System Print

Bloomerang

bloomerang.co

Bloomerang’s focus on donor retention is evident as soon as you log in to the system. With a prominent donor retention graphic on the dashboard, automated first-time donor call task assignments, and an engagement level meter on each constituent profile page, the system provides clear metrics, visual indicators, and actions that help a nonprofit cultivate repeat donors. A vertical timeline of interactions, with icons for different types of tasks, makes donor activities quickly viewable, and the timeline can be filtered by activity type. The system includes free nightly NCOA updates for address and deceased status changes. An integration with DonorSearch displays a constituent’s “generosity score” and users with a DonorSearch subscription can click through to the site for more detailed information.

The process for entering donations into the software is straightforward, and gifts can be associated with funds, campaigns, and appeals. The system includes a robust pledge module that allows you create and customize a payment schedule and also prompts you to apply a gift to an open pledge when doing gift entry. Recurring donations are supported as well, and customers who use Stripe as a payment processor can take advantage of Bloomerang’s free Stripe account upgrade that auto-updates expiring credit cards. The system also offers integrations with two additional payment processors: Moolah and Authorize.net.

Web form templates for online giving, event registration, email signup, volunteer activity, and more make it easy to bring data into the system. Integrations with Qgiv, Givebutter, FundraiseUp, Mobile Cause, and Zapier extend the functionality of the system, facilitating such activities as text-to-donate, peer-to-peer fundraising, and donor portals. The system also integrates with QuickBooks and Aplos for accounting. An API allows customers to develop custom integrations as well.

Reports can be built from scratch or users can access a variety of canned reports included with the system, which can also be modified and saved for future use but cannot be added to a “favorites” list. A recent update allows users to schedule reports to run at a certain time or interval and be delivered by email. When generating letters for donors, the system will create a PDF file of letters and a .CSV file of addresses for download. Emails can be sent from the vendor’s servers (with interactions recorded on constituent records) or via an integration with MailChimp.

For the purposes of billing, the system uses households to define a “record” rather than individual constituent profiles. Pricing begins at 1,000 records and 5,000 emails per month for $1,188 per year. A version for up to 25,000 records and 125,000 emails per month costs $4,788 per year. All versions allow unlimited online giving pages/forms, an unlimited number of users, and free email/chat support and group training. Unlimited personal support is available for an extra charge. There is no setup cost for new customers who import their own data using the system’s import tool, but customers also have the option to purchase a custom implementation package that is priced based on the complexity of data being imported.

System Summary

  • Year Launched: 2012
  • Pricing, Small Nonprofit (1,000 contacts, 3 users): $1,188/year
  • Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $4,788/year

System Evaluation

StandardEnhancedAdvanced
Donation Management
Gift RecordsMeetsMeetsPartially Meets*
PledgesMeetsMeetsPartially Meets
Recurring GiftsMeetsMeetsMeets
Online DonationsMeetsMeetsMeets**
Other Gift TypesMeetsMeets*Meets*
Constituent Management
Contact RecordsMeetsPartially Meets*Meets
HouseholdingMeetsPartially MeetsPartially Meets
Online Contact FormsMeetsMeetsMeets**
InteractionsMeetsMeetsMeets
Groups/TaggingMeetsMeetsDoes Not Meet
Donor ResearchMeetsMeetsDoes Not Meet
Duplicate managementMeetsMeetsPartially Meets
Prospecting & Proposals
WorkflowMeets*MeetsPartially Meets
Grant/proposal managementN/AMeets*Does Not Meet
Communication
LettersMeetsPartially MeetsMeets
EmailMeetsMeetsPartially Meets**
ContentMeetsDoes Not MeetDoes Not Meet
Text MessagingN/AMeetsDoes Not Meet
Marketing (Email) AutomationMeetsMeets**Meets**
Other Interactions
EventsMeetsMeets*Partially Meets*/**
Volunteer ManagementMeets*Meets*Does Not Meet
MembershipMeetsMeets*Does Not Meet
Peer-to-peer FundraisingMeetsDoes Not MeetDoes Not Meet
Payments & Accounting Integrations
Payment ProcessingMeetsMeetsMeets
Transaction Exports/Accounting IntegrationMeetsMeetsMeets
ReconciliationMeets**Meets**Meets**
Search, Queries & Reporting
SearchMeetsMeetsMeets
QueriesMeetsMeetsDoes Not Meet
ReportsMeetsPartially MeetsPartially Meets
DashboardsMeetsDoes Not MeetDoes Not Meet
Other Integrations
IntegrationsMeetsMeetsDoes Not Meet
APIsMeetsMeetsMeets
Security, Customization & Configuration
SecurityMeetsPartially MeetsDoes Not Meet
PermissionsMeetsDoes Not MeetDoes Not Meet
CustomizationPartially MeetsPartially MeetsDoes Not Meet
Mobile AccessMeetsMeetsMeets
Training & Support
TrainingMeetsMeetsMeets***
SupportMeetsMeets***Partially Meets

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.