CallSprout + Bloomerang
Connect Sage, your AI voice agent, to Bloomerang so every donor call is captured, logged as a constituent interaction, and flagged for stewardship follow-up before the conversation ends. Available for Bloomerang.
How CallSprout works with Bloomerang.
Donor relationships live and die in the details. A major gift officer remembers every conversation, every pledge, every hesitation. But that same officer fields dozens of calls a week, and when those calls do not make it into Bloomerang, the relationship data that drives retention evaporates. A lapsed donor calls to ask about a new campaign and nobody on the team knows she last gave three years ago because the follow-up call was never logged.
CallSprout closes that gap by connecting Sage, our AI voice agent, to Bloomerang's REST API. When a donor calls, Sage handles the conversation, captures the caller's name, contact details, and any gift intent they signal, and posts the interaction directly to Bloomerang. Your team picks up the phone for a follow-up call with a full picture of what was said, not a blank notepad and a memory they are not sure they can trust.
This is the same pattern we bring to every nonprofit phone system: keep the donor data in the system your development team already runs, and stop losing stewardship intelligence to calls that went unlogged. Sage works alongside Bloomerang, not instead of it, so your gift officers, major donor staff, and development coordinators keep doing what they do best while the phone handles itself.
CallSprout and Bloomerang, working together.
What Sage does once your call data flows into the tools you already use.
Sage gathers the caller's name, contact information, and reason for calling during the conversation and logs it as a Bloomerang interaction record so your team has full context before they follow up.
Every call Sage handles posts to the donor timeline as a Bloomerang interaction, complete with an AI-generated summary and the full transcript, so your stewardship record stays current automatically.
When a donor signals interest in giving during the call, Sage flags it on the interaction record so your development team knows exactly who to call back and why, while the conversation is still fresh.
Whether the caller leaves a question, shares a concern, or mentions a life event, the full conversation is captured in Bloomerang as an interaction record so relationship history never depends on anyone's memory.
Every call becomes a constituent interaction in Bloomerang
Bloomerang's REST API exposes an Interaction endpoint, and that is where Sage writes after each call. When a donor call ends, Sage posts an interaction record with an AI summary of what was discussed, the caller's name and contact details, and a full transcript your team can read back at any time. Your team can match the interaction to the right constituent record in Bloomerang, so the record reflects what happened on the phone, not what someone remembered to type two hours later.
That consistency matters more than it might seem. Bloomerang's donor retention benchmarks show that personal touchpoints, including phone calls, are among the strongest predictors of whether a donor gives again. When those calls go unlogged, the data that would tell you a donor is at risk of lapsing simply does not exist. Sage closes that gap by treating every inbound call as a stewardship record worth keeping. If you want to see what that looks like across the rest of your communications, AI call transcription covers your full phone line.
Gift intent captured before the conversation ends
The most valuable calls in a development office are the ones where a donor says something like 'I have been thinking about a bigger gift this year' or 'we just received an inheritance and I want to do something meaningful with part of it.' Those signals are easy to miss when the conversation is moving fast. Sage listens for them and notes them on the Bloomerang interaction record with the context that makes the follow-up call meaningful.
Your gift officers get a queue of flagged interactions rather than a vague recollection that someone mentioned something interesting last Tuesday. The call happened, it is documented, and the signal is in Bloomerang. Your team follows up with the full record in front of them, not a reconstruction from memory. That is the difference between a stewardship program that scales and one that depends on having the right person answer every call.
New and unknown callers handled without friction
Not every call comes from a constituent already in Bloomerang. A prospect might call after seeing your annual report. A board member's colleague might reach out about a first gift. A lapsed donor might call back from a new number your database has never seen. Sage handles each of those conversations the same way: it asks the right questions, captures the name, contact details, and reason for calling, and posts a full interaction record so your development team can decide whether to create a new constituent or merge the information into an existing one.
That means your team is never starting a follow-up call from scratch. The record in Bloomerang already tells them who called, what they said, and what the right next step looks like. Sage can also answer common questions about your organization, your mission, and how to get involved, drawing on a curated knowledge base so donors get accurate information even when your office is closed. Here is more on how Sage answers and qualifies every caller.
Built for the way nonprofit development teams actually work
Development offices do not run like corporate sales floors. Staff members wear multiple roles, campaigns have seasonal surges, and the phone lines that go quiet in February come back at year-end with donors who need answers before midnight. Sage handles that variability without adding headcount. It answers around the clock, captures every call with the same discipline whether it is 10 a.m. on a Tuesday or 11 p.m. on December 30, and keeps your Bloomerang data current regardless of when the phone rings.
If your organization also uses other tools, the same integration approach is available for Neon CRM and Little Green Light, and you can browse the full integration catalog to see what Sage connects to across the rest of your stack. Sage runs on CallSprout's cloud phone platform, so there is no new hardware to buy and no system to rip out. Your Bloomerang account stays exactly as it is; Sage simply starts writing to it.
What this looks like day to day.
Donor calls spike in the final days of December. Sage handles the volume, answers questions about giving deadlines and impact, captures the caller's details and gift intent, and logs every interaction to Bloomerang so your team wakes up January 1 with a complete record of every donor touchpoint from the night before.
A donor who last gave three years ago calls with questions about your new campaign. Sage captures the call, notes their renewed interest, and logs the interaction to Bloomerang so the gift officer who follows up knows the full history and what prompted the return, not just that someone called.
A prospective major donor calls at 7 p.m. to ask about a named fund. Sage handles the conversation professionally, captures the details, flags the gift intent on the Bloomerang interaction record, and your major gifts officer sees it first thing in the morning with the full transcript and every detail they need to respond well.
Getting connected to Bloomerang.
- 1
Book a 15-minute call and tell us how your development team uses Bloomerang today, which interaction types you track, and how your staff follows up on donor calls.
- 2
We connect Sage to your Bloomerang account through the Bloomerang REST API so call data flows directly into Bloomerang as interaction records without manual entry.
- 3
Every donor call is captured and logged to Bloomerang as an interaction record, flagged for follow-up so your stewardship never misses a beat. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Bloomerang, answered.
- Does CallSprout integrate with Bloomerang?
- Yes. CallSprout connects Sage to Bloomerang through the Bloomerang REST API. When a donor call ends, Sage writes an interaction record to Bloomerang with an AI summary, full transcript, and any gift intent captured during the conversation. Your team links it to the right constituent record. Book a call and we will get you set up.
- What gets written to Bloomerang after each call?
- Sage posts an interaction record to Bloomerang that includes an AI-generated summary of the conversation, the full call transcript, and the caller's name and contact details if they were provided. If the caller signals gift interest, that is noted on the record so your team knows who to follow up with and why.
- Will Sage log the call even if the donor does not leave a message?
- Yes. Every inbound call that Sage handles posts to Bloomerang as an interaction, so your team always has a complete record of donor touchpoints regardless of how the conversation ended.
- Can Sage flag calls where a donor mentioned a gift?
- Yes. When Sage detects gift intent during the conversation, it notes it on the Bloomerang interaction record so your development team knows exactly who to call back and why, while the signal is still actionable.
- What happens if the caller is not already in Bloomerang?
- Sage captures the caller's name, contact information, and reason for calling during the conversation and logs it as an interaction record. Your team can then decide whether to create a new constituent or match the information to an existing one, starting from a complete record rather than a blank form.
- Does Sage record calls, and what about consent?
- Sage can record and transcribe calls, and it announces recording at the start of each call so you meet two-party consent requirements in the states that require it. Transcripts and summaries are stored on CallSprout's secure infrastructure and linked to the Bloomerang interaction record.
- Do we need to replace Bloomerang or buy new phone hardware?
- No. Sage works alongside Bloomerang, not instead of it, and CallSprout is cloud-based and runs on the devices your team already uses. There is no new phone hardware to buy and no change to how your Bloomerang account is set up.
The donor call data Sage captures in Bloomerang is also a signal worth analyzing. Our sister company Ereos builds custom AI for nonprofits and mission-driven organizations on its Watchtower platform, helping teams read across their constituent, campaign, and engagement data to surface what is actually driving retention.
When the answer is in your donor data, not just your phone line
CallSprout keeps your development line answered and your donor interactions flowing into Bloomerang. When you want AI that reads across your constituent records, campaign history, and engagement data to surface which donors are at risk of lapsing, which segments are responding to which appeals, or what your retention trends are really telling you, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your organization already runs and turns that data into signals your team can act on before the year-end deadline.
Schedule a discovery call with EreosMore Nonprofit integrations.
Connect CallSprout to Bloomerang
Book a 15 minute call and we will get you set up.