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DonorPerfect, a configurable cloud-based CRM, provides a seamless workflow experience for unlimited users – on a desktop or on the go with your mobile device.

Configure your database by adding fields relevant to your organization (and hiding ones that aren’t) and choose which users can access this information by managing individual & group user permissions.

Data Management & Customization Features

Collect constituent information

  • Primary and secondary addresses
  • Gift & pledge history
  • Relationships to other constituents and organizations
  • Touchpoints, and more

Manage gifts and pledges

  • Record both monetary and in-kind donations
  • Maintain pledges and linked payments
  • Link gifts to soft credited and matched gift donors
  • Manage campaigns, grants, and membership
  • Connect your DonorPerfect data with QuickBooks

Simplify data entry

  • Mass-data imports
  • Screen defaults
  • Fields that auto-calculate data when triggered
  • Global record changes

Automate actions with SmartActions

  • Internal emails
  • Data updates
  • URL popups
  • Pop-up messages

Control data entry with SmartScreens

  • Only show relevant data, based on criteria you set
  • Dynamically change or hide fields
  • Alert staff of which data entry steps to take next

Attach files to records with Hosted File Storage

  • Copies of correspondence
  • Volunteer applications
  • Stock or in-kind gift valuation letters
  • Authorization forms, and more

What is DonorPerfect?

With Raiser’s Edge, we couldn’t communicate with other departments smoothly. Now, by having unlimited users in DonorPerfect, everybody's using the same tool so we could adopt the policy and culture of transparency - without losing a sense of security."

– Chris Kiec, Notre Dame College

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