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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

(1-2 of 2)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
  • Time savings and more efficiency by helping me keep track of information better
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.
  • Proposal and Pipeline Management
  • Data Modeling
  • Dashboards and Reports
The fundraiser dashboard is the best part. It truly helps me stay on task and build relationships with my prospects that hopefully lead to philanthropic giving.
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.
90
This is all within the Advancement Division: fundraising, career development, deans/academic leaders, information services, marketing and communications, prospect research and management.
10
Data analytics, prospect research, skills related to working with fundraisers and understanding their usage and needs
  • Fundraising
  • Prospect engagement
  • Data Management
  • Dashboard to keep fundraisers focused
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.
Rebecca Armstrong | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use eTapestry as our donor database and as our moves management system for the entire organization. This includes the development department and well as marketing, mission services and our commercial services department, which has more sales functions. The main problem that it helps to address is lack of organized communication. With one search of the database, anyone can tell all of the activity that has been done with a constituent throughout the entire organization.
  • Customization of fields is really awesome - you can do basically anything you can think of
  • Report pulling is super useful and you can analyze any information that is in the database
  • Mobile/remote access is particularly useful in our organization
  • Reports can be tricky to get correct
  • Mass imports are hard to get correct - you often have to refer back to the fields, which means you have to start over completely
  • Sometimes, the system just runs super slow
I think a much larger organization (in terms of fundraising) might want something a little more savvy. We use a lot of different customizations so we find the software perfect for us, but a solely fundraising-based department might not find that as useful.
  • Increased employee efficiency, as the database can just be used for all contacts
  • Not sure how to word this - but looking better to donors and others in the community. Multiple people from Goodwill have different conversations with the same individual and not repeat asks or other conversations, instead we can actually build on the relationship and really respect that person's time more.
  • Maybe negative - lots of training & management needs to be done to coordinate everything
eTapestry was the database in use when my boss and I came on board. We did evaluations in terms of price and capabilites and it wasn't worth it to switch. Many other databases were much more expensive, did not offer similar services, and were not as user-friendly. The Blackbaud team did a lot to help us with customization and cleaning up the database along the way. Additionally, training videos and online help systems really sold us on keeping the system.
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.
10
Goodwill uses the Blackbaud CRM for business to business sales, like janitorial contracts or RePack operations; donor relations, including incoming gifts, direct mailings and donor meeting; community relations, including meetings with politicians, other nonprofits, local chamber organizations and business leaders; and general sales, including contacts made through our ground maintenance department.
1
This person has to be dedicated and not get frustrated. eTapestry does not allow for errors or mistakes. While you can't really ruin the database, it can take a few tries to get reports or imports right. You have to be able to troubleshoot and not get frustrated to accomplish this. Additionally, the person has to be able to train others and know a lot about the database to answer a wide-range of questions from the whole agency.
  • Tracking foundation and other grant applications
  • Tracking meetings with donors and businesses
  • Reporting on fund raised for the organization
  • Reporting on activity by individual users
  • Tracking meetings throughout the entire organization, not just in Development
  • Finding ways to allow different areas of the organization to communicate without traveling or even picking up the phone
  • To do more research on individual donor, segmenting them further
  • To become more sophisticated in all of our agency contacts
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