Why I chose Bloomerang for our CRM
November 28, 2017

Why I chose Bloomerang for our CRM

Tess DeGeest | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Bloomerang

We use Bloomerang for tracking donors, donations, volunteers, event registration and online giving. Bloomerang is our core client relationship management system.

Pros

  • Bloomerang is very intuitive and user-friendly, even for staff and volunteers that are not technologically oriented or experienced.
  • Bloomerang is built on the concept that donor retention is key with a dashboard that shows donor's love (on fire to cold) for each constituent, making for a very quick survey of current relationship status.
  • Bloomerang has a fabulous tech and user support staff making it easy to reach out with questions. We have never had to wait for someone from Bloomerang support to chat online!
  • Bloomerang incorporates online giving and event registration seamlessly.
  • Bloomerang can export to QuickBooks easily.

Cons

  • Event registration could be improved by adding the ability to select more than one item in a transaction. This would allow for a single transaction to include multiple types of registrations and/or sponsorships.
  • Adding the capacity to "undo" a data import would reduce anxiety around adding data en mass.
  • Additional standard reports would be helpful for those without deep experience with donor database usage.
Bloomerang's dashboard, conceptual design based on donor retention and user-friendliness made it more appealing. The relative cost-value was hands down better than it's competitors. The sales team was highly knowledgable and customer support was and is outstanding.
Bloomerang is well suited for small to mid-sized non-profits who want more than a basic donor management system but don't want to pay a premium for a larger or highly sophisticated database. Bloomerang is great for non-profits that don't have a dedicated database person because all staff can use it. Bloomerang is a savvy, flexible database for a fraction of the cost of other, Cadillac models.

Comments

  • Steven Shattuck | TrustRadius Reviewer
    Thanks, Tess! Since your review, we have added a number of report templates, with plans to add more! Loyal Donors Revenue from individual donors who have given every year from 2015-2019 Top Donors Donors ranked by total revenue over the last 2 years Newest Donors First-time donors from the last 90 days Monthly Donors Donors with an active recurring gift schedule, or 12+ gifts in the last 365 days High Potential Donors Donors with both a high engagement score and a high generosity score Call List Template Default columns and filters to include in any call list. Just add your own criteria for who to call! LYBUNT Constituents who gave last fiscal year but not this fiscal year SYBUNT Constituents who gave some fiscal year but not this fiscal year Downgrades Constituents who gave less this fiscal year than last fiscal year Household Averages Average raised this fiscal year and last fiscal year by household Pledge Reminders Pledges with a payment due next month One-Time Donors Constituents who have only given once Pledge Details Outstanding pledges with pledge payments to date Online Donations Donations received from online forms Employer Relationships Employees grouped by their employer Projected Cash Flow Pledges and Recurring Donations with projected revenue this fiscal year

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