Overview
What is Bonterra Development + Digital?
Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
The Right Tool for the Job
Bonterra fits the needs of my small nonprofit organization
EveryAction is a great CRM
EveryAction made me better in Every Way!
EveryAction works well for a small team with big reach
EveryAction - great tool with multi-functionality.
EveryAction you need
EveryAction works for small nonprofit fundraising!
Every Action Counts!
Like it but could be more intuitive.
Love our EveryAction database!
This Database is the Finished Package!
Detailed review from my experience
Every Action is helpful to my team at our political advocacy nonprofit!
Awards
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Reviewer Pros & Cons
Pricing
What is Bonterra Development + Digital?
Bonterra Development + Digital enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Bonterra Development + Digital?
- Connecting to an integrated toolset - Connects a unified CRM with Advocacy, Volunteer Management, and Community Engagement tools.
- Optimize outreach - Boosts conversion rates with reliable communication tools, multi-channel automation, and predictive analytics to target donors with personalized ask amounts determined through machine-learning algorithms.
- Building organizational sustainability - Converts first-time donors into long-term supporters with multi-step donation forms built for one-click giving and secondary ask sequencing.
- Cultivating stewardship best practices - Master donor stewardship by leveraging moves management, planned giving, and direct mail tools designed to engage and scale larger donors.
- Boosting conversion rates - 33% of forms have at least one pre-filled field due to a previous action taken across the Bonterra network—giving customers a boost in conversion rates.
Bonterra Development + Digital Features
Reporting and Analytics Features
- Supported: Predictive analytics
Additional Features
- Supported: Multi-channel automation
- Supported: High converting
- Supported: Grants management
- Supported: Planned giving
- Supported: Moves management
- Supported: Optimized asks
- Supported: Multivariate email testing
- Supported: Robust reporting
Bonterra Development + Digital Screenshots
Bonterra Development + Digital Integrations
Bonterra Development + Digital Competitors
Bonterra Development + Digital Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | United States |
Bonterra Development + Digital Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(203)Attribute Ratings
- 1.2Likelihood to Renew5 ratings
- 8.3Availability136 ratings
- 8.5Performance2 ratings
- 4.2Usability6 ratings
- 2.8Support Rating8 ratings
- 10Online Training1 rating
- 5.6Implementation Rating135 ratings
- 5.7Configurability2 ratings
- 10Product Scalability2 ratings
- 8.9Ease of integration2 ratings
- 10Vendor pre-sale1 rating
- 10Vendor post-sale1 rating
Reviews
(1-25 of 95)Bonterra Development + Digital is overall great
- Targeted emails
- Online action forms
- Reports
- Automation could be easier to set up; it's hard to remove a step
- Reports: It would be nice to be able to choose the time of the report
Bonterra fits the needs of my small nonprofit organization
- User experience
- Financial reporting
- Targeted emails
- Help desk
- Event creation
- Custom fields
- Automated widgets
- Editing custom fields
EveryAction is a great CRM
- grant tracking, including reporting and interactions with funders
- donor interactions, especially being able to blind copy emails
- financial reporting, in about as many ways as you could want to spin numbers
- Not able to cleanly track memorial gifts, or pull that information well
- Getting lists of constituents in the database is awkward, and sometimes takes several tries to get the information entered just right
- I feel like we pay for functionality we don't use, specifically advocacy.
EveryAction - great tool with multi-functionality.
- Email templates
- Tracking engagement
- Customer support
EveryAction you need
- Phonebanking
- Volunteer recruitment
- Door to Door canvassing
- Live GPS on Canvassing
- Step by step video directions
- easy to read direction guide
Im not sure if it would work so well for like a restaurant business or something like that.
EveryAction works for small nonprofit fundraising!
- Allow you to see previous and future communications for individual donors.
- Easily lets you set up a direct mail appeal project with many segments - guaranteeing no duplicates.
- Allows you to design emails easily with their "drag and drop" email creator. No HTML knowledge is needed!
- Create a list can be difficult to use. It feels overly complicated.
- Attributed gifts cannot be used for merge fields or for ask strings. It would be nice if Financial Household Contribution information also included attributed gifts.
- Sometimes, I feel more knowledgeable about the database than the 1st point person in their customer service division.
Like it but could be more intuitive.
- Facilitates design and sending of broadcast email.
- Manages Database.
- Provides online action platform.
- Online action design is confusing - learning curve steep.
- Email design is confusing - learning curve steep.
- Database learning curve is steep.
- Overall the platform could be much more intuitive than it is.
Love our EveryAction database!
- Analytical Report.
- Gifts and payments.
- Acknowledgements
- Bulk uploads.
- Long-term pledge payments.
- Soft credit/attribution.
- Dashboard options.
This Database is the Finished Package!
- Scheduled Reporting.
- List Segmentation.
- Fundraising Projection/Analytics.
- Bulk Uploading of Data.
- 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.
Every Action is helpful to my team at our political advocacy nonprofit!
Not well suited -- integrating with other softwares, email creation piece could have more functionality (graphics, fonts, colors, etc.)
EveryAction Review - Volunteer Coordination.
- I like the ability to add Pinned Notes to a person's page.
- I like the ability to use a Mail Merge and create my own templates.
- I think it would be great to add an optional feature that sends you a ping when its a person's birthday.
EveryAction elevates our grassroots campaigns on every level.
- Manage a database of our volunteers
- Easy volunteer engagement through targeted email campaigns.
- Create events and manage registration of attendees.
- Creating address lists can be tricky at first but there are good trainings available.
Overall, very robust tool.
- Audience segmentation through list creation.
- Integration with client's digital tracking, such as GTM.
- More filter criteria for customizing event feed pages.
- Reporting on activist codes beyond 14 days.
- Report manager capabilities and customization.
- Analytics dashboards.
Using EA for grants and canvassing.
- Reminder/to-do lists.
- Reporting options.
- Intuitive to use.
- No training. I am just learning as I go.
- Too many reports to streamline. Suppose you could narrow down the options.
mind boggling
- Helps me to record and store people stories.
- Helps me to store contacts
- Helps me to identify which groups I am serving
- Helps me to remember Appointments
- Helps me to keep track of my follow ups
- I would like to put notes in the volunteer section
- I would like for old follow up show up together, instead of individually
- I would like for it not to pause and reset every time I leave for a moment
EveryAction is great
- Drag-and-drop feature to build emails
- Automating the process
- Sending proofs/previews in HTML and formatted
- Ease of use for training and onboarding
- More seamless integration with VAN
EveryAction: Good Functionality, Robust System, Easy to Learn
- Donation Tracking
- Member Management
- Report generation
There are some functionalities I would like to see added, for example, the ability to run reports showing donors who have increased or decreased their giving in the past year.
Easy to use and a huge time saver for our org!
- Easy search
- Lots of details
- Good support
- Would like more action buttons easily visible from each page
Helpful for donations, acknowledgements, and reports
- Acknowledgement letters
- Keeping track of donations
- Allowing changes to be made to donations if necessary, even after a couple of days (our old system was very difficult to make changes to a donation record)
- Allows for direct attachment of any electronic documents to the donor profile
- Credit card donations don't always deposit at once, making it hard to decipher which credit card batch was deposited on which date.
- There's no easy aspect of creating tribute letters outside of an Excel format spreadsheet. Even then, aspects required tend to be missing.
Tribute letters are a bit less reliable with this program.
Not Every Activist Should Use EveryAction
- 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)
- The most common frustration and complaint I've experienced has been about support. Issues can sometimes drag on for months, they have given false or misleading information, data has been lost during migrations, and perhaps the worst is that they have been caught trying to avoid responsibility. But on some level these might just be symptoms of a larger problem. The tool is too big, trying to do too much. That means we customers get overwhelmed and need to ask for support more often, and that their support staff may actually be less familiar with some details of the tool than we are. And it doesn't help the situation that they seem to have pretty rapid staff turnover.
- In the theme of EveryAction trying to do too much, many of the pages - from records to admin menus - are just overwhelming. There are too many sections and subsections. When to get to know each one, it makes sense why it's there and why it's important. But the combination of all the different pieces makes it a very difficult tool to onboard volunteers less comfortable with technology. If your grassroots fundraising program relies on a bunch of retired volunteers, it will be a challenge to get them to use EveryAction.
- Generally speaking, it seems as though there's more emphasis on marketing and sales than support. There is some ability to pick and choose just the pieces you need and not pay for pieces you don't. But everything is expensive, there is a lot of emphasis placed on upselling you, and there are hidden costs. Up until not too long ago, there was no way to bulk delete records, and when you'd ask support for help doing so, they'd bill you with a data services charge. They offer migration support for a cost, but in all the migrations I've seen and heard about, they aren't very helpful because they spend more time explaining what can't be done without even more costly support than trying to understand your unique organizing and data needs. And if you have a data warehouse and want to get your data dumped in there, the prices can get very high very quickly.
- On the more technical side, EveryAction's APIs are useful, but I feel they get developed and managed so haphazardly that it's hard to plan around them. The API credentials you get have selective permissions to the endpoints you'd need in a way that's completely opaque. For instance, loading values to Custom Contact fields is a relatively straightforward part of updating a Contact record, but if Custom Contribution fields require a completely different process, involving automated bulk imports, from updating Contribution records. Bulk imports don't allow for other, more standard Contribution updates and you have to ask to get an API key type has access to the bulk import endpoint, even if you already have access to Contribution endpoints. Their documentation is decent when it comes to using the endpoints, but doesn't reflect operational obstacles like this. I've found and heard that more time is spent working with support than actually writing code when developing using their APIs.
- Reports can be very helpful, but despite what EveryAction folks claim, in my experience, they're just not quite as customizable as we need. Especially when it comes to connecting people to one another, or understanding donors AND their donations, it seems the only options are to export data and process it externally, whether that means someone's doing a whole lot of work in Google Sheets, or you have tech capacity for data visualization, but still have to pay a lot for the data dump.
EveryAction not worth it for small orgs
- Expansive member profile options, that are easy to customize.
- Solid list segmentation options, if a bit clunky in execution.
- Processes donations easily.
- Customer service is pretty bad - often unresponsive, a lot of passing off to other members of staff, general lack of knowledge about the product, etc. Their employees seem like they hate working there.
- Unless you have a dedicated staff member to manage profiles, get rid of dupes, etc, it becomes unwieldy quickly.
- Action Network has better UX and tools (petitions, letters to lawmakers, etc) at cheaper prices.
EveryAction fails to deliver and their legal dept attemtps to stop us from reviewing, commenting on them!
- Campaign Automation
- Integrations
- Drip Campaigns
- CRM
- Unauthorized Charges to Customers
- Requiring clients who cancel to sign a legally binding gag agreement
- Poor on-boarding and training process
Power Tool for Community Organizing
- Designing and sending e-newsletters is quick and easy.
- The automation of letter campaigns only going to constituents and their respective representatives makes our advocacy more effective.
- Being able to save searches means that when we send emails we know, with only the click of a button, that they are going to the most updated list of our supporters.
- Being able to build audience lists by adding in and taking out one step at a time lets us target our communications more effectively.
- It would be nice to have a way to create shorter and "more friendly" URLs for our links rather than using the auto-generated ones. They are too complex for putting on print communications or graphics that aren't clickable for people to type the URL into their browser. They are also too long for twitter posts. To avoid this, we post the link onto our website where we can create a short URL with words that are easy to remember and type. That added step takes time we could use better in other ways.
EveryAction - Great tool
- Organizing targeted groups
- Organizing volunteer interests
- Streamlining the process
- Automatic saving projects
EveryAction is great!
- Voter Database
- Call Time Tracking
- Fundraising Tracking
- Turf Cutting Limits