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.

Donorsnap is the best for our needs, hands down

Comentarios: Email response times from support are super fast. Transitioning to DS from our former CRM was far easier than anticipated. The free online trainings are simple and relevant and super easy to find, as well as very helpful. If we are still in a bind on anything, we can still get one-on-one custom trainings for a small reasonable fee. The entire Donorsnap system is perfect for our small non-profit, as the learning curve was short and the migrated data intact for our thousands of donors. We couldn't be happier with the small annual fee for such a super useful and easy to use system.

Puntos a favor:

Donorsnap was phenomenally easy to set up, compared to every other CRM we looked at. Donorsnap's process for transitioning from our former CRM to theirs was relatively seemless and inexpensive, compared to every other CRM we scoped out.

Puntos en contra:

The monthly accounting I do with Donorsnap monthly donor data seems a little more onerous than it should be, but it still remains functional and not an excessive hassle.

Great basics, but communucation tools lacking or are too generic

Comentarios: Sales, data transfer, and workshops have been good. I feel like the staff does its best to fully answer questions and solve problems. But with the overall limitations of the communications functions, there's only so much they can do.

Puntos a favor:

The client database is straightforward and easy to use. The fields are intuitive and you can adapt or add per your own needs. Screen layout when searching can be tough because of long rows but pulling up individual contacts is easy. I love that you can copy data right from the viewing screen without having to open the editable contact. The help features are user friendly and usually address the most common problems. I like that there are videos as well as written materials on various topics.

Puntos en contra:

The communication tools are sorely lacking. Email, letters, and forms are way too basic and challenging to edit. There does not seem to be a feature allowing you to change line spacing within a form or in the Automated Task Manager. In addition, I had to keep canceling the project and restarting because after one attempt to edit an ATM task, the system won't let you make additional edits. You have to start over. The emails come out looking like you emailed directly from your email provider. You are limited to one image insert, they are hard to edit, and you cannot add a form directly into the email. I have yet to send out an email from DonorSnap because it looks so pedestrian and ... boring. We are still using MailChimp for its visual features, which of course defeats the purpose. The forms are "okay" but come out looking like a child made them. Totally lackluster, but functional. I'll be honest: I am embarrassed to send out communications and put the forms on our website. If we leave DonorSnap for another product, it will because of the generic communication tools. The query tools used in creating tasks are not intuitive. If it weren't for the help videos I would never be able to implement these.

The D.O.V.E. Fund - Development of Vietnam Endeavors

Comentarios: As a retired Software Engineer and Developer for a large corporation, this package is a good step for our application. I know that there are a lot of features (i.e. Tickler, Pledges, Volunteer Tracking, etc.) that we have not touched as that support is not in our focus at this time.

Puntos a favor:

The software allowed us to import a lot of our information from an older (non DonorSnap) system, using the Excel Interface. Edits were easy to do as we continued to add more information to our system, and allow mass edits using the Excel interface.

Puntos en contra:

We have asked for a few enhancements from the DonorSnap support and most of them have been very quickly. There are a few flags in the database (i.e. Bill Me) which are not exposed to be used in the DataMinerPlatinum for custom reports. There are a few work-arounds, so this is not a show stopper.

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.