Canada Local product
CanadaHelps Donor Management System

CanadaHelps Donor Management System

Canada Local product

What Is CanadaHelps Donor Management System?

Purpose-built for small to medium-sized charities, CanadaHelps Donor Management System will save you time and unlock opportunities for more donations. By automating manual tasks like processing donations, sending receipts and managing spreadsheets, your entire team has more time to spend on the thing that matters most: your cause. CanadaHelps DMS provides a 360-view by integrating all donor and donation data including powerful reporting, audience segmentation, email capabilities and more.

Who Uses CanadaHelps Donor Management System?

Small to medium-sized nonprofits across Canada who need a simple to use, yet robust donor management system.

CanadaHelps Donor Management System video
CanadaHelps Donor Management System Software - Dashboard - drag and drop to customize the dashlets that you see. CanadaHelps Donor Management System Software - Reports - choose from a list of predefined reports or make a custom report. CanadaHelps Donor Management System Software - Donor Profile - add tags for Board Members, Volunteers etc. CanadaHelps Donor Management System Software - Receipt Management - easily re-issue tax receipts and email to the contributor.

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Reviews of CanadaHelps Donor Management System

Average score

Overall
4.6
Ease of Use
4.5
Customer Service
5.0
Features
4.6
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
64%
4
36%
Alistair
Alistair
VP Development in Canada
Verified LinkedIn User
Higher Education Software, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

Another Home Run for CanadaHelps

5.0 last year

Comments: The CanadaHelps team has been an incredible partner and a significant resource for our charity. They are personable, responsive and capable. We feel privileged to have a partner that truly "gets" the charitable sector, understands our challenges and promotes our causes.

Pros:

Modern, intuitive, powerful, backed by a technical and customer service team that is second to none.

Cons:

The Opportunities tab has lots of room for development as a recurring grant management tool.

CanadaHelps Response

last year

Thank you for leaving a review Alistair, our Product Team always appreciate your thoughtful feedback. We are so happy to hear that you regard us as a partner and the feelings are mutual - we look forward to our continued partnership!

Roxanne
Director of Inventory, Outreach and Communications in Canada
Libraries, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

CanadaHelps DMS review from The Children's Book Bank

4.0 last year

Comments: I was part of the planning and the beta-testing of the DMS. It was a fun experience and really great to be a part of this new feature of CanadaHelps from the start.

Pros:

So far the DMS has been very helpful for our team to organize and execute fundraising campaigns - including the MailChimp integration. We also like being able to process a cc donation, issue a tax receipt and know that all the information is already logged into our system.

Cons:

It would be nice to have a monthly payment feature for the DMS - the once a year payment can be hefty, especially for smaller organizations. There are still some bugs - duplicate contacts from importing our original lists. But over time these kinds of bugs get worked out.

CanadaHelps Response

12 months ago

Hello Roxanne, thank you for taking the time to leave us a review. We're happy to hear you found the DMS helpful for organizing and executing your fundraising campaigns. We have noted the demand for monthly payment options and are looking into ways to make the DMS more accessible in this regard. Thanks again for leaving your feedback.

Kathy
National Director of Operations in Canada
Public Relations & Communications, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

New to DMSing

4.0 last year

Comments: We are able to start generating regular newsletter and fundraising campaigns with greater ease. The on boarding process was longer than expected but the support staff have been great in helping us get to where we need to go.

Pros:

It is great to have all our contacts in one place. There is a steep learning curve but I am hopeful it will be worth all the effort! I am grateful for the super support staff helping us along.

Cons:

We are working to create new business processes around the DMS. There are a few key part of the software that I would like to see improved including uploading new contacts in bulk (without having to use another email communication program). The placement of 'unsubcribe' feature of the bulk email templates needs to become more flexible so people are unsubscribing to communication without taking the time to even scan it.

CanadaHelps Response

last year

Hi Kathy, thank you so much for leaving us a review. We're happy to hear our support team is helping you with the learning curve, that's what we're here for. Also great to hear that newsletter and fundraising campaigns have gotten easier with the CanadaHelps DMS. The feedback you are providing us is very useful. I'm happy to share that we are working on a bulk import tool for the DMS in the near future and the placement of the unsubscribe position should be fixed this or next week so stay tuned! Do reach out to us if you have any other feedback. Thanks again for taking the time to leave a review.

Kimberley
Fund Development Specialist in Canada
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Quick customer service

5.0 last year

Comments: Sending out our newsletter to over 1400 people is easy and efficient. This is much improved from the system we were using before.

Pros:

This software is easy to use. It makes sending out our quarterly newsletter fast and efficient. Responding to donors from the Donor Management System is a breeze as is the ability to customize letters. I would highly recommend the CanadaHelps system to colleagues.

Cons:

It can be difficult to customize reports and the information I have to sift through is very extensive.

CanadaHelps Response

last year

Thank you for taking the time to leave us a review Kimberley! It's great to hear that we're helping to make things like donor communication easier for your organization and that you would recommend the DMS. We have heard your feedback and improving the reports is in the pipeline! Thanks again for this feedback.

David
CFO in Canada
Defense & Space, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Guild of the Royal Canadian Dragoons

5.0 last year

Comments: We looked at commercial software and we stumbled across the DMS after asking CanadaHelps if they knew of a a provider. Perfect solution for our charity given those who work for us are located across Canada. We needed something simple to understand, cloud based and flexible.

Pros:

Ease of use, cost, flexibility and support .

Cons:

Took a little while to become comfortable using it - takes time to learn anything!

CanadaHelps Response

last year

Thank you Dave for leaving a review. We're proud to be serving Canada's charitable sector. We look forward to continuing to support you and the Guild of the Royal Canadian Dragoons.