Who Uses This Software?

Advancement Teams at Educational Institutions


Average Ratings

23 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • EverTrue
  • www.evertrue.com
  • Founded 2010
  • United States

About EverTrue

EverTrue is a leading advancement software platform that supports fundraising efforts at educational institutions. Powered by institutional data and third-party insights, EverTrue provides streamlined access to donor data to help advancement offices more effectively engage constituents and maximize giving potential. The EverTrue platform improves results for the entire advancement team through targeted products for alumni relations, annual giving, prospect research and gift officers.


EverTrue Features

  • Alumni Management
  • Auction Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Discovery
  • Donor Management
  • Event Management
  • Gift Matching Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Pledge Management
  • Recurring Giving
  • Volunteer Management
  • Event Management
  • Fundraising Management
  • Jobs Board
  • Mailing List Management
  • Member Accounts
  • Member Communities
  • Member Directory
  • Member Portal
  • Membership Management
  • Website Management
  • Campaign Management
  • Donation Tracking
  • Donor Database
  • Event Management
  • Gift Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Mobile Donations
  • Online Donations
  • Pledge Management
  • Receipts / Statements
  • Recurring Donations
  • Volunteer Management
  • Admissions Management
  • Alumni Management
  • Assessment Management
  • Curriculum Management
  • Faculty / Staff Management
  • Financial Aid Management
  • Fundraising Management
  • Housing Management
  • Scheduling
  • Student Information / Records
  • Student Portal

EverTrue Reviews Recently Reviewed!


Highly recommend EverTrue

Mar 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The EverTrue team continues to enhance the software with features requested by their clients, and works closely with the clients in implementing the new features. Additionally, they have sought our advice and input while beta testing new modules. The software has enabled us to easily segment our cumbersome CRM system while providing an accessible interface for our gift officers to enter contact reports and plan trips. The most recent enhancement provides an interface for users to suggest biographical updates to data management staff. This is an excellent feature that promotes data integrity. Being able to segment using LinkedIn data provides unique added value. The ability to map search results is an excellent feature, especially the ability to incorporate a radius.

Cons: While the software doesn't allow segmenting using full Boolean logic, the EverTrue team has developed methods for combining segmenting results into lists that automatically remove duplicate results.

The software was initially developed for use with iOS devices, but the app has not kept pace with the features offered by the web version.

Overall: EverTrue is a valuable contribution to our decision support systems. Their customer success team is without parallel, extremely responsive and always gracious. I highly recommend EverTrue.

Changing the way Advancement Offices interact and use data

Apr 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The New School's engagement with the platform is office-wide, Information Services uses EverTrue to capture employment updates from the LinkedIn integration and Eventbrite registration. Officers also use the native functionality to notify Information Services when they discover new information. Prospect Development has uncovered new prospects through creative segmentation available and find the list functionality an easy way to organize their work. Gift Officers conduct their own prospecting prior to a trip which is made easier via the mobile app and the mapping functionality.

Cons: I do not have many criticisms of the EverTrue outside of the ability to be able to filter on all available fields within the platform. You are limited by the predefined set for searching as well as display. An example is "Last Interaction Date." I would like to this to be a column that displays so I could prioritize my outreach.

Overall: From the first sales meeting to the last call during the four-week implementation, EverTrue partners with you at your pace. Having worked with many sales and implementation professions, this was a very refreshing experience. The company has not only developed (and continues to improve upon) a solid platform; its employees are passionate, thoughtful, and committed.

As the head of Advancement Services, I oversaw the initial set up, training, and finding the key points to measure ROI. Setting up the integration between Banner Advancement and EverTrue was straightforward and well documented. Training with our Customer Success Manager, Caroline, was a solid launching point for our gift officers and alumni relations team. We have almost 100% adoption with users loving the trip planning data and the ability to segment thoughtfully and intuitively.

Want Results? You're missing out on the EverTrue experience!

Mar 28, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Timely results, easy to use dashboards, ability to cull together segmented data based on easy-to-use features and user friendly applications. The company continues to innovate their product line with new enhancements and helpful training opportunities. We've been able to engage with donors that we would have not engaged with previously if it wasn't for this tool. The integration of our database, LinkedIn, social media data rolled into one easy-to-use dashboard is superb.

Cons: Like most reviewers, we are waiting for the ability to extract career information to update our database of record. This remains a number one priority to ensure that data is refreshed and consistent. More PROS than cons when it comes to using their software.

Overall: EverTrue continuously delivers quality through every facet of their product(s). Our leadership gift officers find this tool to prove it's value while out on the road, planning visits and finding new prospects. The tool is even used by our alumni engagement, advancement services and prospect research teams as a means to cultivate alums and 'think outside the box' when it comes to segmenting our data.

The customer success teams, including the company's leadership are engaged and very willing to ensure that we are well trained, satisfied and cutting edge. This says a lot about the company's ethics, values and their commitment to ensuring the success of their clients.

Your database in your pocket!

Mar 28, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a gift officer on the road often EverTrue makes life so much easier. The "My Trips" feature is amazing to keep everything organized and it automatically goes to my calendar. In addition, when you have the dreaded cancelled visit, you have the ability to pull up people within the area you are at to try and find someone else to visit. It is also helpful to look for new prospects, the filtering features are intuitive and makes it easier to build out trips.

Cons: As with anything, sometimes technology doesn't work. I have had times when on the road the app is not working but typically it is very intermittent.

Overall: With the integration with Facebook I utilize it to find those alumni that might not be donors but highly engaged. I look for one or two of those people to potentially visit around an anchor visit and without EverTrue would not be able to do this!

Software at Your Fingertips

Apr 30, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I like the ease of finding a person with all their vital information wrapped up in one place. Very convenient.

Cons: Sometimes the pull downs are confusing but it's not a deal breaker.

Overall: I have used EverTrue in my office working with donors and also getting info on the donor while I'm making phone calls or sending emails to them. On a trip to a large city, I decided to see who was in the area. EverTrue allowed me to find the donors and potential donors and I called several of the donors and asked if they had dinner plans then invited them to a casual, informal gathering that night. Very enjoyable and profitable for my University. I did all the contacting while sitting at stop lights and all because of the ease of use with EverTrue.

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EverTrue review

Mar 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to use and I can find out everything I need is a few minutes. I can match up their facebook and linkedin pages to even get more information about our prospects. Very helpful

Cons: There is really nothing that I do not like. I find it very useful.

Overall: We have six people in our office that uses this and we all really like the way it gives us what we want . Just today I was looking up some children of a past SUU employee that had passed so I search by one of the sons names and found a old message that was posted about the donor very helpful.

Our Major Gift Officers Love it!

Feb 21, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to set up and use. Our gift officers love the search feature and mapping abilities. They feel much more in control and can get information as soon as possible.

Cons: We wish we could download the job information to help us update our database.

Overall: The product is easy to set up and the support team is very very responsive. EverTrue is constantly getting new features and we have some very happy users on our team.

Makes prospecting and travel so much easier

Mar 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to find prospects, create lists and segments, and mapping out my prospect visits visually. I also like the "similar constituent" feature and have used this to connect my prospects with each other. My Trips is amazing in helping to schedule visits as it will tell me traffic time to expect between meetings. Also, integrating my visits with Outlook is seamless and I love that I can take notes directly in the app after my meeting.

Cons: I wish the drive time would be able to factor in traffic.

Total Alumni Database Package

Feb 22, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Evertrue combines engagement (ie. social media) with demographic information that provides an accurate profile of the member.

Cons:

There's nothing that I like least about the software. Evertrue is constantly enhancing their service based on customer responses so my usage needs are being addressed.

Hate your current database? Get EverTrue immediately.

Feb 21, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Extremely easy to use

-Makes my job easier

- Pulls reports easily and quickly

- The List feature is fantastic and versatile

Cons: - I honestly cannot think of anything that I did not like. Sincerely. Their team is also very responsive to any new functionalities that you might like to add.

Overall: It's intuitive and makes my life as a fundraiser significantly easier. I can find prospects, pull reports, and manage volunteers very easily.

Prospect details at your fingertips

Mar 28, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use for segmenting data and sharing information.

Cons: Trying to get the rest of our development to use it.

Overall: We are able to identify much easier the top level prospects. Sharing lists with other staff is a great tool.

Evertrue offers many unique features

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the way I can see who is interacting with our company on Facebook.

Cons: I am still learning how to set up queries.

Overall: Wonderful customer service, great functionality. LOVE the Alumni Community app.

Research Director

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use.

Filtering for prospecting.

Cons: That other people in the organization don't use it enough.

Overall: Prospect research. Some marketing communications issues. Major gift portfolio management.

Bryant University Loves Evertrue

Mar 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Numerous applications beneficial to prospect research, annual giving, major gift fundraising, alumni engagement, and marketing/communications

Cons: Nothing! It's a great product and the customer success team is top-notch!

Overall: Best value-added tool I've come across in quite some time. It's game-changing!

Giving With Evertrue

Feb 20, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Evertrue provides great functionality to quickly identify donor giving history, make online giving easy, provides access to create donor searches using a variety of search options.

Cons: Not much I do not like. I just don't use all the feature search options on a regular basis, so sometimes have to reteach myself how to create a new search.

Overall: What Evertrue offers, in addition to user friendly, advanced software, is excellent customer service - and with a smile.

Evertrue's Volunteer Platform is fantastic!

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I work with class volunteers from our college that help us raise support. The volunteer portal that Evertrue offers has been an incredible asset in allowing our volunteers access to information on their assignments and receiving notifications immediately of their success in garnering a gift. Additionally, the administrative side of the platform is intuitive and easy to use.

Cons: I have yet to experience any problems with the platform. The Evertrue staff is helpful and quick to provide help.

Love it!

Feb 22, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its very user friendly and the customer service is top notch.

Cons: It is slow to populate and sometimes slow in general.

Evertrue

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Like the search features by location and areas.

Cons: Needs to be updated with our data more often

Overall: I enjoy using EverTrue and it helps me in my searches for new prospects

Great on the road

Mar 27, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When I'm traveling--which I do a lot--I use EverTrue to help me access data on our alumni and prospects. It's an easy tool to use.

Cons: Sometimes I have to log in with access codes instead of staying logged in, and at times I can't find certain alumni through the app.

Overall: It's such an important product to front line Advancement staff, and I see it becoming bigger, broader and better over time.

EverTrue thumbs up!

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The integration with Facebook and LinkedIn are absolutely worth the value.

Cons: Convincing my colleagues it is worth the value. This is the same problem with any new software, there is always skepticism.

Overall: EverTrue has already uncovered new audiences for us to share our story. Every day we could find more people if we had the time and resources to do so. We have just scratched the surface.

Great for Alumni Relations

Mar 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: It's an easy way to keep track of where alumni are now and what they're doing professionally. The app is an excellent value-added feature.

Cons: The map feature is nice but tends to run slow.

Bucknell Alumni App

Jan 08, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: EverTrue's services allowed us to successfully launch a new and innovative platform that adds tremendous value to our program. The app's integration with LinkedIn and Facebook makes it easier for Bucknellians to connect. We've had excellent customer service from the company and look forward to continuing our relationship.

My experience with the software is the best thing ever

Nov 18, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I love it and the best thing ever when I get to see the new update it is the best thing ever