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.

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.

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.

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.

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.

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.

Ease of use. Everything is in one place from prospecting to execution of visits to stewardship.

Evolution of service. As the company has gotten bigger, the early adopters have been left behind a bit.

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.

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

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.