DonorSnap reviews

Great solution for small nonprofits

Pluspunten:

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).

Minpunten:

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Opmerkingen: 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.

Pluspunten:

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.!

Minpunten:

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.

Two years in ...

Opmerkingen: We are a small non profit raising funds for St. Vincent's School for disabled children in Haiti and a medical clinic that serves their needs and those of the community in Port au Prince. Before DonorSnap, our records were very unorganized, and our record keeping not 100% accurate. We needed a program that was user friendly, affordable and could get our affairs in order so that we could better research our donors, increase our donor base and raise more money. That has happened since we started using DonorSnap. When I have had an issue I couldn't resolve myself, customer service has always been responsive and helpful. I have enjoyed learning new features, customizing reports and being able to provide our Board with the information they need for budgeting and fundraising. Because our acknowledgement system is now streamlined, with annual contribution reports, I believe our fundraising has been more successful even in these challenging times. I would highly recommend this software to anyone looking to increase their fundraising capabilities.

Pluspunten:

The software is very versatile, user friendly and intuitive even for someone with very little experience managing a donor database. We love the different reports that help you analyze appeals, trends, donor activity, etc. Adding new donations or information about a donor is very easy. The training webinars are an invaluable resource. I have referred to them countless times when I need help with queries and management issues. The interface with GoEmerchant is seem less and since we switched from PayPal, our online donations have increased and our acknowledgement process is more efficient and our record keeping far more accurate.

Minpunten:

My biggest challenge is writing queries but that is not the fault of the software but my own inexperience. I think the program is able to handle the most complicated queries on a much larger scale than we need

Easy to use and best customer service

Pluspunten:

I love how intuitive it is to use. It's very easy to set up. The company works with you to customize it to fit the needs of your non-profit. It has worked very well for receipting donors easily - either by email or printing receipts. It's very simple to run donation reports, contribution statements, etc. They have tickler alerts you can set up to remind you to do things with certain donors (send a thank you note, contact in a week, etc.). There are a ton of help videos and webinars to show you how to do different things. Their customer service is the best I have ever encountered. They go above and beyond to help you solve and problems you may have.

Minpunten:

I have been using it for years and love it. They keep adding new things to make it better. I honestly can't think of ways to improve.

Great value and customization options

Opmerkingen: So glad we found donorsnap and have been a happy customer for more than 7 years!

Pluspunten:

Fully customizable reports, easy to use, great value, exports data easily, multiple software integrations, automates gift receipting.

Minpunten:

The UI could be improved and could be more mobile friendly.

DonorSnap--Ideal for Small Nonprofits

Opmerkingen: We have been very happy with DonorSnap. It is a great value for the price paid, the support team is amazing (and we've rarely needed help!), and the report writing function is easy to use. We are able to understand our donors' giving trends, and can plan more effectively for the future.

Pluspunten:

This software was easy to implement, and has subsequently been easy to manage. The integration to QuickBooks is seamless. The support team is amazing!

Minpunten:

There are a few tweaks I might make to the report writer, but in all likelihood, they are probably already there and I just haven't searched the website enough to find them. I cannot think of any critical issues.

DonorSnap @ a Small Nonprofit

Opmerkingen: We use DonorSnap to track our donors and our volunteers. We generate the monthly reports for the board with this tool and can track longevity, anniversaries, prospects and moves management. It serves us well.

Pluspunten:

I enjoy the customizable dashboard that DonorSnap provides. The information I need the most is always available as soon as I login. When I was a brand new user, and even now - the library of trainings comes in very handy and is a great complement to the weekly live trainings. I LOVED the DS app for my phone.

Minpunten:

The DS app is not currently working on my iphone and I truly hope it will be upgraded. Having my donor information and the ability to make notes was the absolute best. It's frustrating not to have access to the information.

Member Management for Small Non-Profit Organization

Opmerkingen: The software works very well as our database for member management. The price is reasonable for a small organization.

Pluspunten:

We needed a database for member management. Previously we had used an Excel spreadsheet, then moved to SalesForce, but that was overkill for our purpose. The features in DonorSnap along with the monthly price was reasonable for our uses. The online help as well as the support are very helpful.

Minpunten:

Having to integrate with only GoEmerchant is limiting. Everything works, but it would be nice to allow other payment processors. We don't have the ability to swipe credit cards for payments at an event.

DonorSnap user

Opmerkingen: My experience with Donor Snap has been very positive. There is great support when needed. the webinars are all very helpful and the information available is terrific. It is a very user friendly program.

Pluspunten:

The program was very easy to learn. Must easier to use and learn from previous program. The information available is valuable without a whole lot of difficulty getting to a report.

Minpunten:

The only thing I can say that I like least is that thank you letters are entered are entered by the administrator and I as a user can not modify them. She has to make the changes in the template.

DonorSnap Has Great Value

Opmerkingen: DonorSnap Support has always been prompt and has solved issues quickly. The product has great value for a reasonable cost. I have now used the product for over seven years and continue to upgrade the customization of the product to meet our growing needs. Free training is always available, and I send our new users to the online training webinars. DonorSnap also continues to make improvements in their system. Thank you for a wonderful product!

Pluspunten:

For a small organization, DonorSnap provides everything we need for contact and donor management. I love the fact that it is highly customizable for our specific needs.

Minpunten:

I am totally pleased that this product meets all our needs.

This database does everything you need for a low price

Opmerkingen: We were able to centralize all of our school's donation records. We can quickly and easily generate reports of all types - no limits on customizable reports. I can allow donors and alumni to update their own contact info. I can easily mass enter gifts and do mass uploads as well. It is a great system.

Pluspunten:

I have worked with bigger and much more expensive databases at past jobs, and I always ran into problems that were unsolvable within the system - reports I needed that it couldn't generate, no ability to mass upload things, or something along those lines. Donorsnap has thought of EVERYTHING. And for such a minimal monthly price. I was recently at a fundraising professionals meeting, and someone in the forum asked what databases everyone used. A few people sheepishly said what they used, but both added "although I wouldn't recommend it. It's a pain." I was the only person in the room who proudly said "Well, I am using Donorsnap, which is really affordable and can do everything I need. I would highly recommend it to anyone." And a bunch of people jotted it down. Its hard to be happy with your donor database, but for the first time, I am. Their customer service is also great, and responds quickly to any questions. They have tons of video tutorials for every page, so you can learn how to do things when you need to handle a new process you haven't done before.

Minpunten:

Like all software, there is a learning curve. You have to figure out how to do the things you want to do - reports, imports, eforms, etc. One time, I had to import hundreds of gifts made on another platform, and get them to match up to the right donor records already in our database. It was quite the conversation with customer service as I learned how to do this, and it wasn't something I hope to have to do often. But it was possible to do it, without manually entering each gift! Which I can't say would be true for all databases. They have built in a ton of flexibility to this database.

Service, Features and Value!

Opmerkingen: Our overall experience with DonorSnap has been extremely positive. There is much to be said for choosing a smaller company- every step of the way our support has been extremely personalized. From the first discussions, through planning the transfer of information, to being trained on how to use the features to then receiving support as needed, every member of the team has been wonderful to work with. We have greatly benefited from the many features DonorSnap offers. It saves us time in many ways, and provides us with a great variety of choices with data analysis. This is true even though we have yet to explore every option. As we continue to implement more aspects, such as the emails, I am sure it will become even more valuable to us. We spent months exploring many different donor software programs, and I know we made the best choice with DonorSnap.

Pluspunten:

We appreciate the ease of creating customized reports, and also having many report templates included. The responsive forms easily integrated into WIX and save us hours of work because we no longer have to enter the information manually when someone signs up for an event or makes a donation. We have received very personal support at every level and there are a large number of free trainings that make it quite simple to learn new skills. The team at DonorSnap provides outstanding customer service. The software is very intuitive to use, which makes the initial learning process much quicker. We are also appreciative of the ability to export and import Excel spreadsheets for a variety of reasons. The easy integration with Quickbooks has also been a great timesaver. DonorSnap has an extremely reasonable price for a very high quality product.

Minpunten:

It would be very helpful for us to be able to create households, since we often have members of the same family volunteer or donate separately. It would also be nice to have a separate tab just for events. Because we do rentals, we currently split information between interactions and Notes, which can make running certain reports tied to those things challenging.

A great donor management software system at a great price

Opmerkingen: Overall, it's been a positive experience. Having been trained on other more complex systems, I do find it hard sometimes to figure out the "donor snap way". But the support team are there to answer my questions and help me figure it out. I keep learning about new things I can do with this system so I'm sure that a big part of what I haven't been able to do just yet with the system is because I just haven't taken the time to do the training needed to know how best to use it. But it does what I need it to do and it's web-based as well so I can access it anywhere anytime.

Pluspunten:

DonorSnap was the perfect solution for our small nonprofit. It helps us track our donations, stay connected to our donors, see what is happening in our organization in terms of what and when donors are connecting with us. It does all we really need it to do at a reasonable price that our small nonprofit can afford. While it hasn't been an entirely intuitive system for us to use, Donor Snap has EXCELLENT customer support with videos and training tools and real people that you can ask questions of. For us, it's been the perfect solution.

Minpunten:

Donor Snap doesn't seem to be able to do all of the reports in the way I would like them to be done- but that also could just be that I haven't done all the training I need to in order to best know how to use this product. Whenever I have needed something, a donor support specialist has been there to try to help me learn how to do it myself or sometimes, just doing it for me when I am completely stumped. The Support Team is what has kept us here for several years. It does what we need it to do and help is always available.

The Light Radio Network DonorSnap Review

Opmerkingen: Overall experience with DonorSnap has been very satisfying. I find data entry to be more efficient than our previous platform and the reporting capabilities far exceed those we had before

Pluspunten:

First, I really like the ease of data entry, that fields, once populated, remain populated because I always enter donations from the same source in batches (cash, or checks, Or Credit, etc.). Second, the reporting capabilities are very complete and flexible, allowing me to tailor queries to my specific needs Third, the support I receive is fantastic -- real-time responses, great understanding of my needs

Minpunten:

When we made the transition from our previous platform, the transition was very smooth and error-free. I don't have any complaints associated with the platform or the function but there is one modification I would like that would save me a mouse click on every entry. Currently the design is such that the cursor returns to the Contact Field upon completion of the entry of the amount and hitting the entry key, which I like. As I mentioned earlier, I process my entries using the same Payment Method in groups and save the information by Payment Method type, so as I'm making entries, all I'm entering is Contact, then Amount, next Contact, then Amount, etc. Hence, I would like an enhancement such that auto-places the cursor in the Amount field after I populate the Contact field. This would not add any mouse clicks for those who don't operate in this manner because one already has to choose the next field after Contact selection, but it would save a mouse click for those who operate as I do,

Great database for small nonprofit!

Opmerkingen: DonorSnap has helped me grow from a small, volunteer-led organization with no database or 501c3 to a well-oiled, professional nonprofit that raises $700k+ annually. I could not have afforded a traditional database when we started, but I would still need switch over to Blackbaud or any other CRM. DonorSnap has grown with me, and I am grateful for them and their team!

Pluspunten:

DonorSnap gives me everything I need to fundraise, track donations and contact management effectively. I don't need a big fancy platform: just something that helps me get the job done without a lot of guesswork. DonorSnap is it. Not a lot of frills, but enough for me to prepare decent reports, customize things like contribution statements, et.c I've recommended them to several other nonprofits for their functionality, and their great customer service. Easy to access tutorials and videos for anything you need to know how to do. They are always quick to respond in person as well.

Minpunten:

I don't like the providers they've used for things like donation buttons, etc. But again that isn't their true line of work, so not a big problem for me. I do wish they would integrate with more online donation platforms like Qgiv to save on data entry! Some of the reporting features are clunky, take some guesswork.

DonorSnap for Membership management

Opmerkingen: DonorSnap has provided us with an easy-to-use, reliable, and flexible member and donor database. The software continues to improve and offer new features while providing a significant library of resources for all functions. We are looking forward to expanding our use of DonorSnap for member communications and for volunteer management.

Pluspunten:

Although not specifically designed for tracking memberships in our non-profit organization, DonorSnap is easily customizable to accommodate this function. It is straightforward to use and the user-defined fields provide all the fields needed to manage and track our membership donations. DonorSnap allows us to easily send renewal notices and reminders to more than 450 members, with custom cover letters. Reports are easy to run and customize, including producing mailing labels for our newsletter. Having the ability to set up a personalized dashboard and select specific fields for the various screens is important and easy to do. Probably one of the best features is the support that is provided. The online resources available, including webinars and detailed step-by-step instruction guides, are excellent. There are always new training webinars being offered on DonorSnap features. The support from customer service is also excellent with quick responses and follow-up if needed.

Minpunten:

I don't use DonorSnap for our routine membership tracking and for the functions I need, it works well.

Improved our management immeasurably

Opmerkingen: I have cut down the amount of time I spend on our donor filing substantially. This is especially important because all the work I do for my organization is voluntary.

Pluspunten:

I organize donor files for a small, entirely volunteer-run land trust. Prior to DonorSnap, our "database" was a horribly designed excel file that made organizing and tracking data and determining metrics an absolute nightmare. It was also incredibly frustrating to try to use that file to create mail-merge documents for mailings. As a result, we also kept paper trails of donations way longer than necessary because the filing system was so poor. Using DonorSnap, I was able to discard literally thousands of unnecessary documents we had been keeping for years, and I was able to keep donor histories in one place where it had previously been kept in more than one file. I can also pull up metrics within seconds, where previously it was more time-consuming and inaccurate. The DonorSnap system also makes staying in touch w/ our donors via mail-merge and emails substantially easier, and the acknowledgement tracking is irreplaceable. I can't believe we ever managed files another way.

Minpunten:

Because there are SO many features, sometimes it takes me longer than I would prefer to get some things accomplished in the system. But, the help features are very extensive and I can almost always figure it out by watching the videos or reading the step-by-step guides. I would say my biggest annoyance is the label feature - I hate that the only option is to make a PDF of the labels, because it means I always waste almost entire sheets of labels because they are often not filled. I would much prefer an option to create a word file of labels (similar to all the other documents you can create in DonorSnap), so that I may copy and paste info around the template in order to print on partial label sheets I have lying around.

Perfect DB for Small Non-profits

Opmerkingen: Our previous system had zero flexibility for customizing or changing to grow with us. Everything was a cost to edit when I knew I could execute the edit if administration access were provided. Also, the customer support simply wasn't available. It had taken over a month for someone to reply with a solution with our previous DB. DS helps our productivity and allows us to become intimate with the system, changing how and when we need.

Pluspunten:

Many features are impactful for our organization and help us advance our productivity. The mass upload feature is time saving, the ability to create and edit thank you letters is convenient, the multitude of canned reports at an executive level or being able to customize and create one with more granular detail is a key function we specifically sought out in our research of databases. The dashboard view helps us see the details in a summary of the data in our database - very useful! Customer support is top notch, truly. As a new user, I had any questions. Each ticket I opened was answered promptly, within 30-60 minutes and always resolved my user error. Training in detailed easy to access files and pre-recorded videos are free and available with a simple key word search. Lastly, the implementation/conversion was seamless. I did put some work into organizing and labeling/customizing, but the DB couldn't be more intuitive. We are ecstatic about DonorSnap and have zero regrets transitioning with them.

Minpunten:

The tickler function could use more fields to allow for more detail, bit I'm grabbing for straws trying to find something that could use improvement.

DonorSnap is the perfect tool for our nonprofit

Opmerkingen: We use DonorSnap daily and it is one of my "go-to" tools as an Executive Director. I love having so much information available in DonorSnap of our supporters which makes it a very efficient.

Pluspunten:

We've used DonorSnap for years and are very happy with the product. Customer service has been great over the years and always there when we need them. The tutorials have helped my new team members get up to speed as well. Though we only use a fraction of what DonorSnap offers, we have found that it has all the bells and whistles for what we need.

Minpunten:

In the beginning, the transition was tough as our team is small and we were not always up to speed on how to do things. Fortunately, DonorSnap's customer service was there to help us.

Paris Landing Volunteer Fire Dept. Review

Opmerkingen: Great experience, I have spoken with [sensitive content hidden] himself on several occasions. He always has time to talk, even though I'm sure he is very busy. The Training staff are great and will help you one on one if needed to solve any issues. Overall a great experience.

Pluspunten:

Easy to setup and get started. [sensitive content hidden] and his team are 2nd to none with support and training. They have made many improvements and added additional options since we have been with them and the price remains unchanged. Fantastic! The most helpful addition for us was to implement the Responsive Forms which allowed us to begin receiving donations online through our website. I highly recommend DonorSnap to anyone needing a donation/membership tracking program.

Minpunten:

Needs an app for Android, which would be very helpful to us.

It does what we need it too

Opmerkingen: When we first started using donorsnap, I was very happy with the simplicity of it but now I think it has gotten a lot more complicated and I think charging extra for real customer service is just a poor business model.

Pluspunten:

It captures donor details and helps us organize and filter donors as we need to gather information or create mailing lists.

Minpunten:

I know it is a database which is not inherently user friendly but it definitely doesn't try to be easy to understand in any way. There are a lot of ways to customize fields but you can't delete most of them, even though we don't want them so it adds a lot of extra information spaces in our downloaded worksheets that we have to sort and delete every single time. When I had an issue setting up goemerchant with donorsnap as an added service I got passed around to many people then was told because I didn't have a better subscription I didn't pay to TALK to someone about my issue. I had to leave a voicemail and have someone make a video and email it to me of them answering my question. The man did a great job but because I didn't fully understand the software, it was hard for me to verbalize my question so he could understand in a voicemail so I ended up spending HOURS leaving voicemails and getting emailed videos of him responding. IT WAS SO FRUSTRATING. It was such a simple fix that the thought that I had just paid to add this service and no one was able to help me integrate it without me paying more to talk to someone on the phone had me ready to cancel this service all together.

Easy to Use and Great for a Small Non-Profit

Pluspunten:

We were looking for a new donor database that would be easy to learn and would not require our small non-profit to hire a developer every time we needed to set up something new or keep up with the various changes and upgrades with Salesforce. Donor Snap is affordable and has most of the same features as the big guys. The online forms make getting donation info into the system "a snap," and while its basic fields are enough to get started it allows for plenty of customization. The reporting features are robust (though you do need to know Excel and understand query strings to get the most out of it) The support team is excellent and responds quickly.

Minpunten:

The UI feels dated and everything exported works best with MS Office. We don't really use communication tools outside of the acknowledgment letters because the design options are basic and clunky compared to the other platforms we use for this. I wish that the forms could use logic and that a donor could send a tribute card directly from the system but in general, we are very pleased with the decision to switch to Donor Snap.