Relationship Management

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As a development officer, your most valuable asset is time. But it’s challenging to make the most of it when you’re stuck in spreadsheets and stray files all day. EverTrue puts all of your prospects in one place—helping you get out on the road faster, build strong relationships, and increase support for your institution’s mission.

  • Build and manage your portfolio
  • Log contact reports on any device
  • Plan and execute trips with ease
  • View team performance analytics

Stay on Top of Your Portfolio

Your portfolio doesn’t have to live in spreadsheets. Visualize your prospects by stage and monitor how they’re advancing through the pipeline—so you know who to reach out to and when.

  • Portfolio analytics
  • Proposal tracking (in beta)

Plan Trips in Hours, Not Days

Heading out to meet with prospects? Add the trip to your dashboard, include the dates, and drag-and-drop prospects onto a meeting itinerary. You can even sync the trip with your personal calendar.

  • Add meeting details
  • Email your itinerary to a colleague

Be More Efficient On the Go

When you hit the road, access your full itinerary right in the EverTrue app. Grab useful prospect information to prepare for meetings and easily find filler visits if an appointment cancels.

  • Call, text, or email prospects from the app
  • Get travel directions from Waze, Google Maps, or Apple Maps

Report on Visits Instantly

No need to wait until you get back to your computer to log a visit. Right after a meeting, open up the EverTrue app and enter your notes. Contact reports are searchable by keyword as soon as they are logged.

  • Record meeting notes (text or voice dictation)
  • Search contact reports by keyword

Measure Team Performance

Get a clear look at how the frontline team is performing. EverTrue’s intuitive activity reports help managers and development officers keep track of key metrics to drive fundraising success.

  • Activities by solicitor
  • Visit and proposal reporting

I have worked in advancement for more than 20 years and EverTrue’s gift officer solutions are the best I have seen to date. If I'd had this when I started my career, it would have saved me years of time.

Jennifer Small
Jennifer Small
Manager of Campaign Initiatives and Principal Gifts Officer, Union College


See how EverTrue can work for you.