CanadaHelps Donor Management System Features

CanadaHelps Donor Management System

Built for Canadian Charities by a Canadian Charity

4.64/5 (11 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Alumni Management
CRM
Campaign Analytics
Campaign Management
Campaign Segmentation
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
Learn moreCompare App
ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Alumni Management
CRM
Campaign Analytics
Campaign Management
Campaign Segmentation
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Alumni Management
CRM
Campaign Analytics
Campaign Management
Campaign Segmentation
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drag & Drop
Electronic Payments
Email Marketing
Event Management
Event Ticketing
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Summary Reports
Third Party Integrations
Volunteer Management
Web Forms
Visit WebsiteCompare App

CanadaHelps Donor Management System Feature Reviews

10 reviewers had the following to say about CanadaHelps Donor Management System's features:

Natashia R.

A great Donor Management System

2021-09-23

Pros

I like how the donor management system is organized and how I can easily view a donor past contributions with the the click of one button.

Cons

I like everything this Donor Management System has to offer, and have yet to find an option that doesn't work for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hi Natashia, thank you for leaving a review! It's great to hear that you are enjoying the use of the CanadaHelps DMS. We appreciate our partnership and look forward to continuing to support you and your organization.

Read more
Kimberley O.

Quick customer service

2021-09-22

Sending out our newsletter to over 1400 people is easy and efficient.

Pros

Responding to donors from the Donor Management System is a breeze as is the ability to customize letters.

Cons

It can be difficult to customize reports and the information I have to sift through is very extensive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Thank you for taking the time to leave us a review Kimberley! It's great to hear that we're helping to make things like donor communication easier for your organization and that you would recommend the DMS. We have heard your feedback and improving the reports is in the pipeline! Thanks again for this feedback.

Read more
Alistair J.

Verified Reviewer

Another Home Run for CanadaHelps

2021-09-22

The CanadaHelps team has been an incredible partner and a significant resource for our charity. They are personable, responsive and capable. We feel privileged to have a partner that truly "gets" the charitable sector, understands our challenges and promotes our causes.

Pros

Modern, intuitive, powerful, backed by a technical and customer service team that is second to none.

Cons

The Opportunities tab has lots of room for development as a recurring grant management tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Thank you for leaving a review Alistair, our Product Team always appreciate your thoughtful feedback. We are so happy to hear that you regard us as a partner and the feelings are mutual - we look forward to our continued partnership!

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Roxanne D.

CanadaHelps DMS review from The Children's Book Bank

2021-11-25

It was a fun experience and really great to be a part of this new feature of CanadaHelps from the start.

Pros

So far the DMS has been very helpful for our team to organize and execute fundraising campaigns - including the MailChimp integration.

Cons

There are still some bugs - duplicate contacts from importing our original lists.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hello Roxanne, thank you for taking the time to leave us a review.
We're happy to hear you found the DMS helpful for organizing and executing your fundraising campaigns. We have noted the demand for monthly payment options and are looking into ways to make the DMS more accessible in this regard. Thanks again for leaving your feedback.

Read more
Gracia S.

DMS Review by a staff of CareImpact

2021-11-10

It's been a great tool to communicate with our donors consistently

Pros

It was easy to migrate our existing contacts and it's very easy to contact the helpdesk with my queries.

Cons

Maybe a feature where we can import in contacts using a csv file would be useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hi Gracia, thank you very much for leaving a review. We're glad that you find the support for our DMS helpful. We are working on more content to support charities using our DMS and spreading the word so more charities know how a DMS can benefit them! We hear you on the cons and we are thinking about these pieces - I can let you know a bulk import tool is on our roadmap. We look forward to continuing to support you and your team at CareImpact!

Read more
Kathy B.

New to DMSing

2021-11-12

We are able to start generating regular newsletter and fundraising campaigns with greater ease.

Pros

It is great to have all our contacts in one place.

Cons

There are a few key part of the software that I would like to see improved including uploading new contacts in bulk (without having to use another email communication program).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hi Kathy, thank you so much for leaving us a review. We're happy to hear our support team is helping you with the learning curve, that's what we're here for. Also great to hear that newsletter and fundraising campaigns have gotten easier with the CanadaHelps DMS. The feedback you are providing us is very useful. I'm happy to share that we are working on a bulk import tool for the DMS in the near future and the placement of the unsubscribe position should be fixed this or next week so stay tuned! Do reach out to us if you have any other feedback. Thanks again for taking the time to leave a review.

Read more
Tyler G.

Great for tracking donors

2021-09-22

Pros

The software is able to track and organize donations of individuals who contribute to our organization. In addition, the simplicity to send thank you messages is great along with sending taxable receipts.

Cons

Finally large donor importing is not available at this time so you must manually enter one individual at a time.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Thank you for the transparent feedback Tyler! We look forward to supporting you and your team with the CanadaHelps DMS. We have batch imports on the roadmap and are excited to work on the best importing solution out there.

Read more
Cecile K.

Excellent donor management system for charities

2021-12-07

The DMS from Canada Helps is very user-friendly and has all features a charity needs to have in order to manage donor information and to support communication regarding donor stewardship.

Pros

The great things about this software are the donation forms, emails can be sent out of DMS (individual and groups), the ease of batch adding contributions and issuing tax receipts.

Cons

There is no integration with Quickbooks Online and regarding tax receipts - it is a challenge in the back end to have to cancel a tax receipt (e.g., if an address has changed), then re-add every single contribution, then re-issue a new tax receipt.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David C M.

Converted from homegrown legacy system which has become outgrown.

2021-09-23

Excellent support for our conversion.

Pros

Ease of use, integration with our Accounting System (Sage).

Cons

Just beginning to explore, now that we have converted history.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hello Dave, thank you for leaving a review! We are glad you are enjoying the use of the CanadaHelps DMS and the donations of securities feature so far. We look forward to supporting you and your charity as you continue to grow and explore our DMS.

Read more
Danielle G.

Happy with the switch!

2021-09-22

We're really enjoying it and look forward to the improvements that are to come that we don't even know we need yet. We are so happy with the way Canada Helps has taken our feedback to make the system better and I would recommend it to any small charity in a heartbeat.

Pros

We have greatly benefitted from the support of our main contact who onboarded our team to the system, and continue to ask questions as they come up.

Cons

As with anything new, it took some time to get on board with the DMS, and Canada Helps was still tweaking things to make the system better. It is in a much better place now after working on some improvements, and was WELL worth the time to switch from our old system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CanadaHelps


Hi Danielle, thank you for taking the time to leave a review. We're so happy to hear you're enjoying our fundraising tools and DMS. We've definitely come a long way and will continue to take feedback from our charity partners! We have many features and improvements in store.

Read more