Bonterra EveryAction vs. Neon Fundraise

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.

Incentivized

Neon Fundraise (formerly Rallybound) is well suited to third-party fundraising. We use it for our walk fundraiser, and we enjoy the level of interactivity and customization it offers our constituents. It also makes donation entry and reporting fairly easy, so it would be well suited for operations with vast numbers of donations in cash, check, and credit. It might be less suited to events with a handful of large donations from corporate benefactors.

Incentivized

• 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).

Incentivized

• Rallybound is able to have websites that are user-friendly to our participants. Our participants are able to navigate through their profiles with ease. With our participants able to easily navigate their pages, the staff is able to spend less time asking questions and instead coach their fundraising efforts.
• Rallybound is able to customize your website to your needs, for a fee of course. Rallybound is also able to customize certain reports for you if that specific report has not already been created. This is essential for my team when pulling revenue numbers or projecting future revenue/budgets.
• Rallybound's customer service is quick to respond and helps navigate issues. This is crucial when you are on-site at an event trying to solve a problem.
• Rallybound allows you to check-in individuals based off of the registration on their website. Their check-in is so simple and easy to use.

Incentivized

• Although Targeted Emails features is nice, I faced a lot of challenges with the formatting and editing text as a new user.
• With forms, it would be great to have options to create as signing-up (categories are editable instead of set)

Incentivized

• Communication around new features and updates could be better.
• Ticketed event pages could have more custom options.

Incentivized

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!

Incentivized

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.

Incentivized

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.

Incentivized

Will not go higher than 8 because of how often I end up locked out

Incentivized

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

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

I was not a part of the evaluation process when Rallybound was selected. Classy was one of our top three choices, however, when we decided to eventually go with Rallybound. I do know that my team continues to look for the best platform to use, and Classy is always discussed.

Incentivized

It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.

Incentivized

• 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.

Incentivized

• Neon Fundraise (formerly Rallybound) has reduced the staff burden of data entry by making more available to secondary admins and users.
• Neon Fundraise (formerly Rallybound) has improved the quality of the analysis of data from our walks.
• We have been able to surpass our expectations for peer-to-peer fundraising in a year affected by the pandemic.

Incentivized