What I like best about Bloomerang CRM is how intuitive and user-friendly the platform is. It makes it easy to manage donor information, track interactions, and run reports all in one place. The constituent timelines and dashboards provide a clear view of giving history and engagement, which helps our team better understand and steward our donors. I also appreciate the strong reporting capabilities and responsive customer support, which make it easier to get the data we need and resolve questions quickly for our Engagement team. Review collected by and hosted on G2.com.

New Donor automations do not account for household giving history, so individual donors may be flagged as “new” even if the household has been giving for many years, requiring manual review. Journey Automations rely on the “Relationship Manager” field, which required us to migrate data from a custom field to ensure proper assignment. Journey Automations currently work only with static Groups, not dynamic Groups, which makes it more difficult to manage groups that update frequently (such as recurring donors). Duplicate accounts can be created from online donations through Fundraising if donor information (email, name, etc.) does not exactly match the original record using Fundraising suggestion matching logic. When our recurring donors migrated from GivingFuel to Bloomerang we were not aware that they would not be able to sign up for a bloomerang online account to manager their giving account online. For them to do so, they have to cancel their gift and re-sign up again to create a new account which is inconvenient for our long time donors. Review collected by and hosted on G2.com.

I love how easy it is to onboard, implement, learn, and use. The design is straightforward and easy to follow, and the platform itself is organized in a very simple, intuitive way. In addition, Bloomerang now integrates with QGiv, along with Quickbooks, which makes keeping records much simpler. (Quickbooks can be mapped in either or both directions.)

Bloomerang also allows organizations to send out communications, track their progress, and automatically record any actions. More recently, Bloomerang has added a large amount of AI capabilities that look promising.

Customer support is pretty good with Bloomerang with usually a response time of 24-48 hours. Review collected by and hosted on G2.com.

Quickbooks works with multiple payment processors which can be confusing. In addition, I find that I usually have to clean data on occasion - nothing major but sometimes the integrations (due to how mapping occurs) can create duplicates. Review collected by and hosted on G2.com.

It connects to our fundraising pages and event forms, which saves us a lot of double entry. Review collected by and hosted on G2.com.

We’ve run into some confusion about when to use the CRM versus when to use the Fundraising pages. For example, when I edited a gift in the CRM that was originally made on the fundraising page, those changes didn’t carry over to the Fundraising software. This likely comes down to learning the software better, but it has still been a point of frustration at times. Review collected by and hosted on G2.com.

I find Bloomerang CRM to be intuitive, even without formal training, which is great. It's user-friendly, and I can figure most things out on my own. I particularly like the ability to copy emails directly into the CRM. Managing relationships is important to me, and Bloomerang CRM helps by keeping track of details and communication with donors, which is key to building trust and growing relationships. I appreciate how uncomplicated the technology is, allowing me to move quickly. Compared to Blackbaud, which I've used in another organization, Bloomerang CRM is much more intuitive. Review collected by and hosted on G2.com.

It would be helpful to have the ability to have more than one main contact, which is especially important for some businesses. I had some problems with accessibility as I use voice recognition software. Review collected by and hosted on G2.com.

The system is user-friendly, with tools that are simple yet effective. The communication features available in the system help enrich and sustain our relationships with supporters and donors.

Blomerang provides good and fast support to our users. They also provide great help and documentation on using the syste, including videos and webinars.

Furthermore, they provide API access which enabled us to integrate the system with our Finance system as well as student information system. We also use the Engagement Meter to identify at-risk donors and send personalized outreach Review collected by and hosted on G2.com.

The system does not provide us with gradual user permissions. Compared with other systems, Bloomerang fails to offer user permissions for specific groups of constituents or for different tools. Review collected by and hosted on G2.com.

I really appreciate how the trainings with Bloomerang CRM have been very helpful for emails and donor correspondence. The software is available to create appealing emails, which has been great. It also tracks our email open rates, so we can get an idea of what sort of content is helpful to our donors. I've used it to create Excel spreadsheets for mailings and to generate lists for other purposes. Also, I've recommended Bloomerang to friends and colleagues many times, and I'm likely to give it a ten for likelihood of sharing. Review collected by and hosted on G2.com.

I'm still learning the program, so I'm not necessarily sure what could be improved. However, the initial setup was very lengthy, and I had a lot of information to type in. Review collected by and hosted on G2.com.

I use Bloomerang CRM on a daily basis. The mobile app is super helpful when I'm out of my office meeting with donors.

Bloomerang's intuitive dashboard allows me to quickly record interactions with our donors. The ability to attach a document (for example, my notes from conversations with donors) to a specific donor's profile is a huge plus. The timeline graphics allow a quick visual of individual donor's interactions with our organization.

The "report" function is great for helping us with strategic planning and special project campaigns, since we can segment our communications with donors. Review collected by and hosted on G2.com.

I wish the donor timeline were more compact, so I don't have to scroll down for the full picture of interactions. Review collected by and hosted on G2.com.

Segmenting donor lists is incredibly helpful. I love being able to break down our donors by previous giving amount and likelihood for future giving. Review collected by and hosted on G2.com.

It is frustrating that an imported list of contact is immediately signed up for all communications and that we must manually opt out each list. For example, if we have just one email we need to send to a new list of people, but we don't have permission from that list of people to get all emails, we must then opt them out manually. This is time consuming. Review collected by and hosted on G2.com.

I really like that Bloomerang CRM integrates with Bloomerang Fundraising QuickGive and QuickBooks. It works with a lot of the existing platforms that we use. It's great that you are able to integrate directly without using a third party, just by using an API key. This helps keep the data organized and flowing in the right direction. Review collected by and hosted on G2.com.

The one issue that I do have, but that it's easily managed with very little time investment is that sometimes transactions will come through, and create duplicates as opposed to identifying organizations as being the same or individuals as being the same. So the CRM setup did take a lot of work on the front end. We had to not only clean and source and gather a lot of our data from current Excel spreadsheets. We also had to make sure that the mappings were correct and that the transactions, you know, were accurate and entered in the way that we wanted them to be entered in the future. It did take a few months. Review collected by and hosted on G2.com.

It’s easy to maintain accounts and create spreadsheets. Review collected by and hosted on G2.com.

It sometimes fails to catch duplicates, which can lead to inaccurate retention percentages. It also doesn’t communicate as smoothly as it should with its fundraising counterpart, so the integration feels incomplete at times. Review collected by and hosted on G2.com.