Designed for large, complex organizations as well as federated and international nonprofits.
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HubSpot CRM
Score 8.4 out of 10
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HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
I have used HubSpot CRM to help grow and scale companies which range in size from SMB businesses owned by one person up through enterprise companies doing hundreds of millions in revenue. There are not any use cases where HubSpot CRM has not been able to suit the needs for what we've needed from it.
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
Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
Automation for follow-up : With its feature called "sequences", follow-up emails made easy.
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.
A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)
We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
I give it this rating because when I first joined the team here I had never used HubSpot before. Within a week I was up to speed on the CRM and knew pretty much how to use it based on its user friendliness. The different tabs on the side and organization of the site did not make me anxious when I first started which is hard to say for most CRM platforms because their can be A LOT going on on but, HubSpot has been my favorite CRM thus far and being in marketing the last 7, going on 8 years now I have worked with PLENTY of CRM's
I have not personally had to reach out to Blackbaud CRM Support, because we have a central office that manages the Blackbaud CRM relationship. However, any time I've reached out to our support team, there is nothing they can't figure out by utilizing the support they receive from Blackbaud CRM. I've not had any issues that have gone unresolved, and they can always get things done in a timely fashion.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
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.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
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.
I have used two other CRM systems; they were in-house at my company, so I can't search for them in the list. Previous CRM systems ran very sluggishly, lacking many features such as transactions. Very often, they did not add sent emails or added them incorrectly. Adding contacts was unintuitive and had a lot of mandatory fields that had to be filled in manually, as this system did not download data online. There was no option to search if a lead existed; there was a function that theoretically should have notified of a duplicate, but only after the entire long list was filled out.
Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments.
Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level.
Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team.
We can raise the tickets easily from HubSpot only. There is no confusion about that.
There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.
