Use the tools to the top right of the chart to print or export this data as an Excel spreadsheet or .CSV or .PDF 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 No 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 No Yes No Yes No No No 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 No 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
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 | |||||||||||||
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 | No | 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 | No | Yes | No | Yes | No | No | No | 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 | No | 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 |