Likelihood to Recommend 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 For our organization, Greater Giving is the best option because of the credit card swiping, the ease of the registration, and the tax receipts alone. I do wish that it would allow us to pass on the credit card fees to the purchaser, but for that reason, we don't use it for registration. For an organization NOT needing to swipe credit cards at the event for on-site purchases or using their tax receipt software, I do think that there are more affordable options.
Read full review Pros 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 Payment Facilitation Ticket Puchasing Auction Coordination Read full review Cons 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 Reports have frequent glitches; especially when downloading large amounts of data (more than 500 records). Lacks data integration capabilities with other systems (Salesforce, Constant Contact, Zoho, etc.); I have found workarounds by uploading and downloading reports, but it really is a pain Customer Support is terrible! The online support is uncaring and completely incompetent. On the other hand, the phone support is really friendly and generally quite knowledgeable about the product and solutions. Read full review Likelihood to Renew 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 Great for beginners. Easy to get up and running quickly. I did worry a bit about my end-users accidentally changing or deleting data.
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 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 support was one of the worst customer service experiences I've ever had (I would give them a 1). Phone support and implementation support were very nice and knowledgeable.
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 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 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 We've used this for years, and see no reason to explore others!
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 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 The reporting improved our abilities to provide accurate information more timely to the finance department - a plus when completing the annual 990 or other information for our auditors. We saw an increase in collecting on pledges when we switched from a "text-to-give" platform (from another provider) to incorporating all event elements into Greater Giving. We were able to capture over 95% of gifts within 48 hours of the event compared to less than half that amount in previous years. The reports generated by Greater Giving are better received by our board of directors - easier to digest and provide meaningful analytics Read full review ScreenShots Bonterra Development + Digital Screenshots