EveryAction

What do you like best about the product?

It’s easy to set up donation pages, newsletters, and events all in one platform. The newsletter features, such as drag and drop, and branding, makes it easy to put together an attractive newsletter. During the legislative session, we use the advocacy feature to help supporters connect with elected officials. The fact that the elected officials are automatically updated saves me so much time and research. I'm setting up my first peer-to-peer campaign, and the step-by-step guidance is extremely helpful. It’s been nice having everything in one place instead of juggling several different accounts.

What do you dislike about the product?

The menu is not always intuitive. However, it has improved since I started using it. For example, I didn't realize there was a peer-to-peer fundraising option until I searched for it. Even though I've been using it for almost two years, there is still a lot to learn. Bonterra Central has been very helpful since it launched.

What problems is the product solving and how is that benefiting you?

Before we switched to Bonterra EveryAction, we didn't have an easy way to connect our supporters to elected officials. Now we can send an email alert, and with the click of a button, they can send their message. It has increased participation. Also, we were using one platform for fundraising and donor management and another for the newsletter. Now we can manage our lists, donors, and contacts all in one.

What do you like best about the product?

I like that it's a one-stop shop, housing email marketing, donation and advocacy forms, and a CRM all-in-one. Not having multiple systems that need to talk to each other saves so much time in uploads/downloads/building zapier integrations.

What do you dislike about the product?

Because it does 3 different things that 3 different platforms typically do, it doesn't do any one of them particularly well. Email tracking could be a bit more sophisticated in Targeted Email - I've seen platforms that are really good at link tracking. We would like to include custom link fields in our emails but EA doesn't seem to support that.

In Online Actions, the donation forms lack some functionality that Classy and others have. I think the CRM aspect is mostly fine - I do feel like the backend contact card can be a bit cluttered, maybe offering a way to hide some of the sections across contacts could be good?

What problems is the product solving and how is that benefiting you?

Again, it offers everything in one system so I don't need to separately track donations and emails, etc. EA is primary CRM and what we use to send out emails and solicit donations and does that job relatively well.

What do you like best about the product?

I find Bonterra EveryAction pretty user-friendly, which is something I like. The integration with Targeted Email stands out as probably the most helpful feature, especially when I compare it to other CRMs I've used. Our accounting team effectively integrates it with QuickBooks, and we frequently use the Targeted Email and Online Forms. Overall, there's not much I would ask for improvements on, which is great.

What do you dislike about the product?

Nothing really stands out to me when I think about what I'd like to see changed or improved.

What problems is the product solving and how is that benefiting you?

I use Bonterra EveryAction as a CRM to create contact records, send and track communications, and manage revenue. Its integration with Targeted Email is highly beneficial for our communication processes.

What do you like best about the product?

User interface-very intuitive. I was able to pick it up quickly.

What do you dislike about the product?

It needs to be customized. You have to know what you need.

What problems is the product solving and how is that benefiting you?

It is a great data base for my donors.

What do you like best about the product?

It is very easy to use and also it allows us to reach more people that is clear and concise

What do you dislike about the product?

Just being able to get all staff trained and understand the different sections but once that’s done, everything is good

What problems is the product solving and how is that benefiting you?

Instead of sending emails, one by one were able to group together different people and send out mass emails which saves time and is very efficient

What do you like best about the product?

I like being able to have all contacts with information about what they have completed in our system. I also enjoy the email and online actions feature.

What do you dislike about the product?

Unsure how to use many of the features. Activist codes, source codes, campaigns... it's very confusing. I also do not have confidence that online actions when it's an email are actually getting through. We plan to stop using the email feature in online actions because of this.

What problems is the product solving and how is that benefiting you?

I have no idea. Nothing.

What do you like best about the product?

Easy to use, helps easily connect to others

What do you dislike about the product?

always want more data and more functions

What problems is the product solving and how is that benefiting you?

Keeping donations organized and able to be easily tracked

What do you like best about the product?

I appreciate how Bonterra EveryAction empowers our nonprofit clients to independently develop their own email, SMS, and peer-to-peer fundraising campaigns. This platform is especially well-suited for organizations working with limited budgets. It also offers useful features for targeting, audience segmentation, creating landing pages, and tracking analytics.

What do you dislike about the product?

Using Bonterra EveryAction can be challenging without adequate training, as the CRM is not inherently intuitive. While there are videos and a helpful resources page available to support users, it still requires a significant investment of time and effort to fully understand how to use the platform effectively. To become proficient, users need to dedicate themselves to learning the various features and functions in depth.

What problems is the product solving and how is that benefiting you?

Bonterra EveryAction has been instrumental in helping us fundraise for our nonprofit clients, especially since nonprofits must comply with different regulations than political campaigns or political action committees. I also value the built-in, though optional, compliance feature, which helps ensure our organization remains in line with all relevant regulatory and campaign finance requirements for reporting and independent expenditures.

What do you like best about the product?

Good CRM with a plethera of standard fields to store contact information. Support is good and responsive.

What do you dislike about the product?

Costly for a nonprofit to use from a membership standpoint due to the need for source codes if fees need to go to different places. Also there is not a user guide so you need to go through articles and recording to learn about the different features.

What problems is the product solving and how is that benefiting you?

The organization's goal was to maintain their membership and track annual dues across multiple lodges with different fees and levels. It is also used to send targeted emails which is a great tool to send directed messages to members and donors. It is used to send renewal notices, invitations to events, volunteer opportunities, and fund raising.

What do you like best about the product?

I like the contact management and database.

What do you dislike about the product?

There are a lack of features that I wish would be added to the site soon.

What problems is the product solving and how is that benefiting you?

It provides fundraising insights and has excellent donation management