Likelihood to Recommend I have used the Bonterra Development + Digital tool at 4 different organizations since 2016. I think Bonterra Development + Digital is an excellent tool for smaller non-profit organizations as well as those organizations that have not used a CRM in the past. Its functionality, ease of use, and excellent customer support make it an excellent tool for small non-profit organizations. Once an organization has more than 5,000 donors/prospects the tool becomes less effective primarily because of the inability to track contacts, integrate with desktop email systems such as Outlook.
Read full review The OneCause auction platform works well for events of seemingly varying sizes (we are a mid-sized organization, but it seems to scale well). You can run a variety of things within the platform (live auction, silent auction, fund appeal, raffle, etc.), but one should be aware that there are limits to the software and we were forced to worked around these limitations.
Read full review Pros Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc. The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model There aren't a lot of other tools out there that make phone banking quite as accessible EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form) Read full review Easy online bidding process for our participants (especially using the older software). Detailed tracking and organization for our auction staff to manage everything in one place. Excellent and proactive customer service in the months leading up to the event and in-person at the event itself. Read full review Cons Event Summaries & Contributions - I wish we could add more than one contribution to an event at a time; this ends up taking hours to apply for donations. Volunteer Activity and Scheduling - there is currently not a robust Volunteer section to schedule and track. Faith Tracking - a space for churches, pastors, etc. would be great so we don't have to use Custom Contact Fields. Planned Giving - needs a tab in the 'View All Details" view, currently only in 'View Contact Record" mode. Primary Contact - needs multiple options with labels. We have many contacts at the same place and Relationships don't always have the right option. Read full review Options to personalize the text descriptions used in the registration process. Some of the wording is confusing and there's no option to edit those text boxes. The set-up for the silent auction options is not exactly the easiest to follow for new users. Having some concrete examples or use cases to consult when first setting up would be helpful. It would be great to have a "check for errors" functionality when you're going through the auction set-up. For example, for some reason when our live auction was set up, two items didn't have "Apply Sales Tax" checked and so they got erroneously listed without the sales tax. Given that ALL the other items had sales tax applied, it seems like it should be easy to have something run in the background that flags potential errors for review. Read full review Likelihood to Renew We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
Read full review It is ultimately not my call, and we are switching Donor CRMs/fundraising platforms so not sure what that will mean for OneCause.
Read full review Usability It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
Read full review I give it this rating because when I first started using OneCause, I was concerned it might be complicated and I could make mistakes that would negatively impact our organization. OneCause's usability has made me feel confident and stress-free in every event we use it for because it is easy to use.
Read full review Reliability and Availability On the whole, EveryAction has been very responsive. When we have had errors, they usually respond within a few days, and there have not been outages that I can recall. When they need to take the system down for maintenance, they always give plenty of notice
Read full review Support staff is there to help out and it is nice knowing there are available on event day as well
Read full review Performance Will not go higher than 8 because of how often I end up locked out
Read full review This feature is amazing. Nice to have reports immediately when the event (auction) is over
Read full review Support Rating I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
Read full review They have a fantastic tech support team who typically responds to your questions and concerns within minutes. They are available for emails, phone calls, and have also created videos that walked me through my problems. When you initially get started with their peer2peer platform, they provide you with a consultant whose job is to walk you through setting up your first campaign. You al so receive a specific to you Customer Success Manager who is there for any and all questions and will help you until you find the answers needed!
Read full review In-Person Training Very thorough and made sure I understood the process. Staff were very patient as well listening to my questions and understanding certain procedures. As an older person, I can be scared of technology, but this process was very easy to understand and I feel very confident using it.
Read full review Online Training They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
Read full review Very thorough and nice to have a refresher when needed. Nice to see when I haven't used in a little while and refresh my mind how to update.
Read full review Implementation Rating I expected more. We made the decision not to transfer data from my old system into EveryAction, starting fresh and new. But when we have sought assistance, it is rarely given. We are most often directed to the training videos. That component I will add, is very frustrating and upsetting.
Read full review I don't know if my insights are key but I can say that implementation was done in-house without any outside support for the solution. The staff influencing the solution had very little technical expertise and ability as well which showed just how easily the software was to implement.
Read full review Alternatives Considered EveryAction is just more accessible and intuitive to navigate. It is straightforward, easily embedded on our site, and easy for our new team members to familiarize themselves with the platform. Especially for the advocacy and form-building features, EveryAction has been the best tool our team has used thus far. We enjoy using EveryAction and will likely continue to do so.
Read full review We had used
GiveSmart in the past and had issues with connectivity during our event, when our contract was up we decided to investigate other platforms, we looked at more than just those 3, but can't recall the others.
Givebutter - I absolutely LOVE
Givebutter , so simple to use, but it does not offer an auction component and we didn't want to have 2 different systems to use.
Classy - this platform seemed nice but extremely pricy and we still had to do "add-ons". We could not afford it. We went with OneCause in the end because of the simplicity, and training provided and wanted to give the product a try over sticking with
GiveSmart . We are so happy to have made the switch.
Read full review Scalability It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.
Read full review The product has everything I need
Read full review Return on Investment It has saved me time because I can create events and connect Zoom directly and immediately save new contacts to my database from the registration. In targeted emails, we have been able to collect small dollars through low effort fundraising asks. Negative impact is many of our staff is not able to use it yet due to difficulty of navigation so they are going through user guides and tutorials and training to figure it out. Read full review Once we joined OneCause for our event fundraising platform we never looked back. Each year we've experienced growth with not only the funds raised but also in the improvement of the event execution. We've learned a tremendous amount for in-person fundraising success through the OneCause team and that has led us to explore virtual and campaign options. The onsite event support has proven so valuable to our event success we have begun budgeting to have that same level of support at all our in-person events. The OneCause event team guides you well during the planning phase and then provides top-notch support and peace of mind the night/day of the event. Read full review ScreenShots Bonterra Development + Digital Screenshots