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.
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Causeview
Score 2.0 out of 10
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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 EveryAction
Causeview
Editions & Modules
No answers on this topic
Causeview
$60
per user
Offerings
Pricing Offerings
Bonterra EveryAction
Causeview
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
Required
Additional Details
—
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.
For us, Bonterra EveryAction is very well suited for nonprofit fundraising and donor relationship management. For example, we use it to keep donor history in one place, track pledges and moves management, follow up on cultivation and stewardship, and prepare reports and dashboards for our Advancement Committee meetings. It is very helpful when we need to see the full picture of a donor’s relationship with us. Where I find it less appropriate is when we need very specific event functionality, highly customized reporting, or integrations with other platforms. For example, some event-related processes require additional work or manual steps, and sometimes we need to export data to Excel to create the exact report or analysis we need. I also think stronger integrations and smoother data synchronization would make it much more efficient for our team.
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.
The moves management action plans have been very helpful while setting up our individual fundraising framework. Allowing us to track everything in one place
The reports are extremely helpful when dissecting different segments of our donor base, including HNWI, LYBNT, etc
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.
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
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.
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.
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.
We are able to make informed fundraising decisions. We can easily see what campaigns were successful so that we know where to invest our time. We expect to see improved fundraising performance.
Saving time on data collection: Having automated reports on donations and grant funds raised is a huge time saver. Rather than spending hours once a quarter pulling information out of a bulky Excel sheet, we can simply refresh the reports we've set up and visualize the data anytime.
Saved money on other softwares since Bonterra EveryAction is a one stop shop: We've been able to cancel the subscription to our email marketing company since we send all our campaigns through the software. We are also able to send surveys and to host our donation page.
