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EverTrue from EverTrue
Integrated CRM features with data intelligence, donor engagement tools, and campaign management tailored for investor relations and fundraising.
Product analysis by function
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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Contact & Relationship Management
(7 Yes /7 Known /13 Possible features)
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
EverTrue supports a centralized donor and constituent/contact database as part of its CRM for investor and fundraising teams. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Marketing and documentation indicate EverTrue logs all engagement activities such as emails, calls, meetings, and in-person visits with donors/investors. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
No information available | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Custom fields are available to tailor records for donor/investor CRM needs per product documentation. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk import/export is supported for migration and list management, as shown in onboarding guides. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced search and filter capabilities for stakeholders and donors are shown in marketing materials and in-product screenshots. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
No information available | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contact-institution relationships are supported since EverTrue links individuals to companies or organizations. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
No information available | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
No information available | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
No information available | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
Data enrichment via social media (LinkedIn) integration is promoted as a core benefit. | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
No information available |
Fund Tracking & Pipeline Management
(9 Yes /9 Known /13 Possible features)
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
EverTrue visualizes fundraising pipelines with Kanban and list views, as shown for campaigns and prospect stages. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Pipeline stages are customizable to align with different fundraising workflows. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Creation and tracking of new fundraising opportunities per fund and major gift donor is explicitly supported. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Commitments—both soft and hard pledges—can be tracked against prospects and opportunities. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Multiple concurrent campaigns/funds can be managed per customer references and feature descriptions. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
No information available | |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
Recording opportunity outcome reasons is supported for pipeline management. | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Forecasting tools for donations/commitments based on tracked pipeline are included. | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
Weighted probability pipeline for forecasting is shown in both demos and documentation. | |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
No information available | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
No information available | |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Meeting and engagement notes are core to EverTrue's investor/donor workflows. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
No information available |
Investor Communication & Reporting
(7 Yes /7 Known /12 Possible features)
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk personalized emails for donor prospecting and stewardship are a promoted feature. | |
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Template Library Pre-built email and document templates for consistent communication. |
Template library for emails is indicated in user documentation. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
Mail merge and personalized bulk communications are described in feature set. | |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
No information available | |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event registration and attendance for donor events and webinars is included. | |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Secure sharing of documents (e.g., reports, updates) with donors/LPS is supported via portals. | |
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File Versioning Track versions of documents distributed to investors. |
No information available | |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
No information available | |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
Automated reminders for meetings/followups are included for fundraisers. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Donor/investor portal is routinely mentioned—it is password protected with access to communications and reports. | |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
No information available | |
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Consent Management Track legal/communications consent and preferences for each investor. |
No information available |
Integration & Data Connectivity
(6 Yes /6 Known /12 Possible features)
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
EverTrue supports Gmail and Outlook integration for CRM syncing. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar integration with Outlook and Google Calendar for scheduling is provided. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
No information available | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Bulk import from spreadsheets/legacy CRM is a described onboarding flow. | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Data export options like CSV and XLSX are documented. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
LinkedIn, GiveCampus, and other third-party data integrations are included. | |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
Single sign-on (SSO) support is targeted at enterprise and university clients. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
No information available | |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
No information available | |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
No information available | |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
No information available | |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /12 Possible features)
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Customizable dashboards for users and admins are highlighted in the UI. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics and reporting by stage are listed features. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Reports on team and individual fundraising activity are part of the analytics. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
No information available | |
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Historical Fundraising Analysis View trends across past and active fundraises. |
Historical campaign analysis (past and present fundraises) supported in analytics. | |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
No information available | |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
No information available | |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable/exportable data for reporting is standard, via CSV, XLSX, or PDF. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Charts and visual dashboards (bar, line, pie graphs) for data visualization are included. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
No information available | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom report builder is shown as supporting both standard and ad-hoc queries. | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(7 Yes /7 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
Role-based permissions, including field-level and object-level access, are supported. | |
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Data Encryption Encryption of data at rest and in transit. |
Data is encrypted in transit and at rest; confirmed by EverTrue in security documentation. | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Compliance and user activity logs (audit trail) are kept for donor and system actions. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
GDPR and global data privacy support referenced for higher education and international clients. | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Supports multi-factor authentication for secure access. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
No information available | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
EverTrue provides regular security updates and patching for SaaS clients. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
No information available | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
No information available | |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
No information available | |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
Cloud-based, industry-compliant storage for donor and investor documents is indicated in security FAQs. | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
No information available |
Activity & Task Management
(3 Yes /3 Known /12 Possible features)
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Internal task assignment features for teams are standard. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Automated task reminders/notifications are available for scheduled activities. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Recurring tasks can be scheduled for repeated outreach or stewardship. | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
No information available | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
No information available | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
No information available | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
No information available | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
No information available | |
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Mobile Task Management Full-featured task management on mobile apps. |
No information available | |
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Activity Logging API Log activities programmatically from external sources. |
No information available | |
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Time Tracking Track and report on time spent per task or activity. |
No information available | |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
No information available |
User Experience & Access
(7 Yes /7 Known /11 Possible features)
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Users can personalize dashboards/tables and customize layouts. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
EverTrue offers a full-featured mobile app for iOS and Android. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
No information available | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
No information available | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add and update workflows are featured in demo/onboarding materials. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
In-app tips and onboarding assistance shown in UI walkthrough. | |
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Dark Mode User-selectable dark/light display settings. |
User-selectable display modes, including dark mode, announced in version updates. | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
Favorites/shortcuts for key donor or opportunity records available in UI. | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Sync across devices (web/mobile) is included for cloud CRM use cases. |
Onboarding, Support & Training
(5 Yes /5 Known /10 Possible features)
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Guided Onboarding Structured onboarding sessions with a product specialist. |
No information available | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Custom/assisted imports are part of onboarding per support documentation. | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
EverTrue has a public knowledge base and help center. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
No information available | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
No information available | |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
No information available | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
Live and on-demand user training is available via webinars and support portal. | |
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Product Update Notifications Automated alerts about new features or changes. |
EverTrue provides product update notifications and alerts. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
No information available | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
Custom workflow setup or professional services are referenced for complex customers. |
Data Quality & Maintenance
(7 Yes /7 Known /11 Possible features)
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Data entry validation is a built-in control in the system and can flag or restrict invalid entries. | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Duplicate record identification is a promoted feature for major gift pipelines. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data prompts and alerts can be configured for fundraising team followup. | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
No information available | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
No information available | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
Backups and disaster recovery included for SaaS, as indicated in security overview. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
Archiving/delete workflows are shown for aged or obsolete donor/prospect records. | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Field standardization (for example, address, role) shown in onboarding/training materials. | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
No information available | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Permission-based editing is explicitly supported in account/role settings. |
Customization & Scalability
(8 Yes /8 Known /11 Possible features)
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Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects and workflow automation available for large customers and advanced use cases. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Full field-level customization per donor/prospect object. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Licenses and user/module scaling supported and routinely promoted for institutional clients. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund/campaign/entity tracking available for complex customers. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Custom workflows and automation triggers are included for advanced customers. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
No information available | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
No information available | |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
No information available | |
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Permission Customization Granular control over what each user can see and do. |
Granular permission customization is supported by system settings. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Users can define personalized notifications for reminders and new opportunities. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No code/low code customization is referenced for users to adapt forms and workflows. |
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