DonorPerfect Features

Reports on various important data and metrics. 234 reviewers of DonorPerfect have provided feedback on this feature.

As reported in 221 DonorPerfect reviews. The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts. 211 reviewers of DonorPerfect have provided feedback on this feature.

Based on 229 DonorPerfect reviews. Profiles for each donor including contact information, interaction history, and giving history.

Allows users to customize their home page to display the information relevant to their role and tasks. 199 reviewers of DonorPerfect have provided feedback on this feature.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. This feature was mentioned in 196 DonorPerfect reviews.

Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. This feature was mentioned in 197 DonorPerfect reviews.

Provides standard templates for letters and emails and/or allows users to create their own. 186 reviewers of DonorPerfect have provided feedback on this feature.

Creates custom fields to track information about donors or gifts that is specific to an organization. 191 reviewers of DonorPerfect have provided feedback on this feature.

The ability to plan and execute fundraising campaigns based around specific goals. This feature was mentioned in 205 DonorPerfect reviews.

The ability to accept donations online via a website, social media, or mobile device. 214 reviewers of DonorPerfect have provided feedback on this feature.

As reported in 163 DonorPerfect reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

As reported in 210 DonorPerfect reviews. The ability to set up recurring donations of a specific amount at a chosen interval.

Based on 157 DonorPerfect reviews. The ability to create social media fundraising pages that are shareable and leverage social networks.

Based on 177 DonorPerfect reviews. The ability to use mobile devices to collect in-person donations at an event or kiosk.

Tools to create, customize, and send out mass marketing emails to specific donor groups. 185 reviewers of DonorPerfect have provided feedback on this feature.

Tools to create paper flyers and other mailings to be sent via direct mail. This feature was mentioned in 175 DonorPerfect reviews.

Tracks action steps and notes for each prospective donor in the donor pipeline. 168 reviewers of DonorPerfect have provided feedback on this feature.

Records gift pledges and updates remaining amount based on installments. 183 reviewers of DonorPerfect have provided feedback on this feature.

Allows electronic files to be uploaded and stored within donor profiles. 166 reviewers of DonorPerfect have provided feedback on this feature.

Based on 181 DonorPerfect reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Stores event registration and ticketing information collected through online forms or manual data entry. This feature was mentioned in 161 DonorPerfect reviews.

As reported in 187 DonorPerfect reviews. Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. This feature was mentioned in 166 DonorPerfect reviews.

Based on 136 DonorPerfect reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

As reported in 119 DonorPerfect reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Based on 133 DonorPerfect reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.

Based on 117 DonorPerfect reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Based on 108 DonorPerfect reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 116 DonorPerfect reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 106 DonorPerfect reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities

Based on 108 DonorPerfect reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Based on 133 DonorPerfect reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Based on 108 DonorPerfect reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Based on 137 DonorPerfect reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Based on 137 DonorPerfect reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Based on 127 DonorPerfect reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time.

Provides fund accounting support to track payments receivable and pending. This feature was mentioned in 109 DonorPerfect reviews.

Based on 129 DonorPerfect reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.

Based on 106 DonorPerfect reviews. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Based on 98 DonorPerfect reviews. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Capability to perform complex tasks without constant human input 14 reviewers of DonorPerfect have provided feedback on this feature.

Based on 14 DonorPerfect reviews. Works across multiple software systems or databases