Bonterra Development + Digital 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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WealthEngine
Score 8.6 out of 10
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WealthEngine in Bethesda offers their nonprofit fundraising platform supporting donor research with prospect location and screening, donor pattern analysis, and location of contact data.
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Pricing
Bonterra Development + Digital
WealthEngine
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Bonterra Development + Digital
WealthEngine
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Contact team@info.bonterratech.com for more information about pricing.
Jotform is very user-friendly and easy to use, but the reporting features don't even come close to what EveryAction can do. The fact that you can schedule reports from EveryAction puts it on a whole other level than Jotform. I have also used databases like Sure Impact, mPact …
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.
WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.
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)
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.
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.
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
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
The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.
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.
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.
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.
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.
