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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Fluxx Grantmaker
Score 7.6 out of 10
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Fluxx in San Francisco offers Grantmaker, this being their grant management platform for funders, providing clear data exploration tools and customizable dashboard, dynamic workflow with audit trail, and many collaboration and sharing 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.
Fluxx is well-suited for use by both small and large non-profits. Fluxx provides an intuitive interface and accurately houses grant proposal application data. Fluxx may be less useful at organizations where multiple funding layers exist, such as at community foundations which house multiple philanthropic funds. Fluxx has been an excellent product over the 10 years I have worked with it
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
I have an assigned rep who is very responsive and is able to answer any questions. Other than that, the technical support has been terrible. I often don't waste time documenting bugs because I know they likely won't get fixed or even followed-up on. Instead, I search for workarounds.
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.
Not included above because it is not in the system is Salesforce Foundation Connect. Again, I am always hesitant with this type of question. We selected grant maker because it offered the best fit for our organization's working style and culture. There is also a personal level of service that Fluxx offers that differed from other vendors (Smart Simple is similar in this way too). At the time we made the selection, one of the main influencers was the number of large foundations adopting the platform. As they invested in features, those features rolled out to the rest of the clients. This offered us access to functionality we would not have been able to afford otherwise. We moved from another vendor whose platform allowed for customization as well, but if they built it for one client, you still had to pay for it and pay ongoing yearly fees. So, the SAAS model adopted by Fluxx appealed to us. This has paid dividends as features have been developed. For example, one large foundation added the capability to track program-related investments alongside normal grantmaking activities within Fluxx. This is not functionality we could have paid to develop, but we have program-related investments that we wanted to track alongside grants and that feature was available to us because the development was paid for by that funder. That said, most of the above vendors have compelling products (as well as others), so be sure you look at your options and talk to users (other than the ones they provide you in the reference list) and check the Idealware guides
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.
