EverTrue Software

4.83 / 5 (60)

About EverTrue


EverTrue is a cloud-based fundraising platform that helps advancement teams in small to large nonprofit businesses identify, understand and engage segment constituents, streamlining access to donor data and response to giving opportunities. Key features include management of campaigns, volunteers, donor discovery, events, alumni, and recurring giving.

EverTrue comes with collaboration tools for users to build lists, monitor top prospects, balance portfolios and share insights with co-workers through comments. It allows businesses to quickly segment and identify prospects and giving profiles. Additionally, enterprises can view filtered results or generate contact reports based on metrics including keyword, date, type and constituents' profiles.

EverTrue allows integration with third-party sources such as LinkedIn, Facebook and Zillow, which enables users to gain real-time insights into data for a better understanding of constituents' wealth, interests and respective connection to businesses. Pricing is available on request.



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Supported Operating System(s):

Web browser (OS agnostic)

60 Reviews of EverTrue

Average User Ratings

Overall

4.83 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(50)

4 stars

(10)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 60 reviews

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May 2019

Ryan from Concordia University, St. Paul

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

3 Things That Changed How We Work

I have been working with EverTrue for more than three years. In that time, I have always felt like a priority when I encounter issues. I have a voice that is heard, regardless of the size of my institution, and that makes it worth my time to maximize our usage of the platform. Creating a great tool and fostering a culture of constant improvement keeps them relevant in the industry; investment in the customer relationship makes them valuable to us.

Pros

Consumption: Databases are built to store information extremely well but not make it easy to access quickly or intuitively. You have to learn another language of form acronyms to get at basic information. Using EverTrue has allowed us to transform data consumption by putting constituents in a context that is relevant. Users can see who they are, where they work, and their relationship with us alongside real-time info from third-party sources that we could simply not catalog efficiently.

Collection: We make a great effort to keep our data clean and up-to-date, but people change faster than we can work. Our greatest sources of information are the frontline fundraisers. People inadvertently fill in gaps in conversation and EverTrue helps us capture those updates by reducing barriers. We empower anyone who interacts with constituents to help keep connected by retiring old data and suggesting updates through the platform. This further reinforces the value of having one main software destination from which to work.

Communication: Gone are the days of submitting forms or writing emails with context to make sure we are talking about the same person. We take all communication that doesn’t need to be preserved to EverTrue’s comment functionality. It works like social media but without the awkward relatives filling up your feed. Tag a coworker on a profile and exchange ideas on how to engage that constituent. Share a link to a timely news article so they have it for their donor visit

Cons

There are the small quality of life things that detract from the user experience at times. You lose your spot in a list if you select a profile. You can avoid the issue by opening each profile link in a new tab in your browser, but that does take away from the seamless nature of the platform. I have had users confused by the default terminology on the platform when it doesn’t match our established norm. Solicitation codes in EverTrue are known as exclusion codes to everyone in the office. Our actual solicitation codes reference appeal coding. This was sorted out, but worth noting as it was an adjustment.

March 2019

Suzanne from The College of Saint Rose

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Highly recommend EverTrue

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.

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.

April 2019

Ryan from The New School

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Changing the way Advancement Offices interact and use data

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.

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.

March 2019

Dan from Bentley University

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

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

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.

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.

May 2019

Robert from Northern Illinois University Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2019

Evertrue Review

Evertrue allows me to search and segregate information from our database of over 400,000 records easily, without making a search request from our technical support team. I can easily share information and even my search procedures with colleagues. I have found the Evertrue team to be very helpful whenever I had questions and concerns, and they have added valuable features to the product since we joined.

Pros

What I find most helpful about this software is the easy, intuitive control and the simple, easy to understand graphics. I mainly use it to compile lists of prospects and develop different search criteria for different projects and Evertrue's ability to search and segregate our database is very useful in that regard. The map features are also very useful for planning travel itinerary and seeking "targets" of opportunity quickly if extra time becomes available on a trip. Lastly, the fact that Evertrue is tied to LinkedIn, records Facebook interactions with selected pages, and allows information to be collected and shared has been very useful.

Cons

Evertrue is a costly system, although I think the value is worth it. Due to problems with Facebook, Evertrue no longer can connect directly to pages, but it is easy to record page addresses and other sources in the comments section.

March 2019

Kyle from Ashland University

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Your database in your pocket!

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!

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.

April 2019

Don from Trevecca Nazarene University

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

Software at Your Fingertips

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.

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.

May 2019

David from Thomas Jefferson University and Jefferson Health

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

New frontier for Data and Volunteers

Overall, we are extremely happy with EverTrue. We feel that we get allot of value for the investment in the platform. Our customer success manager has been wonderful and has kept us engaged with everything that is happening.

Pros

A single platform for our prospect research, Annual Giving and volunteers to access a rich set of data. Continually evolving the platform and adding new features. Daily syncing of our data. Opportunity to review and see engagement data with Facebook. This was a set of data that we didn't know we really needed, and now that we have it, it has really become a core part of our data set.

Cons

We really don't have many cons in terms of the core platform, other then our desire to have APIs available for data exchange. It is supposed to be a part of their roadmap. We had also used their Directory, and it was really wonderful have a single platform for all these Alumni tools. They are no longer providing that capability, so that is disappointing to have to work with another vendor.

May 2019

Amanda from University of South Carolina

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2019

EverTrue's compatibility with Annual Giving

Our online giving program has really grown as a result of EverTrue's giving sites and customer service has been top-notch. We also attend and enjoy the webinars hosted by EverTrue to expand the work we are doing within the platform.

Pros

Our office primarily uses EverTrue to bolster our online giving program. The sites are very easy to set up and customize, and our conversion rate reflects the user's positive experience. We have more than 180 pages currently published to cater to a diverse audience.

Cons

While Facebook and LinkedIn integration are wonderful, we would like to see more social media integration and information for prospect research and to better help us capitalize on engagement scores.

March 2019

Annette from Advancement, Associate Director of Development and Annual Fund

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

EverTrue review

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.

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.

May 2019

Jeromie from Oklahoma State University Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019