Bonterra EveryAction 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.
i think it’s good for any democrat campaign. I honestly can’t think of a reason that a campaign would try to make its own version of this software rather than ActBlue. There’s so much customization and adaptability where it just makes sense. I’m not sure if PACs use it but because they’re so check heavy maybe it makes less sense for them
Bonterra EveryAction is a good CRM to use if your company has institutional fundraisers, grants, and individual fundraising, as it is suited to manage the processes that go along with all of those. I've heard that SalesForce has more functionality than Bonterra EveryAction, but I think that Bonterra EveryAction has plenty to learn and is extremely useful.
One stop shop for creating newsletters, sending them out to mailing lists, and tracking analytics (including donations).
Grants management (we are able to track funds received, reports due, and all points of contact associated with a given donor organization).
Contact records (the new contact record feature makes it easy to find past donation history, demographic information, survey responses, communication preferences, etc. for a given contact. We are also able to import information from our donor prospect software into the contact record so everything is in one place).
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!
It has a very intuitive user interface. When i am trying to make an event, it lays out in all the editing tabs exactly what i need to make it look good and does so much for me on the back end. I will say that soemtimes the more complicated stuff is tougher to understand right away
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.
The only issue I have had with availability is when I don't have my work phone with me, which prevents me from providing a multi-factor authentication code to access the portal. Other than that, I have not had an issue with availability or outages.
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
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.
It natively integrated with NGP Van extremely well. it also integrated very well with our zoom platform and our use of the Mobilize platform. The bulk upload feature allowed us to move large amounts of initial data into the platform easily. The removal of duplicates was also a fairly easy task.
Nation Builder—I would say this is a very pared-down version of VAN that requires extensions and outside software to do about 80% of what VAN can do natively. NB does have a better geocoding system that can geocode a location with just the address and does not require coordinates.
Communicating with your audiences at a regular pace is a good thing, and Bonterra Development + Digital makes that easy enough to do. We see lower-than-normal open rates for our industry (per one study I read), but our overall reach is better than had we nothing. It's hard to give the credit for that to Bonterra Development + Digital.
