Bonterra Development + Digital vs. Blackbaud TeamRaiser

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.

Incentivized

TeamRaiser is well suited for peer-to-peer fundraising activities, such as large pledge-based events like walks and runs or DIY fundraisers of many different types.

• 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)

• Offers the ability to really customize a campaign on TeamRaiser.
• Provides milestones/badges that can be earned for participants.
• Provides custom pages that can be easily linked to a campaign.
• Gives the ability to send coaching emails to participants and for participants to send emails through the TeamRaiser system.
• Has a big support community.

Incentivized

• 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.

Incentivized

• Too many options so it can be hard to navigate.
• Requires a deeper HTML understanding to really get the most out of it.
• Would be better if the interface was similar to other original Blackbaud products.

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

Continued use will ensure an ongoing increase in this type of revenue and provides an alternative way of raising funds for our supporters.

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

It can be overly complex and requires a deeper HTML understanding than most outside of IT have.

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

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

Great and easy to access to get support to resolve issues immediately.

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

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.

Incentivized

Having a better understanding of product and objectives prior to implementation would lead to more success.

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.

Incentivized

While everydayheroPro and CrowdRise are easy to set up, already mobile friendly, have great interfaces, and are customizable, they lack some base capabilities that come with TeamRaiser, such as the ability to control the donation form, email capability, database syncing, badges/milestones, and custom pages. The everydayheroPro system has great potential, and we use it for our smaller DIY campaigns, but its support knowledge bank and customization is still so limited and can be frustrating to use because of it.

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

• 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.

Incentivized

• Introduced our constituents to DIY fundraising.
• Provided another revenue stream that provides nearly $100,000 extra a year.
• Gets our constituents involved in the cause in another way.
• We've found a niche by using TeamRaiser in companies.
• Has provided more donor interaction for lower-tier giving groups that might otherwise receive little communication and stewardship from us.
• Seen returning participants raise more money year-after-year.

Incentivized