DonorPerfect Mobile vs Precoa Mobile

Manage donors and accept donations from anywhere. Designed for nonprofit professionals on the go, this fundraising app is built for current DonorPerfect users, giving you mobile access to your fundraising system and tools to accept donations and keep your records up to date. Whether you're at an event, meeting with a donor, or away from your desk, DonorPerfect Mobile helps you record activity, process gifts, and stay organized in real time. Accept donations anywhere • Process secure credit card donations in seconds • Use a card reader to accept tap, chip, or digital wallet payments for fast, in-person donations • Record gifts immediately to streamline donation processing Build donor relationships • Call, text, or email supporters directly from their profiles • Dictate notes using voice-to-text and save updates instantly • Automatically log interactions to keep records up to date Plan your outreach • Find donors near your current location for more efficient outreach • Review giving history and engagement before every visit Stay organized • Manage tasks, meetings, and fundraising campaigns • Add new donors and update records on the go • View reports to track progress and performance DonorPerfect Mobile is available to current DonorPerfect customers. A valid DonorPerfect login is required to use the app. Not a customer yet? Visit donorperfect.com to learn more about our nonprofit CRM and fundraising software. Join 75,000+ nonprofit professionals who trust DonorPerfect to manage donor relationships and support their fundraising efforts.

Location-Aware Sales Engine Our new lead mapping technology pinpoints sales-ready leads in the same neighborhoods as your existing appointments. Additional appointment opportunities are always one tap of a button away. Action Driven Design We’ve designed Precoa Mobile to emphasize actionable insights, so your preneed team can make the most of every moment in their day. Every preneed sales driver, including today’s appointments, follow-ups, resulting, and home visits nearby, are all available at their fingertips. Every Touchpoint With Every Family Any time contact is made with a family, we have a record of it. With Precoa Mobile, every touchpoint is easily accessible before each appointment, ensuring advance planners understand every step in a family’s journey to preneed. Instant Notifications When the Funeral Planning Center® sets an appointment, our system immediately sends a push notification to your phone, making appointment setting an even more seamless experience. It’s a fully-integrated system.