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Blackbaud CRM

Blackbaud CRM

Overview

What is Blackbaud CRM?

Designed for large, complex organizations as well as federated and international nonprofits.

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Recent Reviews

Good product!

8 out of 10
January 02, 2024
Incentivized
We use it to keep with information on our donors; how much they have given, where they live, their communication preferences, interactions …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Tara Michaels | TrustRadius Reviewer
Tara Michaels
Assistant Director
Bucknell University (Education Management, 501-1000 employees)
Verified User
Analyst in Other
Fundraising Company, 1001-5000 employees
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Pricing

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Blackbaud CRM

Blackbaud CRM

N/A
Unavailable

What is Blackbaud CRM?

Designed for large, complex organizations as well as federated and international nonprofits.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Kindful, a Bloomerang product

Kindful, a Bloomerang product

$119
per month
What is Kindful, a Bloomerang product?

Kindful aims to help nonprofit organizations across the world fundraise more effectively. Kindful includes fundraising tools, reporting, and analytics all in one CRM. Kindful was acquired by Bloomerang in January, 2021. It is now a Bloomerang product.

Causeview

Causeview

$60
per user
What is Causeview?

Causeview aims to make donor management simple. This solution is built on the Salesforce.com platform and according to the vendor, this provides users with best in class fundraising, events, volunteers and payment processing tools on top of the world’s most popular CRM.

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Product Details

What is Blackbaud CRM?

Blackbaud CRM for enterprise-scale Nonprofits, Higher Education, and Healthcare organizations combines data management and automation with the ability to scale, adapt, and integrate across applications to retain and grow supporter value​. Its out-of-the-box capabilities enable enterprise-level advancement organizations to work more effectively with large, multidimensional datasets, including:

  • A holistic view of constituents to manage interactions with them based on whether they are Individuals, Households, Groups, or Corporations and maintain visibility into corporate hierarchy. 
  • Sophisticated donor management capabilities such as Stewardship Plans, Fund Management, Recognition Programs, Naming Opportunities, and Donor Challenges to increase donor engagement.
  • Market segmentation to support complex multi-channel outreach programs.
  • Research and Analytics powered by Blackbaud’s native prospect research tool, ResearchPoint, including data modeling and benchmarking.
  • Mobile and web access to empower on the go fundraisers with constituent information through their mobile devices.
  • Direct data access to cloud environments via read-only, read-write, and self-service developer portal to speed development cycle while maintaining control and optimizing security and compliance.
Blackbaud CRM is also extendible and customizable, with a software development kit, and tools like Page Designer that can be used to modify pages and forms without technical knowledge.

Blackbaud CRM Features

  • Supported: A single source of truth with a holistic view of constituents whether they are Individuals, Households, Groups, or Corporations
  • Supported: Moves management and stewardship capabilities to expand and nurture major donors
  • Supported: Segmentation support for multi-channel campaigns
  • Supported: Planned Giving, Matching Gift Management, and Online Giving to support specialized fundraising needs
  • Supported: Automated receipting and acknowledgement, end-to-end credit card processing and robust accounting functionality streamline gift and revenue management
  • Supported: Ability to tap into Blackbaud's philanthropic data set and data modeling
  • Supported: Integration with business intelligence and data analytics solutions.
  • Supported: Microsoft integrations to automate key visualizations, workflows and build low-code/no-code apps
  • Supported: Open, industry-standard REST APIs to extend and customize the core CRM solution.
  • Supported: Wide selection of partner apps in Blackbaud Marketplace.
  • Supported: Extensible revenue data model to manage process of tracking, crediting and recognizing donors based on the gifts they make
  • Supported: Embedded data hygiene management including duplication management and address validation

Blackbaud CRM Competitors

Blackbaud CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesGlobal - US, Canada, EMEA, Asia-Pacific

Frequently Asked Questions

Designed for large, complex organizations as well as federated and international nonprofits.

Salesforce Sales Cloud, Bloomerang, and Ellucian CRM Advance are common alternatives for Blackbaud CRM.

Reviewers rate Implementation Rating highest, with a score of 8.2.

The most common users of Blackbaud CRM are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(112)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
January 04, 2024

The Higher Education Standard

Verified User
Director in Other
Fundraising Company, 201-500 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use blackbaud CRM for fundraising purposes across a major public university campus. Blackbaud CRM covers all aspects of our donor and alumni engagement, from major gift fundraising, events, volunteer boards, annual fundraising, marketing segmentation and athletic points.
Pros and Cons
  • Display of Information
  • Customization
  • Covering all aspects of fundraising
  • Though Customizable, can be difficult to do
  • Expansion of Salesforce like interaction management
Likelihood to Recommend
Blackbaud is very comprehensive. Sometimes too comprehensive. It works great in the space of Donor Profiles and Major Gift fundraising. The reporting tools are almost overwhelming and can struggle with performance.
Return on Investment
  • Increased efficiencies in reportion
  • Ability to add large datasets quickly
Implementation Rating
8
Requires a very competent technical team and a long runway. Moving too fast may cause too many hiccups.
Alternatives Considered
Blackbaud wins because of the overall organization's specific focus on fundraising. Where Ellucian has been more focused on Banner and other products, showing less interest in alumni/donor engagement and more in student-centered products.
Other Software Used
January 04, 2024

BB e-CRM - Investigated, selected, installed and rewarded!

AW
Alan Weinberger
Executive Director of technical Systems and Services
Syracuse University (Higher Education, 5001-10,000 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use BBCRM to track all gifts by Alumni, Donors and friends to the University. This includes actual cash gifts, pledges, matching gifts, planned gifts etc. We populate the system with in depth bio, personal and financial data and then use the system to sort and highlight potential prospects. The system is available to all staff at the University although access to certain data is restricted by use case. Currently we have about 500 active users across campus. The system is available 24/7 and is reachable via any internet connection through a series of secure firewalls and MFA. It is also available on IOS devices.
Pros and Cons
  • Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen
  • Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later
  • well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting
  • Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information
  • Tighter integration with other BB products like Award Management would be nice
  • Better emailing and event modules within BBIS would allow us to do more within CRM and not have to support extra software
  • More and better API will allow users to build more sophisticated interface to external products
Likelihood to Recommend
I think scale is the largest consideration. When you are trying to manipulate and work with a 600K of records or more, a smaller system with less flexibility and capability will not function. BBCRM is fully integrated and fairly consistent in it's approach. Unlike some systems that you might customize with different modules or apps this is a complete system. You may not use all of it at the start, but it's potential is always there. We are continuing to turn on new modules and functions, already in the system, and finding new value with existing data. We do not have buy extra "apps" or modules to get things done.
Return on Investment
  • Our ability to provide consistent accurate performance numbers has improved dramatically. Anyone, at any time, can hit a single button and know what our fundraising goals are and how we are performing against those goals. Very popular with upper management
  • Implementing different modules within the system has save us time and cost using outside options. NCOA is a good example. We run t quarterly for all records. Any school or subunit can then send mailing out at any time without dealing with another cleanse and the associated cost. We've saved over $200,000 doing it once for all instead of piecemeal.
  • The system provides more accurate data faster for major gift research and solicitation. Our staffing levels have dropped (not recommended) but our actual funds raised and gifts processed have increased by 25%
Implementation Rating
9
Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
Alternatives Considered
When were doing our search, in 2016/2017 we identified three products that might have potential for our use. They were Ellucians Advance, BlackBaud e-CRM and Sales Force.
We had 18 years experience with Ellucian, we had several Sales Force installations on campus and very little knowledge of e-CRM.

We rejected Ellucian's Advance because at the time they were implementing a new sub-platform and the product was still being developed. Their anticipated completion date did not meet our campaign timeline.

We rejected the sales force offerings because we did not have the time or resources to select different apps, tie them together so they shared data correctly and then deal with multiple vendors when there was an issue.

BB e-CRM offered us an established, growing platform that was fully integrated internally. It had the capability's we needed and room to grow.
Other Software Used
June 01, 2023

Blackbaud CRM provides value for better fundraising, relationship management, and prospect engagement

Verified User
Employee in Other
1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use CRM to manage all alumni, parent, and student data. It is largely focused on fundraising activity, relationship building through engagement, and moves management for prospects. It addresses many things at once - it is a one-stop place to find information. I use it daily and regularly as a fundraiser. It keeps track of my prospects, managing those relationships, and fundraising activity. Thankfully, our in-house team of Information Services routinely makes improvements and listens to feedback from fundraisers who use it nearly everyday.
Pros and Cons
  • Makes it easy for fundraisers to keep track of the activity they need or want to accomplish
  • Allows fundraisers to easily enter email correspondence through their email add-on
  • Listens to customer feedback and makes quality enhancements
  • The sticky function of data filtering.
  • It can be overwhelming because there is so much information.
  • The way revenue/gifts are can be confusing. There are also too many tabs to find information.
  • There are a lot of little frustrations and tedious little steps to complete.
Likelihood to Recommend
It is advanced and relatively easy to use. It keeps track of information well and makes it easy for fundraisers to manage their relationships. It may work well for organizations with a lot of alumni (maybe 20-30,000?). Not sure. It may not be best for smaller nonprofits because it is a significant financial investment.
Return on Investment
  • Time savings and more efficiency by helping me keep track of information better
Implementation Rating
It is highly customizable in some respects and not so much in others. Overall, it is great to pilot, review, and continually review the functionality of it.
Alternatives Considered
Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
Users and Roles
90
This is all within the Advancement Division: fundraising, career development, deans/academic leaders, information services, marketing and communications, prospect research and management.
Support Headcount Required
10
Data analytics, prospect research, skills related to working with fundraisers and understanding their usage and needs
Business Processes Supported
  • Fundraising
  • Prospect engagement
  • Data Management
Innovative Uses
  • Dashboard to keep fundraisers focused
Likelihood to Renew
10
We have a contract with them and transition from Ellucian's Banner system pre-pandemic. I don't think we'll change anytime soon and will therefore renew when the contract ends.
May 30, 2023

Blackbaud CRM is a game changer for higher education advancement offices

Verified User
Employee in Other
Higher Education Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I work in stewardship, so I use the CRM to maintain fund records, update stewardship plans for donors, and track engagement.
Pros and Cons
  • Easily add update info
  • Historical record keeping
  • Easy access to reporting and query features
  • add comments/notes directly to stewardees
Likelihood to Recommend
When we started using Blackbaud, I was on our gift processing team. The ability to enter gifts quickly and accurately was a game changer for use. BB allowed for so many process efficiencies that we were able to enter large quantities of gift transactions and no longer had a backlog.
Return on Investment
  • More efficient workflows
  • Deeper ability to analyze data and trends through reporting or querting
  • Saves huge amounts of time
Implementation Rating
10
Alternatives Considered
n/a
Other Software Used
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