real time. Companies expanding globally or hiring internationally face a coordination problem. Multiple vendors, unclear timelines, and no single source of truth result in delays, compliance exposure, and poor employee experience. – No visibility over case status or which vendor owns the next step – Fragmented providers working in silos with no coordination layer – Immigration and tax compliance risk from manual, disconnected processes – Manual reporting and no meaningful cost visibility for finance – Inconsistent employee experience that damages retention and trust – HR time lost chasing vendor updates instead of managing people xpath.global resolves this by acting as the coordination and technology layer that connects the entire international employment process — from day one of the visa application to the employee settling in the host country.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=483&secure%5Bchosen_at%5D=2026-08-02T14%3A38%3A54Z&secure%5Bdisplayable_resource_id%5D=1407&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1314167&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1314167&secure%5Bresource_id%5D=483&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdonor-management%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=c98c18b0f5b943fd2f5555540c297f9abff7b88b7ce2059546b0cd136c814319&secure%5Burl%5D=https%3A%2F%2Fxpath.global&secure%5Burl_type%5D=company_website)

### [GoFundMe Pro](https://www.g2.com/products/gofundme-pro/reviews)

GoFundMe Pro (formerly Classy) is the next evolution in nonprofit fundraising – combining powerful, flexible software with the scale and intelligence of the world’s largest fundraising platform. Designed to help organizations fundraise in any way they want, wherever they want, GoFundMe Pro unlocks new opportunities to inspire giving, reach broader audiences, and drive greater impact. Backed by $40 billion in giving since 2010, GoFundMe Pro is helping drive innovation in the sector with intelligent, AI-powered tools built from unmatched data and insights. Learn more at pro.gofundme.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 145

#### How Do G2 Users Rate GoFundMe Pro?

- **Reporting:** 9.1/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Gift Tracking:** 9.0/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind GoFundMe Pro?

- **Seller:** [GoFundMe](https://www.g2.com/sellers/gofundme)
- **Year Founded:** 2010
- **HQ Location:** Redwood City, CA
- **Twitter:** @gofundme  
594,468 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ccf23d66d99bcefd6acb1fc8edf1d0445fcd0b011917e133a969c1d1c2b4c709&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1271240%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,284 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Development Director
- **Top Industries:** Non-Profit Organization Management, Fund-Raising
- **Company Size:** 74% Small, 20% Medium

#### What Do G2 Reviewers Say About GoFundMe Pro?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **helpful customer support** provided by GoFundMe Pro, enhancing their overall fundraising experience.
- Users value the **customizability** of GoFundMe Pro, finding it superior to other similar platforms.
- Users value the **customization options** of GoFundMe Pro, finding it superior to similar products.
- Users enjoy the **appealing layout** of the event page, especially the inclusion of big hero images.

##### Cons

- Users find the **high fees** of GoFundMe Pro excessive, impacting their fundraising efforts negatively.
- Users find GoFundMe Pro to be **quite expensive** , citing high donor fees and annual costs as concerns.
- Users find the **high donor and annual fees** of GoFundMe Pro to be quite expensive for their campaigns.
- Users are frustrated with the **limited customization** options, restricting their ability to tailor their campaigns effectively.
- Users express frustration with the **limited customization features** of GoFundMe Pro, finding them inadequate for their needs.

#### What Are Recent G2 Reviews of GoFundMe Pro?

**["Peer to Peer Fundraising for Dummies 😃"](https://www.g2.com/survey_responses/gofundme-pro-review-8528035)**

**Rating:** 4.5/5.0 stars

_— Lauren A._

[Read full review](https://www.g2.com/survey_responses/gofundme-pro-review-8528035)

**["MANNA"](https://www.g2.com/survey_responses/gofundme-pro-review-9448170)**

**Rating:** 4.5/5.0 stars

_— Brandon B._

[Read full review](https://www.g2.com/survey_responses/gofundme-pro-review-9448170)

#### What Are G2 Users Discussing About GoFundMe Pro?

- [What is Classy used for?](https://www.g2.com/discussions/what-is-classy-used-for)
- [What is a classy fee?](https://www.g2.com/discussions/what-is-a-classy-fee)
- [Is Classy org legit?](https://www.g2.com/discussions/is-classy-org-legit) - 1 comment
- [Is Classy a CRM?](https://www.g2.com/discussions/is-classy-a-crm)
- [What is classy software?](https://www.g2.com/discussions/what-is-classy-software) - 2 comments

### [DonorSnap](https://www.g2.com/products/donorsnap/reviews)

DonorSnap is a comprehensive donor management and CRM system. Track you contacts, donations, members, volunteers, and all other types of supporters in one database. Manage all of your communications, mail merge letters, donation receipts, etc. inside of DonorSnap. Integrations with popular software systems like QuickBooks Online, QuickBooks Desktop, DonorSearch for wealth management, and Constant Contact eliminate the need for duplicate entry. Collect online donations through our mobile responsive forms tool, and send mass emails directly from your database at no extra charge.

**Average Rating:** 4.2/5.0

**Total Reviews:** 129

#### How Do G2 Users Rate DonorSnap?

- **Reporting:** 9.2/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.9/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 9.4/10 (Category avg: 8.3/10)

#### Who Is the Company Behind DonorSnap?

- **Seller:** [DonorSnap](https://www.g2.com/sellers/donorsnap)
- **Company Website:** www.DonorSnap.com
- **Year Founded:** 2007
- **HQ Location:** Delafield, WI
- **Twitter:** @DonorSnap  
442 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6efd03c0df27511d5c78ce2a36d364cceb6ed341f66f12b390ab39412b40bf4a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F654097%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director
- **Top Industries:** Non-Profit Organization Management, Fund-Raising
- **Company Size:** 91% Small, 8% Medium

#### What Do G2 Reviewers Say About DonorSnap?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **DonorSnap's setup and integration exceptionally easy** , making it a great choice for development teams.
- Users appreciate the **easy setup and integration** of DonorSnap, benefiting from excellent customer support and comprehensive features.
- Users appreciate the **seamless CRM integration** of DonorSnap, enhancing their operational efficiency and workflow.
- Users praise the **incredible customer support** of DonorSnap, noting its accessibility and helpful training resources.
- Users value the **customization ease** of DonorSnap, facilitating quick setup and seamless integration with other systems.

##### Cons

- Users find the **learning curve steep** , as the dashboard lacks intuitiveness compared to modern applications.
- Users find the dashboard **not intuitive** , requiring time to adjust, although training helps mitigate this issue.

#### What Are Recent G2 Reviews of DonorSnap?

**["Intuitive, Nonprofit-Built CRM with Fast Setup and Helpful Support"](https://www.g2.com/survey_responses/donorsnap-review-13111875)**

**Rating:** 5.0/5.0 stars

_— Community Projects f._

[Read full review](https://www.g2.com/survey_responses/donorsnap-review-13111875)

**["DonorSnap: Easy, Affordable Donor Management with Great Customer Service"](https://www.g2.com/survey_responses/donorsnap-review-13087538)**

**Rating:** 5.0/5.0 stars

_— Caitlin D._

[Read full review](https://www.g2.com/survey_responses/donorsnap-review-13087538)

#### What Are G2 Users Discussing About DonorSnap?

- [How has DonorSnap improved your donor management, and what features do you find most valuable?](https://www.g2.com/discussions/how-has-donorsnap-improved-your-donor-management-and-what-features-do-you-find-most-valuable)
- [What is DonorSnap used for?](https://www.g2.com/discussions/what-is-donorsnap-used-for)

### [Daxko Operations](https://www.g2.com/products/daxko-operations/reviews)

Daxko Operations is a modern nonprofit management software platform that helps membership-based community organizations manage membership, programs, payments, reporting, and engagement in one secure, unified system. Built specifically for YMCAs, JCCs, Boys & Girls Clubs, and health and wellness organizations, it supports the operational and financial workflows required to run multi-location community centers at scale. Built to support the real-world complexity of nonprofit organizations, Daxko Operations handles high-volume check-ins, flexible program administration, recurring billing, and day-to-day staff workflows without relying on disconnected tools or manual workarounds. Core capabilities are live today and designed to work together out of the box, helping teams standardize processes and reduce operational friction across departments. Security, privacy, and compliance are foundational to the platform. Daxko Operations includes enterprise-grade security controls, role-based access, and strong data governance to help protect sensitive member and financial information. Integrated payments and financial workflows support accurate billing, and more reliable financial reporting, giving leadership teams confidence in operational performance. Built-in automation and intelligent insights help reduce administrative burden, improve accuracy, and give decision-makers clearer visibility into performance across the organization. With one source of truth for membership, programs, and financial activity, teams can operate more efficiently and focus more time on serving their communities. Key capabilities include: • Membership management and member account tools for community-based organizations • Program management software for registrations, schedules, events, and capacity-based offerings • Integrated payments that support revenue collection and reconciliation Dashboards and analytics for operational visibility and board-ready insights • Enterprise-grade data security, privacy protections, and role-based access controls • Automations and AI-powered insights that reduce manual effort and improve consistency Daxko Operations is trusted by nonprofit leaders who need software that works the way their organization works by delivering clarity, control, and reliability without depending on future feature promises.

**Average Rating:** 4.3/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate Daxko Operations?

- **Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.5/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 7.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Daxko Operations?

- **Seller:** [Daxko](https://www.g2.com/sellers/daxko)
- **Company Website:** www.daxko.com
- **Year Founded:** 1998
- **HQ Location:** Birmingham, AL
- **Twitter:** @Daxko  
2,161 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c9fb7ab47536103943fe940d4f8c967a0874fe12e7deffd280953c047b34486&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdaxko&secure%5Burl_type%5D=linkedin_company_website)  
888 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness
- **Company Size:** 63% Medium, 22% Small

#### What Do G2 Reviewers Say About Daxko Operations?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Daxko Operations, finding it quick and straightforward for daily tasks.
- Users value the **efficiency** of Daxko Operations, enabling seamless access and streamlined communication across departments.
- Users value the **efficiency improvement** Daxko Operations provides, allowing teams to focus more on community service.
- Users appreciate the **navigation ease** of Daxko Operations, finding it quick and intuitive for daily tasks.
- Users value the **user-friendly interface and robust features** of Daxko Operations, enhancing efficiency in health and wellness management.

##### Cons

- Users experience **technical issues** with Daxko Operations, including crashes and difficulties integrating peripherals and managing digital files.
- Users feel the need for **missing features** like direct credit application and a help button for easier navigation.
- Users find Daxko Operations **not user-friendly** , struggling with navigation, outdated interface, and report accessibility.
- Users often find **constant changes and updates** frustrating, complicating donor searches and fundraising component usability.
- Users find **accounting limitations** in Daxko Operations, especially regarding payment scheduling and attendance tracking features.

#### What Are Recent G2 Reviews of Daxko Operations?

**["Easy to Navigate, Reliable Performance—Daxko Keeps Our Programs Organized"](https://www.g2.com/survey_responses/daxko-operations-review-12855783)**

**Rating:** 4.5/5.0 stars

_— Hailey W._

[Read full review](https://www.g2.com/survey_responses/daxko-operations-review-12855783)

**["Efficient Member Management, Needs Sign-Up Improvements"](https://www.g2.com/survey_responses/daxko-operations-review-11057361)**

**Rating:** 5.0/5.0 stars

_— Jason C._

[Read full review](https://www.g2.com/survey_responses/daxko-operations-review-11057361)

#### What Are G2 Users Discussing About Daxko Operations?

- [What does Daxko Engage do?](https://www.g2.com/discussions/what-does-daxko-engage-do)
- [What is Daxko ymca?](https://www.g2.com/discussions/what-is-daxko-ymca)
- [How much does Daxko cost?](https://www.g2.com/discussions/daxko-engage-how-much-does-daxko-cost)
- [What is Daxko mobile app?](https://www.g2.com/discussions/what-is-daxko-mobile-app)
- [What does Daxko do?](https://www.g2.com/discussions/what-does-daxko-do)

### [Panorama](https://www.g2.com/products/frontstream-panorama/reviews)

Over 20,000 nonprofits and socially-minded companies have used Panorama by FrontStream to power their auctions, charity events, peer-to-peer and online fundraising. As an all in one digital fundraising solution, donor management and CRM is baked right in so you have one source of truth for all your engagement with your supporters & volunteers. Panorama's interactive web interface helps nonprofits expand their donor base, manage event registration and donor communications. With prebuilt customized templates, users can create branded, personalized nonprofit page where they can tell a meaningful, personal story about their cause and create the awareness needed to raise funds. Panorama also includes a secure, level one PCI-Compliant payment processor that makes donating a seamless, hassle-free part of the process.

**Average Rating:** 4.0/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate Panorama?

- **Reporting:** 7.4/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Gift Tracking:** 9.2/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.1/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Panorama?

- **Seller:** [FrontStream](https://www.g2.com/sellers/frontstream-689d5cbd-b9c2-4ef7-b219-5861362cf939)
- **Year Founded:** 1999
- **HQ Location:** Claymont, DE
- **Twitter:** @FrontStream  
2,793 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=92793e248263b4d6a81d149705b02aafd616a68d2b71253718313f441276fcf2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1076858%2F&secure%5Burl_type%5D=linkedin_company_website)  
88 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director
- **Top Industries:** Non-Profit Organization Management, Fund-Raising
- **Company Size:** 67% Small, 24% Medium

#### What Do G2 Reviewers Say About Panorama?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** of Panorama, highlighting their team's dedication and responsiveness.
- Users find Panorama’s **ease of use** outstanding, enhancing efficiency in managing multiple firewalls effectively.
- Users commend the **helpfulness of staff** at Panorama, noting their dedication and support surpass expectations.
- Users value the **effective donor management** of Panorama, enhancing engagement and streamlining fundraising processes efficiently.
- Users value the **ease of implementation and impressive features** of Panorama, enhancing their daily operational efficiency.

##### Cons

- Users find the **limited features** of Panorama restrict access, hindering engagement and complicating usage for newcomers.
- Users feel the **missing features** limit Panorama's potential, highlighting the need for improved flexibility and user management.
- Users struggle with **back-end auction issues** in Panorama, finding it cumbersome to manage item changes effectively.
- Users are frustrated that **one-time and recurring direct donations lack user profiles** for effective management and tracking.
- Users find the **learning curve intimidating** for Panorama, with complex setup and configuration processes causing frustration.

#### What Are Recent G2 Reviews of Panorama?

**["Frontstream’s Team Made Our Event a Breeze—Incredible Support from Heidi"](https://www.g2.com/survey_responses/panorama-review-12722903)**

**Rating:** 5.0/5.0 stars

_— Rose B._

[Read full review](https://www.g2.com/survey_responses/panorama-review-12722903)

**["Easy to Implement, a Breeze to Use, and Impressive Features"](https://www.g2.com/survey_responses/panorama-review-12317303)**

**Rating:** 5.0/5.0 stars

_— Cedric B._

[Read full review](https://www.g2.com/survey_responses/panorama-review-12317303)

### [Keela](https://www.g2.com/products/aplos-software-keela/reviews)

Keela is a specialized customer relationship management (CRM) solution tailored for nonprofit organizations, designed to enhance their operational efficiency and fundraising capabilities. This platform provides nonprofits with essential tools that facilitate data-driven decision-making and streamline various organizational processes. By focusing on the unique needs of the nonprofit sector, Keela empowers users to manage their relationships with donors, volunteers, and stakeholders effectively. Targeted primarily at nonprofit professionals, including fundraisers, program managers, and administrative staff, Keela addresses the specific challenges faced by these organizations. Its features cater to a wide range of use cases, from managing donor relationships and tracking contributions to organizing events and executing email marketing campaigns. By centralizing contact information and providing detailed profiles, Keela enables users to maintain comprehensive records that can be easily accessed and updated, ensuring that all team members have the information they need at their fingertips. One of the standout features of Keela is its centralized contact database, which allows users to manage all their contacts in one place. This database is complemented by streamlined communication tools that facilitate outreach and engagement with supporters. Additionally, the platform offers robust donation management capabilities, enabling organizations to track contributions, manage recurring donations, and generate reports that provide insights into fundraising performance. The powerful email marketing tools further enhance engagement efforts, allowing nonprofits to create targeted campaigns that resonate with their audience. Keela also distinguishes itself through its seamless integrations with popular tools such as QuickBooks, PayPal, Eventbrite, and Zapier. This interoperability ensures that organizations can connect their existing systems with Keela, creating a cohesive workflow that minimizes disruptions. Furthermore, the platform is designed to be accessible and scalable, with a pricing model based on the number of contacts in the database, eliminating complicated add-ons or hidden fees. Users benefit from unlimited email support and online training, ensuring they can maximize the platform's potential without incurring additional costs. Overall, Keela serves as a comprehensive CRM solution that addresses the unique needs of nonprofit organizations. By providing essential tools for contact management, communication, donation tracking, and marketing, Keela equips nonprofits with the resources they need to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 102

#### How Do G2 Users Rate Keela?

- **Reporting:** 7.9/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.5/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.4/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Keela?

- **Seller:** [Velora](https://www.g2.com/sellers/velora)
- **Company Website:** www.joinvelora.com
- **Year Founded:** 2009
- **HQ Location:** Fresno, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a152cabdfbd36768935f72ac2868ecc4e7416e72fc050e3a1dfe456ab9f993e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F657407%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director
- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 85% Small, 13% Medium

#### What Do G2 Reviewers Say About Keela?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Keela, making it the standout choice among CRMs for nonprofits.
- Users commend Keela's **responsive customer support** , which efficiently addresses inquiries and enhances the overall experience.
- Users highlight the **easy-to-use donations management** of Keela, enhancing efficiency for both staff and donors.
- Users value Keela for its **streamlined donor management** , making fundraising and project management seamless and efficient.
- Users love the **integrated email communication** in Keela, enhancing efficiency and simplifying donor engagement and campaign management.

##### Cons

- Users note the **limited features** in Keela, particularly lacking mobile optimization and advanced automation options.
- Users are frustrated by the lack of **mobile preview options** in email functionality, hindering effective mobile optimization.
- Users note **limited features** in Keela, particularly in automation complexity and email design flexibility compared to other platforms.
- Users criticize Keela for its **poor design** , lacking mobile previews and essential database functionality for effective email marketing.
- Users find **data management overly complex** , especially with newsletter performance tracking and language limitations impacting usability.

#### What Are Recent G2 Reviews of Keela?

**["Intuitive CRM with Phenomenal Support for Nonprofits"](https://www.g2.com/survey_responses/keela-review-8109559)**

**Rating:** 5.0/5.0 stars

_— Doug K._

[Read full review](https://www.g2.com/survey_responses/keela-review-8109559)

**["Best Experience for a Small Non-Profit"](https://www.g2.com/survey_responses/keela-review-11551239)**

**Rating:** 5.0/5.0 stars

_— Dave C._

[Read full review](https://www.g2.com/survey_responses/keela-review-11551239)

### [CharityEngine](https://www.g2.com/products/charityengine-charityengine/reviews)

CharityEngine is the only native all-in-one CRM built for nonprofits. CharityEngine's complete fundraising and donor management platform allows nonprofits to centralize and leverage their data to enrich donor relationships, raise more money, and increase their impact on the world. Our solution offers forms, advocacy campaigns, text-to-give, email marketing and automation, events, e-commerce, peer-to-peer fundraising, data and workflow automation, real-time personalization, and so much more. As a PCI-certified payment processor, CharityEngine allows your donors to give easily, securely, and offers best-in-class transaction rates. CharityEngine powers the good to be great.

**Average Rating:** 4.4/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate CharityEngine?

- **Reporting:** 8.6/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Gift Tracking:** 9.0/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 9.1/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CharityEngine?

- **Seller:** [CharityEngine](https://www.g2.com/sellers/charityengine)
- **Company Website:** charityengine.net
- **Year Founded:** 1999
- **HQ Location:** McLean, VA
- **Twitter:** @CharityEngine  
404 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f937e78575f22e09f9ec83b94d85511827b0c1a90b55c42ddae22a35660fb972&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcharityengine%2F&secure%5Burl_type%5D=linkedin_company_website)  
36 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 78% Small, 20% Medium

#### What Do G2 Reviewers Say About CharityEngine?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **outstanding customer support** from CharityEngine, noting their responsiveness and genuine partnership throughout the process.
- Users commend the **helpfulness of the staff** at CharityEngine, consistently providing excellent support and valuable guidance.
- Users love the **ease of use** of CharityEngine, praising its intuitive design and seamless onboarding experience.
- Users praise CharityEngine's **exceptional support and comprehensive features** , making the onboarding process smooth and effective.
- Users value the **all-in-one solutions** of CharityEngine, simplifying donor management with comprehensive, integrated functionalities.

##### Cons

- Users experience a **difficult learning curve** with CharityEngine due to unfamiliar terminology and complex setup processes.
- Users find CharityEngine to be **not user-friendly** , as tasks can be unintuitive and require too many steps.
- Users experience **technical issues** with CharityEngine, including frustrating support and system lags affecting usability.
- Users face a **steep learning curve** with CharityEngine due to unfamiliar terminology and complex setup requirements.
- Users face **complexity in understanding features** and navigating technical integrations, making the experience challenging overall.

#### What Are Recent G2 Reviews of CharityEngine?

**["Outstanding One-on-One Support"](https://www.g2.com/survey_responses/charityengine-review-12602142)**

**Rating:** 5.0/5.0 stars

_— Kassandra W._

[Read full review](https://www.g2.com/survey_responses/charityengine-review-12602142)

**["Clean, Minimalist CRM with an Amazing Implementation Team"](https://www.g2.com/survey_responses/charityengine-review-12562926)**

**Rating:** 5.0/5.0 stars

_— Sam R._

[Read full review](https://www.g2.com/survey_responses/charityengine-review-12562926)

#### What Are G2 Users Discussing About CharityEngine?

- [How does donate kindly work?](https://www.g2.com/discussions/how-does-donate-kindly-work)
- [How much does Charity Engine cost?](https://www.g2.com/discussions/how-much-does-charity-engine-cost) - 1 comment
- [Is Charity Engine legit?](https://www.g2.com/discussions/is-charity-engine-legit)
- [What is Charity Engine software?](https://www.g2.com/discussions/what-is-charity-engine-software) - 1 comment

### [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)

As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries.

**Average Rating:** 4.1/5.0

**Total Reviews:** 4,745

#### How Do G2 Users Rate NetSuite?

- **Reporting:** 7.6/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10)
- **Gift Tracking:** 7.7/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 7.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind NetSuite?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Company Website:** www.oracle.com
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Accounting Manager
- **Top Industries:** Computer Software, Accounting
- **Company Size:** 57% Medium, 31% Small

#### What Do G2 Reviewers Say About NetSuite?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in navigating and customizing reports, enhancing efficiency and productivity.
- Users value the **customizability** of NetSuite, which adapts seamlessly to diverse business needs and processes.
- Users value the **robust reporting and integration capabilities** of NetSuite, enhancing cross-functional business operations seamlessly.
- Users benefit from **extensive customization options** in NetSuite, greatly enhancing data management and user experience.
- Users value the **customization options** in NetSuite, enhancing usability and control for streamlined data management.

##### Cons

- Users find the **learning curve steep** , making initial setup and customization time-consuming and frustrating.
- Users find the **interface outdated** and experience significant challenges with usability and integration complexities.
- Users find the **missing features** in NetSuite frustrating, particularly with complex settings and limited customization options.
- Users express frustration with **limited customization** options in NetSuite, impacting functionality and integration across workflows.
- Users find NetSuite to have a **not user-friendly** interface, causing frustration during setup and navigation.

#### What Are Recent G2 Reviews of NetSuite?

**["Highly Customizable and Efficient ERP,"](https://www.g2.com/survey_responses/netsuite-review-8185079)**

**Rating:** 4.5/5.0 stars

_— Sandeep k._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-8185079)

**["Robust Role-Based Security, Custom Dashboards, and Solid P2P Management"](https://www.g2.com/survey_responses/netsuite-review-13170614)**

**Rating:** 4.0/5.0 stars

_— Arfa Z._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-13170614)

#### What Are G2 Users Discussing About NetSuite?

- [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments
- [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment
- [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote
- [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments

### [Bonterra EveryAction](https://www.g2.com/products/bonterra-everyaction/reviews)

Bonterra EveryAction puts power behind your fundraising program within our unified CRM. You'll discover a better, more user-friendly platform to grow donor relationships, track prospects, grants, and pledges, cultivate planned giving, run custom reports, and ultimately raise more money. Boost your nonprofit's digital marketing efforts by running optimized, targeted, multi-channel digital campaigns that drive results and increase fundraising and engagement with EveryAction.

**Average Rating:** 4.3/5.0

**Total Reviews:** 281

#### How Do G2 Users Rate Bonterra EveryAction?

- **Reporting:** 7.8/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10)
- **Gift Tracking:** 7.9/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 7.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Bonterra EveryAction?

- **Seller:** [Bonterra](https://www.g2.com/sellers/bonterra)
- **Company Website:** www.bonterratech.com
- **Year Founded:** 2022
- **HQ Location:** Austin, United States
- **Twitter:** @BonterraTech  
922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=add4d567dfd687337578fd15f087a1243216bf44ec93c57a7ffbf491c2657c54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbonterra-tech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Organizer
- **Top Industries:** Non-Profit Organization Management, Civic & Social Organization
- **Company Size:** 71% Small, 27% Medium

#### What Do G2 Reviewers Say About Bonterra EveryAction?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Bonterra EveryAction, finding it simple to learn and deploy effectively.
- Users appreciate the **seamless integration** and comprehensive features of Bonterra EveryAction for managing contacts and campaigns.
- Users appreciate the **seamless integration** of Bonterra EveryAction, making it a versatile tool for various organizational tasks.
- Users value the **robust tracking capabilities** of Bonterra EveryAction, enabling efficient fundraising and comprehensive data management.
- Users value the **ease of email communication** with EveryAction, appreciating its features for segmentation and automation.

##### Cons

- Users face a **challenging learning curve** with Bonterra EveryAction, impacting adoption and ease of use for non-tech-savvy team members.
- Users find the **difficult learning** curve challenging, as the platform lacks a clear user guide and intuitive navigation.
- Users experience **limited customization** options, affecting user-friendly tools and reporting capabilities in Bonterra EveryAction.
- Users find the **interface not intuitive** , struggling to navigate through numerous options and complex features.
- Users find the **platform not user-friendly** , struggling with complexity and a steep learning curve for features.

#### What Are Recent G2 Reviews of Bonterra EveryAction?

**["It's a powerful tool that could use additional features and bug fixes."](https://www.g2.com/survey_responses/bonterra-everyaction-review-11668577)**

**Rating:** 4.0/5.0 stars

_— Ashley M._

[Read full review](https://www.g2.com/survey_responses/bonterra-everyaction-review-11668577)

**["Great experience with Bonterra EveryAction!"](https://www.g2.com/survey_responses/bonterra-everyaction-review-11290544)**

**Rating:** 5.0/5.0 stars

_— Alaina P._

[Read full review](https://www.g2.com/survey_responses/bonterra-everyaction-review-11290544)

### [DonorDock](https://www.g2.com/products/donordock/reviews)

DonorDock | Fundraising CRM Built for Nonprofits Juggling spreadsheets, email tools, and donation platforms? DonorDock replaces the chaos with clarity so you can focus on what matters most. DonorDock is the all-in-one nonprofit CRM and fundraising software built for fundraising teams who wear a lot of hats. Our Donor Development Platform combines donor management, email and text outreach, customizable donation pages, and automation tools into one simple, powerful system. Whether you’re cultivating relationships, launching campaigns, or tracking giving history, DonorDock helps you: ✅ Activate Take action on what matters most with Otto, your AI-powered fundraising assistant. Get smart nudges and automated task reminders via the ActionBoard®, so nothing falls through the cracks. ✅ Nurture Send personal, timely updates with built-in email and text message tools. Segment your donors and create automated journeys to keep your supporters engaged without extra software. ✅ Grow Launch beautiful, branded online giving pages to boost your fundraising campaigns and donor conversions. ✅ Track Stay organized with one place for all your donor data. Manage contacts, donations, and communications with reporting tools that make it easy to share results with your board or team. ⸻ Why Fundraisers Love DonorDock: • Rated Easiest to Use, Easiest to Set Up, Best ROI, and Fastest Implementation on G2 • Transparent pricing with no contracts or hidden fees • One plan that includes every feature ⸻ Top Features: • Unlimited donor and contact records • Otto, your fundraising assistant, built-in • Unlimited customizable donation pages • Built-in email and SMS marketing tools • Smart task reminders with Otto and the ActionBoard® • Automated donor journeys and thank-you workflows • Real-time dashboards and reports • Easy integrations with Stripe, QuickBooks, and more • Free live training, knowledge base, and chat support ⸻ Top Benefits: • Save time with automation and task prioritization • Increase giving through better outreach and engagement • Get a complete view of every donor in one place • Simplify your tech stack and reduce costs • Get up and running fast (most users launch in under a week) ⸻ DonorDock is the donor management tool made for do-it-all fundraisers. visit www.donordock.com and see why thousands of nonprofits are switching to a CRM that’s simple, smart, and built just for them.

**Average Rating:** 4.8/5.0

**Total Reviews:** 152

#### How Do G2 Users Rate DonorDock?

- **Reporting:** 9.1/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Gift Tracking:** 9.3/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind DonorDock?

- **Seller:** [DonorDock, Inc.](https://www.g2.com/sellers/donordock-inc)
- **Company Website:** www.donordock.com
- **Year Founded:** 2017
- **HQ Location:** Fargo, North Dakota
- **Twitter:** @donordock  
106 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53a2c633f0f575a59df806d71bb07e016c848c46ce170e205b30925bed4db0a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28663106%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Development Director
- **Top Industries:** Non-Profit Organization Management, Fund-Raising
- **Company Size:** 89% Small, 10% Medium

#### What Do G2 Reviewers Say About DonorDock?

_AI-generated summary from verified user reviews_

##### Pros

- Users find DonorDock's **ease of use** refreshing, making donation management and reporting straightforward and efficient.
- Users commend the **amazing customer support** from DonorDock, appreciating their responsiveness and assistance during transitions.
- Users appreciate the **extensive features** of DonorDock, finding it essential for their fundraising and donor management needs.
- Users find DonorDock **user-friendly and intuitive** , greatly enhancing their daily operations and campaign management.
- Users value the **streamlined donation and membership management** of DonorDock, appreciating its user-friendly and feature-rich platform.

##### Cons

- Users often face **duplicate issues** with names, creating confusion despite efforts to resolve them with the team.
- Users find **limited customization** options frustrating, wishing for more control over dashboard appearance and functionality.
- Users experience **technical issues** like lag and outdated formatting tools, affecting ease of use with DonorDock.
- Users face challenges with **data duplication** in DonorDock, causing confusion and complicating account management.
- Users find the **steep learning curve** challenging, needing assistance to navigate the numerous features and setups.

#### What Are Recent G2 Reviews of DonorDock?

**["Intuitive Layout, Flexible Functions, and Incredible Support"](https://www.g2.com/survey_responses/donordock-review-13169493)**

**Rating:** 5.0/5.0 stars

_— Larry K._

[Read full review](https://www.g2.com/survey_responses/donordock-review-13169493)

**["Action Board and Otto Make Donor Stewardship Timely and Personal"](https://www.g2.com/survey_responses/donordock-review-12708624)**

**Rating:** 4.5/5.0 stars

_— Carolyn G._

[Read full review](https://www.g2.com/survey_responses/donordock-review-12708624)

#### What Are G2 Users Discussing About DonorDock?

- [What is your experience with DonorDock for nonprofit fundraising, and what features do you find most useful?](https://www.g2.com/discussions/what-is-your-experience-with-donordock-for-nonprofit-fundraising-and-what-features-do-you-find-most-useful)
- [What is DonorDock used for?](https://www.g2.com/discussions/what-is-donordock-used-for)

### [iWave](https://www.g2.com/products/iwave/reviews)

iWave by Kindsight is a comprehensive prospect research and donor intelligence platform designed to empower nonprofits in their fundraising efforts. This innovative solution provides fundraising professionals with essential tools and insights necessary to identify, understand, and engage potential donors effectively. By leveraging a wealth of data and analytics, iWave streamlines the fundraising process, enabling organizations to focus on building meaningful relationships with their supporters. The platform serves a diverse range of users, including nonprofit organizations, educational institutions, and healthcare foundations, all of which rely on effective fundraising strategies to support their missions. iWave is particularly beneficial for development officers, grant writers, and fundraising teams who need to navigate the complexities of donor engagement. With its extensive database, iWave allows users to explore individuals, foundations, and corporations, uncovering ideal prospects based on wealth, philanthropic tendencies, and biographic information. One of the standout features of iWave is its Live Profiles, which ensure that donor data remains current with real-time updates. This functionality is crucial for maintaining personalized outreach, as it allows organizations to engage with prospects in a timely manner. Additionally, the platform offers robust Screening capabilities, enabling users to evaluate potential donors based on their giving capacity, philanthropic history, and alignment with specific causes. This targeted approach helps nonprofits focus their efforts on individuals and organizations most likely to support their initiatives. iWave also facilitates the creation of Prospect Lists, allowing users to quickly compile high-quality, targeted lists that streamline fundraising efforts. The platform's advanced Modeling and Analytics tools further enhance this process by identifying the best-fit donors for specific fundraising programs. This data-driven approach not only maximizes the impact of fundraising campaigns but also ensures that teams can prioritize their outreach efforts effectively. Furthermore, the Connections feature enables users to discover influential prospects linked to existing donors, thereby expanding their network and fostering new relationships. With seamless Integrations, iWave enriches existing records with advanced data and analytics, significantly improving operational efficiency. By addressing critical questions that fundraising professionals face—such as identifying the best prospects, engaging them effectively, and maximizing impact—iWave equips nonprofits with the confidence and insights needed to achieve their goals. This comprehensive platform stands out in the donor intelligence landscape, providing organizations with the tools necessary to enhance their fundraising strategies and drive meaningful change.

**Average Rating:** 4.6/5.0

**Total Reviews:** 534

#### How Do G2 Users Rate iWave?

- **Reporting:** 9.6/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Gift Tracking:** 7.9/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind iWave?

- **Seller:** [Kindsight](https://www.g2.com/sellers/kindsight)
- **Company Website:** kindsight.io
- **Year Founded:** 1991
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4bf7518455959d9c3c38f4e9ee68c3d00cdc5ea861e6eb21088423baa2b11b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkindsightio%2F&secure%5Burl_type%5D=linkedin_company_website)  
335 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Prospect Research Analyst, Development Associate
- **Top Industries:** Non-Profit Organization Management, Higher Education
- **Company Size:** 43% Medium, 41% Small

#### What Do G2 Reviewers Say About iWave?

_AI-generated summary from verified user reviews_

##### Pros

- Users find iWave **very easy to learn and use** , streamlining donor research and engagement for all experience levels.
- Users appreciate iWave's **amazing customer support** , which greatly enhances their fundraising and outreach efforts.
- Users praise the **integrations with Salesforce** , enhancing data management and collaboration efficiency for prospecting efforts.
- Users value iWave for its **efficient campaign management** , streamlining prospecting and enhancing donor engagement strategies effectively.
- Users value the **consolidation of reliable data sources** in iWave, streamlining donor management and segmentation effectively.

##### Cons

- Users find the **inaccuracy** in iWave's data frustrating, impacting their effectiveness and efficiency in using the platform.
- Users experience **formatting issues** with PDFs, making them harder to read and less visually appealing.
- Users face **localization issues** with iWave, resulting in incomplete data and navigation challenges in certain areas.
- Users find the **export issues** frustrating, citing aesthetic concerns and limitations in functionality that hinder usability.
- Users struggle with **insufficient documentation** that hinders effective use of iWave's features and integration capabilities.

#### What Are Recent G2 Reviews of iWave?

**["iWave is my current go to for Research and Wealth Screenings"](https://www.g2.com/survey_responses/iwave-review-8833848)**

**Rating:** 5.0/5.0 stars

_— Sandy M._

[Read full review](https://www.g2.com/survey_responses/iwave-review-8833848)

**["iWave - An Essential Tool for Prospect Research"](https://www.g2.com/survey_responses/iwave-review-13138808)**

**Rating:** 5.0/5.0 stars

_— Stacey K._

[Read full review](https://www.g2.com/survey_responses/iwave-review-13138808)

#### What Are G2 Users Discussing About iWave?

- [What is iWave used for?](https://www.g2.com/discussions/what-is-iwave-used-for)
- [How much does Donorsearch cost?](https://www.g2.com/discussions/iwave-how-much-does-donorsearch-cost)
- [Does iWave R really work?](https://www.g2.com/discussions/does-iwave-r-really-work)
- [What is iWave?](https://www.g2.com/discussions/what-is-iwave)
- [Is iWave a good brand?](https://www.g2.com/discussions/is-iwave-a-good-brand) - 2 comments, 1 upvote

### [Charityproud](https://www.g2.com/products/charityproud/reviews)

Charityproud is a cloud-based CRM designed to help nonprofits manage donor relationships, fundraising, events, mailings, grants, memberships, volunteers, reports, and more in an easy to learn, user-friendly format. As an all-inclusive platform, Charityproud provides a 360 view of your constituent engagement, including communications, relationships, giving interests, volunteer hours, and other meaningful interactions. All of the functionality your team needs is in our suite of user-friendly tools--from constituent management to donations and pledges, to volunteers and events, to reporting, mailing and grant tracking. Our affordable pricing for the entire platform AND personalized customer support makes Charityproud accessible to nonprofits of all sizes. We assign a dedicated Client Account Manager who supports each organization through the onboarding process and beyond to ensure efficient individualized support is always available. No experience with CRMs? No problem! Charityproud is designed to be user-friendly and intuitive. Our platform is designed to save you time and money so you can spend more time focused on your mission. From "to-do" reminders to scheduled reports, automated emails to touchpoint cycles, our features will streamline your processes and simplify data management. We also integrate with your favorite platforms to improve your tech stack flow, including QuickBooks, Donor Search, Wealth Engine, Constant Contact, and Mail Chimp. Are you a Habitat for Humanity affiliate? Charityproud offers additional features specific to Habitat affiliates, including online homeownership applications, sweat equity reporting, and mortgage tracking. For more than a decade, Charityproud has helped nonprofits turn data into donations. Schedule a demo with us today! www.charityproud.org/DemoRequest

**Average Rating:** 4.8/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Charityproud?

- **Reporting:** 10.0/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Gift Tracking:** 10.0/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Charityproud?

- **Seller:** [Alboddo Technology](https://www.g2.com/sellers/alboddo-technology)
- **Year Founded:** 2014
- **HQ Location:** North Charleston, US
- **Twitter:** @BeCharityproud  
73 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8bdacd55845eae90a90e33c0df11cf7da32c037e3d4b508999bad1b425ba3af0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10353280%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 95% Small, 5% Medium

#### What Are Recent G2 Reviews of Charityproud?

**["Digital grants tracking is a definite upgrade and dynamic reports provides innovative insights."](https://www.g2.com/survey_responses/charityproud-review-2371129)**

**Rating:** 4.5/5.0 stars

_— Stacey H._

[Read full review](https://www.g2.com/survey_responses/charityproud-review-2371129)

**["CharityProud is a great CRM for donor and volunteer management"](https://www.g2.com/survey_responses/charityproud-review-5327928)**

**Rating:** 4.0/5.0 stars

_— Jan S._

[Read full review](https://www.g2.com/survey_responses/charityproud-review-5327928)

#### What Are G2 Users Discussing About Charityproud?

- [What is Charityproud used for?](https://www.g2.com/discussions/what-is-charityproud-used-for)

### [iMIS](https://www.g2.com/products/imis/reviews)

iMIS® is designed to meet the unique management needs of associations, unions, regulatory bodies, and non-profits. It has all the features you need to manage your organization efficiently with dashboards and reporting, a powerful API with hundreds of proven integrations, and an optional Web CMS. Powered by Microsoft Azure, iMIS provides automatic upgrades, enterprise-grade data security, and reliable performance at scale.

**Average Rating:** 4.2/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate iMIS?

- **Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.0/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.1/10 (Category avg: 8.3/10)

#### Who Is the Company Behind iMIS?

- **Seller:** [Advanced Solutions International (ASI)](https://www.g2.com/sellers/advanced-solutions-international-asi)
- **Company Website:** www.advsol.com
- **Year Founded:** 1991
- **HQ Location:** Alexandria, Virginia
- **Twitter:** @iMISbyASI  
5,746 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be1030fefd811cc9a71b822a6347870ce82f520093e06db3ee5d53a37b37faa8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvanced-solutions-international-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
257 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Membership Manager
- **Top Industries:** Non-Profit Organization Management, Hospital & Health Care
- **Company Size:** 83% Small, 16% Medium

#### What Do G2 Reviewers Say About iMIS?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** of iMIS, praising its seamless integration and responsive support team.
- Users value the **flexibility and customization** of iMIS, making it an essential tool for managing member needs.
- Users commend the **excellent customer support** from ASI, noting its responsiveness and dependability for their needs.
- Users appreciate the **flexibility and customizability** of iMIS, enabling tailored solutions for their associations and foundations.
- Users value the **easy integrations** of iMIS, enhancing workflow efficiency and connectivity with other platforms.

##### Cons

- Users note a **steep learning curve** with iMIS, emphasizing the need for improved training resources to navigate the system.
- Users find the **complexity of configuration** in iMIS EMS can be overwhelming and time-consuming during setup.
- Users face **limited customization** with iMIS, making it challenging to meet specific organizational needs effectively.
- Users often face **technical issues** with iMIS, which complicate usage and hinder overall efficiency.
- Users find the **high fees** for iMIS, including module costs, quite frustrating and challenging for novices.

#### What Are Recent G2 Reviews of iMIS?

**["iMIS is great!"](https://www.g2.com/survey_responses/imis-review-7166529)**

**Rating:** 4.0/5.0 stars

_— Tamara R._

[Read full review](https://www.g2.com/survey_responses/imis-review-7166529)

**["All-in-One Integrated Platform That’s Easy to Customize"](https://www.g2.com/survey_responses/imis-review-13061664)**

**Rating:** 4.0/5.0 stars

_— michelle m._

[Read full review](https://www.g2.com/survey_responses/imis-review-13061664)

#### What Are G2 Users Discussing About iMIS?

- [What is iMIS used for?](https://www.g2.com/discussions/what-is-imis-used-for)

### [CommunitySuite](https://www.g2.com/products/communitysuite/reviews)

Designed to meet the unique needs of community foundations and other organizations managing fund advisor relationships, CommunitySuite offers robust fund accounting, constituent relationship management (CRM), and events management in one intuitive, cloud-based solution. Put a single system in place to effectively manage operations so you have the capacity to break down silos, build connections, and maximize your impact.

**Average Rating:** 4.4/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate CommunitySuite?

- **Reporting:** 8.3/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.7/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CommunitySuite?

- **Seller:** [Foundant Technologies](https://www.g2.com/sellers/foundant-technologies)
- **Year Founded:** 2006
- **HQ Location:** Bozeman, MT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2787b0880ddb5393cdfc3acf668396febbf1d7daab0685f779515dd8def87c7d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffoundant-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
196 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 97% Small, 3% Medium

#### What Do G2 Reviewers Say About CommunitySuite?

_AI-generated summary from verified user reviews_

##### Pros

- Users find CommunitySuite's interface **exceptionally easy to use** , streamlining routine tasks effectively.
- Users praise the **responsive and helpful customer support** of CommunitySuite, ensuring prompt assistance and user satisfaction.
- Users love the **efficient finance and fund management** in CommunitySuite, appreciating the responsive support and centralized organization.
- Users find **fundraising management** seamless and efficient with CommunitySuite's responsive support and intuitive features.
- Users appreciate the **fundraising efficiency** of CommunitySuite, finding financial management and staff support remarkably streamlined.

##### Cons

- Users feel that CommunitySuite lacks **essential CRM features** , particularly for tracking touch points effectively.
- Users find the **lack of CRM tools and integrations** in CommunitySuite limits their overall efficiency and effectiveness.
- Users find the **integration issues** of CommunitySuite frustrating, particularly with its limited CRM tools and connectivity.
- Users find some features difficult to locate, suggesting a **not intuitive** experience until familiarized with the system.
- Users find the **search functionality lacking** , which hampers their ability to find information effectively.

#### What Are Recent G2 Reviews of CommunitySuite?

**["Only been using csuite for one year but have found it to be user friendly."](https://www.g2.com/survey_responses/communitysuite-review-11071673)**

**Rating:** 5.0/5.0 stars

_— Kelsi G._

[Read full review](https://www.g2.com/survey_responses/communitysuite-review-11071673)

**["A game-changer"](https://www.g2.com/survey_responses/communitysuite-review-11077284)**

**Rating:** 5.0/5.0 stars

_— Taylor D._

[Read full review](https://www.g2.com/survey_responses/communitysuite-review-11077284)

#### What Are G2 Users Discussing About CommunitySuite?

- [What is CommunitySuite used for?](https://www.g2.com/discussions/what-is-communitysuite-used-for)

### [GiveWP](https://www.g2.com/products/givewp/reviews)

GiveWP is the highest rated, most downloaded, and best supported donation plugin for WordPress. Built from the ground up for all your fundraising needs, GiveWP provides you with a powerful donation platform optimized for online giving.

**Average Rating:** 4.8/5.0

**Total Reviews:** 58

#### How Do G2 Users Rate GiveWP?

- **Reporting:** 9.0/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Gift Tracking:** 8.6/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 8.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind GiveWP?

- **Seller:** [Impress.org](https://www.g2.com/sellers/impress-org)
- **Year Founded:** 2015
- **HQ Location:** Lansing, Michigan
- **Twitter:** @GiveWP  
7,033 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fa683fc9e92aab82bbe072e114b8c7fcaa4f44be8fd315302a1c27f6f157143b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fimpress-press&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Director, Owner
- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 89% Small, 7% Medium

#### What Do G2 Reviewers Say About GiveWP?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **excellent support and robust features** of GiveWP make it ideal for effective campaigns.
- Users highlight the **affordable pricing** of GiveWP, making it a valuable choice for nonprofits and fundraisers.
- Users appreciate the **robust options for campaign management** that help tailor their initiatives effectively.
- Users commend the **excellent customer support** from GiveWP for prompt follow-ups and effective assistance.
- Users find GiveWP to be **easy to configure** , with excellent support and great value for money.

#### What Are Recent G2 Reviews of GiveWP?

**["Great Plugin | Terrific Support"](https://www.g2.com/survey_responses/givewp-review-10668525)**

**Rating:** 5.0/5.0 stars

_— Sharon S._

[Read full review](https://www.g2.com/survey_responses/givewp-review-10668525)

**["Great Support"](https://www.g2.com/survey_responses/givewp-review-9643177)**

**Rating:** 4.5/5.0 stars

_— Verified User in Non-Profit Organization Management_

[Read full review](https://www.g2.com/survey_responses/givewp-review-9643177)

#### What Are G2 Users Discussing About GiveWP?

- [How do you use GiveWP?](https://www.g2.com/discussions/how-do-you-use-givewp)
- [Is GiveWP a CRM?](https://www.g2.com/discussions/is-givewp-a-crm)
- [What is GiveWP plugin?](https://www.g2.com/discussions/what-is-givewp-plugin)
- [Is GiveWP free?](https://www.g2.com/discussions/is-givewp-free)

### [BetterUnite](https://www.g2.com/products/betterunite/reviews)

BetterUnite is a comprehensive nonprofit software solution designed to streamline events, fundraising, and donor relationship management within a single, user-friendly platform. This integrated system empowers nonprofits to manage various aspects of their operations efficiently, from event planning to donor engagement, all while enhancing the overall experience for both organizers and attendees. Targeted primarily at nonprofit organizations, BetterUnite caters to a diverse audience that includes event planners, fundraising coordinators, and volunteer managers. The platform is particularly beneficial for those who host events such as galas, luncheons, conferences, and festivals. By providing tools for creating branded event pages, managing ticket sales, and coordinating guest lists, BetterUnite simplifies the event management process, allowing organizations to focus on their mission rather than administrative tasks. The software also supports mobile check-in, ensuring a smooth entry experience for attendees. One of the standout features of BetterUnite is its auction and raffle capabilities, which transform every smartphone into a bidding paddle. This functionality allows organizations to host live, virtual, or hybrid auctions with ease, enabling mobile bidding and real-time notifications that enhance participant engagement. The ability to set specific auction rules and generate clear reports for reconciliation adds further value, making it easier for nonprofits to manage their fundraising efforts effectively. By linking auctions to events, BetterUnite creates a cohesive donor journey from the initial RSVP to the final bid, ensuring a seamless experience for all involved. At the core of BetterUnite is a robust nonprofit CRM that tracks donor relationships, households, and segmentation for targeted stewardship. With integrated payment options through platforms like Stripe and PayPal, organizations can accept one-time or recurring donations effortlessly. Additional features such as built-in email marketing, volunteer management, and grants management ensure that all aspects of fundraising and community engagement are organized and accessible within a single system. This interconnectedness not only keeps data clean but also simplifies reporting, allowing teams to focus on strategic initiatives rather than manual data entry. Overall, BetterUnite serves as a mobile-first event fundraising platform that combines essential tools for creating engaging event experiences with comprehensive nonprofit management capabilities. By offering a unified solution for event planning, auction management, and donor relationship tracking, BetterUnite enables organizations to maximize their impact while minimizing the complexity of managing multiple systems. This holistic approach allows nonprofits to dedicate more time to building community and fostering relationships with their supporters.

**Average Rating:** 4.7/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate BetterUnite?

- **Reporting:** 8.7/10 (Category avg: 8.3/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Gift Tracking:** 9.5/10 (Category avg: 8.3/10)
- **Acknowledgments & Communications:** 9.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind BetterUnite?

- **Seller:** [BetterUnite](https://www.g2.com/sellers/betterunite-2026-07-20)
- **Company Website:** www.betterunite.com
- **Year Founded:** 2017
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f4ecdbf919392717bcf40da3ff0e6b3badf897afd232d5c36cac1ed2e215f8d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetterunite&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 73% Small, 22% Medium

#### What Do G2 Reviewers Say About BetterUnite?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of BetterUnite, appreciating its all-in-one platform for fundraising and event planning.
- Users value the **exceptional customer support** from BetterUnite, ensuring personalized and efficient assistance throughout their event planning.
- Users appreciate the **comprehensive features** of BetterUnite, facilitating smooth event planning and exceptional customer support.
- Users praise BetterUnite for its **all-in-one solution** , simplifying nonprofit management and enhancing operations across various functions.
- Users appreciate the **user-friendly design and comprehensive tools** of BetterUnite, significantly enhancing their fundraising efforts.

##### Cons

- Users find BetterUnite **lacking features** , with limitations in customization and an outdated interface affecting usability.
- Users find **difficult learning** curves in BetterUnite especially challenging for less tech-savvy volunteers during onboarding.
- Users find the setup process **not intuitive** , especially for those lacking technical expertise and experiencing navigation challenges.
- Users find **navigational difficulties** in BetterUnite, highlighting challenges with integration and table management.
- Users face **difficult reporting** challenges with BetterUnite, complicating transactions tracking and reconciliation with QuickBooks.

#### What Are Recent G2 Reviews of BetterUnite?

**["Effortless Fundraising with Exceptional User Experience"](https://www.g2.com/survey_responses/betterunite-review-12982490)**

**Rating:** 5.0/5.0 stars

_— Jeffrey G._

[Read full review](https://www.g2.com/survey_responses/betterunite-review-12982490)

**["Intuitive, Easy to Learn, and Built for Event Management"](https://www.g2.com/survey_responses/betterunite-review-12648266)**

**Rating:** 4.5/5.0 stars

_— Anne V._

[Read full review](https://www.g2.com/survey_responses/betterunite-review-12648266)

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Similar Categories

- [Admission-Based Nonprofit](/categories/admission-based-nonprofit)
- [Donor Prospect Research](/categories/donor-prospect-research)
- [Fundraising](/categories/fundraising)

- [Human Services](/categories/human-services)
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- [Nonprofit CRM](/categories/nonprofit-crm)

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[Browse Donor Management Themes](/categories/donor-management/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated 

Products classified in the overall Donor Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Donor Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Donor Management category.

In addition to qualifying for inclusion in the Donor Management Software category, to qualify for inclusion in the Small Business Donor Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More

* * *

## How Do You Choose the Right Donor Management Software?

### What You Should Know About Donor Management Software

### What is Donor Management Software?

Donor management software is used by organizations to manage every aspect of a nonprofit’s relationship with its donors. Nonprofit organizations use donor management solutions to control all donor-related information and grow their donor bases. Organizations also use donor management software to accept donations and track those contributions. Donor management solutions provide an end-to-end option for nonprofits to oversee the entire donations process, from running donor campaigns and boosting engagement to actually accepting donations and analyzing donation-related data. These solutions are a vital piece of a nonprofit organization’s fundraising arsenal and provide the potential to improve the efficiency and efficacy of donor management teams.

Key Benefits of Donor Management Software

- Leverage current donor base to raise funds and hit goals
- Strengthen donor and contact relationships by keeping in constant contact
- Increase giving and new donations through email blasts, newsletters, and hub for donors
- Track and target key donors with segmented analytics
- Ensure the relevance of an outreach effort for respective recipients
- Reduce costs by having automation within donor management

### Why Use Donor Management Software?

Nonprofits use donor management software for many reasons. Primary objectives include increasing their reach, supporting fundraising efforts, engaging in online fundraising, managing donor information, soliciting donations, and accepting donations. Donor management solutions provide nonprofits with control over every aspect of the donation process and allow improved access and insight into the process. The robust features included in many donor management solutions make them attractive options for organizations looking for a single solution to take care of their entire donor process.

**Donor communication —** Communicating with donors is vital for maintaining strong donor relationships. Donor management solutions provide a direct communication channel to donors, allowing nonprofits to send follow-up communication via email after receiving a donation. There are multiple communication channels through which users can maintain contact with donors. Certain solutions contain mass messaging features, which allow multiple points of access to donors via email and text messaging. While the majority of solutions in this category contain emailing features, some also allow users to send mass text messages.

**Make informed decisions –** The control and insight that donor management software can lend to the donor management process help users make informed, strategic decisions. Instead of fumbling around with huge data sets that give little to no insight to those who aren’t extremely data-savvy, reporting features provide sensible and easily digestible representations of data. While detailed reporting and analytics features are not present in every donor management solution, they are found in a large number of tools. Users can leverage insights into trends and historical data toward more strategic and better-informed decision-making.

**Manage donor information —** Donor management software functions somewhat like a [nonprofit constituent relationship management](https://www.g2.com/categories/nonprofit-crm) platform in that it allows nonprofits to organize donor information by providing donor profiles to complete. You can import existing contact data into your solution to easily access information such as donor addresses, contact information, giving history, and more.

**Accept donations –** Nonprofit organizations utilize donor management solutions to accept multiple types of donations. Donations can potentially be made online, via text, through direct bank transactions, or with credit or debit cards.

**Donor campaign management —** Running well-organized campaigns is vital to drumming up support and boosting donations. Donor management software contains campaign management tools to run campaigns and reporting tools to view the results of those campaigns. These campaigns primarily include email marketing, but may include social media marketing. Your organization can create specific donation pages for each campaign, giving each round of outreach a unique feel.

**Donor retention —** Nonprofits use donor management software to help with donor retention. Organizations can use these solutions to launch and run campaigns designed to engage donors and ideally gather more pledges. Creating more touchpoints between your organization and your donor base is key to ensuring your donors stay loyal and continually giving to your organization. For example, a one-time donor may forget about your organization and the work you do. Repeat messaging can get your name in front of that donor and make it more likely that they donate again instead lapsing.

**Re-engage with lapsed donors –** A key feature of donor management software is donor targeting. Nonprofits can use this feature to quickly sort their contacts by demographic, most recent donors, time of last contact, and more. Teams can utilize the built-in communication tools to send targeted messaging to certain groups, prompting them to donate again or engage with your organization in some other way. Marketing automation, reporting, built-in communication tools, and analytics features all contribute to the end goal of donor engagement and re-engagement.

**Data management —** Donor management software gathers vast amounts of data on your donors and their contributions. Users can structure the data in useful ways and gain insights that would typically not be immediately obvious with these solutions. Donation teams can generate custom reports and analyze them to gain more clarity into where resources need to be directed.

### Who Uses Donor Management Software?

Nonprofit organizations are the users of donor management software, as a large portion of nonprofit funding comes via donations. Since donations are such an important source of funding for nonprofits, managing donors and donor activity properly is immensely important. For example, your nonprofit has lofty fundraising goals set by your board and strict deadlines to meet. Donor management software can improve your reach, track your team’s activities, and boost your chances of reaching those goals.

### Donor Management Software Features

Donor management solutions may include, but are not limited to, the following features:

**Dashboards –** Many donor management solutions contain dashboard features, which present the user with an easily understandable interface for interacting with the software. The dashboard provides real-time access to all of your information, from donor information to fundraising activity.

**Reporting –** Certain donor management software offers a reporting feature, which can generate detailed activity reports. Organizations can use these reports to shape donor strategy going forward. You can create a report that pulls donation numbers week by week from the past three years, notice that donations are usually down during a certain week, and then use that information to boost outreach during that period.

**Marketing automation –** Marketing automation saves time and has the ability to make your organization more efficient by eliminating mistakes in the marketing process. You may utilize a separate [marketing automation software](https://www.g2.com/categories/marketing-automation), but some robust donor management tools provide access to marketing automation features directly within the application. One can use these features to set up automated thank-you email responses or to gently nudge your donor base when they haven’t contributed in a while. Automating these processes means that you free up time to focus on more value-adding tasks, such as strategy.

**Email distribution –** Email distribution and mail-merge (the automatic addition of email addresses and personalized emails to expedite the process of sending out tons of marketing material at once) are two features included in the majority of donor management solutions. These allow users to send donor-related emails directly from the application.

**Messaging templates –** Some donor management solutions may contain email templates so users can easily craft and send acknowledgment emails. These solutions may also contain direct mail templates to help craft and send direct mail messages within the donor management application.

**Data integration –** Integrating existing data sets, primarily in the form of donor information and past donation history, is important to ensuring a smooth transition to a new donor management system. With quality data integration built in to your new solution, users can be sure that the information they will be relying on is accurate.

**Mobile-optimized: –** Mobility is increasingly important for software of all types, and donor management is no exception. Software vendors in this category are offering mobile-ready solutions to make accepting donations easier. Certain software offers text-to-give options, through which donors can make donations via text. Removing barriers makes it easier to solicit more donations.

**Task management –** Donation management at larger nonprofits may require an entire team of employees. These solutions may include task management tools, which schedule and assign tasks to individuals on the team and monitor the status of these tasks. Nonprofits often have fundraising goals and donation deadlines to stick to, so having a tool to organize the team can play a huge role in meeting those deadlines and hitting those goals.

**Mass messaging –** Donor management software may offer mass text messaging features, allowing organizations to reach out directly to their donor base. The combination of mass messaging features and text-to-give functionalities creates an additional line of communication and an additional donation channel.

**Donation pages –** Some solutions can create custom donor campaign pages to accompany targeted outreach. These pages streamline the donation process and track activity on the page more closely.

**Real-time activity monitor —** Using a real-time activity monitor, users can keep track of all donor activity as it occurs. This ensures that your nonprofit is up to date with all donor activity. Changes can be monitored and trigger immediate action to alleviate any issues and ensure a smoothly run donor management process.

#### Additional Donor Management Features

**Prospect research database –**

**Dashboards –** Donor management tools may provide access to a prospect database so you can carry out prospect research more easily. Prospect research is vital to increasing your number of donors, raising additional funds, and hitting donation goals. There is dedicated [donor prospect research software](https://www.g2.com/categories/donor-prospect-research), but having those tools within a donor management solution streamlines the entire process. With this feature, users can research potential donors and carry out marketing and outreach tasks all within the same tool.

**Custom reporting –** Many donor management solutions offer reporting features, but some can create custom report filters so that you can get exactly the data you want in the format best suited to the task. You may be able to automate the reporting process as well, ensuring that you have weekly, auto-generated, custom reports on all of the information that your organization deems vital.

**Dashboards –** Some software in this category may contain the ability to create online forms. These may include sign-up forms, forms to track donor information changes, and more. Creating forms and distributing forms easily streamlines and standardizes the information collection process, which frees you up to focus on creative tasks

### Trends Related to Donor Management Software

Donor management software is constantly changing and evolving to meet the needs of nonprofit organizations. There are a few trends in the donor management software industry that have shown staying power and will likely continue to be a vital part of the industry’s development. Solutions in this category are growing increasingly robust, adding features that provide further functionality for users.

One of these trends is mobile optimization. This doesn’t just include optimizing the application portal for mobile, but also includes providing text-to-give options for donors and mass messaging features for organizations. That’s not to say that mobile website and email optimization is not important. It certainly is, particularly as an increasing proportion of donations are made on mobile devices. More donor management software vendors are providing these features in addition to mobile applications so that teams can stay on top of the donor management process from anywhere. The increased mobility has particular utility for staff on the ground at a fundraising event, who can use it to access profiles and solicit donations at the event.

Another trend in the industry is the inclusion of marketing automation features. Automating marketing tasks saves teams time and effort that would otherwise be spent on repetitive tasks. From sending reminders to donors who have not donated in a long time to providing more opportunities for donors to engage with your organization, marketing automation features are increasingly included in robust donor management solutions.

### Software and Services Related to Donor Management Software

Donor management software is closely related to [fundraising](https://www.g2.com/categories/fundraising), [nonprofit accounting](https://www.g2.com/categories/nonprofit-accounting),[donor prospect research](https://www.g2.com/categories/donor-prospect-research), and [nonprofit gateway software](https://www.g2.com/categories/nonprofit-payment-gateway). Many donor management applications provide features similar to those found in [fundraising](https://www.g2.com/categories/fundraising), [nonprofit CRM](https://www.g2.com/categories/nonprofit-crm), prospect research, and [marketing automation software](https://www.g2.com/categories/marketing-automation). Donor management software may integrate with [nonprofit accounting software](https://www.g2.com/categories/nonprofit-accounting) and import contact data from your CRM tool.