[ Bloomer... Reviews ](https://www.g2.com/products/bloomerang-crm/reviews) [ Bloomer... Reviews ](https://www.g2.com/products/bloomerang-crm/reviews) # Bloomerang CRM Features ##### ## Administration (13) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Interaction Tracking The ability to track each interaction with donors and maintain a record of their giving history. Automation Tools to automate a variety of processes such as email marketing and emailing receipts. Donor Profiles Profiles for each donor including contact information, interaction history, and giving history. Contribution Tracking View donor contribution history, track how much money have been raised over time and measure progress Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. Ad hoc Reporting Generate one-off reports that meet information requirements Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Fundraising (20) Campaign Management The ability to plan and execute fundraising campaigns based around specific goals. Online Donation Portal The ability to accept donations online via a website, social media, or mobile device. Event Planning Tools to plan fundraising events, including ticketing, registration, and attendance tracking. Recurring Donations The ability to set up recurring donations of a specific amount at a chosen interval. Peer-to-peer Fundraising The ability to create social media fundraising pages that are shareable and leverage social networks. Mobile Capabilities The ability to use mobile devices to collect in-person donations at an event or kiosk. Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Auction Management Allows businesses to create and manage auctions. Pledge Management Track commitments to donate in the future Forms Management Store, manage and track all forms in a centralized location Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Alumni Management Tools that help educational institutions or fundraising organizations connect with alumni Volunteer Management Manage volunteer information and direct volunteer resources Gift Matching Management Ability to match gifts through the system Grant Management Monitor application statuses, proposals and award funds Membership Management Database of members to track personal information of individuals and families Website Management Built-in website builder or integration with third-party site Receipt Management Upload, track, and submit receipts in a central database Contact Management Manage, organize, and store contact information Show More ##### ## Marketing (2) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Direct Mail Tools Tools to create paper flyers and other mailings to be sent via direct mail. Show More ##### ## Donor Management (18) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Receipt Management Upload, track, and submit receipts in a central database Email Management Manage, store and organize emails within the system or via third-party apps Volunteer Management Manage volunteer information and direct volunteer resources Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Gift Matching Management Ability to match gifts through the system Event Management Schedule and manage the logistics of activities and other gatherings Grant Management Monitor application statuses, proposals and award funds Attendance Management Manage attendance for classes, shifts, meetings, or events Contact Management Manage, organize, and store contact information Pledge Management Track commitments to donate in the future Forms Management Store, manage and track all forms in a centralized location Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Interoperability (5) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Activity Tracking Track and document all activities across devices, networks, and other systems Donation Tracking Track and view detailed financial donation history made by contacts and members Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal 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. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (16) Email Marketing 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. Lead Management 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. Campaign Management 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Committee Management Manage a group of members established for coordinating plans, programs, or other initiatives Calendar Management Track and manage schedules and meetings via an integrated calendar Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Volunteer Management Manage volunteer information and direct volunteer resources Contact Management Manage, organize, and store contact information Fundraising Management Activities related to raising money for a specific cause Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location Membership Management Database of members to track personal information of individuals and families Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (5) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Summary Reports Customizable Reports Alter the layout and content of reports Show More ##### ## Integrations (8) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Event Management Schedule and manage the logistics of activities and other gatherings Fund Accounting Syncs with accounting software to track grant expenditures against budget and support financial audits. Donor Management Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors. Forms Management Store, manage and track all forms in a centralized location Show More ##### ## Proposal Management (16) Form Building Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer. Review Tools Flags errors before submission or allows grantmakers to provide internal feedback on submissions. Grantee Portal Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications. Attachments Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists. Task Management Supports task and deadline tracking for grant-related actions; allows role-based access to be established. Customizable Forms Customize contracts and forms to collect specific information Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Ratings/Reviews Ratings/Reviews Document Review Review and analyze existing information across documents Deadline Management Specify or track the date/time a project, task, etc., is due for completion Contact Management Manage, organize, and store contact information Contract/License Management Track, store, and access client contracts or licenses Document Management Store, manage, and track all electronic documents in a centralized location Grant Application Management Track and manage the status of grant applications Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Fund Tracking (4) Disbursements Manages payment schedules for awarded grants. Grant Allocations Tracks grant budgets to ensure expenditures are not exceeding established limits. Email Notifications Generates email alerts for grantees as funds are awarded and disbursed. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Show More ##### ## Impact & Outcomes (4) Ad Hoc Reporting Supports requesting and submitting for additional information or materials outside of contracted reporting requirements. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Administrative Reporting Financial Reporting Generate reports to assess the financial performance of an organization Show More ##### ## Grant Prospecting (1) Funder Lists Searches for open RFP opportunities based on grantseekers' identified focus areas and location. Show More ##### ## Compliance (1) Auditing Supports specific report types to assist with fund audits; assists with planning site visits for grantees. Show More ##### ## Agentic AI - Nonprofit CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Accounting Integration Integrate with a third-party accounting system Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Additional Functionality (115) Third-Party Integrations Set up connections to third-party platforms to improve business processes Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Configurable Workflow Configure existing workflows to meet your organization's needs Data Import/Export Import and export data to and from software applications Customizable Branding Add customized logos and colors to align with company branding Customizable Reports Alter the layout and content of reports Email Reminders Reminders sent via email Audit Trail A record of all activities within the system, including user access, changes made, etc. Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Reminders Timed notification for any upcoming task, deadline, appointment, or activity Categorization/Grouping Organize and group data or items based on various criteria Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Grantseekers Software designed for grantseekers Grant Discovery Automatically search funding sources and alert uses when grant opportunities arise Grant Award Tracking Track grant submission requirements, deadlines, and financial documentation for awarded grants Electronic Submission Payment Tracking Track sent and received payments, invoices, and bills. API Application programming interface that allows for integration with other systems/databases Customizable Fields Customize data fields to support various needs and use cases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken For Grantmakers Software designed for grantmakers Budgeting/Forecasting Create budgets based on historical data and future projections Budget Control Manage and monitor spending to align with the financial constraints or goals Status Tracking Track the status over time for a request, process, asset, or transaction Impact Measurement Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Online Giving Outlet for members and visitors to submit donations electronically Summary Reports Mobile Access Access software remotely via mobile devices Email Marketing Create and send email blasts/campaigns Customizable Forms Customize contracts and forms to collect specific information Customizable Branding Add customized logos and colors to align with company branding Historical Trend Analysis Review data from past periods to reveal recurring tendencies API Application programming interface that allows for integration with other systems/databases Recurring Giving Manage and track recurring gifts Customizable Fields Customize data fields to support various needs and use cases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data For Nonprofits Software specialized for non-profit organizations Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Mobile Giving Ability to make a donation from a mobile device/app Customizable Reports Alter the layout and content of reports Event Ticketing Manage tickets for specific events Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Planning Plan and strategize marketing campaigns Access Controls/Permissions Define levels of authorization for access to specific files or systems Personalization Adjust communications based on previous interactions or personal preferences Credit Card Processing Accept and process credit card transactions Payment Processing Accept, record, and reconcile financial transactions Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Mobile Giving Ability to make a donation from a mobile device/app Accounting Integration Integrate with a third-party accounting system Online Forms Create new forms and/or use ready-made online form templates Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Recurring Giving Manage and track recurring gifts Customizable Reports Alter the layout and content of reports Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Branding Add customized logos and colors to align with company branding Donor Discovery Search 3rd party databases to identify potential donors Generative AI Use AI to generate content in the form of text, images, videos, etc. Event Scheduling Plan an event's time and location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Email Reminders Reminders sent via email Credit Card Processing Accept and process credit card transactions CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Electronic Payments Electronically collect payments for goods or services ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Campaign Analytics Track and interpret campaign performance metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Fields Customize data fields to support various needs and use cases Customizable Forms Customize contracts and forms to collect specific information Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Donation Tracking Track and view detailed financial donation history made by contacts and members Data Import/Export Import and export data to and from software applications Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Task Scheduling Track and manage the scheduling of tasks Email Templates Pre-made examples and templates for emails API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Email Tracking Track delivered, received, and opened emails Interaction Tracking Track interaction history by documenting conversations for contacts Activity Tracking Track and document all activities across devices, networks, and other systems Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Campaign Planning Plan and strategize marketing campaigns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Electronic Payments Electronically collect payments for goods or services Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Web Forms Web form that allows users to enter data that is sent and processed for different reasons Show More ## Top-Rated Alternatives [ ![Keela](https://images.g2crowd.com/uploads/product/hd_favicon/e904e75a07ea995e961ace10af897d17/aplos-software-keela.svg "Keela") Keela 4.6/5(102) ](https://www.g2.com/products/aplos-software-keela/reviews) [ ![Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_08446fff96e11c8687f2834e31d2d35b/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud.png "Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)") Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) 4.1/5(87) ](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) [ ![Little Green Light](https://images.g2crowd.com/uploads/product/hd_favicon/95a02ed8c24eecfc0d3995d8fe0177ff/little-green-light.svg "Little Green Light") Little Green Light 4.4/5(63) ](https://www.g2.com/products/little-green-light/reviews) [ View All Alternatives ](https://www.g2.com/products/bloomerang-crm/competitors/alternatives) Bloomerang CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f0f1bd2606e994a01b00deaed80652ee/donorperfect.jpg "Product Avatar Image") DonorPerfect 4.4/5(566) [ Compare Now ](https://www.g2.com/compare/bloomerang-crm-vs-donorperfect) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9ca4c09edfead46317348b7e2ca301cf/neon-one-llc-neon-crm.png "Product Avatar Image") Neon CRM 4.2/5(438) [ Compare Now ](https://www.g2.com/compare/bloomerang-crm-vs-neon-one-llc-neon-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e512ff684ba9fa4140ddd89c295ae45a/bonterra-network-for-good.png "Product Avatar Image") Bonterra Network for Good 4.6/5(418) [ Compare Now ](https://www.g2.com/compare/bloomerang-crm-vs-bonterra-network-for-good) ##### Categories on G2 [Donor Management](https://www.g2.com/categories/donor-management)[Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)[Fundraising](https://www.g2.com/categories/fundraising) [Donor Management](https://www.g2.com/categories/donor-management)[Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)[Fundraising](https://www.g2.com/categories/fundraising)[Grant Management](https://www.g2.com/categories/grant-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [CLM platforms](https://www.g2.com/discussions/help-me-learn-more-about-clm-platforms)[Which low-code machine learning platforms give a data team the best end-to-end workflow from cleaning raw data all the way through to deploying a model without switching tools?](https://www.g2.com/discussions/which-low-code-machine-learning-platforms-give-a-data-team-the-best-end-to-end-workflow-from-cleaning-raw-data-all-the-way-through-to-deploying-a-model-without-switching-tools)[Which financial audit tools help audit teams identify and track control weaknesses across business functions?](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions) [Reliable ETL platforms](https://www.g2.com/discussions/looking-for-reliable-etl-platforms-any-experience-with-these-options)[Best rated security compliance service for IT sector](https://www.g2.com/discussions/what-s-the-best-rated-security-compliance-service-for-the-it-sector)[Pros and Cons Details](https://www.g2.com/products/bloomerang-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)