![Jenny B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jenny B.")
JB

Jenny B.

Executive Admin

Small-Business (50 or fewer emp.)

7/20/2026

"All-in-One Database with an Exceptionally Helpful Bloomerang AI Assistant"

5/5

What do you like best about Bloomerang CRM?

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.

What do you dislike about Bloomerang CRM?

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.

What problems is Bloomerang CRM solving and how is that benefiting you?

It helped us consolidate our CRM & email services. It is a one stop shop for us now! It also provided a much needed mobile app for our staff that allows them to access information easily and add notes or tasks. Review collected by and hosted on G2.com.

Show More

Response from Marissa Johnson of Bloomerang CRM

[Editedit](https://www.g2.com/survey_responses/bloomerang-crm-review-13131545/official_response/edit)

Thank you for this wonderful review, Jenny—we're thrilled to hear that having donations, tracking, tax reports, and so much more all in one unified database has made Bloomerang Giving Platform such a true one-stop shop for your team, especially since it's helped consolidate your CRM and email services and given your staff a much-needed mobile app. We hear you on wanting more advanced customization options for the forms section, and feedback regarding form customization can also be shared by submitting or upvoting a suggestion on the Bloomerang Features Portal. Happy fundraising!

Current UserValidated ReviewerSource: G2 invite on behalf of seller

See what 898 reviewers think of Bloomerang CRM

4.6 out of 5 · Verified reviews from real users

[
Read all reviews
](https://www.g2.com/products/bloomerang-crm/reviews)