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.
N/A
Causeview
Score 2.0 out of 10
N/A
Causeview aims to make donor management simple. This solution is built on the Salesforce.com platform and according to the vendor, this provides users with best in class fundraising, events, volunteers and payment processing tools on top of the world’s most popular CRM.
$60
per user
Pricing
Bonterra Development + Digital
Causeview
Editions & Modules
No answers on this topic
Causeview
$60
per user
Offerings
Pricing Offerings
Bonterra Development + Digital
Causeview
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
Required
Additional Details
Contact team@info.bonterratech.com for more information about pricing.
Included at no extra cost: support, unlimited access to the Causeview Knowledge Base, online training and Causeview Community Forum, online donation, event registration and volunteer sign-up forms, and ActionPages. Integrated iATS Payment Processing starting at 2.95% + $0.21 / transaction. Minimum 3 users.
It is a great tool overall, but it is expensive. Selling it to management to keep as an expense for small nonprofits is challenging. It is a powerful mobilization tool and often underused when compared to the price tag, however. Moreover, it is cumbersome for new users to learn how to use it and there is little in the way of video tutorials.
I think Causeview is well suited for those who are looking to track revenue and donor information in the same place. It is good to have your database with all of your contacts integrated with the same system that you use to process things such as donations and event registrations, so it saves time and we don't have to maintain separate systems for our development work and our other revenue-generating strategies. We also use reports to pull up information about donors and use that information for fundraising -- for example, donor history and things like that.
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)
Tech support resolutions and turnaround time (when going through basic channels).
Continuity of the software—We recently lost a feature we had enjoyed for the first several months and were told that it is "not currently possible" with our version of VAN—even though we had it.
I wish you could see ALL bulk uploads at ALL times, not just the last 100 batches or lines.
Event registration and donation pages could be better designed - not up to par with sites such as Eventbrite
I would like to have the option for people to register with more than one e-mail address instead of creating a duplicate record each time someone uses a different e-mail.
Some of my coworkers find Causeview confusing to use or difficult to find information.
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'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.
I have found that system disruptions are rare and find that the communication from Bonterra Development + Digital in those instances to be informative and timely. I can only recall the system being down one or two times in the 8 plus years I have used Bonterra Development + Digital.
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
Causeview's support is a lone bright spot. They are often quick to respond. They are generally helpful, although brief in their answers and explanations. I would appreciate more detailed answers to technical problems, but I do appreciate their support's problem solving ability
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.
We had some issues in the transition. The group that was contracted by EveryAction to transfer our data was not adequate. Information was misplaced, and everything took longer than it was supposed to. However, our personal EveryAction rep was fabulous, and eventually, they made everything right, including giving us some additional time with the rep.
Blackbaud is a Cadillac, and not needed by most small nonprofits of 3 million or less in income. We looked at several prior to choosing EveryAction. We are very pleased with EveryAction but wish that the training was more involved from a corporate perspective and that customer service could actually help more.
I did not personally select Causeview for my organization, but I have found it easy to use in comparison with other similar systems. The fact that Causeview can be added to Salesforce, and hop on our existing database, is very important to us and is one of the main reasons we continue to use the service.
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.
