DonorPerfect Mobile App
Get quick and easy access to the critical data you need:
- View your upcoming appointments
- Find donors near your current location
- View a constituent’s address on a map
- Add new contacts
- Comprehensive donor summaries
- Configurable top donor’s reports
- Search for constituents; view & update their records
- Review pledges, pledge balances & gift history for each donor
- Call, email or text constituents with one click from their record
- Much more…
Two Really Awesome Features:
DonorPerfect clients can collect payments outside the office via the DPMobile app on their phones and tablets. Whether at a fundraising event, or in a donor’s home or office, it’s simple to enter payment information directly into the phone, or “swipe” a credit card via our encrypted mobile card reader, and have the transaction processed, recorded, receipted and acknowledged automatically! With DP Mobile you can even scan in credit card information quickly and accurately using the camera on your iPhone, iPad or Android device.
Voice to Text – The Perfect Note Taker!
Has this happened to you? You’re on a donor visit and it’s going great. You’re taking notes, then you get back to your office and try to decipher what you scribbled down, or remember what they said? One of the hardest things to do is get that info about the visit back into your system. With DPMobile, you can dictate a note into your phone after a donor visit that logs the information into the DonorPerfect Contact Manager. Now you have accurate notes entered right into the donor record immediately – while you can still remember the details! Further, the notes become immediately available for everyone who has access to the record.
Very useful – Surprised how much data I can access. Very quick. Love that I can dictate a note about a conversation into a donor record…Overall, I love it.”
– Android User
I am constantly on the road! This App allows for me to quickly look at my donors information and quickly add contacts! Great App!”
– iOS User