Bloomerang Consulting & Support
Ongoing help to get the most from Bloomerang, from a partner who shares your mission.
Unlock the full potential of Bloomerang with expert support, training, and guidance.
Get More from Bloomerang
Bloomerang is one of the best donor management platforms for small and mid-sized nonprofits: simple, focused, and built around donor retention. But even a simple platform raises hard questions. Is our data clean enough to trust? Are we using the reports that actually matter? Is anyone on staff confident enough to train the next hire?
Rooted Software provides Bloomerang support, training, and consulting for nonprofits and ministries, so your database serves your mission instead of slowing it down. Most of our Bloomerang clients already run on it, and Systems Success keeps it healthy, optimized, and improving month after month.
Ongoing Bloomerang Support for Your Team
Bloomerang's knowledge base and support team are helpful, but sometimes you need more than an article or a ticket. You need a partner who will get into your database with you: fix the report, resolve the duplicates, and show your staff how it works. Rooted Software is a Bloomerang partner, listed in the Bloomerang Partner Directory for Technology Implementation and Technology Advising, and our focus is making Bloomerang work for your organization. When you want that help every month, across Bloomerang and everything connected to it, our Systems Success plans give you one partner and one number to call.
Six Ways We Help
How We Help Bloomerang Users
Practical support, training, and optimization built around the way your nonprofit actually uses Bloomerang.
Data Health & Integrity
We keep your constituents, gifts, and soft credits clean and accurate, with duplicates merged and fields standardized, so your donor retention numbers and reports can be trusted. You review and approve every change before we apply it.
Configuration & Optimization
We set up and refine the parts your team uses every day: interactions, custom fields, letters and receipting, online giving forms, and household settings. As your processes change, we adapt your database to match.
Reporting & Analytics
We build and maintain the reports and dashboards your leadership actually uses, inside Bloomerang and beyond it, including retention and engagement views, and combining Bloomerang data with other systems in tools like Power BI when one clear picture matters.
Training & Enablement
We host live, customized Bloomerang training built around your real processes: gift entry, acknowledgments, reporting, and communications. Your team learns on your own database, not a generic demo, and you receive recordings and documentation to onboard new staff.
Connected Systems Support
Your mission runs on more than one tool. We support the systems around Bloomerang—email and marketing, online giving, accounting at the integration layer, and reporting—with honest guidance on when to consolidate, replace, or integrate.
Custom Solutions
When Bloomerang alone falls short, we build exactly what you need using the Bloomerang API, the Microsoft Power Platform, and AI.
Integrations & Data Services
Connect, Clean, and Strengthen Your Data
Project-based support that complements your ongoing Bloomerang plan and helps your systems work better together.
Custom Integrations & Ecosystem Support
We connect Bloomerang to the rest of your stack so data flows automatically and your team stops entering it twice. That includes native Bloomerang integrations, connections to accounting, online giving, and marketing tools, and custom automations built with the Bloomerang API or Microsoft Power Automate.
As your one systems partner, we also tell you honestly when a tool around Bloomerang should be consolidated, replaced, or better connected.
Data Migration & Cleanup
Moving to Bloomerang from a legacy database is a significant step, and we do the heavy lifting: careful field mapping, quality testing, and a clean go-live.
Our work does not stop there. After go-live, we run additional migrations and data cleaning as needed, including merging duplicates, standardizing fields, and importing external or historical gift data, so your records stay accurate long after the switch.
Trusted by Ministries and Nonprofits
We provide ongoing Bloomerang Systems Success for organizations like The Legacy Coalition, the national Christian grandparenting ministry, who have renewed their partnership with Rooted. We keep their donor database healthy, their reporting clear, and their team confident. Whether you are a ministry, a church, or a community nonprofit, we bring the same steady, honest partnership to your systems.
Why Rooted?
Rooted Software is a nonprofit technology consultant built to serve ministries, churches, and mission-driven organizations.
We tell you the truth. When your CRM is serving you well, we help you get everything out of it. If a different tool would ever serve you better, we will tell you that too. Our goal is your success, not selling you more software.
One partner for your whole stack. Instead of a different vendor for every tool, you get one team for your CRM and everything connected to it, with one number to call.
We build what you need. With AI and custom development on the Microsoft Power Platform, we solve problems that off-the-shelf software cannot.
We share your mission. We are followers of Jesus who exist to serve the Church and mission- driven organizations. We treat your systems like they matter, because they do.
Frequently Asked Questions
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Yes. We provide ongoing Bloomerang support for nonprofits and ministries: configuration, data health, reporting, training, and help with the tools connected to your database. Our Systems Success plans give you that help every month, from one team that already knows your systems.
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Yes. Rooted Software is listed in the Bloomerang Partner Directory for Technology Implementation and Technology Advising, and our focus is making Bloomerang work for your mission.
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Yes. We migrate history into Bloomerang from a legacy database with careful mapping and testing, and we handle duplicate resolution, bulk updates, and standardization, including post go-live cleanup. You review and approve proposed changes before we apply them.
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Yes. We host live, customized Bloomerang training built around your organization's real processes: gift entry, reporting, communications, and more. You receive recordings and documentation you can reuse to onboard new staff.
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Yes. We build integrations using the Bloomerang API, native connectors, or Microsoft Power Automate to link Bloomerang with accounting, online giving, and marketing tools.
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A Bloomerang consultant helps your organization configure, clean up, report on, and get more value from your donor database and the tools around it. Rooted provides all of this as an ongoing monthly partnership instead of a one-time engagement.
Get More Out of Bloomerang
Every engagement begins with a discovery call where we hear about your database, your pain points, and your goals. No pressure and no obligation, just honest guidance on the best next step for your organization.