Bloomerang CRM Reviews & Product Details

What I like best about Bloomerang CRM is how easy and intuitive it is to use, while still offering so many powerful tools to help me understand and engage with our donors. I can access real-time data, gain better insights into donor behavior, and use that information to make more informed decisions rather than simply entering and managing records. It genuinely feels like Bloomerang is an extension of my Development team, helping me work smarter and more strategically.

The AI tools have also been incredibly helpful, providing immediate guidance when I have questions, helping me navigate the system, and making it easier to explore and understand my data. There is so much functionality available that I’m continually finding new ways to use the platform to strengthen our fundraising efforts and be more successful in my role. Review collected by and hosted on G2.com.

So far, I haven't encountered any significant downsides or features that I find unhelpful. I'm still learning everything Bloomerang has to offer, and my experience has been very positive. As I continue to explore the system, I'm sure I'll discover areas for improvement, but at this point, I’m happy with the platform and the tools it provides. Review collected by and hosted on G2.com.

I love the Communication feature of BL, and being able to send various messages with images and our logo, to specific constituents. And then being able to see the touchpoints of the message. The AI features have been very useful and generally helpful in providing instructions or referring me to open a ticket with a representative Review collected by and hosted on G2.com.

I wish that BL had an integration with the OneCause platform b/c we already have a subscription to OneCause and it would make gift booking more streamlined for our large events like Galas and Golf Tournaments and Reunion. I know about BL Fundraising, but unfortunately, we haven't purchased this, and cannot at this time for budget reasons. Review collected by and hosted on G2.com.

What is not to love?! I love that you can do so much within one database. We can receive donations, track donations, send tax reports, send donation acknowledgements, create custom reports, and send mass emails so there is no need for additional mass email subscription services. I especially love the Bloomerang AI assistant, it's been the most helpful I've ever used. I also love the option it has of sending an email from your external email account and have the actual email show up in the timeline. Oh, and I love that you can track who has opened emails. Review collected by and hosted on G2.com.

I think the "forms" section can be improved. I would like the option of more advanced customization of a basic form and having a link to post on our website. Currently, the creation of forms is extremely limited on the CRM side. If I try to do it on the Fundraising side, I have to include payment information and that is not always needed. I also think the recurring payment schedules could be improved on. There are times when we have a recurring payment that is non tax deductible, but I don't have the option of marking it as such. I have to delete the schedule every time a new payment is made and add the payment as a new donation instead. Review collected by and hosted on G2.com.

I like the user interface of Bloomerang CRM because it is easy to use. I also appreciate how it allows us to converse directly with each donor, which is crucial for managing our donor database and speaking intelligently to each supporter. The fundraising tools are particularly useful, enabling us to create campaigns tailored to the giving levels of each donor, which adds a level of intelligence we didn't have before. There are many capabilities like newsletters and bulk communications that I haven't explored yet, but plan to in the coming year, showing that there is a lot of potential yet to be tapped into. Review collected by and hosted on G2.com.

I think Bloomerang CRM could really improve in terms of intelligence and intuitiveness for creative tasks. I haven't fully embraced the newsletter and bulk communications features yet because they require me to create and personalize my brand elements, which isn't as intuitive as I'd like. The CRM isn't intelligent enough yet for these tasks. Also, I would love to see an integration with Canva since I already have a lot of creative elements built there. That integration would be a nice touch, but perhaps it exists and I just haven't found it yet. Additionally, I've noticed an issue with donors creating several different accounts, resulting in duplicates, which needs to be fixed. Review collected by and hosted on G2.com.

Our team has really loved using Bloomerang so far. We especially appreciate that the fundraising tools integrate directly into the CRM, and that it also connects with our QBO. For the quality of the system, the price we pay feels unmatched.

Onboarding was definitely a process for us, but we also tried to fast-track it. Even so, our specialists were very helpful—especially our coach, who made sure everything was set up correctly, answered all of our questions, and caught things we might have missed. We also love the AI integration, which helps us pull reports and level up our asks.

Since we’ve been using the CRM, we’ve been very successful with our events and our campaign(s). Whenever a question comes up, support has been helpful and quick with answers and solutions.

Overall, it’s a great product to use day to day. We’ve only run into one technical issue, and it was fixed within a couple of hours after we reported it to support. Review collected by and hosted on G2.com.

We’ve only run into two areas we’ve struggled with in the CRM. First, the emails aren’t as dynamic as what we’re used to. Second, we can’t split transactions that include a donation and a gift assist into two different funds the way we normally do. Because of that, we have to go in each day and update those manually. Review collected by and hosted on G2.com.

Bloom integrates with Quickbooks online and creates a sales receipt for each donation in Quickbooks. This allows me to enter a check donation once into Bloom and it flows to Quickbooks. When donations are made through QGiv, the sales receipt is created in Quickbooks and does not require any entry on my part. These features have saved me approximately 20 hours per week! Review collected by and hosted on G2.com.

The finance reports for mission teams do not easily allow for different types of donations to be segregated on the finance reports. It is difficult to discern between mission team fee payments and donations for mission team projects. Review collected by and hosted on G2.com.

Bloomerang makes our development work feel organized and actionable, rather than like we’re constantly chasing information. Review collected by and hosted on G2.com.

I think Bloomerang is fairly user-friendly overall, but some things take more steps than they should. Building very specific reports or lists can sometimes be frustrating, and I occasionally find myself having to figure out workarounds to get the exact information I need. Review collected by and hosted on G2.com.

I like how easy the platform is to use, and how smoothly it interacts with other Bloomerang platforms (Bloomerang Fundraising, etc.). I also appreciate the large learning base, which makes it easy to research different ways to accomplish tasks. Review collected by and hosted on G2.com.

There’s a vast amount of very helpful information available, along with many different ways to create reports or complete tasks. At times, the sheer number of options can make the interface feel cumbersome to navigate. Review collected by and hosted on G2.com.

I really like the Timeline feature in Bloomerang CRM. It provides the whole picture of a donor's giving history, which is super helpful. We often need information about particular donors' past giving and comparisons to previous years, and the Timeline lets us get that quickly. Additionally, the initial setup was way easy, which I appreciate. Review collected by and hosted on G2.com.

The tax summary in Bloomerang CRM is not very customizable, and we really need more fields on it. Specifically, it would be helpful to have the donor's contact information and a column for the fund name. Review collected by and hosted on G2.com.

I love Bloomerang CRM for its ease of use and user-friendliness. It's very easy to navigate and update things, like adding gifts and tracking gift acknowledgments. The integrations with other tools like Bloomerang Fundraising and Bloomerang Volunteer are incredibly helpful. The ability to send donor letters, updates, and specific information to filtered groups is also fantastic—whether it's for those interested in cats, dogs, or different campaign prospects—which makes tracking super beneficial for us. Overall, it's been super helpful for our organization. Review collected by and hosted on G2.com.

N/A - the service is excellent. Review collected by and hosted on G2.com.