Categories:

#92

DonorSnap is ranked #92 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

DonorSnap Pricing

Based on our most recent analysis, DonorSnap pricing starts at $39 (Monthly, Freemium).

Price
$
$
$
$
$
i
Starting From
$39
Pricing Model
Monthly, Freemium
Free Trial
Yes, Request for Free

Training Resources

DonorSnap is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for DonorSnap:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

DonorSnap Benefits and Insights

Why use DonorSnap?

Key differentiators & advantages of DonorSnap

  • Effective Donor Management: Manage fundraising activities and information efficiently. Generate personalized thank you letters, collect online donations, send mass mailings, create and embed online forms, and keep team members updated with dashboard apps. It’s possible to check top donors, recent donations and pledge summaries, as well as set up goals to track specific campaigns. 
  • Better Understanding of Supporters: Understand supporters thoroughly and ensure effective personalized communication. Customize messaging and fundraising tasks based on their past involvement to increase engagement. 
  • Save Time: Simplify workflows to make more time for core business functions. Store and access data from a single place, ensuring there are fewers systems to learn and fewer passwords to remember. 
  • Enhanced Communication Management: Automate relevant communications based on user activities and preferences. Thank donors, ask volunteers for help and send newsletters to members. Send personalized communications via email, print or mail.  
  • Analytical Reporting: Increase engagement and fundraising through a deeper understanding of data. Schedule canned and custom email reports for inbox delivery. Access power custom reports to understand supporters better. 
  • Improved Productivity: Work more efficiently by customizing dashboards as needed, choosing essential apps and performing other activities. It’s also possible to create goals, as well as keep track of engagement and fundraising. 

Industry Expertise

Serves nonprofit organizations.

DonorSnap Reviews

Based on our most recent analysis, DonorSnap reviews indicate a 'great' User Satisfaction Rating of 84% based on 6 user reviews from 1 recognized software review sites.

User satisfaction level icon: great

6 reviews

84%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of DonorSnap reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • User-Friendly Interface: DonorSnap is lauded for its intuitive design, making it easy for users to navigate and utilize its features, even without extensive technical knowledge.
  • Tailored Customization: Nonprofits value the ability to customize the platform to align with their unique processes and requirements, ensuring the system adapts to their specific needs.
  • Strong Customer Support: DonorSnap's customer support team receives consistent praise for their responsiveness and helpfulness, often going the extra mile to resolve user issues effectively.
  • Budget-Friendly Pricing: DonorSnap is considered affordable, especially for smaller nonprofits, offering a valuable solution without straining their budget.

Cons

  • Limited Customization: While DonorSnap offers some customization features, some users find them insufficient for their specific needs. For example, there might be limitations in tailoring certain workflows or integrating with industry-specific tools.
  • Learning Curve for Advanced Features: Although generally user-friendly, utilizing the full potential of DonorSnap, such as complex reporting or automation, may require time and training to master.

Researcher's Summary:

Is DonorSnap a CRM solution that makes users want to "snap" it up? User reviews from the last year indicate that DonorSnap is a solid CRM option for nonprofits, especially those on a budget. Users rave about its intuitive interface, making it a breeze to navigate. The platform's robust donor management tools, such as tracking donations and generating comprehensive reports, have garnered significant praise. Additionally, the responsive customer support team is a major plus for many users, providing timely and helpful assistance when needed. However, some users have pointed out that the initial setup can be a bit daunting, particularly for those new to CRM systems. The learning curve can be steep for some, requiring more time investment upfront. While DonorSnap excels in core functionality, it may lack some advanced features found in pricier CRM solutions. For instance, some users desire more customization options to tailor the platform to their specific needs. Despite these minor drawbacks, DonorSnap's affordability, user-friendliness, and comprehensive features make it a compelling choice for small to mid-sized nonprofits seeking a practical CRM solution without breaking the bank.

Key Features

  • Online Donations: Create online donation forms to solicit and receive payments. Generate new forms, customize settings, drag and drop important fields, add forms to the website and store data automatically. Also, schedule recurring donations on quarterly, monthly and annual basis. 
  • Quick Search: Built in search tools help find contact information easily and quickly, while reporting tools help analyze performance. Check all the information regularly through custom dashboards. 
  • Automated Communication: Customize communication with supporters such as welcome emails, birthday wishes and birthday fundraiser hosting suggestions. Set up automated alerts for large donations and personally follow up with donors. 
  • Clean Data: Eliminate duplicate data entry and combine existing duplicate data using helpful alerts. This saves money on wasted mailings and helps find the right information quickly. 
  • DataMiner Platinum: This query tool fetches useful information from the database. Use it for complex logic queries and simple filtering, create new queries easily, and review and utilize the results. 
  • Mass Email Campaigns: Send mass emails to the entire database, up to twice the subscription’s contact limit. Create an email list and target emails to lapsed donors, volunteers and people who showed interest in the same campaigns in the past. It supports images, form links and mail merge. 
  • QuickBooks Integration: Direct integration with QuickBooks Online and QuickBooks Desktop eliminates duplicate data entry, and enables export and import of all work. 
  • Batch Acknowledgments: Generate customized acknowledgement letters in bulk to thank donors for any type of transaction. The system groups together donation types based on batch codes, assigned to the contributions.  
  • Database Customization: Capture important organizational information by customizing the database. Fields include text, date, numeric, yes or no, and single or multiple select lookups for any data screen. Modify standard page view for each screen and create tailor-made screen views for specific users. 
  • Dashboard Apps: Create a custom view of user-specific data. Place the most-used and relevant apps in the front and center. View goals progress, find contacts for updating, check pending tasks, stay updated about free upcoming training and see current unacknowledged donations. 
  • Donation Records: Check complete donation history for every user at a glance, categorize donations using user-defined fields, drill down into donations thoroughly and track soft credits. 
  • Mobile App: View donation and pledge history, contact information, notes and pledges. Take and upload pictures, view contact details and add new notes while on the go. 
  • Moves Management: Target major donors by cultivating their contributions using a host of flexible tools. Monitor the cultivation process using DataMiner Platinum queries, and keep detailed notes for each contact. A tickler file system helps set up detailed plans for each donor with automatic email reminders and assignments. 
  • Pledge Tracking: Efficiently manage the pledge process from beginning to end. Create pledges easily, monitor their status and activity, check donation forecast reports, and apply donations to outstanding pledges. 
  • Contact Management: Track all donors, contacts, grants, volunteers, members and various types of constituents. 
  • Membership Management: Monitor renewal dates and membership levels, check reports at a glance, and pull reports to know who to notify of an expiring term. 
  • Volunteer Tracking: See volunteer hours, activities, comments and dates in a separate tab. Add new records directly and check complete volunteer history. 
  • Secure Data Management: Multiple data storage locations, secure hosting and redundant backups help keep data safe. Determine who can access the database with authorizations and control what users can do. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Outdated and clunky email tools. 
  •  Minimal reporting functionality. 
  •  Lacks built in dashboards. 
  •  Small text size. 
  •  Navigation isn’t easy. 

Suite Support

Extensive help articles, videos and tutorials are available on topics such as communication tools, reports, contacts and records, online forms, maintenance and setup, integrations, and more.

mail_outlineEmail: [email protected].
phonePhone: Not listed.
schoolTraining: Private training available for new users through guides, handouts and articles. Free weekly training webinars are offered for new and existing users. Additionally, customized private training is also available.
local_offerTickets: Not mentioned.
Banner of Pricing guide for DonorSnap

Pricing for Financial Services CRM Software

Banner of Pricing guide for Financial Services CRM Software
Your review has been submitted
and should be visible within 24 hours.
Your review

Rate the product