Feature Comparison Chart - A Consumers Guide to Low-Cost Fundraising Software

The following chart provides a detailed look at how each of the 12 systems we chose for extended profiles perform 41 core functions that correspond to 10 categories of functionality.

Yes means the system performs the function natively, without requiring a workaround, integration, or custom field.
Yes (additional cost) means the system performs the function but requires an optional module, subscription fee, or configuration that is not covered by a standard implementation fee.
Via Custom Field means the system performs the function, but requires creating a custom field in the software to do so.
Via Integration means the system performs the function, but requires an integration with a third-party system to do so.
No means the system does not perform the function.

These features are organized into an evaluation rubric (see Appendix B) for the purposes of developing the summary comparison chart included in the PDF version of the report.

How to Use This Chart

Use the scroll bar at the bottom of the chart to scroll horizontally, as there are review columns than can fit on your screen at one time.

You can either expand or collapse all rows except the subject headers, or expand or collapse individual sections using the arrows in the header rows.

Use the tools to the top right of the chart to print or export this data as an Excel spreadsheet or .CSV file.

Function Type	Functionality	Bloomerang	Charity Engine	CiviCRM	DonorPerfect	Eleo	eTapestry	EveryAction	Keela	Kindful	Little Green Light	NeonCRM	Salesforce Nonprofit Success Pack
Donation Management	Gift Records
Donation Management	Quick/Bulk entry	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Import gifts from spreadsheet	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Fund/campaign/appeal tracking	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Soft credits	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Notes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Attach Document to Gift Record	Yes	Yes	No	Yes	No	Yes	Yes	Yes	No	Yes	No	Yes
Donation Management	Assign/Track Premiums	Via custom field	Yes	Yes	Via custom field	Via custom field	Yes (additional cost)	Yes	No	Via custom field	No	Via custom field	Yes
Donation Management	Seamless integration to matching services	No	Yes	No	Yes	No	No	No	No	Yes	No	Yes	Yes
Donation Management	Pledges
Donation Management	Create Payment Schedule	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Donation Management	Customize Payment Schedule	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Donation Management	Prompt if open pledge	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	No
Donation Management	Add credit card to pledge	Yes	Yes	No	Yes	Yes	Yes	Yes	No	No	Yes	Yes	No
Donation Management	Auto-remind donor of upcoming pledge	No	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Yes
Donation Management	Recurring Gifts
Donation Management	Manually run report on expiring credit cards	Yes	Yes	Via integration	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Donation Management	Auto-process recurring payments	Yes	Yes	Via integration	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes (additional cost)
Donation Management	Automatically run report on expiring credit cards	Yes	Yes	Via integration	Yes	No	Yes	Yes	No	Yes	Yes	Yes	No
Donation Management	Auto-update expiring credit cards	Yes	Yes	Via integration	Yes (additional cost)	No	No	Yes (additional cost)	No	Yes	Via integration	Yes	Yes
Donation Management	Online Donations
Donation Management	Online donation forms	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes (additional cost)
Donation Management	Online donations are automatically added to database	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes (additional cost)
Donation Management	Allow donors to cover processing fees	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	No
Donation Management	Personalized giving arrays	Via integration	Yes	No	No	No	No	Yes	Yes	No	No	No	Yes (additional cost)
Donation Management	Other Gift Types
Donation Management	Honor/Tribute	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	In-Kind Gifts	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Donation Management	Stock Gifts	Via custom field	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Via custom fields	Yes	Yes
Donation Management	Cryptocurrency gifts	Via custom field	Yes	No	Yes	No	No	Yes	No	No	Via custom fields	No	No
Constituent Management	Contact Records
Constituent Management	Track multiple addresses	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes
Constituent Management	Track communications preferences	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes	Yes
Constituent Management	Do Not Contact/Deceased	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Track relationships	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Constituent Management	Track organizations separately from individuals	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Attach documents to contact records	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Import contacts from spreadsheet	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Use seasonal addresses for mailings	No	Yes	No	Yes	No	Yes	Yes	No	No	Yes	Yes	Yes
Constituent Management	Automatic NCOA updates	Yes	Yes	Yes	Via integration	Yes	Yes	Yes (additional cost)	No	Yes (additional cost)	Yes (additional cost)	Yes (additional cost)	Yes (additional cost)
Constituent Management	Add social media profile links	Yes	Yes	Via custom fields	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes
Constituent Management	Track donor source	Via custom field	Yes	Yes	Via custom fields	Yes	Yes	Yes	Via custom field	Via custom field	Yes	Yes	Yes
Constituent Management	Engagement scoring	Yes	Via custom field	No	No	No	No	Yes	Yes	Via custom field	No	No	Yes
Constituent Management	Track social media posts	Yes	No	No	Yes	No	No	No	No	No	No	No	Yes (additional cost)
Constituent Management	Householding
Constituent Management	Create household records with giving roll-ups	Yes	Yes	Yes	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
Constituent Management	Use household information for mailings	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	No	Yes	Yes
Constituent Management	Household totals show on individual record	No	Yes	No	No	No	Yes	Yes	No	Yes	Yes	No	Yes
Constituent Management	Track household salutations	Yes	Yes	Yes	No	No	Yes	Yes	No	Yes	Yes	Yes	Yes
Constituent Management	Auto-soft credits other individuals in households based on relationship	No	No	No	No	No	No	No	No	No	Yes	Yes	Yes
Constituent Management	Online Contact Forms
Constituent Management	Collect contact information online	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Online contact forms automatically update records	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Constituent portal for self-service	Via integration	Yes	Yes	Via integration	No	No	Yes	No	Yes	No	Yes	Yes (additional cost)
Constituent Management	Interactions
Constituent Management	View some types of interactions on constituent profile	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Log offline interactions	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	View all interactions on constituent profile	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Store system-generated letters and emails	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Constituent Management	Filter interactions by type	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Constituent Management	Add emails sent outside the system to constituent records	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Groups/Tagging
Constituent Management	Add tags to constituent records	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes
Constituent Management	Add constituents to static groups	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Add constituents to dynamic groups	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Constituent Management	Automatically add tags to constituent records based on actions taken	No	Yes	Yes	Yes	No	No	Yes	Yes	No	No	Yes	Yes
Constituent Management	Donor Research
Constituent Management	Integrate with wealth screening tool	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes (additional cost)
Constituent Management	Prospect ratings	Yes	Yes	Yes	Yes	Via integration	Yes	Via integration	No	Yes	Via integration	Yes	Yes
Constituent Management	Automatic donor profile searches and updates	No	Yes	No	No	No	Yes	No	No	No	No	Yes	Via integration
Constituent Management	Duplicate management
Constituent Management	Manually run duplicate record checks	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Duplicate record deletion	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Automatic duplicate checking on import/record creation	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Duplicate record merges	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Constituent Management	Automatic systemwide duplicate record checks	Yes	Yes	Yes	No	Yes	Yes	Yes	No	Yes	No	Yes	Yes
Constituent Management	Field-by-field merge option	No	No	Yes	Yes	No	No	Yes	Yes	No	Yes	Yes	Yes
Prospecting & Proposals	Workflow
Prospecting & Proposals	Assign status/priority to constituent	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes
Prospecting & Proposals	Assign staff contact	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom field	Yes	Yes	Yes
Prospecting & Proposals	Manually assign/track tasks	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Prospecting & Proposals	Automated task assignments	Yes	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Yes
Prospecting & Proposals	Universal workflow tool	No	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Yes
Prospecting & Proposals	Grant/proposal management
Prospecting & Proposals	Track grant proposals using manual workflow	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Prospecting & Proposals	Grant proposal management module with automatic workflow	No	No	Yes	No	No	No	Yes	No	No	No	Yes	Yes
Communication	Letters
Communication	Generate individual letters	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Communication	Generate letters in batches	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Communication	Download file for labels and envelopes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Create letter templates in system	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Communication	System includes pre-built letter templates	Yes	Yes	No	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	No
Communication	Merge and print labels and envelopes	No	No	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes
Communication	One-click logging to constituent profile	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Communication	· Integration with Word, Google Docs	No	No	No	Yes	Yes	No	Yes	No	No	Yes	No	Via integration
Communication	Automatic batching of email and letter receipts	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Communication	Save personalized letters on constituent records	Yes	Yes	No	Yes	No	No	Yes	No	Yes	Yes	No	Yes
Communication	Automatic logging to constituent profile	Yes	Yes	Yes	Yes	No	Yes	Yes	No	No	Yes	Yes	Via integration
Communication	Email
Communication	Send individual emails	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Track unsubscribes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via integration	Yes	Yes
Communication	Create email templates within system	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	System includes pre-built email templates	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	No
Communication	Send broadcast emails via one-way integration with a third-party system	Yes	No	Yes	Yes	Yes	No	No	Yes	Yes	Yes	Yes	Yes (additional cost)
Communication	View email performance metrics	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Drag-and-drop email editing tool	Yes	No	Yes	Via integration	No	Yes	Yes	Yes	No	Yes	No	Yes
Communication	Send broadcast emails natively or via two-way integration with a third-party system	Yes	Yes	Yes	Via integration	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Log email performance metrics to contact records	Yes	Yes	No	Yes	No	No	Yes	Yes	Yes	No	Yes	Yes
Communication	Facilitate A/B testing	Via integration	Yes	Yes	Via integration	No	No	Yes	No	Via integration	No	No	Yes (additional cost)
Communication	Upload externally-created email templates to system	No	No	Yes	Via integration	Yes	No	Yes	No	Via integration	Via integration	Yes	No
Communication	Content
Communication	Merge fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Conditional content	No	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Yes
Communication	Calculated fields	No	Yes	Yes	Yes	No	No	Yes	No	No	No	No	Yes
Communication	Text Messaging
Communication	Text messaging via third-party integration	Yes	No	Yes	Yes	No	Yes (additional cost)	No	No	Yes	No	Yes	Yes (additional cost)
Communication	Native text messaging	No	Yes	Yes	No	No	No	Yes	No	Yes	No	No	Yes (additional cost)
Communication	Marketing (Email) Automation
Communication	Autoresponder emails	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Communication	Triggered emails	Via integration	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Yes (additional cost)
Communication	Triggered email series with automated workflow	Via integration	Yes	Yes	Via integration	No	No	Yes	No	No	No	Yes	Yes (additional cost)
Other Interactions	Events
Other Interactions	Event tracking via third-party integration	Yes	No	Yes	No	No	No	No	Yes	Yes	No	Yes	Yes
Other Interactions	Event registration tracking	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Via integration
Other Interactions	Online event registration and/or ticket sales	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Via integration
Other Interactions	Event tracking native to system	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Other Interactions	Event attendance tracking	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Other Interactions	Track guests	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes	Yes	Yes
Other Interactions	Assign tables	Via custom field	Yes	Yes	Yes	Yes	Yes	No	No	No	Yes	Yes	Via integration
Other Interactions	Onsite check-in	Via custom field	Yes	Yes	Yes	No	No	Yes	No	No	No	Yes	Via integration
Other Interactions	Onsite payments	Via integration	Yes	Yes	Yes	No	Yes	Yes	No	Via integration	No	Yes	Via integration
Other Interactions	Generate name tags and/or table tents	Via custom field	No	Yes	Yes	No	Yes	Yes	No	No	Yes	No	Via integration
Other Interactions	Assigned seating	No	Yes	Via integration	Via integration	No	No	No	No	No	No	No	Via integration
Other Interactions	Volunteer Management
Other Interactions	Track volunteer interests and skills	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via custom fields	Via custom field	Via custom fields	Yes	Yes
Other Interactions	Track volunteer hours	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Online volunteer information forms	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Other Interactions	Volunteer scheduling via third-party integration	Via custom field	Yes	No	Yes	No	Yes (additional cost)	No	No	Yes	No	Yes	Yes
Other Interactions	Online volunteer hour submission forms	Via custom field	Yes	No	Yes	No	Yes	No	No	No	Yes	Yes	Yes
Other Interactions	Native volunteer scheduling	No	No	Yes	No	No	No	Yes	No	No	No	No	Yes
Other Interactions	Membership
Other Interactions	Accept membership payments	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Accept renewal payments	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Specify expiration dates	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Multiple membership levels/types	Via custom field	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Auto-renewals	No	Yes	Yes	Yes	No	No	Yes	Yes	No	Yes	Yes	Yes
Other Interactions	Grace periods	No	No	Yes	No	No	No	Yes	No	No	No	Yes	Yes
Other Interactions	Manage member benefits/credentials	No	Yes	Yes	No	No	No	Yes	No	No	No	Yes	Yes
Other Interactions	Member portal with gated benefits	No	Yes (additional cost)	Yes	No	No	No	No	No	No	No	Yes	Yes (additional cost)
Other Interactions	Peer-to-peer Fundraising
Other Interactions	Peer-to-peer fundraising via third-party integration	Yes	No	No	Yes	No	Yes	Yes	No	Yes	No	Yes	Yes
Other Interactions	Peer-to-peer fundraising native to system	No	Yes	Yes	Yes	No	No	No	No	Yes	No	Yes	No
Other Interactions	Manage teams	No	Yes	No	Yes	No	Yes	No	No	Yes	No	Yes	Via integration
Payments & Accounting Integrations	Payment Processing
Payments & Accounting Integrations	Payment processing via native tool or integration	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Via integration	Yes	Yes	Yes	Yes
Payments & Accounting Integrations	Ability to choose from multiple payment processors	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Payments & Accounting Integrations	Ability to set up multiple payment processors	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Payments & Accounting Integrations	Transaction Exports/Accounting Integration
Payments & Accounting Integrations	Export transactions	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Payments & Accounting Integrations	Pre-built integration with one accounting system	Yes	No	Yes	Yes	Yes	No	No	Yes	Yes	Yes	Yes	Yes
Payments & Accounting Integrations	Vendor will create a custom report to export transactions for Accounting	Yes	Yes	No	Yes	No	Yes	Yes	No	Yes	No	Yes	Yes (additional cost)
Payments & Accounting Integrations	Pre-built integrations with multiple accounting systems	Yes	No	Yes	Yes	No	No	No	No	No	No	No	Yes (additional cost)
Payments & Accounting Integrations	Schedule recurring transaction report exports	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	Yes	No	Yes (additional cost)
Payments & Accounting Integrations	Reconciliation
Payments & Accounting Integrations	· Mark transaction records as passed to accounting	Via integration	Yes	Yes	Yes	Via integration	Yes	Yes	Via integration	Via custom field	Via integration	Yes	Yes
Payments & Accounting Integrations	· Mark transaction records as reconciled with accounting and lock records	Via integration	Yes	Yes	Via integration	No	Yes	Yes	No	Via integration	Via integration	Via integration	Yes
Payments & Accounting Integrations	· Pass adjusted transactions on to accounting	Via integration	No	Yes	No	No	No	Yes	No	No	No	Via integration	Yes
Search, Queries & Reporting	Search
Search, Queries & Reporting	Basic search	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Global search	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Partial term matching	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Soundex/fuzzy search	Yes	No	No	Yes	No	No	No	No	No	No	Yes	Yes
Search, Queries & Reporting	Queries
Search, Queries & Reporting	Basic query builder	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Advanced query builder	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Visual query builder or query builder wizard	No	Yes	No	Yes	No	Yes	No	Yes	No	No	No	Yes
Search, Queries & Reporting	Reports
Search, Queries & Reporting	Pre-built standard reports	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Export report data	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Custom report builder	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Save reports	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Add graphs and charts to reports	No	Yes	Yes	Yes	No	No	Yes	Yes	No	No	No	Yes
Search, Queries & Reporting	Schedule reports	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Mark reports as favorite	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No	Yes
Search, Queries & Reporting	Dashboards
Search, Queries & Reporting	Pre-built dashboard	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Search, Queries & Reporting	Add/remove widgets	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Search, Queries & Reporting	Advanced dashboard customization	No	Yes	Yes	Yes (additional cost)	No	No	No	No	No	No	Yes	Yes
Other Integrations	Integrations
Other Integrations	Pre-built integrations	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Other Integrations	5+ pre-built integrations	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes
Other Integrations	Integration or app marketplace	No	No	Yes	Yes	No	No	No	No	Yes	No	No	Yes
Other Integrations	APIs
Other Integrations	Read-only API	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	Yes	Yes	Yes
Other Integrations	Two-way API	Yes	Yes	Yes	Yes	No	Yes	Yes	No	Yes	Yes	Yes	Yes
Other Integrations	Multiple APIs	Yes	Yes	Yes	No	No	No	Yes	No	Yes	No	Yes	Yes
Security, Customization & Configuration	Security
Security, Customization & Configuration	Password complexity requirements	Yes	Yes	n/a	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Automatic logout after a period of inactivity	Yes	Yes	n/a	Yes	Yes	Yes	Yes	No	Yes	No	Yes	Yes
Security, Customization & Configuration	Data encryption in transit	Yes	Yes	n/a	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Two-step login verification or two-factor authentication	No	Yes	n/a	No	No	Yes	Yes	No	No	Yes	Yes	Yes
Security, Customization & Configuration	Data encrypted at rest	Yes	Yes	n/a	No	No	No	Yes	Yes	Yes	No	No	Yes (additional cost)
Security, Customization & Configuration	Single Sign On	No	Yes	n/a	No	No	Yes	Yes	No	Yes	No	Yes	Yes
Security, Customization & Configuration	Permissions
Security, Customization & Configuration	Limited number of pre-set role-based permission sets	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Customizable role-based permissions	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	Yes	Yes
Security, Customization & Configuration	Granular role-based permissions	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	Yes	Yes
Security, Customization & Configuration	Customization
Security, Customization & Configuration	Add a limited number of custom fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Customize dropdown menu lists	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Customize online form colors/header	No	Yes	Via integration	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes (additional cost)
Security, Customization & Configuration	Add numerous custom fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Security, Customization & Configuration	Customize online (UI) form layouts	No	Yes	Via integration	Yes	Yes	Yes	Yes	No	No	Yes	Yes	Yes (additional cost)
Security, Customization & Configuration	Customize standard field names	No	No	Yes	Yes	No	No	No	No	No	No	No	Yes
Security, Customization & Configuration	Mobile Access
Security, Customization & Configuration	System is responsively designed	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Security, Customization & Configuration	Vendor provides mobile app with limited functionality	Yes	Yes	Yes	Yes	No	No	No	No	No	No	Yes	Yes
Security, Customization & Configuration	Vendor provides mobile app with robust functionality	Yes	No	Yes	Yes	No	No	No	No	No	No	Yes (additional cost)	Yes
Training & Support	Training
Training & Support	Initial training available during implementation	Yes	Yes	No	Yes	Yes	Yes	Yes (additional cost)	Yes	Yes	Yes	Yes	Yes (additional cost)
Training & Support	Online training videos	Yes	Yes	Yes (additional cost)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Training & Support	Occasional training webinars	Yes	Yes	Yes (additional cost)	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Training & Support	Role-specific training available	Yes	Yes	Yes (additional cost)	Yes	Yes	Yes	Yes	No	No	No	Yes	Yes
Training & Support	Online multi-stage training program	Yes	Yes	No	Yes	Yes	Yes	Yes (additional cost)	Yes	Yes	No	Yes	Yes
Training & Support	Regular training webinars	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
Training & Support	Ongoing one-on-one training available	Yes (additional cost)	Yes	Yes (additional cost)	Yes (additional cost)	Yes	Yes (additional cost)	Yes (additional cost)	No	Yes (additional cost)	No	Yes	Yes (additional cost)
Training & Support	Support
Training & Support	Email support	Yes	Yes	No	Yes (additional cost)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Training & Support	In-system contextual help and tool tips	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Training & Support	Knowledge base	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Training & Support	Phone support	Yes (additional cost)	Yes	Yes (additional cost)	Yes (additional cost)	No	Yes (additional cost)	Yes	No	Yes	No	Yes (additional cost)	Yes
Training & Support	Unlimited phone and email support at no extra cost	No	Yes	No	No	Yes	No	Yes	No	Yes	No	No	Yes
Training & Support	Web chat support	Yes	No	Yes	Yes	Yes	Yes	No	No	No	No	Yes	Yes
Training & Support	User community or forum	Yes	No	Yes	Yes	No	Yes	Yes	Yes	No	Yes	Yes	Yes

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