Bloomerang CRM Features

Based on 363 Bloomerang CRM reviews. Reports on various important data and metrics.

Based on 361 Bloomerang CRM reviews. The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts. 330 reviewers of Bloomerang CRM have provided feedback on this feature.

Profiles for each donor including contact information, interaction history, and giving history. This feature was mentioned in 367 Bloomerang CRM reviews.

Allows users to customize their home page to display the information relevant to their role and tasks. 299 reviewers of Bloomerang CRM have provided feedback on this feature.

Based on 345 Bloomerang CRM reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

As reported in 341 Bloomerang CRM reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Based on 317 Bloomerang CRM reviews. Provides standard templates for letters and emails and/or allows users to create their own.

Based on 326 Bloomerang CRM reviews. Creates custom fields to track information about donors or gifts that is specific to an organization.

Based on 321 Bloomerang CRM reviews. The ability to plan and execute fundraising campaigns based around specific goals.

The ability to accept donations online via a website, social media, or mobile device. This feature was mentioned in 327 Bloomerang CRM reviews.

As reported in 200 Bloomerang CRM reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval. This feature was mentioned in 326 Bloomerang CRM reviews.

As reported in 144 Bloomerang CRM reviews. The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk. This feature was mentioned in 207 Bloomerang CRM reviews.

Tools to create, customize, and send out mass marketing emails to specific donor groups. This feature was mentioned in 328 Bloomerang CRM reviews.

Based on 267 Bloomerang CRM reviews. Tools to create paper flyers and other mailings to be sent via direct mail.

Tracks action steps and notes for each prospective donor in the donor pipeline. 244 reviewers of Bloomerang CRM have provided feedback on this feature.

Records gift pledges and updates remaining amount based on installments. This feature was mentioned in 260 Bloomerang CRM reviews.

Allows electronic files to be uploaded and stored within donor profiles. This feature was mentioned in 249 Bloomerang CRM reviews.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. 334 reviewers of Bloomerang CRM have provided feedback on this feature.

Stores event registration and ticketing information collected through online forms or manual data entry. 194 reviewers of Bloomerang CRM have provided feedback on this feature.

Based on 275 Bloomerang CRM reviews. Downloads gift information from integrated fundraising tools into donor profiles.

As reported in 238 Bloomerang CRM reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.

Based on 254 Bloomerang CRM reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Based on 156 Bloomerang CRM reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Based on 241 Bloomerang CRM reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.

Based on 209 Bloomerang CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 120 reviewers of Bloomerang CRM have provided feedback on this feature.

Based on 199 Bloomerang CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities 116 reviewers of Bloomerang CRM have provided feedback on this feature.

Based on 165 Bloomerang CRM reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Based on 234 Bloomerang CRM reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Based on 185 Bloomerang CRM reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Based on 244 Bloomerang CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Based on 235 Bloomerang CRM reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Based on 210 Bloomerang CRM reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time.

Based on 159 Bloomerang CRM reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending.

Based on 209 Bloomerang CRM reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.

Based on 133 Bloomerang CRM reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Based on 95 Bloomerang CRM reviews and verified by the G2 Product R&D team. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Based on 60 Bloomerang CRM reviews and verified by the G2 Product R&D team. Syncs with accounting software to track grant expenditures against budget and support financial audits.

Based on 112 Bloomerang CRM reviews and verified by the G2 Product R&D team. Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Based on 59 Bloomerang CRM reviews and verified by the G2 Product R&D team. Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Based on 51 Bloomerang CRM reviews and verified by the G2 Product R&D team. Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Based on 47 Bloomerang CRM reviews and verified by the G2 Product R&D team. Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.

Based on 71 Bloomerang CRM reviews and verified by the G2 Product R&D team. Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.

Based on 88 Bloomerang CRM reviews and verified by the G2 Product R&D team. Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Based on 56 Bloomerang CRM reviews and verified by the G2 Product R&D team. Manages payment schedules for awarded grants.

Based on 51 Bloomerang CRM reviews and verified by the G2 Product R&D team. Tracks grant budgets to ensure expenditures are not exceeding established limits.

Based on 62 Bloomerang CRM reviews and verified by the G2 Product R&D team. Generates email alerts for grantees as funds are awarded and disbursed.

Based on 67 Bloomerang CRM reviews and verified by the G2 Product R&D team. Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.

Based on 103 Bloomerang CRM reviews and verified by the G2 Product R&D team. Allows users to customize the data they can view at-a-glance.

Based on 48 Bloomerang CRM reviews and verified by the G2 Product R&D team. Searches for open RFP opportunities based on grantseekers' identified focus areas and location.

Based on 55 Bloomerang CRM reviews and verified by the G2 Product R&D team. Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

As reported in 15 Bloomerang CRM reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 15 Bloomerang CRM reviews.