DonorSnap

Great solution for small nonprofits

Puntos a favor:

DonorSnap is easy to use. My favorite feature is the form builder; the forms integrate nicely with our website and are a great solution for event registration forms that import the data directly into the CRM. I've used both DonorSnap and Saleforce for registration and hands down DonorSnap is far more reliable, simpler, and offers better customization for our needs vs Salesforce. It's also far easier to use both as the administrator and as an end user. I've never had a DonorSnap form fail me. I can't say the same for Salesforce. We use DonorSnap for tracking donors, volunteers, and participants in our programs. DonorSnap keeps their software updated and is very good about offering training and notifications of any server maintenance that may disrupt use (it never does).

Puntos en contra:

The report features are very robust but not always intuitive to set up and run. Fortunately if you get stuck, DonorSnap's support team is fabulous and will help you to figure it out.

Well worth the price tag

Comentarios: Easy and seamless because I tried to learn and conceptualized how each field in Donorsnap work first before mapping fields from the old system. Conversion and support team were very helpful and prompt in responding to issues.

Puntos a favor:

Very inexpensive but can do all the basic functionalities for advancement day to day operations. Batch entry is so easy once you understand how it works. Query, reporting and exporting custom reports is very user friendly. As with all other systems, a software is only capable to it’s fullest potential if you understand how the various modules within the system work together. Training and support is crucial and their customer support is hands-on one of the best.!

Puntos en contra:

The standard reports work for the most part but I wish it gives us much more flexibility. It also limits selection of fields based on active fields/codes which means that you’ll have to basically leave all codes - old and new - for the report to work accurately. This means for example that if you inactivate a Campaign code from 2 or 3 years ago, you are not able to run revenue from those codes unless you reactivate them. This is a nightmare for admins from a table code management point. The design of the standard reports need to be improved as well to look presentable especially when executives ask for last minute reporting and you know how often that happens.

Very happy with overall package

Comentarios: Completely happy I have this service.

Puntos a favor:

Easy to learn- great customer service-great support

Puntos en contra:

Nothing- it is exacting what I need to do my job.

Not User Friendly

Comentarios: Overall experience is that it served a purpose for us while we needed it. But, I am thankful we switched to a more user friendly platform. I voiced my concerns to them several times and never had any feedback. The best part of it was the customizable dashboard.

Puntos a favor:

The only positive was that fact that it is a Donor relations management /record keeping at a fair price.

Puntos en contra:

The initial import was not easy. We were also told we would not have to make journal entries because it integrated great with QuickBooks, that was not the case. For what we needed it for, the import/export was very complicated and had lots of bugs. The reports are not easy to pull information. Data Miner Platinum is not user friendly and should not be so confusing. Mailing reports are cumbersome. You cannot customize letters and emails with your logo. The support side also had a lot to be desired. Anytime we needed help we were referred to a video that was just as confusing. The responsive forms were VERY cumbersome to make and took way too much time. It was just too much time administrative wise.

Easy to use

Comentarios: In my two years with this organization I've moved our memberships and donations from another platform to Donor Snap because its so much easier to use and the customer service is so much better.

Puntos a favor:

It is very easy to use on the back end. Customizing reports, fields, user screens, and online forms is all very intuitive. Importing and exporting information is done with a few clicks. When there has been something more complex that haven't been able to figure out the customer service is always quick with a response.The customer facing side is also a much simpler interface than we've experienced with other systems.

Puntos en contra:

Since we use this for our memberships it would be nice if there was a way for members to log in and see their membership level and expiration date. While you can use the online forms to have people sign up for events, such as a fundraiser or gala, it would be nice to use it for more complex programs such as summer camps or community programs where there are multiple dates to chose from, various forms that need to be read and confirmed, lots of information that needs to be provided that wouldn't be part of a DS contact (a kids medical info for summer camp). This would make it easier for us to see how our members and donors are interacting with us without having to collect that data from our registration system then manually flag them in Donor Snap.