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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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Pricing

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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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Alternatives Pricing

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.

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 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

(1-25 of 36)
Companies can't remove reviews or game the system. Here's why
January 16, 2024

Blackbaud

Tara Michaels | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Allows me to link my email interactions directly into the system
  • Has areas to store all information about a person
  • Easy to pull just the information I need
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to edit data points (address, etc.)
  • When viewing a constituent you can see a lot of data points at once
  • Giving history is fairly easy to navigate and understand
  • When querying data, it will double count gifts (self credit and spouse credit)
  • Unable to delete prior contact info, can only end date it
  • Unable to list preferred pronouns
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
January 02, 2024

Good product!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Volume of information it can hold
  • Flexibility around customizing how we store data
  • Making customizations easier
  • There are some free text fields that are so small it makes reading things like a contact report very difficult.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Blackbaud constituent profiles are easy to navigate to find basic information (address, phone, email, prospect manager, documentation).
  • The constituent summary at the top of the constituent page is useful for quickly seeing pertinent information.
  • Links embedded within the constituent summary make it easy to quickly navigate a constituent's profile.
  • Certain aspects of Blackbaud are oddly non-customizable.
  • Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility
  • There should be a flag in constituent search to show which people in the results list are deceased.
  • Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff.
  • Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Efficiently tracks charitable donations
  • Strong analytics and reports
  • Creates tax receipts for donors
  • Can be difficult to use if you don't have experience - more user friendly
  • The reports and analytics are not easily customisable.
  • User/Customer support can be improved.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to see key constituents for a data set quickly
  • Very responsive email systems
  • Excellent post sales support team
  • Closed ecosystem, hard to integrate with other CRM softwares
  • Rigid Modules, difficult to make changes as per organization's requirements
  • Difficult to train a new user with limited training modules
Stephanie Wollenburg | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The Blackbaud CRM is excellent at creating its own custom reports.
  • RENXT is a powerful tool to use on the road.
  • The reports are not easily customized and some are not customizable at all. For example, in the dashboard, when they give you the number of donors that increased giving in the previous year, you'll get a falsely inflated number because they count any new donor (who gave zero) as a donor that increased giving.
  • The RENXT reporting is beautiful, but again, not very customizable.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • It is incredibly user-friendly! From the first time I opened a constituent profile, I could easily navigate between tabs and find the information I need in a timely fashion without confusion.
  • It allows personalization! Depending on what information is most relevant to me, I can organize the widgets that are shown first. I typically look at the same few pieces of information on every profile, so I don't have to dig for it!
  • I love the "Recently Accessed" feature to the left of the main page. It helps me navigate to the last few records I've looked at. However, if I'm doing a fuzzy search for "John Smith" and I click on the wrong one, it'd be great if that search was added to my "recently accessed" list, instead of just the record I clicked on. This would allow me to keep up with which names in the search I've already looked at.
  • Query View! I have recently started using queries and they are so helpful. However, they are very difficult to learn and hard to tailor to exactly what I need. The main issue, as a higher education institution, is that a lot of our constituents have multiple pieces of information for categories. For example, if I want to pull a list of alumni who graduated with a degree in Marketing, some alumni may be missing if their primary degree is not Marketing - and some alumni may be repeated.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Queries and exporting is a breeze once you are familiar with the product. It helps us pull out exactly what we need.
  • The integration of this CRM with so many other products and enhancement plugins has been vital in streamlining many of our processes.
  • Some of the online products by Blackbaud, such as Luminate, do not integrate so well.
  • When using complex/long/or multiple negatives in a query we sometimes are not able to get the results we intended.
Wendy Johnson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Managing a large development/fundraising team's goals and outcomes
  • Working hand-in-glove with various types of fundraising activities: research, on-line, direct mail, events, grants, and planned giving
  • Layers of security that enable user groups to get what they need and nothing more
  • Reporting! Reporting! Reporting!
  • The marriage of event registration (on-line) and CRM needs some work.
  • Challenges to adapt to organization culture surrounding things like "naming conventions", specialized reporting needs, some bugs in roll-up reporting on couples or families.
  • Tribute giving tracking/reporting is awkward.
  • Better shared language of function between BBCRM and other BB products like Netcommunity and Raiser's Edge. Can cause some errors in the implementation process.
  • Netcommunity functionality pushing data to CRM is messy and fraught with challenges.
Bruce Emmerling | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Blackbaud CRM works really well with large member bases and outreach efforts.
  • The program offers great CRM fundraising features for in-depth marketing campaigns.
  • Blackbaud CRM can also be utilized and integrated alongside other Blackbaud products. This can make the product highly desirable for pre-existing Blackbaud product customers.
  • The product is fairly complex and powerful. The implementation process can be difficult if not adequately prepared for in advance.
  • The product really requires a dedicated staff to support it as an ongoing effort. It's not something can be left alone after installing.
  • Training costs can be higher than other, less powerful CRM packages.
Debbie Gillum | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
  • Customizable
  • Personalization in emails
  • Support articles
  • Hard to use interface
  • Outdated front end
  • Importing contacts takes multiple steps, is not easy or intuitive
  • Hard to teach others how to use Blackbaud
  • Difficult to find what I need
  • Very hard to segment out inactive emails
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Help desk. Can't praise that enough. As the main in-house resource for figuring out all things Blackbaud, when something "interesting" occurs their online chat is both responsive, helpful, and delightfully prompt.
  • Reaching out to customers to get their input. Particularly in the past 5 years, Blackbaud has vastly improved their interest in listening to their customers.
  • The interface is overly complex - intimidating for the new user. That said, they are working on improving that with the next generation. It will be interesting to see what abilities will go by the wayside in an effort to simplify.
  • Setting up user access is complex, and not complex enough in some cases.
June 24, 2016

Blackbaud

Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • Geared for smaller organizations
  • Has majority of fields to store data
  • Needs to update system for speed in running data through
  • Needs to update system to show new interface
  • Needs more ability to customize system
  • Needs to flush out purchasing/PO module
  • Needs better ability to write custom reports and data fields
Katalin Sankowich | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • Support is second-to-none.
  • Blackbaud CRM is one of the more customizable options. Since you can't always be sure of future needs, this is a must-have.
  • It is one of the easier systems to learn. Many CRM options are cumbersome and require much more training. I had no issue training individuals with varied experience levels.
  • As with most (read: all) Blackbaud products, the pricing is a bit high. There are other options that are significantly cheaper - which makes Blackbaud CRM a much less-likely option for smaller organizations.
April 19, 2016

My Review.

Tim Ambrose | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Blackboard provides great training for their products which is important when introducing new team members to the necessary software.
  • Blackbaud CRM allows easy web access to our database which is important when out in the field for real time updates.
  • Blackbaud CRM improves team time management by allowing the inclusion of important and efficient reminders.
  • I have no feedback in this area at this time.
Laurence Sarner | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Very flexible configuration options.
  • Excellent reporting options.
  • Tight accounting system integration.
  • Learning curve steeper than other competing products.
  • More expensive alternative to other systems.
  • Social media functionality not there yet.
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