Blackbaud CRM Reviews & Pricing

Key Features

• Analytics: Users can nurture lifelong relationships with customers, make informed business decisions and increase revenue with actionable insights into supporters’ behavioral, demographic, lifestyle and financial characteristics. It helps eliminate guesswork from prospect research. 
• End-to-End Education Management: Blackbaud CRM helps students achieve their academic aspirations by equipping them with the right tools. It offers a host of cloud-based solutions for K–12 private and parochial schools. Features such as online committee review and self-scheduling help save time, while customizable admission checklists let admins and parents review application status. It offers school-specific functionalities such as filterable calendars, dynamic curriculum guides and more. 
• Peer-to-Peer Fundraising: Blackbaud CRM helps grow a supporter base by discovering new supporters and empowering current ones. Users can engage them in campaigns and events using an optimized peer-to-peer solution portfolio. It helps increase funds and effectiveness using analytics, purpose-built capabilities, coaching and social networking. 
• Integrated Online Marketing: Integrated solutions let users follow up with customers on a large scale using automated emails driven by behavior or predictive intelligence. They can create a customized, integrated website experience and connect with social influencers to increase social engagement. They can own complete constituent life cycles and synchronize data from marketing, advocacy and fundraising efforts. 
• Simplified Financial Processes: Financial aid helps expand reach, receive award recommendations through reports and configure calculation settings. Users can collect priority information, design formulas based on enrollment parameters and policies, and submit timely applications and documentation. It saves a great amount of time on the review and verification process. 
• Tuition Billing: Automated payment processes and dedicated customer support ensure a quick and seamless billing experience. Online account review and payment submission are available on different devices. Flexible payment options include credit card, automatic debit, check or money order, and cash payments. 
• Streamlined Finance Management: This lets users maintain FASB compliance by tracking expense reports and governing user-specific access rights and approval controls. They can maintain clean account structure, manage reporting requirements and demonstrate stewardship of contributed funds by capturing program, grant and department information. 
• Integrated Merchant Services: This feature improves efficiency using detailed reporting, 24/7 access to transaction information, pre-reconciled bank deposits and automatic updates of payment data. Users can mitigate fraud and protect sensitive organizational data by simplifying PCI compliance and leveraging Point-to-Point Encryption (P2PE). 
• Academic Role-Specific Capabilities: The solution supports assignments, grading, announcements, forums and more. It streamlines scheduling, attendance, report cards, grading and transcripts by collecting academic information. Parents can complete admission applications, accept enrollment contracts, monitor homework assignments and more. 
• Effective Expense Management:  A secure online portal offers insights into vendor spend, allowing users to negotiate better rates. Users can leverage this to add cardholders, review activity with detailed reports, control expenses, and monitor credit card statements and audit logs for each card holder. 
• POS Ticketing: Users can deliver personalized experiences through group sales, event pre-sales and automated discounts. This feature helps increase ticket sales with dynamic pricing, identify trends and behaviors using integrated analytics, and save time and effort on program management and configuration. It’s possible to convert ticket buyers into members using a 360-degree view of behavior, and layered wealth and demographic information. 
• Prospect Management: Through custom modeling, users can identify top prospects using likelihood and capacity scores, and prioritize them accordingly. It helps them approach prospects based on their interactions and relationships with other organizations and supporters. Users can also access and use modeling results in CRM and prospect research software. 
• Direct Marketing Insights: Using direct analytics, users can minimize expenses by eliminating non-essential outbound communication and maximizing marketing communications. Intent-based targeting techniques let users capture untapped donation potential, identify suitable communication channels and determine the best outreach approach. 
• Modeling and Prospect Research: Prospecting software evaluates data from over 100 compliant data sources using proprietary analytics methods. This generates four key wealth attributes including net worth, annual income, investments and discretionary spend. 
• Awards Management: Users can enhance cross-functional visibility throughout scholarship and award management processes and create impactful stewardship practices. Students get a unique view of scholarships and can identify suitable plans. It’s possible to share impact with donors by combining fund financial data, key donor data from any CRM, thank you letters and other beneficiary information. 
• Congregation Management: A connected app lets users manage things like unlimited online donation forms, one-time or recurring giving, member and family profiles, and a comprehensive church directory. It’s also possible to keep congregants informed using a drag-and-drop, intuitive email marketing tool. 
• Church Management: Users can manage groups effectively using email and text communication, attendance tracking and group leader permissions. Intuitive check-in capabilities help keep children safe and secure, while one-time and recurring events can be managed using event capabilities. Visual tools provide insights into trends. Users can also generate lists and reports, and keep data up to date using built-in data health tools. 
• Volunteer Management: This feature lets users track general and role-specific requirements for volunteer positions, store background checks and track interest so that they can match an enthusiastic volunteer with appropriate needs. 

Limitations

•  Technical assistance is required for advanced query building and importing large amounts of data. 
•  The query designer doesn’t let users perform SQL complex joins. Users have to create a query view and select that to join multiple data elements. 
•  It doesn’t allow users to tag or mark donations with more than two qualifications. 
•  PDFs can’t be edited once downloaded because of certain guidelines. 

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