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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DonorSnap
Score 7.0 out of 10
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DonorSnap in Wisconsin offers a nonprofit fundraising and constituent management platform, supporting at different pricing tiers larger or small groups of donors with fundraising tools like mass email with acknowledgement emails, mobile app, event registration and forms, management of recurring donations, and other email related tools.
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.
DonorSnap is perfect for our organization due to its ease of use; there isn't a big learning curve. Because we can create additional fields, we are able to segment reports based on those fields and appeal to specific groups. Additionally, with the number of classes and events that we conduct throughout the year, by being able to take online registrations and then have those in DS without anything more than a click to do, it streamlines the process immensely. Learning how to create reports can be slightly challenging if you are accustomed to working with a different platform, but I think it's that way when switching from any program to another.
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'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.
We reviewed more than 100 donor management software applications and found DonorSnap to be right for our organization. Do your research and compare what are your priorities, what is offered by the variety of software on the market, what can you live without, can you upgrade in the future, do you trust the developers, etc.
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.
We spend so much less time doing data entry and generating reports than we spent with our previous four database providers. This is a very inexpensive donor management system in comparison with the others that we have used saving us thousands of dollars annually.
DonorSnap has more than met our business objectives of being able to track donors, donations, payments, registrations, etc. Working from the cloud provides me with quick access to information regardless of location - even the mobile app is great!
