Diving in to a new partnership!

We've been quite pleased to date with all of our interactions and when problems or deadlines have moved - the EA team has worked with us to ensure we meed our organizational goals.

Pros

Our organization had been with a Blackbaud product for many years and were challenged in ease of use and functionality. We were excited to find all of the assets as part of EveryAction that would allow us to engage with our donors, advocates, pet passionate people and pet parents in a very different way. As of now - we are smack in the middle of our data conversion. It is not without some pain points but that is absolutely expected in any conversion. But, I've been impressed with the quality of customer service, availability and commitment of the EA team to getting it right. As of now - I'd absolutely suggest exploring their tools and their team! We've been most happy!

Cons

We are not deep into usage to be able to honestly answer this questions. We do know we one of the negatives in the selection process was the inability to embed video in outbound emails. But we understand many clients are requesting this option and are working hard to roll out that tool soon!

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.

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

Worth It, But Study Up!

Ensure you develop a standard of practice for data collection and management that is uniform from the beginning, with supporting documentation or it will be extremely difficult to manage the data on an ongoing or effective basis.

Pros

EveryAction presents a large suite of options to search, sort, and utilize data from your organization, including constituent record data and fundraising data. I most appreciate the ability to segment mailing lists in order to reach the specific supporters/subscribers to our organization. This platform is no joke, and has enormous possibilities for functionality, but you have to know what you're doing to be effective. There is an extensive help section, and one-on-one training with your client services representative is available through scheduling. They are thoughtful, knowledgeable and incredibly helpful.

Cons

While EveryAction has broad functionality, it isn't intuitive. It can be cumbersome to perform a simple task, especially if you are not performing these tasks enough to develop cognitive/muscle memory through repetition. All of the options can be overwhelming, and unless you are aware of the possibilities and what function you want to perform as well as have the time to research, watch, learn, and practice/test these options it can be challenging to achieve the desired results, especially on a timeline. For those coming into EveryAction from outside of the organization utilizing it, and with no experience on the platform, it can be challenging to learn and utilize, especially if the data/records have not been managed in a way that lend themselves to the way you want to use them. Comprehensive, standardized data points are key, so the organization has to set a standard from the beginning or you're doing a LOT of clean-up. I think a standard "academy" of training videos that walks a new user through the functionality from beginning to end via recorded videos and interactive lab curriculum would have been really beneficial for me to better utilize this system. As much as I love EveryAction, I feel I'm not able to effectively utilize all of the functionality or necessarily have the time and resources to learn all possible functionality at this time.

EveryAction Review - Re: Onboarding

So far it's been great. We're looking forward to fully transitioning using it by the end of November and starting the year onboarding the rest of our staff.

Pros

The cross-team collaborative platform, as well as team-specific customization. We're still relatively new to EveryAction, so this is a current general overview.

Cons

Some pages for custom forms might require more technical coding support and in some few instances, forms/design seems bulky or dated. For the most part, the customization allows a flexible, seamless design paired with thoughtful, high functionality on both the external user and administrator end.