EverTrue Advancement

EverTrue Advancement

⭐️4.8 / 5
Rating
🙌127
Ratings
📼4 scs
Content
📦~ in 2 weeks
Updates frequency
🗣❌ unsupported
Your locale

All Versions of EverTrue Advancement

4.58.1

June 20, 2024

Several quick bug fixes.

4.58.0

June 7, 2024

This update includes a few “Task” related improvements, including the ability to: • Edit tasks • View tasks tied to a constituent from their profile page • Add tasks about a constituent from their profile page • Easily distinguish cadence tasks from non-cadence tasks
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4.57.0

May 15, 2024

This update includes a few “Task” related improvements, including: - Create tasks with additional action types - Due dates for Suggested Task default to today - Tasks due today no longer show as “overdue” - Tasks properly populate even if you have 100+ tasks - Copy updates in Task detail view
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4.56.1

May 2, 2024

Quick improvement to make the global search bar available for everyone

4.56.0

April 30, 2024

EverTrue Signal customers will now see a new Home Screen in the EverTrue app. This Home Screen will include: • Quick Actions: You now have the option, right from the app Home Screen, to tap and quickly open the form to create an interaction, add a new meeting, or start a new trip. • Tasks: See a selection of the tasks assigned to you. From the Home Screen, you can also navigate to a new dedicated Tasks area of the app where you can view all of your tasks, see the tasks you’ve assigned to others, and have the chance to create new tasks. No more wrangling sticky notes to remind yourself of next steps! • Suggested Tasks: For constituents that are assigned to you, we’ll look through all of their recent interactions and suggest next steps that you should take in your cultivation of those constituents. These suggestions will show up under the “Suggested Tasks” area of the Home Screen, and you can choose to add these to your tasks list.
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4.55.6

April 16, 2024

This release contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
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4.55.5

February 7, 2024

The next time you receive a call back from an unknown number, you’ll be able to search that phone number in EverTrue to identify the constituent that reached out. Just type the phone number into the Constituent search bar and any matches will appear. This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
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4.55.4

January 31, 2024

The next time you receive a call back from an unknown number, you’ll be able to search that phone number in EverTrue to identify the constituent that reached out. Just type the phone number into the Constituent search bar and any matches will appear. This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
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4.55.3

November 28, 2023

This release squashes some bugs, to make sure you have access to all the information you need - when you need it.
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4.55.2

October 21, 2023

Say hello to AI-generated email drafts, now in EverTrue! Writing a first draft takes a lot of effort, we get it. That’s why we took the hard job of writing emails and harnessed the power of AI to create a more efficient experience. Combining AI with the data in EverTrue, we auto-draft meeting requests, thank-you notes, and stewardship touches that are personalized to each and every donor. If you’re already taking advantage of our new profile summaries, you will automatically have access to email templates. If you’re new to our AI features, contact your EverTrue Customer Success Manager to turn them on.
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Price History of EverTrue Advancement

Description of EverTrue Advancement

You can’t always be at your desk, but you shouldn’t have to leave any information behind. EverTrue's app for advancement professionals gives you instant access to the power of EverTrue when you're on the go. In the app, view constituent profiles, manage trips, build prospect lists, and collaborate with colleagues to increase your productivity on the road and uncover more support. Key Features: – Prepare for donor visits with quick access to constituent profiles – Easily view donor contact and address information - Quickly get directions to your next visit – Create, edit, and share prospect lists – Schedule additional meetings to fill time after a cancellation with powerful filters and map-based searching – Stay up-to-date on constituent activity with push notifications About EverTrue EverTrue is a leading advancement software platform that supports fundraising efforts at educational institutions.EverTrue’s data, software, and services empower advancement teams to create personal experiences for donors. 100s of organizations fuel fundraising by identifying and reaching more donors via EverTrue’s social, wealth, interest, and career data sources and engagement software, strengthening donor pipelines and increasing participation and engagement.
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EverTrue Advancement: FAQ

Is EverTrue Advancement iPad-compatible?

Yes, the software for EverTrue Advancement is compatible with iPads.
The app was developed by Evertrue, Inc.
The app needs iOS 15.0 or later to function properly.
With an overall rating of 4.8 out of 5, EverTrue Advancement is a must-have app for users.
Productivity Is The App Genre Of The Evertrue Advancement App.
The newest version of EverTrue Advancement is 4.58.1.
The EverTrue Advancement app was last updated on July 1, 2024.
EverTrue Advancement was released on February 6, 2023.
Child-friendly content, no violence or scary images.
The EverTrue Advancement app can be used in English.
Unfortunately, EverTrue Advancement is not on Apple Arcade.
Unfortunately, in-app purchases are not available within EverTrue Advancement.
No, you cannot utilize EverTrue Advancement with Apple Vision Pro.

Screenshots of EverTrue Advancement

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Reviews of EverTrue Advancement

  • Best in the sector

    EverTrue has set the standard for tech innovation in the advancement sector. The mobile experience for gift officers is light years ahead of Salesforce and Blackbaud which are the prior systems we used.
  • Very helpful

    The EverTrue app feels like a Tesla compared to the legacy CRM clunkers. We used to use the Salesforce mobile app and it was terrible. Before that we used Blackbaud which was even worse. I can’t believe one of them hasn’t bought EverTrue. In the meantime, the EverTrue team seems genuinely committed to user feedback and focused on the advancement sector.
  • Valuable on-the-road fundraising tool

    I would not be successful in my role as a front-line fundraiser without EverTrue app and the easy-to-use functionality. I’m quickly able to learn about a donor, see previous interactions, giving, and engagement/wealth scores. The integration with outlook and maps (google, apple, and waze) make working on the road effortless. I use the heat map of other donors in the area while planning trips. I use this tool everyday, and would highly recommend to your advancement shop.