All Phone2Action Grassroots Reviews

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User Profile

Bethany

Verified reviewer

Non-Profit Organization Management, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Revolutionized our grassroots

The team is fantastic, especially with our events. Customer service is great as well whenever I have a last- second question.

PROS

I love the ease of use; it’s very intuitive to set up campaigns. And even more so for the user.

CONS

Integration with our email platform was a little tricky.

Bre

Education Management, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

User Friendliness Drives Conversion

Overall, our organization has been incredibly happy with P2A. Advocates have even reached out to compliment the system, with many mentioning it is so much easier to use than other products. We signed a 2 year contract with P2A but will almost certainly renew.

PROS

Phone2Action (P2A) might just be the best advocacy software on the market. It is user friendly all around--the software makes it easy to set up action alerts/action centers, it is easy to send messages to advocates to alert them of actions to take, and it makes it easy for advocates to take action. Even if something isn't straightforward, the customer service reps can usually get users on the right track in just a few minutes. Compared to other products we have used, P2A has a higher conversion rate and more folks taking action than we've ever seen.

CONS

The setup process for the software was lengthy, which was unexpected. We had several headaches trying to get everything fully functional, but once it was up it worked well.

Reason for choosing Phone2Action Grassroots

P2A was more costly than alternatives, but we found the capabilities of the software to be worth the extra money. As mentioned above, the user friendliness led to more folks using the system to take action, which is exactly what we wanted/needed from an advocacy software.

Reasons for switching to Phone2Action Grassroots

P2A provided a better advocacy focus and was significantly more user friendly. Further, the option to have advocates text to take action better targets our intended audience.

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed January 2019

Phone2Action review

PROS

Allows you to take multiple types of actions (call, email, tweet) in one fell swoop.

CONS

Given that profiles are delineated by phone number, it doesn't work well for industries where brick and mortar locations are hosting your action-takers, because multiple advocates may be using the same phone line... and thus not tracked as discrete individuals.

Brian

Verified reviewer

Food Production, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Incredible Product

One of the most amazing things about P2A is the customer service. Whoever designed and maintains their process for being responsive to their customers deserves a raise. This is a big plus for us - makes an already easy-to-use tool super easy for our whole team.

PROS

We purchased this software for a national advocacy campaign we are running. The tool couldn't be simpler to use. Very intuitive. Easy to set up. Fully functional. Would license this product again in a heartbeat.

CONS

The tool should be improved to allow generation of activity for each campaign by date. I'd like to be able to run a report showing all of the advocates who signed up on a particular date (for example at a trade show) - where they are from, etc. The P2A staff have graciously offered to run these reports for us but it would be better if this was built into the functionality.

Ricardo

Non-Profit Organization Management, 201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Best Customer Service

Overall I would recommend phone2action because they are always on top of it, even on weekends and in doing our communications work it's important to be able to do rapid response and we know we can always count on the p2a team to be able to do digital work to advance our goals in many of our campaigns.

PROS

What I have always liked about phone2action is the efficient and super rapid costumer service, the chat feature allow us to ask questions, learn new features, and build a relationship with phone2action representatives that helps us confidently launch campaigns or send mass texts through the platform because we know we are using it strategically. The software is also user friendly, you can send a mass text in less than 10 minutes, and build a new petition in about 25-30 minutes. This has helped us stay engaged with our supporters and build list with new allies.

CONS

The cons is the limited templates for petitions. There is only 3 and it would be good to have more choices.

Cameron

Religious Institutions, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Phone2Action: There When We Need Them, Offering Fantastic Product

It's been awesome! We're able to engage with our constituents in new, creative ways and have seen a significant spike in engagement as a result of this tool.

PROS

The thing I love the most is the ease of access. There isn't a steep learning curve and whenever I found myself having questions, the customer service support replied to me within 30 seconds and were always able to solve technical questions about how my organization can best reach our constituents effectively and efficiency.

CONS

If I could change one thing about Phone2Action, I would alter the format of the space for constituents to take an "Action Alert" to best meet the needs of an individual action alert. I think I would appreciate more flexibility, though this isn't an enormous concern.

Anonymous

1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

Makes Massive Campaigns Look Personal

It is wonderful and their customer service is the best and most personal customer service I have EVER received for any product I work with.

PROS

The ability to upload multiple templates for legislator outreach

CONS

The dashboard is slow and doesn't show real time advocate action.

Erin

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Leading Grassroots Engagement Platform

Phone2Action allows us to keep in regular communication with our grassroots audience and to activate them on key campaigns. Phone2Action is versatile in allowing us to reach out legislators, federal agencies ect. Overall, Phone2Action has added great value to our operations and have become an essential component to our advocacy.

PROS

The functions Phone2Action facilitates are key to any advocacy or grassroots campaign. P2A allows users to customize advocacy campaigns, maintain activist lists and track metrics in real time. Their custom service is exceptional and are extremely helpful in executing our campaigns and reporting on key goals.

CONS

The platform is very comprehensive, therefore, there is a bit of a learning curve to realize where all the features are located.

Anonymous

10,000+ employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Advocacy made easy

PROS

I volunteer with a nonprofit organization who uses Phone2action for their advocacy actions. The system is so easy to use and makes it so simple to connect with your Legislators via email, Twitter and other social media platforms. I can receive text and email updates to remind me or update me to connect with my Senators and Congressman/Congress Woman. With a simple click of a button or two I am able to thoroughly communicate and advocate.

CONS

No cons at all. I love Phone2Action. Great program

Anonymous

11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed March 2019

Powerful Mobilization Tool

PROS

Phone2Action provides a unique tool designed to maximize acquisition and letter generation campaigns by connecting directly to Facebook lead forms, a service that many of their competitors can't or won't offer. Additionally, P2A provides dynamic, impactful landing pages and action centers to fit any client cause. It is easy to set-up and maintain, and reliable from start to finish.

CONS

Additionally, flexibility to connect an entire Facebook acquisition campaign to a Phone2Action campaign, without having to connect each ad individually would help with scale. Although the benefit to accommodate unique forms for each ad is a plus.

Sara

Non-Profit Organization Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2021

Phone2Action is a top tier software tool

Phone2Action satisfies most aspects of our advocacy efforts at our company so far. From branding emails, curating online content, creating landing pages, and customizing personable messages, this software can basically do almost anything you need it to do. It's quite versatile!

PROS

This platform allows us to mobilize and engage our supporters through multiple advocacy-related channels, including but not limited to email, social media, and SMS/text messaging. It's a one-stop shop to launching successful political campaigns and implementing digital and distributed organizing tactics and strategies.

CONS

I appreciate P2A's report generation for each individual campaign, but I would recommend making the metrics more straightforward and easier to read as well as allowing integration with NGP VAN/EveryAction or Raiser Edge (other CRMs we use). In the future, I would like it to expand its capabilities to benefit more nonprofits in the above ways.

Andrew

Non-Profit Organization Management, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

It just works

Before using Phone2Action our call to action initiatives were inefficient and untrackable. Now it is easier for our members to participate, and we can track how much engagement there was.

PROS

I've been using Phone2Action for about a 2 years, and have never had a problem. Right out of the box, the platform worked just as well as advertised (if not better). Also, their customer service has been amazing. They are always quick to answer messages and walk me through whatever issue I am having.

CONS

It is relatively bare-bones compared to some of the other platforms out there. That being said, It does everything that it is supposed to do, and it does it well. Also, they have recently launched a few new features, but I have not had a chance to use them since they are not included in the base package, so I cannot speak to those aspects.

Lisa

Environmental Services, 11-50 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2019

Phone2Action Review

PROS

This software is very user friendly. The directions are straight foward and easy to understand. The customer service is incredible. The staff are very responsive and are quick with a solution or answer to my questions.

CONS

There are certain things in the software to which I had access to change For example, I wish i could change the justification of the sub-title in the "take action" box. However, there's no option available for that. Also, there's no option in the "take action" box to to change the name of "cell phone" to just "phone." This has confused some people who have answered our call to action and then thought they HAD to provide a cell phone number and didn't complete the action because they either don't have a cell phone or didn't want to give out their cell number.

Tim

Marketing and Advertising, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

P2A Review

PROS

Ease of use, customer support and product functionality

CONS

More integrations with other platforms and greater amount of control over the account (User management)

Lindsey

Media Production, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Great tool for advocacy

PROS

I like the ease of use, the user interface, and the 24/7 customer service. They are great at answering every question and helping me when I need help navigating the platform.

CONS

The cost is pretty pricey but we are very happy with the product and support so it’s worth it.

Ryan

Government Relations, 201-500 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Phone2Action helps engage more people.

My overall experience with Phone2Action has been great. I have had to call customer service a few times for some help and they are quick to respond. The service has even created "How to" images for me to use during my speeches to our groups.

PROS

I like the ease of signing people up. I speak to a lot of our members across the state and having the ability to have them pull out their smart phone and sign up is extremely beneficial. I also like how simple it is to send an alert to our advocates. When an issue is urgent, the text message option allows us to connect with farmers immediately. In the past, we would have to wait until they checked email in the evening.

CONS

This goes a little against a positive attribute I listed, but to complete registration the sign up requires the user to click on the link within a text message they receive back. I have noticed many people send the initial text to sign up, but don't complete registration because they don't click on the link within the returned text message.

Samantha

Computer Software, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

I love P2A!

P2A has not only an incredibly software package but amazing support as well. I never feel like I'm alone in whatever I'm doing.

PROS

P2A can be daunting at first but after your first campaign, you realize how easy the process can be. I love that P2A is user-friendly and delivers results - fast.

CONS

Recognizing that this would have limited functionality, I wish there was a P2A app to use on the go.

Alicia

Legal Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

Great

love the customer service and investment from p2a in getting better for our organization

PROS

24/7 customer service ease of texting analytics dashboard

CONS

it takes a while for the texting to load

Amanda

Public Policy, 1 employee

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

So Many Compliments From Users

It's super easy to use and the customer service is amazing!

PROS

Our base supporters are constantly writing to tell us how easy our P2A campaigns are to use. They appreciate being able to engage in a way that is easy and quick!

CONS

There are a few functionalities I wish the software had that aren't currently included, including allowing the user to choose from different email templates to use.

Nicole

Political Organization, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

Phone2Action

PROS

It is exactly what we needed for our engagement and the customer service is the best out of any service provider we've ever worked with.

CONS

We would like more robust report tools and data analytics.

Sarah

Public Policy, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

Great online advocacy platform

Exceptional connectivity between the public, civic action and results.

PROS

The best part is the ease of accessibility when it comes to getting the help you need, when you need it. You not only have a dedicated client success manager, but the chat feature connects you to other helpful staff that can assist you in real time. They also seem to understand how important and time sensitive advocacy campaigns can be!

CONS

There are some parts of the campaign-building that aren't clear, but there is always somebody on deck to help point you in the right direction.

Kristen

Financial Services, 201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Phone2Action In Action

PROS

What we liked most about the software was the text to action capability followed by the ease by which we could customize action alerts to our various grassroots campaigns. The software also incorporated very well with our online advertisements and helped us gain more new advocates than with previous software platforms.

CONS

The cost can be a bit high for smaller organizations.

Mitch

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Powerful tools; excellent customer service

We are very pleased with P2A having. used the platform for almost 2 years. Their tools are relatively simple to use and allow the creation of a campaign in minutes. I definitely recommend them as a call/social/email/text action tool.

PROS

Immediate customer service on site; powerful and easily customizable tool.

CONS

Not a complete CRM tool, needs to be supplemented or used as addition to other toolset but we knew that going in. No real cons to date.

Anonymous

51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2019

Great advocacy tool

PROS

By far the most useful feature is the integration to Facebook Lead Forms. Being able to quickly capture data using Facebook has allows us to send thousands of letters.

CONS

The setup process of a new campaign can be clunky. The UX of navigating between dashboards, different campaigns, and different targets is easy once you've done it once, but the first time can be a challenge.

Patricia

Transportation/Trucking/Railroad, 11-50 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Powerful Advocacy Tool

PROS

I like how easy it is to set up a campaign and track your advocates.

CONS

I do not have any cons. The platform has been updated to resolve any issues I may have had in the past.

Showing 1 - 25 of 37 Reviews