DonorSnap

Great solution for small nonprofits

Pros:

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).

Cons:

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.

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

Comments: 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.

Pros:

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.

Cons:

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.

Not User Friendly

Comments: 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.

Pros:

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

Cons:

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.

Alternatives Considered: Kindful and Bloomerang

Reasons for Switching to DonorSnap: Cost

Donorsnap is the best

Comments: We live on it. Could not run our business with out it.

Pros:

Easy to useEasy to setup responsive formsEasy to run reportsI love that I can design my dashboard with info I want to see every dayTrack donors the repeat giving year to yearAll our volunteers are tracked, plus we know which ones are donors Many ways to track a donorEasy to pull reports

Cons:

Combining a screen or reports with donors and volunteers

Alternatives Considered: DonorView and Blackbaud eTapestry

Reasons for Choosing DonorSnap: We wanted to track or donors in a better way. After a lot of research, we decided on Donorsnap for its capabilities and the price.

Switched From: Microsoft Access

Reasons for Switching to DonorSnap: Price and capability

Well worth the price tag

Comments: 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.

Pros:

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.!

Cons:

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.

Alternatives Considered: DonorPerfect

Reasons for Choosing DonorSnap: Financial decision

Reasons for Switching to DonorSnap: Pricing. This is a very small organization and Donorsnap provided everything they need for a very, very reasonable price.