Bloomerang CRM vs. Pipedrive

If you are a small organization just getting started, Bloomerang can be a good fit. It is simple and straightforward for development staff who maybe aren’t super savvy with data management or analysis in spreadsheets. In the sales demo they will try to upsell a lot of extras that are ultimately not necessary unless your stuff is very unfamiliar with database software. The base price of the software is something like $300 per year, as long as you mix all of the training and phone support add-ons they initially present you with.

Incentivized

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

• Reporting: Once I understood the logic behind Bloomerang's reporting tools, I could not believe I'd ever worked a different way. Some of our funders request very complicated reports and getting the relevant data out of Bloomerang is SO much easier than it was with our previous CRM tools.
• Website integration: I love the tracking functionality that Bloomerang offers, as well as how easy it is to integrate event ticket, volunteer, and other forms into our existing website.
• Intuitive design: I've introduced total novices to Bloomerang and been very impressed with how quickly they've been able to figure out all the top level navigation as well as deeper functionality.

Incentivized

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• Some of the searches did not bring up the expected results. It would be good to see the logic be a little more "fuzzy".
• More pre-set reports would be helpful for small organizations who do not understand the logic behind how to get the results they are seeking.
• An ability to just page through donor records would be nice. Sometimes you just want to browse the data to get inspired.

Incentivized

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

#1 - I am very happy with the product and support so far.
#2 - With significant data migration costs, I wouldn't even consider another option for at least 3 years no matter how much better it might be.

Incentivized

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Data and settings are very customizable to fit the needs of our organization. We are able to not only keep track of donations, but also other interactions we may have with a constituent. Support is extremely helpful when issues arise.

Incentivized

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

Any time i had a problem or question it has been easy to find an answer or tutorial. When I cannot find an answer, it is easy to email or live chat with support and they resolve my problems very quickly.

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

We left DonorPerfect for Bloomerang. I had come from an organization that used Raisers Edge and there was no way I was going to stay with DP. RE is great for larger organizations with staff dedicated to the database, but we were a much smaller organization and needed to have something we could all use easily. We demoed Salsa and Neon and liked them both, but Bloomerang had better integration features and seemed to be the most user-friendly.

Incentivized

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

• Because my organization has been using Bloomerang for only one year, we haven't yet studied what impact it has had on our ROI. We have, however, noted that we are able to more efficiently and more rapidly communicate with constituents now than we were able to before we had Bloomerang. We can quickly and efficiently generate acknowledgements and tax receipts - and do so - better than we ever did before.

Incentivized

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized