All Bonterra Development + Digital (formerly EveryAction) Reviews

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User Profile

Adrian

Verified reviewer

Non-Profit Organization Management, 1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

EA is the best CRM, online infrastructure and campaign management tool, period

I never take the time to write reviews, but here I am, 3 days away from the launch of a major fundraising event and capital campaign, taking precious time to fawn over the greatness that is Every Action. It's that good.

PROS

As someone who grew up using VAN for political campaigns, Every Action is the perfect continuation of that skill set. Everything is exactly where you expect it to be, and the Online Actions and Targeted Email modules are welcome additions that offer the full suite of features that I've come to expect from industry standard CRMs, with hardly any of the headaches that come with a software that allow you to write your own code.

CONS

Every Action's feature set is SO robust it can be overwhelming at first, especially for new users.

Reason for choosing Bonterra Development + Digital (formerly EveryAction)

Voter Activation Network

Reasons for switching to Bonterra Development + Digital (formerly EveryAction)

It was an overly expensive list creator, with a so-so CRM that I always found myself yelling at because it couldn't do the basic things that I had grown accustomed to with VAN.

Ralph

Non-Profit Organization Management, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

Intuitive UX makes this CRM one of the best

PROS

EveryAction has put a lot of thought into the layout and making it easy for users to do everything from creating emails to producing reports. The new drag and drop email feature is a game changer.

CONS

The committee structure which allows organization to create subaccounts can be a little clunky and integrations with Salesforce has gotten better but was not easy to implement.

Reason for choosing Bonterra Development + Digital (formerly EveryAction)

Dedication to continual improvement to the User Experience.

Reasons for switching to Bonterra Development + Digital (formerly EveryAction)

One of the best business decisions we've made was moving to EveryAction. The UX makes easy to jump in and find what you need to complete the task at hand.

Tracy

Non-Profit Organization Management, 2-10 employees

Used less than 12 months

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

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed November 2019

Product is limited and customer service is the worst

Over the past two years, we have helped on partner migrate to EA and two partners leave the EA platform. The functionality of the system is limiting, to say the least. In doing so, we engaged with customer service for a variety of reasons. In the case of onboarding a new client, it was mostly crickets, our questions often went ignored or it was a "whatever" kind of answer. Then just recently we helped a partner migrate from EA to Salesforce because EA was never going to be able to provide the layers and levels of functionality that this customer needed. Our experience was TERRIBLE!! The EA team held the org's data hostage, prolonged the process of migration, and made the customer pay for extra months that they didn't need because of EA's delay. Their responses to our questions were ambiguous, unhelpful and mostly petty. If I could, I would blast how horrible EA is to everyone I know. I promise, as a consultant and a long-time nonprofit professional, I will NEVER recommend this product or this team to any of my clients or colleagues and if I run across people who are on EA, I will do my best to get those orgs to leave EA as soon as possible.

PROS

There was nothing that I liked about the software.

CONS

- Reporting is limited - "Lists" are difficult to query and use - Mass editing is impossible - No forward-thinking functions like actions or reminders - Record pages aren't laid out in any usable fashion - "Help Articles" don't help at all - Editing individual data is difficult - Account model is limited = orgs vs. people vs. businesses - Campaign and event hierarchy and construct is confusing

Reasons for switching to Bonterra Development + Digital (formerly EveryAction)

The org we were working with was told EA was the premier "advocacy" tool.

Donaldson DC

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2022

EveryAction, a catalyst to advocacy and organising campaign for non-profit.

My organisation have been able solve the following existential problems within the non-profit sector using EveryAction. 1. Out reach to mass audience, we have expanded our reach a quadruple times than how we started over ten years ago. 2. Donation management, we can fundraise and manage those funds almost seamlessly. 3. Time management, with our virtual space events, time has been swiftly managed and by extension, we have saved money. My overall experience with this tool has been very excellent.

PROS

The following features are golden pots of EA, 1. Reporting and Data Analysis This section of the tool is one of the excellent thing that has been done so far. My team do not require so much complex data science skills to understand the dynamics behind the datasets in EveryAction. The graphs are punchy and easy to understand. Their presentation formats render them very useful to various stakeholders within my organisation. 2. The Administrative menu This section is encompassing especially for the kind of jobs we have on our plate. Our organising team have been gratefully harnessing its simplicity and ease of use.

CONS

The integration part of this tool has not been great from our end. We are yet to harness it full potentials. We actually looking at ways of integrating our financial solution within our finance unit to this tool. Secondly, the text messaging aspect has not being actively working as expected.

Eric

Non-Profit Organization Management, 501-1,000 employees

Used daily for less 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

4

Reviewed May 2018

Easy to use at first, and immense power and flexibility when you get into it. Also great performance

It's a powerful engagement platform The ActionTag online form system works great out of the box, and is fairly easy to customize if you want to fine-tune your user interfaces and flows User management is made really easy with some powerful tools like quick role comparison and impersonation It's blue

PROS

The performance! Views load fast. Reports update fast. Contacts and user records save automatically for 80% of the attributes you update. And the "Create a List" interface is so performant that I use it just to answer idle questions about the constitution of our database (which is not small). I've used Salesforce a fair amount with a similar sized database; often running reports, you would enter in all the parameters, run it, and then go make a sandwich. Five minutes later, maybe it had run. I never even THINK about how long something will take to run anymore. It's great.

CONS

Growing pains. EveryAction already does a lot, and their product team is expanding what it offers at a fine clip. As a result, features are often released with bugs and/or oversights that probably would have been caught in a more conservatively evolving platform. In a way, this is kind of a sneak Pro, because as long as you take new features with a few grains of salt, you benefit from a pretty agile development schedule. And most importantly, the bugs/oversights have always been functional; security, in my experience, has never been compromised in favor of progress.

Caitlin

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2021

An extensive and versatile tool!

PROS

We love how extensive EveryAction is. We're able to build extensive profiles for donors, volunteers, and supporters and create highly segmented lists as a result. There are so many tools to use, from reports to analytics, to phonebanks. We're excited about the development of automations and would love to see an option to include steps like texting or removing activist codes as well based on meeting search criteria. The interface is quite intuitive and easy to learn the more time you spend with it!

CONS

I wish there were ways we could better integrate with google sheets, for example when someone submits a form on EveryAction we could send the info to a google sheet (besides ticketed events) or have the capacity for us to use a tool like Zapier. It's sometimes difficult to know how we could get more in-depth advice over the phone or zoom from EveryAction. Also the add-ons get quite pricey!

Peterson

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2018

Our web developer recommended EveryAction to us. We are a patient advocacy organization.

Quite a few, but off the top of my head: Modernized, nice looking communications. Increased engagement with volunteers. Superior analytics.

PROS

EveryAction has modernized our communications in many ways. The most important improvement for us a nationwide advocacy organization has been the uniquely easy way that EAction helps us track and analyze our volunteer engagement. We are most excited about the event management and recruitment potential of EveryAction, and the possibility of unifying and bringing most of our digital communications under one tool.

CONS

Depending on your working and learning style,, you will either like the fact that EAction seems to constantly evaluate and/or add new/improved features, or you will probably feel unsettled by the changes. Either way, you will want to spend more time upfront watching the video tutorials or at least have a plan to ask for more training in order to understand the basic features, which remain largely unchanged. You may also want to be more proactive with seeking tech support.

Khelil

Verified reviewer

Non-Profit Organization Management, 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

5

FUNCTIONALITY

5

Reviewed April 2019

Excellent CRM

Overall, the CRM is a joy to work with. Most of the time, everything works seamlessly. The ability to create emails and form is very easy to learn and excel at.

PROS

EveryAction is an incredibly user-friendly CRM with excellent email and form building, great source code building, great segmentation tools, and very useful reporting-making tools. The ability to track community engagement, the ease-of-use and the attractive interface make EveryAction (which I use daily) incredibly helpful in my content creation and reporting.

CONS

EA reports are very good with one exception: I'd like a state-by-state breakdown of emails sent to recipients. Right now, I cannot easily find out how many emails the average person in California received from us. EveryAction should allow for local/state email counting.

User Profile

Emily

Verified reviewer

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2021

EveryAction - powerful, and can be difficult to use

As an integrated solution for organizing, fundraising, and outreach, it's really hard to beat EveryAction. I have not used the other products. I am in accounting, so mainly use the donation tools for recognizing and managing income. I have done some troubleshooting with the wider team, however, and would use EveryAction again if i moved to a different organization.

PROS

EveryAction is a large and complex database system that can be highly customized. As flexible as it is, it can be difficult to know which parameters affect which queries. EveryAction is the gold standard, and it's great when there is already a power user on the team. Without an EveryAction power user on the team, some amount of skilling up is necessary.

CONS

It's a complex database and as mentioned in "pros" it can be difficult to know which parameters affect which fields. There is a lot of help documentation--but that too can be a con, getting to the correct article can be difficult. EveryAction help is very good--the help team did some one:one trainings for our team and they were fantastic.

User Profile

Craig

Verified reviewer

Political Organization, 51-200 employees

Used daily 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 May 2018

This software is powerful but easy to use. Great customer support as well.

Tracking contributions, compliance.

PROS

I like how intuitive it is to use. It is fast, easy to navigate, stores tons of important data, and makes my job a lot easier!

CONS

I would love if it was a little easier to customize, but overall a great product and highly recommended.

User Profile

Braeden

Verified reviewer

Philanthropy, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2018

EA is user friendly, built for activism, and a "work in progress".

PROS

At Resource Generation we appreciate how user friendly EveryAction is to navigate. Our full staff and many of our member leaders need to use the system to move their work forward, and that hasn't been possible with other systems. EveryAction also uses the language of in person and online organizing throughout its systems which is helpful from a functionality and user adoption standpoint. The values alignment also means the kinds of functions that are built prioritize justice frameworks, such as selecting preferred gender pronouns.

CONS

EveryAction is a newer database, and new functions that you might expect to already exist are being built all the time. One example is responses to online forms formerly going directly into a contact record as notes, which is now an optional function. So expect there to be some growing edges for the system. That said, the support team is good about acknowledging what is being built and communicating and mitigating the impacts for users where possible. This is primarily why I scored lower on "Features & Functionality".

Mike

Civic & Social Organization, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2021

EveryAction has helped us take the next steps

PROS

EveryAction is a great set of tools that has allowed us to up our game on email, segmentation, donor tracking, reporting and much more. It's intuitive and easy to use and new features are being added regularly. Ongoing opportunities to learn the tools through webinars and more are something you shoudl definitely take advantage of!

CONS

The events and social media match tools have never quite lived up to their promise. Integration -- with 3 months of paid support -- was okay, but not great (but that was 2 years ago for us, so can't speak as much to present day).

Sarah

Used daily for less than 12 months

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 May 2018

I have used several CRMs and EveryAction is the most powerful and easiest to use, by far.

PROS

There are so many features of EveryAction that are exceptional. My favorite feature is the list builder. You can easily create a list of constituents and then run a report to access whatever data you need, all in seconds. Next, EveryAction has so many available fields - it is extremely flexible and easily accommodates your needs. Third, the support at EveryAction is fantastic - they are constantly improving the product and adding features my team suggests. Finally, I have never used a CRM that so easily allows for import and export of data.

CONS

There is a learning curve when it comes to direct mail plans and reports. However, there are very helpful tutorials on the EveryAction website to facilitate this.

Keith

Higher Education, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2021

EA and College of Marin

Super pleased and really enjoy working with the staff.

PROS

Cloud -base and the ability to work from anywhere. I enjoyed the ability to track projects, events, solicitations, grants management and moves management all in one spot. I also enjoyed the tutorial videos.

CONS

Lack of traditional fundraising reports such as lybunt report or donor profile. Also being able to see last constituents searched.

Reason for choosing Bonterra Development + Digital (formerly EveryAction)

Sales rep was amazingly helpful and professional

Samantha

Non-Profit Organization Management, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2019

Great Customer Support, Very Solid Tools

It was such an improvement over our previous system!

PROS

I like how easily I can get in touch with EA's support. I also like how solid the various tools are - very little bugginess, which is a huge upgrade from what we used before.

CONS

The reporting can get a little confusing. Certain data is available in certain types of reports and not in others.

Reason for choosing Bonterra Development + Digital (formerly EveryAction)

Customer support and ability to grow with the product.

Hannah

Non-Profit Organization Management, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed April 2022

Not Intuitive

PROS

EveryAction is unique because it combines donor management, volunteer management, and a CRM into one tool.

CONS

The software is very difficult to navigate and the training doesn't prepare users to successfully utilize it. We didn't have a dedicated account manager, and the only support we received was through email with a response time of over 2 weeks.

Vendor Response

Thank you for your open and honest feedback - we value our customer's opinions and take them seriously. Please reach out to training@everyaction.com so we can help remedy the situation - they are awaiting your outreach!

Replied April 2022

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed January 2022

Great tool for organizing and donor management

Love it.

PROS

Ease of use; no changes to the software.

CONS

There's not much I'd change, but some of the backend data management and charting the data could be better.

Sara

Used daily for less 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