DonorSnap Reviews & Product Details


What is DonorSnap?

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.

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Languages Supported
English
Vendor
DonorSnap
Company Website
Year Founded
2007
HQ Location
Delafield, WI
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
14
Twitter
@DonorSnap
Twitter Followers
478
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Companies Using DonorSnap

Williston Trinity Christian School

DonorSnap Reviews

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Small-Business
(2-10 employees)
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"Great Donor Management Tool"

What do you like best?

We love the price and functionality of DonorSnap. We recently adopted DonorSnap in place of using excel spreadsheets for our donor management and are so happy we did. DonorSnap makes it easy to capture donor information, record and organize donations, and run reports.

What do you dislike?

DonorSnap does not offer many features outside of donor management. Recently they've added an email component, but it's pretty bare bones.

Recommendations to others considering the product:

This is a great donor management tool for small nonprofit organizations. If you are looking for a donor management software that is easy to use and don't need extra features like peer to peer fundraising or email campaign management, this is a good option.

What problems are you solving with the product? What benefits have you realized?

Adding the DonorSnap responsive donation page to our website has helped us tremendously with collecting online donations. It was easy to set up and looks clean and modern. We use DonorSnap to track donations and donor information, which has been invaluable for our donor retention and cultivation.

Response from Dennis Mueller of DonorSnap

Megan,

Thank you for taking the time to post a review of DonorSnap. We appreciate your business and feed back.

With the email system we were trying to provide a tool that allows organizations to email directly from within our system while also being able to track opens, bounces, etc... Overtime we will continue to add more to that system but currently look to the integration with Constant Contact if people want to do more advanced email campaigns.

With regards to peer to peer, we actually have started working on incorporating that into our software. It is number 3 on our development list behind the redesign of the website and an event management system.

Again thanks for working with us.

Dennis Mueller

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Programs & Operations Manager
Non-Profit Organization Management
Small-Business
(2-10 employees)
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"DonorSnap is a Snap!"

What do you like best?

We reviewed more than 100 donor management software applications and found DonorSnap to be right for our organization. Sure, there are the 800 lb gorillas out there, but their cost was overall not economical for our financial budget. The DonorSnap platform is rich with features and their online support is quick to respond.

At the beginning, one of our concerns was a potential learning curve in understanding the application. Frankly speaking, it is easy to navigate once you play around with it, attend a webinar and watch some of their help videos. We were not intimidated and are happy with our choice.

There is probably not a donor management software that is perfect. We like that there are many user-defined fields which provide greater adaptability to meet our needs. No need for custom work.

What do you dislike?

As with any platform, there are some nuances that may not fit every organization. For example, the QuickBooks integration does not meet our desired results. Our organization opted for an internal work-around as to how we process all donations and integrate with QuickBooks.

Recommendations to others considering the product:

Do not be intimidated by the learning curve. As with any setup, plan on cleaning your data first and match all their fields. DonorSnap will work with you, but you need a clean database.

What problems are you solving with the product? What benefits have you realized?

In the past, our organization relied on a donor management system consisting of MS Excel and QuickBooks. The DonorSnap solution has completely revolutionized our accounting processing.

Response from Dennis Mueller of DonorSnap

Paul,

Thank you for the very nice words. We are trying to find that sweet spot between functionality and simplicity of use.

It was great working with you on the conversion. The fact that you understood Quickbooks helped quite a bit. Pulling together data from Kintera, Quickbooks and Authorize.Net can be tough, especially in the area of avoiding duplicates. You did a lot of detailed work up front and I think ended up with a fairly complete and clean database to use going forward.

Continue the good work in raising awareness for Autism and helping fund those in need.

Dennis Mueller

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Small-Business
(11-50 employees)
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"Good Database System"

What do you like best?

I like that it is pretty easy to keep track of donors and information which helps our business run smoother. We have a system set up to in order to keep track of donations which is awesome. This helps us when we need to run quick books and it also works with other sites like Constant Contact. It is best to use Word and Excel with this database.

What do you dislike?

There are very few things that I dislike about this system. The main thing is sometimes technical problems, but taking it to the donorsnap team usually it is resolved quickly.

Recommendations to others considering the product:

This is a great program and they do their best to help you with anything you would need in order to get started in DonorSnap. Even when you think that there can be no improvements made there is definitely more that they improve on in the system. For example, I love how you can see the information that you are merging and choose what information needs to be kept around.

What problems are you solving with the product? What benefits have you realized?

This really helps our accounting process, but also it helps with the donors that we need to reach out to on a yearly basis.

Response from Dennis Mueller of DonorSnap

Sarah,

Thank you! We tend to rely on word of mouth marketing so your review is very helpful to us.

With regards to the support issue we pride ourselves on trying to help you out in a timely fashion. We use ZenDesk to track all incoming tickets and average less than an hour response time on 86% of the tickets that come in. This includes nights and weekend.

As for the merge tool, that did turn out to be one of our better improvements this year. It was always frustrating for clients to have to pick one contact or the other to be the surviving record. With the tool now they can pick and choose the data in the fields they want in the final merged contact.

Thanks for being a customer.

Dennis Mueller

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Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
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"Comprehensive package for Donor Management"

What do you like best?

The flexibility of the database is key, allowing user-defined custom fields and field values, and custom forms and views. Integration with email systems is also pretty good, and the QuickBooks integration saves a great deal of time and effort. The spreadsheet import is essential and works well. There are also a lot of other bells and whistles that just make tasks easier.

What do you dislike?

In general the user interface is dated, clunky and overly techy (too many database terms and concepts). The process flows (e.g. building reports) are not particularly intuitive and can be frustrating - moving from tab to tab is not how people naturally work, so I suggest at least adding a "Next" button to each tab. Also not saving the user's changes (or at least displaying a warning) if you click on another tab is a major design flaw and leads to a lot of frustration.

Real check box fields and radio buttons (not just drop down lists) are notable omissions, and it would be nice if selected drop down item(s) show at the top of drop down lists, not the bottom. Sorting of items often is random and should be more user-configurable. Users can't change the names of system defined fields (e.g. "Company"), which is annoying. Direct integration with other email marketing apps (MailChimp) is also needed.

Recommendations to others considering the product:

It's hard to tell beforehand exactly what the product can do and what features it supports, and we spent quite a bit of time via email and phone trying to establish if it would meet our needs. We then decided to spend some time and money evaluating it, which turned out to be a good investment. We found that it's comprehensive enough that it can do most of the things we wanted, and any omissions are minor and can usually be worked around.

What problems are you solving with the product? What benefits have you realized?

We're using DonorSnap as a donor management database and CRM for all our contacts, and for that it works great! We're able to manage our email lists and track people's donations so we can be more targeted. In our world we have parents, leaders and elders who are often also donors, volunteers, and subscribers, so we can track our community and their individual involvement, which is very helpful. It has saved us a lot of pain and time vs. using (and trying to track) numerous spreadsheets.

Response from Dennis Mueller of DonorSnap

Trevor,

Thanks for taking the time to do the review...

I'm glad the software is working out for your organization. You are right in that its really hard to judge any software package until you are actually in and using it with your own data.

With regards to the process flow, we have started a redesign of the User Interface and hopefully you'll like the new design and find it a bit more intuitive. We expect it to be released by the end of this summer. We have had and still are having discussions about needing to save data as you step thru a process (such as designing a query). We probably won't go to an auto save process as this will cause as many frustrations on the other side where people in advertently change data and can no longer just click away from the page without updating. We are discussing a request to save if data has been changed. The issue there is then one of slowing down the user experience (albeit slightly) since we then need to inspect every field prior to leaving a pages to see if any changes were made and if so then presenting a "Do you want to Save" box.

I do like your idea of putting selected items at the top of the dropdown box. We never thought of that and I'll talk to the development folks to see how easy that might be to implement. Thanks for the suggestion.

Thanks for being a user.

Dennis Mueller

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Small-Business
(11-50 employees)
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"Great software for an affordable price"

What do you like best?

DonorSnap has all the features we need, and it's easy to use. We were up and running within a couple of weeks after our purchase.

What do you dislike?

I guess it doesn't have some more sophisticated features, but we haven't needed them. I love everything about DonorSnap.

Recommendations to others considering the product:

If you are a small nonprofit and you want a solution that is affordable yet robust enough to meet your needs, DonorSnap is definitely worth checking out!

What problems are you solving with the product? What benefits have you realized?

We didn't have a donor software package before this, we were using spreadsheets to track donations. This is so much easier and intuitive. I love that the letters/emails are integrated and can be printed directly, and that it is so easy to run donation reports.

Response from Dennis Mueller of DonorSnap

Lauri,

Thanks for the review and we really like to see your comment about being up and running quickly. We try to make the conversion process easy and get people going. Its hard to tell about a new software program until you really get in and use it with your own data.

Thanks again for being a customer.

Dennis Mueller

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Administrative Director
Small-Business
(2-10 employees)
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"Great donor tracking that gets better all the time!"

What do you like best?

Being able to input donations, send receipts/letters, track specific donations, run reports, easily create contact lists... all in one easy to use web-based platform! What a time-saver compared to the many programs and spreadsheets we were using before!

What do you dislike?

The more detailed comparative reports aren't always easy to figure out.

Recommendations to others considering the product:

Such a time-saver if you are currently using several programs and/or spreadsheets to track donations, run reports, and create contact lists/letters!

What problems are you solving with the product? What benefits have you realized?

What a time-saver compared to the many programs and spreadsheets we were using before! Being able to create specific letters for each donation and creating lists of donors with certain criteria has been such a help!

Response from Dennis Mueller of DonorSnap

Janette,

Thanks for doing a review on us. We appreciate your positive feedback.

I'm glad you are finding us to be a benefit to your organization.

Dennis Mueller

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Small-Business
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"Amazing Customer Support!"

What do you like best?

I love their customer service. We always get instant assistance. They have wonderful tutorials and trainings available 24/7 on their website and will walk you through any question .

What do you dislike?

The biggest struggle I have with Donorsnap is probably limited to my own lack of experience. I always get my questions answered very promptly. And they help me to figure out the best way to find the report I need, or set up the report I need, or direct me to the proper tool. I LOVE THEIR RECORDED TUTORIALS. You can see in real time how to do things and the trainings aren't too lengthy, very easy to learn how to use this program!

Recommendations to others considering the product:

DonorSnap has so many useful functions it's hard to think it won't be useful for you. You can customize your screens and get instant access to training and support. I would suggest that if you are importing existing database to DonorSnap for set up that you really get the initial set up done the way you need it. I think we set up way too much information and should have started clean and not imported as much. Simpler is better.

What problems are you solving with the product? What benefits have you realized?

Donation tracking, report generation, and general database management. More accurate reporting and better tracking our donor base.

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Small-Business
(11-50 employees)
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"Donor Snap Review"

What do you like best?

It's online and able to be accessed through a network. Mass Entry is really helpful- however there are some glitches in Mass Entry that could be changed to help with efficiency.

What do you dislike?

Receipts are generated individually and I have to MANUALLY combine donations given by donors that give to different accounts and split their donation. (that's a huge time waster). In Mass entry, you can't edit a donation you have to DELETE the entire thing, also in Mass Entry you can't split the donation to different accounts. No check scanning. No automatic input from online gifts. (we tried the merchant service you used and it was really bad, and the reports were not good). In General, Data Miner reports are complicated and confusing to run. It would be helpful to duplicate a donation entry, instead of having to re-input each one with re-curring. I'm finding when I run PDF reports, they sometimes drop the name of the donor on the PDF or viewer. I have to export the excel spreadsheet and then I'm able to view it.

Recommendations to others considering the product:

We figured out a way to create a campaign for each deposit. This way we could trace back what donations were in that deposit. Sometimes doing it by date is confusing, because it adds all the deposits for that day.

What problems are you solving with the product? What benefits have you realized?

It's helpful having unlimited users to access. It is a decent place to store data. It's good to be able to connect from anywhere.

Response from Dennis Mueller of DonorSnap

Chris,

Thank you for taking the time to respond.

I am guessing that you discussed most of your issues with support to see if there was an easier way to do things. If not please contact them with concerns.

With regards to some of your functional comments, we will look into the issue of grouping donations together into one acknowledgment. Currently folks either acknowledge an individual donation or use the Statement acknowledgment system for multiple donations. It appears you are trying to acknowledge a split donation and want the detail of the split and not just the total in the acknowledgment letter. You are right that we currently don't do this. We do have clients doing this with mail merge but I understand that to be less than an ideal situation. We'll see what we can do this summer.

As for the merchant service comment, please email me directly at DMueller@DonorSnap.com... We switched processors about 16 months ago due to a significant change in service level from our last processor. Since switching we have had very few issues with the new processor and have over 400 accounts using them. I'd like to here from you if you are using the new processor and have issues. We will address that with the processor. If you are on the old processor, it is well worth your time to switch over. Our support staff will work with you on transitioning your online forms, etc..

I'd also like to understand the comment about donor names dropping. I had not heard that before and would like to know the specifics so I can look into it.

Thanks,

Dennis Mueller

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Small-Business
(11-50 employees)
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"Exceptional Support for a New NonProfit"

What do you like best?

Considerable flexibility; excellent training via webinars, live and recorded; scalability.

What do you dislike?

I wish we could work with data from more than 2 tabs simultaneously.

Recommendations to others considering the product:

Take time before implementing to map out a thorough plan. We have a somewhat unique mission which required creation of custom data fields to capture non-standard personal data - we did not think that process through thoroughly enough at the start which led to subsequent reconfiguration of data fields and change from text to drop-down fields among other changes. The DonorSnap Team has provided incredible support at every step - from importing our initial data flawlessly - to providing guidance when requested - to constnatly improving and expanding the product. DonorSnap is an outstanding value!

What problems are you solving with the product? What benefits have you realized?

Tracking donations to the organization; racking volunteer activity; recording relationship information. Using DonorSnap data, our annual Year-End Appeal results have increased 15-20% annually for 3 years. Managing all relationships (donations, volunteer activities, contacts) through DonorSnap gives us a 360-degree report on our inter-connections.

Response from Dennis Mueller of DonorSnap

Richard,

Thank your for your nice review.

I'm extremely pleased by the heading "Exceptional Support"... If there is one facet of our business we emphasis more than any other is the area of Customer Support. We try to get conversions done timely and go the extra step to reduce duplicates and get the data as clean as possible

The support folks (Mark, Jordan & Joanna) work hard on getting to support questions as quickly as possible. We have a goal of responding to all tickets within an hour. Currently using Zendesk, we get to about 85% within that time frame.

I know Mark has it hooked to his mobile phone and tends to answer questions on nights and weekends (outside of our stated service hours) in order get back to folks and not leave them hanging. A happy customer tends to stay with you....

So thanks for the nice words and I'll let Mark/Jordan/Joanna know.

Dennis Mueller

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Small-Business
(2-10 employees)
Validated Reviewer
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"Easy to use"

What do you like best?

I like it how there are so many different ways to look up contacts and so many useful tools at my disposal.

What do you dislike?

How picky Data Miner Platinum is, though I'm not sure you can do much about that. I also wish that Occurrence Counts in Site Lookups were linkable--meaning, if the occurrence count for a specific accounting code is 115, it would be useful to be able to click on that and see the 115 instances it has been used (this could apply to other areas of DonorSnap too).

Recommendations to others considering the product:

Play with Data Miner Platinum. The more you practice, the more you'll understand how to use it effectively.

What problems are you solving with the product? What benefits have you realized?

We are able to see who is donating and what raises the most money, which helps us gear our fundraising. We are likely going to switch over to goEmerchant and DS's Responsive forms in the very near future, which will help immensely with keeping everything in the same place (credit card payments and ticket buying/registrations for events). It'll be nice to not have to go to ten different websites and enter in everyone's information by hand and I'm excited at the prospect of how easy it'll be compared to how we handle it now.

Response from Dennis Mueller of DonorSnap

April,

Thanks for taking the time to respond to the survey. We appreciate your feedback.

I like your idea about making the Occurrence Count linkable. We are currently working on a complete rewrite of the User Interface and I'll ask the developers if this would be easy to incorporate. Really never thought of putting this feature in before.

Thanks for being a user.

Dennis Mueller

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Small-Business
(11-50 employees)
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"Affordable Solution for Organizations on a Shoe-String Budget"

What do you like best?

DonorSnap is responsive to customer needs. If something doesn't meet your needs they are willin to work with you to accommodate your request, within reason.

What do you dislike?

The system is not super intuitive so you need to be ready to invest a significant amount of time in going through trainings to make sure you are maximizing the features available to you through DonorSnap.

Recommendations to others considering the product:

This is a low-cost cloud-based solution but it is not as whiz bang-y as other more robust cloud-based offerings out there. The system is not super intuitive so you need to be ready to invest a significant amount of time in going through trainings to make sure you are maximizing the features available to you through DonorSnap.

What problems are you solving with the product? What benefits have you realized?

We need a cloud-based platform that allows us to track our development goals: prospective givers and current donors. The system has built in reporting systems that allow us to track our progress on fundraising goals--which is enormously helpful in providing timely reports to the Executive Director, Fundraising Committee, and members of the Board of Directors.

Response from Dennis Mueller of DonorSnap

Thank you for responding to the survey.

We do try to make the software intuitive but as we (and any other software product) grows with functionality, there is more to learn. We try to walk the line between simplicity of use and depth of functionality. We probably fall into the IT trap where it seems really simple and intuitive to us. We'll keep trying as we develop new features.

We do offer additional personalized trainings (beyond the 2 hours included at startup). Perhaps by doing a $75 ninety minute class with Joanna we could shorten your learning curve help you get the most out of the software.

I actually appreciate the Shoe-String budget comment. We do seem to cater to a niche that does want an all inclusive product at a low monthly price. I'm not sure if that is our software or the nature of most nonprofits... The few add on services we offer (paid phone support and additional training classes) are almost never requested. We do not have some of the functionality of a Raisers Edge but do think we compete nicely with most cloud software providers.

Please email me directly at DMueller@DonorSnap.com and let me know what features we are missing our you'd like to see in DonorSnap. It may be something we have or are planning, or it may be something that isn't in our development time schedule. Either way, I'd like to hear what you are looking for.

Thanks,

Dennis Mueller

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Executive Director
Non-Profit Organization Management
Small-Business
(11-50 employees)
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"Powerful CRM for a shoestring budget"

What do you like best?

Best price-to-feature ratio we've found.

What do you dislike?

Steep learning curve. Barebones interface

Recommendations to others considering the product:

Great solution if you're willing to put in a bit of extra effort. Not for those expecting a slick, turn-key interface--there is a lot of customization to do at the start, though that is a strength as well.

What problems are you solving with the product? What benefits have you realized?

Minimizing manual cross-platform data input; integration with Constant Contact and QuickBooks Online reduces work/errors. With the all-in-one data architecture we can keep informed about any aspect of resource management: donors and donations, donor cultivation/contact and ticklers, volunteer management, in-kind gift management, grants management (some). All while being able to manage mailing lists and campaigns within Constant Contact and checking donations against the bank account..

Response from Dennis Mueller of DonorSnap

Derek,

Thank you for responding to G2's survey.

I like your heading "Powerful CRM for a shoestring budget"... We do pride ourselves on being one of the lowest cost providers. The reality is we spend very little on marketing, advertising, trade shows, etc... Ultimately those costs have to be passed along to the customer. We try to focus on customer service and quality of offering.

I'd tend to agree with you about the interface comment. When we originally started I emphasized the "steak" and not the "sizzle"... Get the functionality that users want with the simplest interface... As we've grown, we are now to the point where we are taking a totally new look at the interface. We spent the Winter working with UI and UX consultants to revamp the DonorSnap look. We've started the development process and plan on releasing the new look the end of Summer 2018. We look forward to your feed back when that goes live.

Thanks,

Dennis Mueller

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Small-Business
(2-10 employees)
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"Easy to use"

What do you like best?

I like that I can enter multiple donations at a time and how easy it is to print tax receipts I have uploaded. I like how easy it is to get a hold of customer service when I have difficulties. They are very prompt at answering any questions myself and my agency has and they even make videos.

What do you dislike?

I dislike how repetitive it is to get to different contacts from the search box. It can be frustrating trying to upload new documents or trying to merge contacts into an excel spreadsheet because if you miss one detail then you have to start all over.

What problems are you solving with the product? What benefits have you realized?

We are now able to track mass communications and see how often we are contacting donors. We are also able to track current and former board members easily which helps our organization decide who to keep in contact with.

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Small-Business
(2-10 employees)
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"The reason why we keep DonorSnap is because of the mail merge capabilities and the fast help desk. "

What do you like best?

We really enjoy how it automates labels and addresses. We were also able to integrate the payment processing system with our website so now we don't use paypal.

What do you dislike?

I don't like the finicky way of reporting. I absolutely appall the way it looks -- it looks like 1990s DOS and is not intuitive. I've used SalesForce in previous roles and am looking for the right time to switch to a different platform if DonorSnap doesn't step it up with the reporting. Additionally -- we'd like an easier way to integrate what's in QuickBooks with what's in DonorSnap but it doesn't look easy and may not do what we want it to do. We only have two staff people, so there hasn't been enough time to learn everything.

Recommendations to others considering the product:

I don't think I'd recommend DonorSnap over anything else. It's the strangest system I've used besides ACS (which I also wouldn't recommend).

What problems are you solving with the product? What benefits have you realized?

DonorSnap has helped gather all the data that was flying around in FileMaker Pro and Excel spreadsheets by a previous director.

Response from Dennis Mueller of DonorSnap

Alia,

Thanks for taking the time to respond to the survey.

I'm not sure we are quite DOS but I get your comment. We definitely can not compete with SalesForce when it comes to formatting of reports but organizationally and price wise we are in a different market. We do make it so all the data can either go to report or out to Excel for those that want to format their reports in a unique fashion.

The Quickbooks comment surprised me and I would really like you to email me directly at the support line at Donorsnap to see what you are looking for. We are one of the few systems that actually integrates with both Quickbooks online and Quickbooks desktop. Most of our competitors actually have you export data out to excel and then import it into Quickbooks (which you can do with ours if you prefer). So it's possible we just don't do what you need but if you email me I'll check with the support team to see if there is anything more we can do for you.

I am glad that we were able to help you pull your data out of Filemaker and merge it with your Excel data. At least now you can have everything in one spot. And thank you for being with us since 2012.

Thanks,

Dennis Mueller

PS Alia, if you have a chance, I'd like to get your feedback on the direction we are taking with the new design. Here is a video link that shows the direction we are going with development. Please email me at DMueller@DonorSnap.com and let me know if you find this better.

https://screencast.com/t/YdenW8djkW

Thanks,

Dennis Mueller

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Mid-Market
(51-200 employees)
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"Basic Donor System with Great Tech Support!"

What do you like best?

I love that I am able to ask how to run any report and within 24 hours, I have a detailed response of how to run that specific report.

What do you dislike?

It takes time to learn how to run reports (it is not naturally intuitive), but after 5 years with this system, it has become much easier to run reports.

Recommendations to others considering the product:

If you are a small non-profit looking for a way to manage donors, this is a fantastic program.

What problems are you solving with the product? What benefits have you realized?

We are able to track and store data about our donors that would normally be lost on sticky notes or in the minds of leadership on our team.

Response from Dennis Mueller of DonorSnap

Brittany,

Thanks for being a client these base 5 years.

We are working on a new report tool that will hopefully provide you more options to get the information from the system that your organization needs.

Dennis Mueller

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Community and Donor Relations Coordinator
Individual & Family Services
Small-Business
(11-50 employees)
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"Donor Snap is a good donor database, user friendly, and generates reports."

What do you like best?

I like having a central place with all of my donor's information. It is easy to search among my large donor base and find specific information such has how much did they donate, when did they donate, to which event, personal information, etc. Then, exporting out to excel is easy for thank-you letters. They also make mass input fairly easy, so that it is not too time consuming.

What do you dislike?

The user interface seems outdated. It gets the job done, but they could use a design overhaul. The technology also seems outdated. But these are minor things, such as when searching for a last name, the whole page has to refresh when you delete your search terms, etc.

Recommendations to others considering the product:

Donor Snap has a large database of support videos, FAQs, etc. Take advantage of these as they help you learn the system!

What problems are you solving with the product? What benefits have you realized?

Donor snap has allowed me to track my donor information. It allows me to keep track of who has been thanked and who hasn't been contacted or given in awhile. It allows me to have all of my donor's information in a central location, for ease with things such as mailing lists or marketing campaigns.

Response from Dennis Mueller of DonorSnap

Caitlyn,

Thank you for the time spent providing a review. It sounds like we are meeting most of the needs of your organization and that is great.

With respects to your comment about the user interface, we did spend the Winter of 2018 working with UI (User Interface) and UX (User Experience) consultants and have blended the best of what was in DonorSnap before with their suggestions to take advantage of new tools in web page development. We currently are programming the new user interface with a target of introducing it by the end of Summer 2018... It seems like a long time but with over 200 screens an a million lines of code, it takes a bit to update the complete system.

We look forward to your comments when the new interface is released.

Dennis Mueller

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"The support at DonorSnap are great! "

What do you like best?

The tools are flexible for the different types of agencies or situations that come up. The support team are quick, paitient and responsive when you need them. In addition, the webinars are readily available to help teach you what's needed.

What do you dislike?

I haven't found it yet. As with all software, you only need to readjust your mindset on how to best use the system.

Recommendations to others considering the product:

GREAT product, especially for the price. Many products are similar, but the service is what matters. I find the team always there to help with the different types of needs that we have.

What problems are you solving with the product? What benefits have you realized?

We track volunteer hours, donations and in-kind relationships. We are learning how to utilize the Tickler system to remind us of relationships that need cultivation. In addition, we're seeing our in-kind giving quickly and easily and able to keep track of our acknowlegements easily.

Response from Dennis Mueller of DonorSnap

Craig,

Thank yo for the review. It's helpful for potential clients to here from actual users.

Thanks,

Dennis Mueller

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"Donorsnap is a good "

What do you like best?

DonorSnap adds a lot of customization with data collected. The reports (dataminer) can be tailored to grab whatever information one needs. The price is excellent for small nonprofits who cannot afford large monthly subscriptions.

What do you dislike?

The Dataminer algorithm is quite complicated. For more detailed reports, help from a DonorSnap staff is needed. The interface isn't as clean and aesthetic as it could be.

Recommendations to others considering the product:

Once a person is trained and familiar it is easy to use and meets all the needs of a non-profit.

What problems are you solving with the product? What benefits have you realized?

Keeping all the donor information in one place, reports are good once you learn how to set up the parameters.

Response from Dennis Mueller of DonorSnap

Sarah,

Thanks for responding to the survey.

With regards to DataMiner, it does a good job and allows for incredibly complicated queries... On the other hand, it does get a little computer nerdy. We are currently programming a new reporting tool that will hopefully be a little easier for users to navigate - even for more complicated queries. This will be released the end of Summer 2018. Hopefully you'll find this tool a bit easier to work with.

Thanks,

Dennis Mueller

PS Sarah - If you have a second, was wondering if you'd look at this short screen clip and give my your initial reaction to the new user interface... This is what we are working on for release the end of this summer.

https://screencast.com/t/YdenW8djkW

Thanks again,

Dennis

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"DonorSnap is a Breeze!"

What do you like best?

The ease of use is the best feature of DonorSnap.

What do you dislike?

DataMiner Platinum takes some getting used to in order to master it.

Recommendations to others considering the product:

I would highly recommend DonorSnap to others who are considering it. It is very easy to use, great customer support, weekly webinars to enhance your knowledge and excellent value.

What problems are you solving with the product? What benefits have you realized?

We have been using DonorSnap for 2 years now to record all donations that come through our agency, such as cash, grants, sponsorships and in-kind donations. DonorSnap has helped to streamline all donation history in one location and has helped to increase our mailing and email lists.

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"DonorSnap works well for our small non profit agency"

What do you like best?

I really like the ease of entering mass entry donations. We have a lot of these, and it saves a lot time by being able to enter them as a mass entry.

What do you dislike?

I wish there was a way to code our donors a certain way so some of them would only receive certain mailings from us. Since there is no way to code them we keep a separate excel file with names and then just go into the reports and manually delete those individuals that don't want some of our mailings.

What problems are you solving with the product? What benefits have you realized?

It is a nice tool to use when keeping track of donor communication. Since a few of us in the office work closely with donors it has been a great way to keep track of all conversations/interactions coworkers are having with each donor.

Response from Dennis Mueller of DonorSnap

Thank you for taking the time to respond to the survey.

Please contact the support group at Support@DonorSnap.com with regards to your desire to categorize donors for mailings. There are actually quite a few ways to do that within the system. You should never need to keep a separate excel spreadsheet for any of your Donor Management Issues.

Dennis Mueller

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"Great Product"

What do you like best?

I really am pleased with Donor Snap. It is a great database and is easy to use. It is also very affordable and does what we need to do for a great price.

What do you dislike?

There is really not much I can think of that I dislike. It meets our needs. I do wish we could use Paypal for credit card processing with it.

Recommendations to others considering the product:

It is a great product and is affordable.

What problems are you solving with the product? What benefits have you realized?

Keeping track of donors and having one integrated database with information. I also like the mobile application to be able to see data on the go.

Response from Dennis Mueller of DonorSnap

Chad,

Thanks for responding to the survey.

I'm sorry that we don't directly support Paypal (only thru the Excel Import tool). The cost of writing and maintaining the Credit Card processing interfaces is significant which is why we only do the one direct integration. However, from a pricing standpoint, our processor has promised to be competitive with Paypal. If that is not the case, please email me at DMueller@DonorSnap.com and I'll see what I can do.

Thanks,

Dennis Mueller

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"Basic software, easy to use"

What do you like best?

This program is easy to sign-up for and set up and is fairly quick when it comes to data. Nothing is too complicated; and the database software is helpful for keep up with incoming donations.

What do you dislike?

The trainings were a bit cumbersome and if you had problems, it's really hard to contact anyone from customer service. While it is less expensive than other softwares, simple things like sending out thank you letters feels a lot harder. I hope that they can streamline soon and make the site more user friendly.

Recommendations to others considering the product:

Knowing that Excel is free makes paying for DonorSnap really questionable. I think it's nice having a program that's "in the cloud," but this is something that could be remedied with Google's version of excel. I think DonorSnap needs to rethink their program and software and move into the softwares and programs of today. It's just not that innovative. However, if you consider yourself old school, then this may be fore you.

What problems are you solving with the product? What benefits have you realized?

We were looking for a way to keep all of donor numbers up to date and keep track of who has been contacted and who hasn't.

Response from Dennis Mueller of DonorSnap

As your name is not on this review, I'd invite you to contact me directly at DMueller@DonorSnap.com

I'd like to follow up on your comments about difficulty contacting anyone from customer service. Our stated response time to a support query is within 4 hours and our average during the working day is less than one hour. So I'm not sure if this what you are talking about or if you want phone support? We do offer that but charge $40 per month. Maybe that would be best for your organization.

Also, with respects to comparing to Excel, again I would like to talk to you and maybe see if there is more features you could take advantage of. For example Excel does not have the ability to:

- Track Pledges

- Acknowledge Donations

- Send Email and Track their open/deliver activity

- Develop custom mobile friendly forms that will feed the data into your database

- Integrate with both Quickbooks Online and Quickbooks Desktop

- Track Volunteer activity

- Produce annual Donor Statements and either print or email them.

- Produce LYBUNT or Lapsed Donor reports.

We should arrange a discussion to see which features you find lacking.

Thanks,

Dennis Mueller

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"Great Tool for a Reasonable Price"

What do you like best?

DonorSnap has a lot of functionality for half the price of other databases. Very user friendly. We love not having to pay for additional site users.

What do you dislike?

When using the batch function to upload donations you cannot edit entries.

Recommendations to others considering the product:

It is a great tool for a small organization, but it definitely has the functionality to accommodate any size organization. I suggest this database to anyone!

What problems are you solving with the product? What benefits have you realized?

Lapsed Donors. Great to use for running reports for events for invite list, etc. It has streamlined a lot of processes and made our lives easier.

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"User-Friendly and Great Support"

What do you like best?

DonorSnap provides all of the basics most organizations need to track fundraising activities, including gift tracking, pledge tracking, donor acknowledgements, and even automated notification to assigned solicitors! The import process was extremely quick and smooth, and the introductory training was terrific. It is a great value.

What do you dislike?

The look of the interface is a bit outdated (but that is certainly not a deal-breaker).

Recommendations to others considering the product:

While DonorSnap may not be as robust as some donor management software, it has all of the features we need. (I have used some of the bigger ones, and they had more bells and whistles than we needed.) This system is great for a small organization, and grows with you.

What problems are you solving with the product? What benefits have you realized?

More efficient tracking of donors and giving habits. (We were using spreadsheets before!)

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"Donorsnap Novice "

What do you like best?

The ability to input vast amounts of data including contact information, donations, ticklers, and volunteer hours. Enabling our organization and each of our staff members to create custom reports that pull the data we need for grant writing, program tracking and so on.

What do you dislike?

How hard it is to locate some features of Donorsnap.

What problems are you solving with the product? What benefits have you realized?

Data tracking and communication. As a nonprofit we frequently need to pull data about our programs in addition to all staff having the key information about our activities. Using Donorsnap allows us to stay on top of things and in the loop. So if one person does a task or communicates with a client they can note it in donorsnap under interactions and tickler to eliminate duplicate work.

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"Good Inexpensive Donor Software"

What do you like best?

When I first started using DonorSnap, I appreciated the online webinars that helped me familiarize myself with the program and its capabilities. Now, I often refer to the archived training webinars to learn how to do specific things. I have also found the support staff to be very responsive and helpful, even though it's all done through email. Overall, it is a fairly user-friendly program.

What do you dislike?

I have been frustrated when trying to get reporting on donation trends or multi-year donation info on individual donors. I wish there were more sophisticated donation/donor analysis reports.

What problems are you solving with the product? What benefits have you realized?

We use DonorSnap to track contact and donor information for our school, as well as track interactions. We also use responsive forms to facilitate online donations.

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"I've found DonorSnap accessible, adaptable, and an amazing tool for our organization."

What do you like best?

By far the best element of DonorSnap is the training and prompt response and help one receives. Just knowing all those resources and support are there makes a huge difference. I also really appreciate how consistent and the program is, and that it's so easy to customize reports and screen-views from user-to-user.

What do you dislike?

It's minor, but the font used within the program sometimes looks outdated or is hard to read. The thing I dislike most about DonorSnap is not having enough time to nit-pick my own database in to perfection! :)

What problems are you solving with the product? What benefits have you realized?

Before I began using DonorSnap several years ago, there was no system focused on tracking donor data being used in our organization. Moving to this system meant someone with the time and skills to cultivate donors had a way to generate timely thank you letters, track communications, run reports, and "connect the dots" on who our donors are, when and how they give, and what we're saying to them in the meantime.

Response from Dennis Mueller of DonorSnap

Thanks for the great review...

We hear you about the fonts and the new User Interface being programmed will have larger font size. With the new software that scales to easier to screen size we don't need to concern ourselves as much with what size monitor our clients are working on.

Thanks,

Dennis Mueller

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"Reasonable usability for the price"

What do you like best?

The price is very good, relative to the rest of the marketplace. I like the responsive forms and the way they look. Support is responsive.

What do you dislike?

The terms used are terms that DB Programmers use, not end users, so I had to learn what all their terminology meant. The reporting is very difficult to do. Even the easiest report where I applied basic logic and thought it would be correct, I had not done correctly. There have also been times when I had problems and instead of being told how to fix it, Support (specifically Mark Mueller) fixed it and didn't tell me what was wrong so I would know the next time. This had led me to believe that there are glitches in the database, because he wouldn't say what he fixed and every other time, he has told me.

Recommendations to others considering the product:

I would wait to recommend until the reporting component is worked on to be more user friendly. Most of us are not programming Admins, we're just admins.

What problems are you solving with the product? What benefits have you realized?

Tracking donors and interactions for each person. I'm not sure about the benefit but I would imagine it's the same benefit we had when we used other software. I've been at the organization since they've had Donorsnap.

Response from Dennis Mueller of DonorSnap

Thank you for completing the review.

Sorry about using programming language. I'm guessing you ran into that when working with DataMiner Platinum. That was a hard system to write to allow but nested logic (there I go with the programming jargon - sorry) while also keeping it user friendly... We'll keep your comments in mind as we do the user interface re-write the summer.

With regards to Mark fixing something in your query and not telling you, he may have been doing that out of expediency as opposed to covering up a glitch. When do run into glitch's generally tell folks that there was an error in the report that the developer has fixed it and it will be posted to the live system as part of our normal Wednesday evening maintenance.

We are working on a new reporting module that will be introduced the end of this summer. You'll still have the 30 or so canned reports in DonorSnap but this expand the reporting by incorporating all of the features from out two query tools into one while letting you export your data to either Excel or a PDF.

Dennis Mueller

Thanks for being a customer.

Dennis Mueller

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"Easy to use with great results"

What do you like best?

The ability to quickly run reports and have a better understanding of where funds are allocated. This has allowed us to quickly be able to respond to donors and fundholders. In addition, just having the ability to update donor information in a way that is consistent and records information in a way that provides historical context.

What do you dislike?

Not very much at all! So far Donorsnap has suited our needs in every way.

Recommendations to others considering the product:

DonorSnap may not have the fancy bells & whistles and pretty screens of the other programs out there, but it is a basic program that is pretty powerful. It really does everything we want it to for a very reasonable price point

What problems are you solving with the product? What benefits have you realized?

As previously mentioned, we are able to capture information related to donors and quickly respond to their inquiries. In addition, we have been able to capture some information, such as ticket sales, that were not previously being recorded in a manner that connected them to the donor in our previous database (excel spreadsheet). Therefore our records of donations is more accurate than it had been in the past.

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"Snap your fingers and you are done"

What do you like best?

I love the fact it is so easy and fast to use. I fought updating our system since I put all the donations

in. LOL now it is the quickest nicest system to use. You bet once in a while you may have a problem

but I have found not to be afraid and make a mistake to figure it out. You can fix anything.

This system has cut my time more then in half during our large campaigns I can't imagine not having it

I LOVE IT

What do you dislike?

Not able to edit not delete but edit before I post

Recommendations to others considering the product:

I would go for it. Help setting you up is outstanding. You are a phone call away for help.

It will improve you daily out put. For years during our large Campaigns, my over time doubled

Not now. Last Holiday campaign no over time was needed.

THANK YOU DONOR SNAP

What problems are you solving with the product? What benefits have you realized?

Sending thank you letters out daily. Donor love getting letters and with a snap of a finger (so to say) I can have 100 letters printed in less the 4 minutes.

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"Very Limited as a Fundraising Database"

What do you like best?

web-based; ability to add a new address under Address tab, set the default one; city and state auto-populate with a zip code; ability to set up recurring giving

What do you dislike?

No moves management (need to track relationship building and solicitations with constituents); wish for household records – different records for spouses and ability to send mailings to the household – easier to collect and record personal information (date of birth, education, employer, etc.); tribute gifts is not something that’s already set up – no ability to mark records as honorees; no events module (need to sell tickets, run reports for attendees, track expenses); no gift membership option; wish notes weren’t already expanded – wish you clicked on them to expand; spacing on Responsive Forms is odd

Recommendations to others considering the product:

It's a very limited database if you want to use it for fundraising. I'm not sure how often they come up with updates, but I haven't seen any in the last year that I've used it. It may work fine for an organization just needing to compile information on constituents.

What problems are you solving with the product? What benefits have you realized?

collecting information on constituents and sending regular mailings (membership renewals, events updates, solicitations)

Response from Mark Mueller of DonorSnap

Thank you for talking the time to complete this online review. We appreciate your feedback. From the sounds of it, we may need to set you up with a private training because a lot of the options you listed like selling tickets, tracking attendees, marking records as honorees, moves management, and sending mailings to individuals in a household are all things that can be done. We would love to walk you through that. Please email support@donorsnap.com to set that up.

When we do that training we can verify that we have the right email on file and check to see if your administrator has given you access to all the areas in DonorSnap. We have released many updates in the last year, and your user account may not have been given access them.

Here​ is an incomplete list of ​our updates in the last year​, and you'll find ​info on each in our video library.

-Mass Email Campaign tool

-Scheduling reports to be emailed

-Copying DataMiner Platinum reports

-Live Duplicate Checking

-Updated Merge Contacts Tool that combines differences between records

-QuickBooks Integrations

-Email Tracking

-NCOA (National Change of Address Service)

-Linking Recurring Donations with Pledges

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"Great Program for Any Non-Profit"

What do you like best?

Donor Snap is highly intuitive and customizable to fit the needs of your non-profit. I love how easy it is to receipt donors, keep track of different appeals, and set up reminders. Customer service is also the best I've ever experienced!

What do you dislike?

The DataMiner Platinum feature is a bit confusing at first, but there are a ton of videos to help with it.

Recommendations to others considering the product:

I cannot recommend it enough! I recomment DonorSnap to all my non-profit colleagues. They worked with us extremely closely to set up our site so that it worked for our school. They even called me with corrections they noticed when I accidentally set something up wrong. Their customer service goes above and beyond. I once e-mailed to ask how to create mailing labels for a newsletter. Within an hour, they e-mailed me a detailed list of steps and even had an attached PDF with my mailing labels! There are a ton of webinars and help videos. Great company!

What problems are you solving with the product? What benefits have you realized?

It is multi-user so my assistant and I can each login to look at donor information at the same time. The search feature allows you to easily find donations by check number. The program is very intuitive and can be used to send e-mails, create mailing labels, etc.

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"Very happy with DonorSnap software and service"

What do you like best?

Simplicity of use and pricing. We are a smaller non profit that relies on volunteers and therefore have multiple people end up using the software. It was easy to customize it for our needs and then have the various volunteers entering donor information, donations, process our mailings, etc.. We do our donation acknowledgements, year end donor statements, on line form processing and integration with Constant Contact mailing list through DonorSnap.

What do you dislike?

We would like to have a mobile app but understand that they are working on one. We would also like an integrated auction management system. We've looked at available products and because our event is small we need something that will be only a few hundred dollars a year to justify.

Recommendations to others considering the product:

Really need to look at the software and decide if it does what you want.

What problems are you solving with the product? What benefits have you realized?

Timely acknowledgement of all donations; Timely notification of Board Members automatically of donations received from key donors; organization of all of our Donor records.