EverTrue vs PWI Charity CRM

EverTrue is alumni relations software for educational institutions that need to track and communicate with alumni. Profiles can combine information about Facebook engagement, event attendance, career progress, interests and giving. Users can segment alumni with more than 80 filters, while dynamic engagement scores track interactions with Facebook pages and posts. TrueView adds career information and job changes to profiles. The product also supports event and volunteer management, with mobile access to alumni information. Named integrations include Eventbrite, Emma, Graduway, ThankView and Hustle; CRM integrations include Salesforce, Blackbaud CRM, Raiser’s Edge NXT, Workday, Peoplesoft and Jenzabar. Access is available on Android, iOS and web. EverTrue says it takes reasonable administrative and technical steps to protect personal data but cannot guarantee absolute security. It also says Google API data is not shared with AI models or used to train generalized AI or machine-learning models. Pricing is on request, and each product has its own price point. The company was founded in 2010 and is headquartered in Boston.

PWI Charity CRM is a web-based contact system for nonprofits managing supporters, prospective donors, leads, fundraising, and outreach. Profiles can store several emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement levels. The CRM records gifts from online donations, crowdfunding, GroupGive, manual entry, and other channels. It also records non-cash contributions such as goods, services, property, and vehicles with fair-market values. Tags and segments organize contacts for targeted communication and donor analysis. Users can generate and send tax-deductible receipts, produce donor reports, import contacts from spreadsheets or other CRMs, and export data for mail merges or reporting. Listed capabilities include campaign management, recurring donations, automated receipts, donor segmentation, donation keywords, and standard reporting. The free plan costs nothing, requires no credit card, and is described as free forever. Paid pricing is listed from $25 a month. PWI says it uses reasonable confidentiality measures but cannot guarantee complete security. Terms grant PWI and PWI Foundation a perpetual, transferable, sublicensable worldwide license to submitted CRM content for related marketing and promotional activities, while nonprofits retain ownership.