Fundraising CRM News from DonorPerfect

Thursday, November 19, 2009

Update! New Website, New Version!


If you're reading this now, then chances are you took notice of our brand new website launch!!!

While we've always been proud of the information we provided on fundraising software on our old website, it was clear that we needed to redo everything and give DonorPerfect a new look moving forward.

The website is part of a new wave in design for DonorPerfect. For the past 25 years, we want to make sure that ALL of our software, including our website, takes the latest and greatest technology to make it easier for our clients to fulfill their mission. The website and our new client area will make it easy for non profit organizations to understand and realize the benefits of professional fundraising software.

But we're not just talking about our web site either! Several weeks ago we launched our latest release of DonorPerfect Online! Updated with a completely new look and feel, DonorPerfect Online has now set the standard for what easy to use online fundraising software should look like. Personally, I think it makes Apple look uncool, but I'll plainly admit I'm a bit prejudice and you can judge for yourself:



The DonorPerfect Online Dashboard. Menu items are now organized at the
top of the screen, and client resources are available in the lower left.







A Sample Constituent/Donor record. Actions, such as attaching a file or viewing an
information sheet are logically grouped together at the top of the screen.


Whether or not it's 'Apple' cool, I think it's crystal clear that the new version and new website will make it easier for non profit organizations to raise more money and save valuable time to focus on their mission.

If you haven't seen the new version, try DonorPerfect today!

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Friday, October 19, 2007

New DonorPerfect Online makes it easier...

Over the last several weeks, we finished releasing another incremental upgrade to our online product, DonorPerfect Online.

These changes will make it much easier for our DPO clients to raise more money, and includes additional features simply not available in other products.

Here's a small sample of key features:

  • Increased User Login Security
  • Enhanced Integration with Microsoft Office, including Outlook, Word, and Excel
  • More Financial Reports
  • Wealth Engine Integration
  • Improved Split Gift Management

Particularly important is our new login security settings. You now have the ability to restrict access not only for a user's login and password, but also for their unique IP address. This way, you can always make sure that users are only accessing your database from a list of pre-approved IP addresses. For example, you can set up a security plan that allows access only from the office or the user's home. The settings can also be applied for a group or to an individual user.

Likewise, our improved integration with Microsoft Office is a big hit. For example, emails can now be tracked in both Outlook and DonorPerfect at the touch of a button. Appointments can be tracked in both systems as well. Our integration with Excel makes it easy to download any financial report to Excel so that the data can be further manipulated easily. (This is important because the formatting is stripped away, making financial analysis easier in Excel). Finally, we've always had direct integration with Word, and we've included several more templates.

As in the past, this upgraded is provided free of charge for all of our clients as part of their maintenance agreement- there's no additional fee to pay and no other 'modules' to purchase (as opposed to some of our competitors who charge 20% or more for simple Outlook integration = OUCH!)

Here's a more detailed explanation- take a look!

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