Donor Tools

Donor Tools

par Higher Pixels

Qui utilise Donor Tools ?

Petites et moyennes organisations à but non lucratif, organisations internationales et multisites.

Description de Donor Tools

Donor Tools est un logiciel de gestion des donateurs pour les organismes à but non lucratif et les églises. Donor Tools est rapide, simple, abordable et en ligne. Donor Tools est une base de données de donateurs à des organismes à but non lucratif qui aide les œuvres de bienfaisance, les églises et les organisations en pleine croissance à prendre des décisions intelligentes et à collecter plus d'argent. Avec un nombre illimité d'utilisateurs et de dons, des balises intelligentes, des noms multiples, la possibilité de fractionner les dons, les dons en ligne, les intégrations dans QuickBooks et MailChimp et d'autres fonctionnalités encore, vous êtes opérationnel.

Informations sur Donor Tools

Higher Pixels

http://www.donortools.com

Fondé en 2004

Prix de Donor Tools

Donor Tools n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Donor Tools est disponible à partir de 19,00 $US/mois.

À partir de

19,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Formation

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Donor Tools - Fonctionnalités

Logiciels CRM en ligne
Analyse du service client
Catalogage et catégorisation
Contrôle des réponses par e-mail
Gestion des connaissances
Messagerie instantanée
Mesure des performances
Portail libre-service
Recherche
Suivi du support client
CRM
Don récurrent
Dons par SMS
Découverte de donateurs
Gestion des abonnements
Gestion des bénévoles
Gestion des campagnes
Gestion des donateurs
Gestion des dons
Gestion des enchères
Gestion des promesses de don
Gestion des subventions
Gestion des événements
Gestions des anciens élèves
Suivi des contributions
Traitement des paiements
Achats et réceptions
Budgétisation et prévision
Comptabilité clients
Comptabilité des partenariats
Comptabilité fournisseurs
Gestion de la conformité
Gestion des donateurs
Gestion des ressources
Grand livre général
Rapprochement bancaire
Suivi des activités
Don en ligne
Don récurrent
Dons par SMS
Gestion des campagnes
Gestion des donateurs
Gestion des dons
Gestion des promesses de don
Gestion des reçus
Gestion des événements
Suivi des dons
Traitement des paiements
Base de données de membres
Comptabilité
Gestion des abonnements
Gestion des bénévoles
Gestion des collectes de fonds
Gestion des comités
Gestion des cotisations
Gestion des donateurs
Gestion des médias sociaux
Gestion des événements

Avis sur Donor Tools

Afficher 5 avis sur 323

Note globale
4,2/5
Facilité d'utilisation
4,2/5
Service client
4,2/5
Fonctionnalités
3,9/5
Rapport qualité-prix
4,3/5
Ian F.
Associate Executive Director
Gestion de l'enseignement, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    3/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 02/10/2018

"The best CRM for a small budget..."

Commentaires: I tell every small non-profit organization to consider DonorTools. For the price, you cannot find a better product, for a small shop on a budget.

Avantages: The price. The price cannot be beaten. For a donor management CRM that covers all the bases, and provides you all the necessary functionality to run a small development team, look no further. This has everything you will need.

Inconvénients: The reports that DonorTools can run are standard, but a bit limited for typical donor CRMs. Admittedly, you get what you pay for, but you can still want some Cadillac features, though you're paying for a Ford.

  • Provenance de l'utilisateur 
  • Publié le 02/10/2018
Matt S.
Executive Director
Gestion d'organisme à but non lucratif, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    3/5
  • Support client
    3/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Publié le 15/02/2017

"Love DonorTools, but it has some needs"

Commentaires: Overall, I very much like using DonorTools, and I've recommended it to many of my fundraiser friends. There are a few features, however, that could use significant tweaks: - The dashboard screen shows a line graph of funds raised year over year. However, it doesn't allow modification of the graph to sync with an organization's fiscal year. This could be a very helpful snapshot, but right now its basically irrelevant.
- The same syncing issue extends to donor profiles, where the graphs (and the smart tags) generally go by calendar year when they really ought to be customized to fiscal year.
- DonorTools really needs an app. When I leave meetings, I want to make notes before I forget all the relationships and details I was told about. An app version that focused on note-taking and relationship connections (which are the most important in day-to-day) would be very helpful.
- The email sync with MailChimp is problematic. There are plenty of contacts whose email addresses I need to record without having them automatically added to our email list. The only option right now is to mark them as "do not email," which later makes it confusing to know which people opted themselves out of emails and which ones were taken out by me because the contact wasn't at the point yet where we should be sending them emails.
- Has DonorTools considered a partnership with Stripe to better manage the donation page? The current donation page is unusable for MCC because there are too many gates and it isn't very mobile-friendly, but I hear Stripe has many of these issues already resolved and that they have quite a few partnerships with smaller databases (Little Green Light comes to mind).
Thanks for soliciting feedback. I'm very glad to be using DonorTools, and I believe an even greater number of people would jump on as well if some of these minor issues were addressed!

Avantages: Easy to use. Tags are great.

Inconvénients: Can't sync features to fiscal year. Donation page is unusable.

  • Provenance de l'utilisateur 
  • Publié le 15/02/2017
Tess W.
Development & Communications
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 02/02/2017

"Useful, But Room for Improvement"

Commentaires: I have been responsible for all entries on Donortools for 3 years now. I think the database is easy to use, however I do have a few suggestions that I think would make everyone's lives easier:
1) Donortools can not automatically connect to Constant Contact: I have to manually upload each new donor's name into Constant Contact in order for our donors to receive any emails from our organization. It takes forever to export the large donor list, sift through the newest names and then re-upload them on Constant Contact!
2) Work Addresses vs. Home Addresses: We have many individuals that we have both a work address and a home address. When doing an export, however, I can not just export "home" addresses. If I enter both the work and home address in the donor's name, and then happen to enter the work address first, I have to manually correct it once it exports on Excel so that only the home address columns show up. If I write the home address first, but also entered the "Company Name" they work for, that ends up exporting too. If I don't catch it, the Corporate Name will attach to their home address. When I have thousands of donors, this takes hours. Sometimes, I have thought to not enter in the work address altogether under the individual, and instead, enter their individual name under the Corporation-this brings up a whole other set of problems. Lets say my organization has a relationship with approx. 20 employees from the company that is entered in Donortools. At first thought, I would enter in all 20 names under the Company's entry, including their email addresses. However, when doing an export, the Excel spreadsheet becomes HUGE and doesn't separate the individual employer with their email-it is all in the same row. Let's say I find one of the employee's home address but didn't remember that I already entered their email in the corporate entry- Donortools does not automatically connect that person already entered with their separate home entry. When doing an export, I end up getting duplicate names because some people are entered under the Company as well as their personal entry...this requires much time to fix this if we have to do a big mailing, i.e.
3) Donortools does not allow me search by Donation $$ Amount: This could be helpful when determining how many donors have given $0 for a few years.
4)Pledges: Yes, I can enter in a pledge, but Donortools does not remind the donor to make their pledge once it's due. It's hard to remember all pledges.

Avantages: Easy to enter names.
I like the "relationship" tab.
I love I can use the "date Range" when searching for certain gifts.
I like how my organization's PayPal account is automatically connected to donortools.

Inconvénients: 1-Can't automatically connect to Constant Contact
2-Pledges need to be improved, Donortools should remind the donor to make their pledge, or at the very least, let me/the administrators know.
3-There have been double entries in exports of individuals: if we enter their home address in a separate entry and also their information under a company name...Donortools doesn't automatically connect this person together.

  • Provenance de l'utilisateur 
  • Publié le 02/02/2017
Kristina B.
Senior Conservation Associate
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 14/02/2017

"A hermit shell for our organization "

Commentaires: We are a small nonprofit protecting farmland in Maryland. We went from excel sheets all over the place to Donor Tools and that has been the right choice. There were lots more expensive and complicated donor management tools out there but I like how donor tools has lots of useful features but is very intuitive for a non-technical minded staff to manage. I've had to train a new staffer on it and it is been pretty easy. I see Donor Tools as a good fit for us while we begin better management of our data, its possible we will need a more powerful solution as we grow (hence the hermit shell in the title) but I'm very satisfied now. I really wish I had gone with Mail Chimp way back when because not having that integration is my main gripe, but not Donor Tools' fault (we are on Constant Contact). I have gotten an offshoot organization on Donor Tools because of its ease of use. Best Parts:
Smart tags are magic!
I didn't have to build anything- just add data
Thank You notes and tracking of correspondence
Reasonably priced for the features offered
Searching for lapsed donors is a breeze
tracking pledges
The donor overview page is very helpful- I like the graph
Cons
-Sometimes the PayPal integration is spotty, leaving out information (like a last name or street address)
-Learning markdown was tough at first but I got the hang of it.
Room for improvement
-I'd appreciate more ways to graph - break out the dashboard graph with other options- maybe a reflection of the number of new donors or number of lapsed donors year-to-date?
-When writing thank you notes, you should be able to name each letter there - viewing them by date is not as helpful as being able to look into that drop down and find the letter I marked "Spring Board Member thanks" or "fall fundraiser" etc. I end up having to save templates in word and cut and paste.
-The printouts of donor records are very small print and gray- please make them more legible.

Avantages: Smart tags, thank you notes and most of all ease of use generally.

Inconvénients: I wish it had integration with Constant Contact. Pay Pal integration is sometimes spotty, leaving out data on donors.

  • Provenance de l'utilisateur 
  • Publié le 14/02/2017
Ron M.
CEO
Gestion d'organisme à but non lucratif, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 24/01/2017

"Gets the Job Done"

Commentaires: When I first arrived at this organization as the new CEO, I found that we were using DonorTools, an online-based CRM that I had never heard of before. Belonging to a national federation, I made inquiries, and found that no one else had reported using it either. Having used a few others, and being more comfortable with them, I figured that at the end of FY, I'd just switch, however, we weren't really in a financial position to do so. A year later, and I realized that I had come to love the program for its simplicity, user-friendliness, and above all, cost. The value of the program itself is quite significant, especially compared to other CRM companies that many would consider 'standard'. DonorTools gets the job done, and now that I'm comfortable with it and more familiar with it's structure and capacity for information, I can't imagine using any other product, now or in the future. We have many hands in the system, including me, our RD department and Finance/Administration. The learning curve is simple, which means on-boarding new staff takes much less time than with other systems. The Dashboard and user ticker displays are incredibly helpful to let me take a 30,000 foot view often, without having to get tangled up in flags, and clicking through seven different sections to get an overview. We were a $950,000 organization in 2014, small in comparison to most in my field, but this year will come in just under $1.9million. DonorTools has kept up with us through this remarkable growth, and really demonstrated why it's important in the non-profit field to review practices often, and keep your mind open to other systems.

Avantages: Simplicity, Structure, Online Platform

Inconvénients: I wish there was a little bit more flexibility in some functions.

  • Provenance de l'utilisateur 
  • Publié le 24/01/2017