EverTrue Reviews & Product Details

EverTrue takes information out of our CRM and makes it easier to manipulate on the run. The trips and lists functions are super helpful with planning events and sharing with colleagues. Review collected by and hosted on G2.com.

The only thing I can think of is that you can't slice and dice every single way the way you can in a native CRM. That being said, it isn't really the reason you would use EverTrue, so it isn't an issue. Review collected by and hosted on G2.com.

EverTrue is easy to navigate, intuitive, and user-friendly. They have a stellar support team as well as resources that anyone in the sector can utilize. EverTrue is endlessly working to improve its products and provide the best technology to the end-user. Review collected by and hosted on G2.com.

There are not many cons with the EverTrue platform as they'll always striving to add new features and keep data fresh in real time. Review collected by and hosted on G2.com.

Their Customer Service is AMAZING! They do a great job at being readily available to answer any questions or talk through any issues that may have come up. Trying to get two systems integrated is never an easy task, but with their "can-do" attitude it has made it such a great experience! Review collected by and hosted on G2.com.

The only downside I have ran into thus far is that there are a few features in the Evertrue platform that have not been deployed yet, that would make viewing our data a little bit better. HOWEVER, they have done a great job of making note of the changes we'd like to see and they have filed out change request forms. And in the meantime have been very helpful in finding alternatives and ways that we're able to get to the same end result. Review collected by and hosted on G2.com.

Ease of entering interactions; sortability of constituents by giving history and residential locations; and evidence of affinity through social media interactions. Review collected by and hosted on G2.com.

That it's not fully integrated with our campus CRM for all interactions. We can't enter gift ask details through Evertrue; we can only do it through our CRM. Also, currently, organization constituents are not imported into Evertrue, only alumni constituents have been imported. Thus, we have to toggle back and forth between Evertrue and our campus CRM for different constituent interactions. I would prefer to use only one system for everything. I also wish our discovery pool was in Evertrue. Review collected by and hosted on G2.com.

One of the perks of Evertrue that I find most helpful is that our gift officers can download the EverTrue app to their phones (or tablets) and look up alums as needed when they are traveling or attending events. Review collected by and hosted on G2.com.

We need to update our data into EverTrue, which would be great if we used EverTrue as it is intended. However, we reply mainly on our own database (Raiser's Edge) for data rather than a vendor's platform. For us it would be more useful to be able to validate the EverTrue data and then import the validated data into our database. Doing the updated into EverTrue is a time consuming process for a small shop (we are an advancement office of 13 total - with 1 person who does all the advancement services, prospect research and data management). We do not have time to upload our data into Evertrue on a weekly basis (as they recommend). At best, we can do it one a quarter. Review collected by and hosted on G2.com.

The simplicity of the end user experience is amazing. The platform is very intuitive and gives great options for sorting and filtering constituents. Now with the updates that allow the merging of social media data, gives us the ability to better meet our donors where they are at. Another thing that is important to me that EverTrue provides is the merging of my Google Calendar and "My Trips" portion of the program. This streamlines the process while on the road going from visit to visit. The fact that they do not rest on their product and continue to develop and make it better every day speaks volumes. Brent Grinna and his team will stop at nothing to make sure that your institution/business is getting everything it needs out their product. That's pretty uncommon in todays world. Review collected by and hosted on G2.com.

We have used EverTrue for 5 years and have been constantly building and changing with them. Any problem that occurred they were accessible and easy to reach to make the fix. Currently we have requested for several new options to make the platform better. A calendar available to show you who you have and have not spoken with recently. Allowing you to schedule tasks with in the applications and set reminders to accomplish those task. Review collected by and hosted on G2.com.

EverTrue pulls in LinkedIn information when they can link an alumni record to a LinkedIn account. The ability to have accurate, current employment information is invaluable. EverTrue's platform is also incredibly easy to navigate, the filters are broad and easy to maneuver, and you can use specific queries to identify prospects based on location, industry, title, or other fields. Review collected by and hosted on G2.com.

The only downside I see to EverTrue is the inability to export LinkedIn information. Review collected by and hosted on G2.com.

EverTrue connects to your CRM and makes your data easy to search, segment, and filter. You can export in and out of EverTrue and get at your data so many different ways. Review collected by and hosted on G2.com.

I can't think of anything! It's so easy to use and visually appealing. Review collected by and hosted on G2.com.

The customer service team is really great for solving any issues. The platform is simple and easy to use, too! Review collected by and hosted on G2.com.

Our platform needs to be manually updated (we don't seem to have a function that updates automatically). Review collected by and hosted on G2.com.

Its extremely easy to use, makes my job a lot more easier, pulls reports easily and quickly, the List feature is fantastic and versatile, Our gift officers love the search feature and mapping abilities. They feel much more in control and can get information as soon as possible. Evertrue give to us great functionality to quickly identify donor giving history, make online giving easy, provides access to create donor searches using a variety of search options Review collected by and hosted on G2.com.

I really cannot think of anything that I did not like. Sincerely. Their team is also very responsive and great to any new functionalities that you might like to add, I just don't use all the feature search options on a regular basis, so sometimes have to reteach myself how to create a new search Review collected by and hosted on G2.com.