Nonprofit Data Management
YOUR DATA IN ONE PLACE, YOUR STAFF ON THE SAME PAGE
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DonorPerfect, a configurable cloud-based CRM, provides a seamless workflow experience for unlimited users – on a desktop or on the go with your mobile device.
Configure your database by adding fields relevant to your organization (and hiding ones that aren’t) and choose which users can access this information by managing individual & group user permissions.
Data Management & Customization Features
Collect constituent information
- Primary and secondary addresses
- Gift & pledge history
- Relationships to other constituents and organizations
- Records of your interactions with each donor
Manage gifts and pledges
- Record both monetary and in-kind donations
- Maintain pledges and linked payments
- Link gifts to soft credited and matched gift donors
- Manage campaigns, grants, and membership
- Connect your DonorPerfect data withQuickBooks
Simplify data entry
- Mass-data imports
- Screen defaults
- Fields that auto-calculate data when triggered
- Global record changes
- Send and record emails right from donor records
Automate actions with SmartActions
- Internal emails
- Data updates
- URL popups
- Pop-up messages
Control data entry with SmartScreens
- Only show relevant data, based on criteria you set
- Dynamically change or hide fields
- Alert staff of which data entry steps to take next
Attach files to records with Hosted File Storage
- Copies of correspondence
- Volunteer applications
- Stock or in-kind gift valuation letters
- Authorization forms, and more
With Raiser’s Edge, we couldn’t communicate with other departments smoothly. Now, by having unlimited users in DonorPerfect, everybody’s using the same tool so we could adopt the policy and culture of transparency – without losing a sense of security.”
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