Through everything from complicated data transfer projects, staff trainings, to optimizing our donation forms - the EveryAction team has been an excellent technology partner for nearly 3 years. We're thrilled to keep working with EveryAction as they are constantly rolling out new features and improvements so we can provide our supporters with best-in-class emails and donation forms to support our cause.

My organization uses EveryAction primarily for its Fundraising and Digital features: donor management, user segmentation, targeted email, online donation forms, and reporting. It was our organization's first-ever donor database and an excellent investment for our team in our early days. As Comic Relief has grown, and as our digital strategies have become more sophisticated, we've been please to see EveryAction's product evolve and improve along with us. Highlights of the product include it's robust list creating feature, email editor, donation forms, and its reporting center. EveryAction also provides excellent all-around account management - no other vendor we've worked with has been this attentive to our needs and receptive to our feedback.

We initially struggled to on-board members of our organization to use EveryAction - the produce was likely too sophisticated for staff members who are less tech savvy. In recent months though, we've seen tremendous improvements to their help documentation and webinar offerings which has allowed our staff to train themselves and get one-on-one support after nailing the basics.

Overall this has been a good system for a small nonprofit with limited data needs, and as we've learned more about the ins and outs we've been able to make more and more use of it. There is a bit of a learning curve, but documentation is clear, and at its most basic set up you can still do everything you need to do with it before you learn some of the more advanced features.

The list-building is relatively easy to understand even for folks who are not well-versed in CRMs and databases, a major plus for a nonprofit. They've also improved their emailing features quite a bit in the last few years, so emails are easy to construct and make professional within the targeted email feature. I also love that you can move sections around on profiles and in list-building in order to customize what you see first depending on how you use it, a huge time-saver.

Some of the importing can be finnicky, without clear error codes (example: if a country name isn't exactly how it appears in the system, it will just reject the whole file, and it took us a while to figure out what the problem was.) There's also not a way to quickly merge duplicates -- it does have a dupe finding tool, but each merge takes an inordinantly long time. In order to do a mass ID and purge, you have to pay an additional fee.

We've had to buy 3rd party software for each of these to supplement EA. We use google analytics, BLINK, Peak Metrics, and have someone contracted to keep track of emails because of how lacking the available reports and warehouse data is. I want to see what list I sent an email to and who sent the email and what campaign it was for.

Creating lists. Managing users and user profiles. Flexibility with tags.

Online actions. Email performance reports. Spreadsheet like views to edit info. So! Many! Duplicates! Bulk upload matching- selecting what to match on.

The functionality/ features offered are really helpful and extremely versatile - we use EveryAction as our volunteer management base as well as our donor CRM.

Be sure to dedicate the organizational/company time and capacity needed to customize it for your needs and to align across your teams about how to properly use the systems and get practiced with them. That is the biggest pitfall we've had as an org.

Everyaction excels at allowing users to pull from various data points within the CRM to create dynamic searches and lists of supporters and donors to engage, culitvate, and solicit. Everyaction's integrated features like online actions and targeted emails allow you to use real-time data you collect from supporters and act on them. On top of this, every action has a lot of useful and cool features like automation and easy-to-use bulk uploads that make processes easier.

Transferring our historical data from our previous CRM to every action was difficult. We are still working on creating a fully functioning sync between the two platforms.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

I like the various tools that it offers. It gives me the ability to efficiently and expertly manage all aspects of our clients' digital program.

It's not the most intuitive UX. So sometimes when we're tasked with training our technologically-uninclined clients, it's not always easy to show them how to use EA.

It makes compiling lists for acknowledgment and tracking easy

Tracking of donations and management of contact information for acknowledgement

Site map can be a bit confusing regarding where to edit or update information

Overall, it is a very clean and user-friendly database for both the admins and constituents. The only downside is that it was built for political organizations who canvass or phone bank, but they are working on making it more friendly and easier for non-profit organizations who do not fit that category.

Very easy to use and figure out system for the administrators and for the outside constituents. They have a robust reporting and infographics feature that helps you keep up on top of your goals and progress monetarily or with responses to forms/emails. The forms are very easy to build and use, with a clean look. The software has a lot of built in features which are great if your organization is politically active: makes lots of phone calls, uses a lot of volunteers, does a lot of canvassing. Additionally, the platform would be beneficial for a non-profit who wants to track their donations/fundraising and emailing easily in a system. The price is good for us since it is based on the number of contacts in your database, not the number of users.

As a membership organization who hosts a lot of events for our members, the systems are somewhat in place to meet our needs, but we need to do a lot of manual labor or pay extra fees to get the systems to work to fit all our needs. That being said, as the platform is seeking a broader audience of non-profits, they are starting to embed and automate the tasks we are currently doing manually or paying extra for.

Its step-by-step functionality is great even for non-tech people; they seem to get it much quicker than others. And the VAN integration was the big selling point for most people -- never before has it been so easy to see if someone opened an email, came to an event, filled out a form, and got a survey response all in one place before. And while we don't use it as much as I'd like, the Advocacy Tool is truly great and something I haven't seen others do as well. And Customer Service is always responsive and helpful if it's something that already exists.

Everything that I would change about EveryAction are just additional tweaks to its existing functionality; I don't think there are any overarching/systemic flaws -- we would just be able to link back to survey questions, for example, whereas right now only activist codes are available, etc.

They are always quick to resolve any issues. And, they are constantly hosting trainings and finding ways for you to make use of your software. Not like other companies where the reps disappear.

I really like that they have very deep records you can keep on a donor. I also love that they are constantly adding features and working to improve their software.

I don't love the email - I wish there was more customization and reporting available. More similar to a constant contact.

Mobilizing supporters, both old and new, is easy with EveryAction. Emails, advocacy, and fundraising are straightforward. The interface is elegant. It's given us an amazing ability to create engaging and effective campaigns that are impactful and have helped us grow.

There's a learning curve here, but the supporting documentation is strong and I've found their support team and our organization's account representative to be extremely helpful. They care about making sure we're using EveryAction to the best of our ability.