EverTrue Review

EverTrue is a cloud-based fundraising platform that helps promotion teams at small and large non-profits connect, understand and engage with donors by simplifying access to donor data and response to donation opportunities. Key features include campaign management, volunteers, donor discovery, events, alumni and recurring donations.
Equipped with collaboration tools, EverTrue allows users to create lists, track top prospects, balance portfolios and share insights with colleagues via comments. It allows companies to quickly segment and target potential customers and provide profiles. In addition, companies can display filtered results or generate reports on contacts based on parameters including keywords, date, type and component profiles

EVERTRUE – TUTORIAL

EVERTRUE – FEATURES

• Mobile access to all the information you need
• Drag-and-drop portfolio management
• Simple trip planning and management
• Write or dictate contact reports
• Individual and group management and reporting
• Automatically bring up new qualified prospects
• Daily task management and requests
• Gift alerts and notifications
• Keyword search for contact reports
• Creating and writing proposals
• Real-time reporting and analysis
• Donor Experience programme management
• Constantly updated data on wealth, engagement and career
• List management, segmentation and prospecting for the entire team
• Multi-channel donor engagement via video, text and print
• Travel management and contact report entry
• Powerful resource management and administration
• Creating and writing proposals
• User-friendly segmentation
• List management and collaboration
• Facebook engagement information
• Keep track of donor interests, wealth indicators and donation history
• Mobile access to work anywhere