Trail Blazer Non-Profit Manager Reviews - Page 2

Helps with keeping my data base every day.

Hard to use in some ways. Could be easier to use, if I could teach myself.

The data entry is easy, and looking things up is easy.

If just took some time to get used to it when it was new, but the support team was great

Thanks, Cindy! Please don't hesitate to reach out if questions come up with anything. We are here to help.

The support team is responsive, always friendly

There are a few features that the team has already incorporated after my suggestion. I expect that will continue as we discover desired features.

This product organizes and stores data well. It integrates with our website and payment vendor.

This product requires technical skills. It is not a drag and drop type program and some of the features like email campaigns can be done much easier through other software.

Mathew, thank you for your review. We would love to get you better trained on the tools! My first suggestion would be to attend the free orientation training (https://www.trailblz.com/LearningResources/Events), and then to call or email our support team to setup further training, or to plug into your computer to walk through any questions that you have. I'm confident that we can get you up to speed on feeling more comfortable with the software.

I use Trail Blazer for tracking and updating donor contact and contribution information, and for logging correspondence. It is user friendly and fairly intuitive.

I wish I could copy/paste donor address data to use in MSWord document correspondence. It would also be helpful if I could navigate between donors without backing all the way out to the dashboard.

Thanks, Mara! We recently put out an integration with MS Word for mail-merge purposes. Here are some resources: - Video: https://www.youtube.com/watch?v=qhxj0ztvUAc - Article: https://www.trailblz.com/kb/?action=view&kb=1389&cat=0&qq=word Please don't hesitate to call or email our support team for help with any part of the system. I'm confident we can get you comfortable with areas that may require a bit of training.

While this database doesn't come with lots of pretty buttons to click, the staff at Trail Blazer walks you through every step of set up and is there for you - ongoing - within 2 rings of the phone and email response within the hour - every time. The system is robust.

There is nothing we dislike about this software.

The customizable aspect of Trailblazer is a definite perk for those who want to adapt a software program to fit the language used by an organization. It's simple enough and has all the basics that are needed for a successful CRS platform for nonprofits without breaking the bank.

Trailblazer is not the easiest software to adjust to. The design intention to be user friendly and easy to understand didn't quite make the mark, the interface is a little bit crowded and confusing so it interferes with the ease of use when you first get started using the software. Luckily, the support team is 5 star and extremely helpful when you first get started. I find that giving Trailblazer a call always helps and the more time I spend with the software, the easier it is to get a handle on how it works.

Trail Blazer is easy to use and easy to learn with a tutorial and lots of instructional videos, but what I like most is the live customer support. They are a small company, but always available with a quick phone call to answer any questions.

This is pretty minor, but I would like the online payment page on our website to be more customizable. I asked and they are working on improvements to the design.

- The Customer Service is #1! They really do answer within three rings and they will walk you through any issues, big or small. - The interface is simple, clean, and pretty easy to use after a few tutorials/instructions.

- It's not cloud based, but do your really need it? Only consider a cloud system if you REALLY need it. Otherwise you paying for something you barely use.

Trail Blazer is a cloud based client-server software package. Your donor data is stored securely in the cloud on our servers. You access your data using the Trail Blazer client application that runs on your PC. If you are using a non-Windows machine (i.e. phone, tablet, Mac) our application is served using Remote Desktop Connection. Plus, Trail Blazer gives you a web app that allows you to access portions of the database from any devices connected to the internet.

Their customer support definitely. It is always easy to get in touch with them, and they've developed an extremely helpful online bank with screenshot photos to easily walk you through the process.

The email system isn't set up the best. In order to get a professional-looking email, which we've gotten from other sources, we have to know how to code in the technical aspects. This isn't our strong suit and makes mass emailing difficult. It would also be much simpler if it could interface with our accounting software (Peachtree). We wouldn't have to do a lot of the duplicate work recording donations and such. Additionally, it would be very helpful if the notification feature could send an email to the responsible party and not just notify their Trail Blazer account.

Trail Blazer has addressed this email building concern. In October of 2014, Trail Blazer added an entirely new mass email editor called CK Editor. Now, it’s far easier for customers to create their own mass emails than before. It has been well received by our customers.

The customer support! That may sound silly, but having attempted support with other databases, this is the best. The people on the phone are VERY helpful. With the software itself, my favorite feature is how easy it is to have multiple log-ins all of staff can use and update the contacts with no access to financial and other confidential information.

While improved and improving, I still find some of the backend items a challenge-- some HTML and SQL knowledge remains helpful.

Easy to use. Customer Support. Allow for monthly payments.

Have not found any reason n ot to like this product.

Customer support, particularly during the training and start-up phase, has been excellent. They are quick and responsive. And their solutions have nearly always been positive -- almost never a "Sorry we can't do that" or "It doesn't work that way" or "We don't have that feature."

It was not clear to me before I signed on -- and I can't say whether it should have been clear -- that as a Mac user, Trail Blazer is "non-native" in the sense that I have to use Microsoft Remote Connection to access the Trailblazer server and then use a Windows interface. It's reasonably fast. There's almost no lag time with this setup, and it's not as clunky as it could be. But it makes the experience of using Trailblazer a lot less pleasant. I frankly hate the way Windows looks, acts, and feels, and the remote connection is a couple extra steps each time I use the database. The whole reason I use a Mac is so as not to use Windows!

Trailblazer is easy to use and the customer support is very helpful when questions arise.

Some of the reporting options could be a bit more straightforward to use, however they are pretty easy to customize.

Easy to keep track of donors-works with Vanco on collecting funds. Great support on all levels. Use for newsletters also. Very easy to add input.

Sometimes it's tricky on formatting newsletters.

Amazing tech support from incredibly patient people - can't say enough how important this is. Seamless integration with FEC for super easy electronic filing.

I can't compare it to other software that does the same thing, but increased user-friendliness would be greatly appreciated by all. YouTube videos are helpful, but they, along with the knowledge base, don't make it easy to find what you need. Fortunately, tech support goes above and beyond. They could definitely use more developers to work on improvements or known issues.

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This points to a deficiency in our documentation. We have since updated our documentation and contacted Laura. If you select “View” from the Remote Desktop Client (RDC) menu bar and choose “full screen,” the Trail Blazer window will occupy the full physical screen, and you’ll get the image clarity Laura referred to.

The customer support! Always there and usually quick response, at no add'l cost.

Letter generation, must export to use this

TrailBlazer is a small company that treats its customers like family. Their customer support picks up every time I call and they are incredible helpful no matter what question I ask.

The platform is not cloud-based, but this is fine for small organizations. We loved the customization that is available, though some of the features are not very intuitive and taking longer than anticipated to setup.

Trail Blazer is a cloud-based client-server software package. Your donor data is stored securely in the cloud on our dual mirrored servers. You access your data using the Trail Blazer client application that runs on your PC. If you are using a Mac, our application is served up using Remote Desktop Connection. Plus, Trail Blazer provides a free app called Mobile Base Camp that allows you to access portions of the database from any iPhone or Android phone.

We are a small staff, and I am the only one with any experience (limited) with software like Trail Blazer. Trail Blazer is intuitive to use, and if I get stuck, I have software support at my fingertips through the support team at Trail Blazer, but also through step-by-step instructions on the site. The staff has been very helpful, and they get back to me right away, so I'm never stuck for long.

The software is a perfect fit for us, so I have not had a negative feeling toward anything specific. We have not yet rolled out all the functionality (web and event modules), but that is primarily because we are taking our time in learning one part of the software before moving to the next.

The customer service is outstanding, always available and quick to respond. We're finding the features easy to learn and navigate, and our first try at a donor renewal mailing went off without a hitch.

Would like to have the ability to record a person's name along with the company they represent in a donor record more easily. They have patched together a solution for us that remains a little awkward in searching records and mail merging.

The staff are super helpful. I would like it to perform as our donor management tool, but we haven't gotten to that point yet.

Honestly, this platform has been difficult for me because I have a MAC and it doesn't translate well. I have had a hard time using the features because of that.

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