DonorPerfect vs Virtuous CRM

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Our analysts compared DonorPerfect vs Virtuous CRM based on data from our 400+ point analysis of Nonprofit CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

DonorPerfect Software Tool

Product Basics

DonorPerfect is a comprehensive fundraising solution that helps non-profits nurture donor relationships. It helps manage donations, receipts, contacts, emails and fundraising initiatives from a single system.

Capabilities include integrated online donation forms, automatic monthly giving, standard and custom reports, auction management, Constant Contact email and a network of integrated partner products. It helps save time and offers pricing packages to meet any budget.
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Virtuous CRM is a cloud-based tool that helps non-profit organizations build better relationships with existing and potential donors at scale. It automates contact management, marketing and outreach with personalized messages, prompting users for donation at optimal times.

It leverages data and predictive analysis to ensure smooth donor management, manages complex fundraising requirements, handles backend payment processing and helps organizations grow their donor base.
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$99 Monthly
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$199 Monthly
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Tailored to your specific needs
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Product Assistance

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Live Online
Videos
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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Efficient Data Management: Ensure seamless workflows by collecting constituent information, managing grants, memberships, campaigns and pledges, and attaching files such as correspondence, authorization forms, volunteer applications and valuation letters to records. Simplify data entry and control it with SmartScreens. 
  • Synchronized Payment Processing: Manage payments and data entry simultaneously by accepting in-person, over-the-phone and mobile app payments, and collecting online donations with integrated forms. Run monthly giving programs efficiently with secure payment information storage and automatic recurring gifts. 
  • Increased ROI: Enhance donation scope through online integrated forms for donations, surveys and ratings, sponsorship purchases, event registrations, and more. 
  • Improved Online Presence: Monitor traffic through Google Analytics, track conversion statistics, promote social media sharing, and offer discount codes and one-time gifts. 
  • Personalization: Create individual auto-responses, include videos or images, add logos, and customize URLs. 
  • Data Insights: Access real-time dashboard metrics, edit layouts and switch between modes for better data visibility. Choose from built-in reports, customize and schedule them using a report builder and access advanced analytics. 
  • Enhanced Donor Engagement: Retain donors by acknowledging gifts with personalized emails and letters, accessing upcoming and overdue tasks, emailing official PDF receipts and reminding them about upcoming pledge payments.  
  • Complete Event Management: Reduce administrative tasks, coordinate efforts and access insights like net and total event income and number of guests invited vs. attended to track event success. Integrated forms aid guest registration.  
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  • Build Local Donors:  With location-based contact profiling, local donors can be set up for targeted communication, fundraising events and campaigns. 
  • Automation of Tasks:  Individual and contact-group based workflow automation personalize and remove manual work from outreach, fundraising, recurring donation management and communication with existing donors. 
  • Relationship Building with Donors:  Highly personalized and regularly scheduled communication on multiple channels helps build better and long-lasting relationships with donors. 
  • Raise More Money:  With features to automate and personalize communications, marketing, fundraising and backend processes, a larger donor base can be easily managed to raise more money. 
  • Integrations:  Popular third-party integrations facilitate seamless operations. Zapier and an open RESTful API allows custom integrations. 
  • Mobile Apps:  Dedicated iOS and Android apps enable organizing fundraisers on the go. 
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  • Mobility: Process one-time and recurring gifts, accept payments quickly, analyze fundraising data using configurable reports, create and update records, and more while on the go. Connect with donors easily by accessing contact information, spotting them in nearby locations and viewing upcoming appointments. 
  • Email Marketing: Integration with Constant Contact ensures seamless communication and email marketing. Design, personalize and optimize emails using easy templates, update the system with automatic sync, report on campaigns and store unlimited history metrics. Phone, email and chat support is available from Constant Contact. 
  • Auction Management: Boost revenue via auctions, with tools for setting the bidding method and timeline, printing a catalog, and sending outbid text alerts. Track and combine donations, gather data from bid sheets, and manage guests and donations efficiently. Leaderboards help showcase sponsors and items and sell tickets. 
  • Automated Workflows: Save time on communications by automating task assignment, data updates, emails and staff alerts. Automation rules prompt different actions such as email notifications, field updates and pop-up messages. Also, create as many SmartActions and specific triggers as needed using custom filters. 
  • Account Integration: Manage financial statements, expenses and non-donor revenue using the installed or cloud-based features of QuickBooks. Capabilities include multiple account transactions, gift mapping to income and bank accounts, permission control, data file import, data customization and journal entries. 
  • Dynamic Screen:  Reduce data clutter by organizing donor records with SmartScreens. Automated actions include renaming field prompts, setting custom tab orders, marking required fields, hiding sections and fields, and more. It’s also possible to configure triggers based on preferences. 
  • Crowdfunding: Run effective fundraising campaigns using templates, customizable key fields and progress measures. Quick setup, customizability, integration options and organization style controls help manage the entire process efficiently. 
  • Batch Entry 2.0: Optimize data entry and minimize mistakes by confirming batch validity before posting. Prebuilt templates, editing for codes and unlimited batches are supported. 
  • Screen Designer: Configure screens by creating required fields, and customizing and simplifying workflows. Capabilities include editing field names and positions, hiding fields from donor records, modifying the tab order of screens, and more. 
  • Constituent Tracking: Nurture relationships with donors via phone calls, reminders and events, and target them with specific messages. Gather contact details, primary and secondary addresses, photo, pledge detail and history. Check status as a major donor, monthly donor, and volunteer. 
  • Email and Letter Personalization Send branded gift receipts that are populated with selected donor and gift data. Syncing data with emails and letters ensures every communication is personalized. 
  • Donor Targeting and Filtering: Analyze campaign success rates and segment donor groups using filters. It’s possible to control user access, make mass updates to specific records, fine-tune search results, set alerts, display desired calculations in records and more.  
  • Integrations: Support growth goals via integrations and partnerships across industries such as finance, accounting, auctions, online fundraising, advocacy, volunteer management, e-commerce and more. 
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  • Donor Management:  Manage donor information with demographics, interests, wealth and location details. Create rich profiles through social scraping from 200 sites. Identify existing network connections. 
  • Data Management: Data Management: Import and export contacts easily to manage donors, members, and volunteers. Search and segment with custom tags for targeted campaigns and communication. 
  • Email Management:  Send personalized trigger-based emails to databases for outreach, follow-ups, events and campaigns. Integrate with Gmail or Outlook to manage and track emails directly. 
  • Workflow Automation:  Set up sequences of automated events and actions for outreach, fundraising and marketing campaigns. Improve interaction rates with real-time personalized communication templates, set as per donor behavior. Automate task assignments such as call-backs and handwritten letters to improve productivity. 
  • Project & Fund Management:  Map projects, set up goals, track impact and send progress updates to donors. Gather stats and media to measure project success. Integrate with accounting apps for seamless fund management. 
  • Volunteer Management:  Manage volunteer engagement with easy online sign-ups and opportunity matching for work allocation. Track volunteer hours, set up automated follow-ups and thank you notes. 
  • Grant Management:  Manage incoming and outgoing grant proposals and documents, set up milestones and assign tasks to team members. Automate personalized follow-ups and track key metrics for reporting. 
  • Event Management:  Create and send invitations, reminders and post-event communication for fundraising events. Accept online sign-ups, andtrack attendees, tables and meals. Accept and process donations online. Integrate with accounting apps to measure ROI. 
  • Web Tracking:  Track real-time web engagement and donor behavior. Identify engaged donors and map content-based interests to set up automated follow-up calls and emails. Use analytics to dynamically vary the gift array and ask as per donor’s history. 
  • Lead Forms:  Use a drag-and-drop web form builder to collect leads by allowing users to sign up for events, download content, commit to action, provide feedback and apply for volunteering. Track conversions, respond quickly and make informed decisions based on real-time data insights. 
  • Reports:  Get scheduled reports on key metrics like funds, donations, grants, email engagement, direct mails, projects, campaigns, lapsed donors, staff activity, donor health and more. Filter and segment data for customized reports. 
  • Dashboard:  Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Collect useful insights for decision making at a glance. 
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Product Ranking

#6

among all
Nonprofit CRM Software

#26

among all
Nonprofit CRM Software

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User Sentiment Summary

Great User Sentiment 1507 reviews
Excellent User Sentiment 54 reviews
89%
of users recommend this product

DonorPerfect has a 'great' User Satisfaction Rating of 89% when considering 1507 user reviews from 4 recognized software review sites.

90%
of users recommend this product

Virtuous CRM has a 'excellent' User Satisfaction Rating of 90% when considering 54 user reviews from 2 recognized software review sites.

4.2 (14)
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4.4 (361)
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4.52 (27)
4.5 (969)
4.5 (27)
4.5 (163)
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Awards

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Virtuous CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Customer Support: According to 96% of reviewers who talk about this aspect, the support team is interactive, helpful, always available to respond and open to implementing user suggestions.
Ease of Use: The system is quite easy to navigate as observed by 98% of reviewers referencing this aspect.
Donor Management: Every user talking about this feature mentions it maintains complete donor profiles and tracks interactions.
Reporting: According to 61% of reviewers referencing this feature, it’s easy, versatile, helps make predictions and produces any dataset imaginable.
Easy to Learn: Knowledge base videos and webinars help in learning the platform, as observed by 81% of reviewers.
Customization: It’s easy to customize how and what to see in donor records, according to 85% of reviewers who mention this feature.
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User-Friendly Design: Virtuous CRM is recognized for its intuitive interface, which makes it easy for teams to learn and use effectively.
Comprehensive Toolset: The software provides a full set of features, including donor management, online donations, event management, and reporting, streamlining many fundraising tasks.
Effective Donor Management: Users appreciate the ability to track and manage donors, set reminders for important milestones, and acknowledge contributions.
User-Friendly Email Marketing: The built-in email marketing system allows for the creation of visually appealing emails and offers robust segmentation tools to target specific donor groups.
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Email: More than 62% of reviewers referencing this feature observed it’s a bit outdated, customizing templates is difficult and setting up email reminders is tricky.
Technical Glitches: All users referencing this aspect noted certain issues — closing too soon during inactivity, inability to go directly to the contact screen from the search results and more.
Duplicate Management: Finding duplicate accounts requires regular maintenance and it needs a better duplicate removal tool, as noted by every user talking about this element.
Price: Although many reviewers find it affordable, according to 55% of users the pricing for add-ons could be more public and less expensive.
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Reporting Limitations: Some users have reported that the reporting features in Virtuous CRM can be somewhat limited and difficult to navigate.
Data Sorting Challenges: A few users have noted that sorting data based on specific criteria can be cumbersome, making it challenging to find the exact information they need efficiently.
Bulk Upload Limitations: Power users have found that the bulk upload tools in Virtuous CRM are somewhat lacking in functionality, which can be a drawback for organizations that frequently import large volumes of data.
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DonorPerfect is a comprehensive fundraising solution, helping nonprofits nurture donor relationships and manage common tasks like donations and emails. The system is pretty easy to use and learn, and has a helpful support team. Users also note its robust reporting and customization features as central benefits. However, it suffers from certain technical glitches, and the email and duplicate management functionalities need improvement. Overall, it’s a good fit for nonprofits who’re in search of a robust donor management platform.

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Is Virtuous CRM truly virtuous when it comes to meeting the needs of nonprofits? User reviews from the past year paint a largely positive picture, highlighting its user-friendly design and robust automation features as major advantages over competitors. For instance, users rave about the platform's intuitive interface, which simplifies complex tasks like donor management and fundraising. They particularly appreciate the automation capabilities, such as automated email campaigns and donation processing, which free up valuable time and resources. However, some users have voiced concerns about limitations in reporting customization and occasional sluggish performance. While Virtuous CRM excels in core areas like donor management and automation, its reporting features may not be as flexible as some users require. Additionally, some users have reported instances of slow loading times, which can hinder productivity. Despite these drawbacks, Virtuous CRM remains a popular choice among nonprofits, particularly those seeking a user-friendly and feature-rich solution at a competitive price point. Its intuitive interface, coupled with its powerful automation tools, makes it ideal for organizations looking to streamline operations and enhance donor engagement. However, organizations with complex reporting needs or those requiring lightning-fast performance may need to weigh these factors carefully.

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