Excellent CRM for growing organizations

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.

Pros

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.

Cons

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.

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!

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.

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

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.