Likelihood to Recommend It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
Read full review I have used the Bonterra Development + Digital tool at 4 different organizations since 2016. I think Bonterra Development + Digital is an excellent tool for smaller non-profit organizations as well as those organizations that have not used a CRM in the past. Its functionality, ease of use, and excellent customer support make it an excellent tool for small non-profit organizations. Once an organization has more than 5,000 donors/prospects the tool becomes less effective primarily because of the inability to track contacts, integrate with desktop email systems such as Outlook.
Read full review Pros Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information Read full review 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) Read full review Cons Certain aspects of Blackbaud are oddly non-customizable. Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility There should be a flag in constituent search to show which people in the results list are deceased. Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff. Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive. Read full review Event Summaries & Contributions - I wish we could add more than one contribution to an event at a time; this ends up taking hours to apply for donations. Volunteer Activity and Scheduling - there is currently not a robust Volunteer section to schedule and track. Faith Tracking - a space for churches, pastors, etc. would be great so we don't have to use Custom Contact Fields. Planned Giving - needs a tab in the 'View All Details" view, currently only in 'View Contact Record" mode. Primary Contact - needs multiple options with labels. We have many contacts at the same place and Relationships don't always have the right option. Read full review Likelihood to Renew We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
Read full review 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!
Read full review Usability 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.
Read full review Reliability and Availability On the whole, EveryAction has been very responsive. When we have had errors, they usually respond within a few days, and there have not been outages that I can recall. When they need to take the system down for maintenance, they always give plenty of notice
Read full review Performance Will not go higher than 8 because of how often I end up locked out
Read full review Support Rating Read full review 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
Read full review Online Training 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.
Read full review Implementation Rating Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
Read full review I expected more. We made the decision not to transfer data from my old system into EveryAction, starting fresh and new. But when we have sought assistance, it is rarely given. We are most often directed to the training videos. That component I will add, is very frustrating and upsetting.
Read full review Alternatives Considered Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud
Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
Read full review EveryAction is just more accessible and intuitive to navigate. It is straightforward, easily embedded on our site, and easy for our new team members to familiarize themselves with the platform. Especially for the advocacy and form-building features, EveryAction has been the best tool our team has used thus far. We enjoy using EveryAction and will likely continue to do so.
Read full review Scalability 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.
Read full review Return on Investment Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments. Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level. Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team. Read full review 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. Read full review ScreenShots Bonterra Development + Digital Screenshots