One access to DonorPerfect online while on the go do it with DonorPerfect mobile anytime, anywhere right from your phone, tablet or mobile device, allowing you to connect with donors while having all the information needed for a productive conversation in the Read More
One access to DonorPerfect online while on the go do it with DonorPerfect mobile anytime, anywhere right from your phone, tablet or mobile device, allowing you to connect with donors while having all the information needed for a productive conversation in the palm of your hand. DonorPerfect mobile makes managing your accounts as simple as a touch of the screen. Search for constituents to review pledges, pledge balances and gift history. View your upcoming appointments. Do a quick search for a donors address and get directions right on your device. And when you update a record everyone else in your organization will see the change immediately. You can even call or text a donor using the information provided in your DonorPerfect online system or send them a thank you email right from the lobby following your meeting. The donor will be assured you’re on top of everything discussed giving them confidence in your organization. DonorPerfect mobile provides basic reporting to keep you instantly updated in or out of the office. In addition to viewing upcoming appointments and locating Nearby Donors, you can view your top donors and comprehensive donor summaries. It’s even possible to insert a photo of your constituent and view the collection for more personal connection DonorPerfect mobile’s newest feature allows you to enter encrypted and secure donor payments right from your device. manually type in the donors card information for purchase a DP mobile card reader attached to your phone and swipe payments. Simply enter the Gift Amount and have them sign DonorPerfect mobile takes care of the rest it will immediately email a receipt and the donors record is updated and DonorPerfect online in real time. If this is a new donor DonorPerfect mobile guides you through the process to add them once you review your fundraising activity, it’s easy to view a record of the mobile payments you’ve processed using a custom timeframe all from the palm of your hand DonorPerfect mobile is easy to install. Simply go to your device’s app store and download the free app login with your DonorPerfect online credentials and you’re ready to go. Unlike other mobile apps out there DonorPerfect mobile can be accessed by all of your employees with the DonorPerfect online login while retaining the same employee restrictions. Best of all, it is completely synced with your main system through our Safe, safe, secure gateway so you can feel confident your information is secure. A DonorPerfect we know your time is valuable and we’re working hard so you don’t have to in this fast paced world DonorPerfect mobile puts you ahead of the competition and in front of your donors quickly providing you with all the tools necessary for a successful campaign.
Read Less
