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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YourCause CSRconnect
Score 8.5 out of 10
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CSRconnect is a SaaS-based platform that is a fully hosted and managed
solution used to engage employees in volunteering, giving, and sustainability
initiatives, along with helping grants administrators manage corporate and
foundation philanthropic programs. It supports global programs with multi-lingual settings and multi-national credit card processing features.
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Pricing
Bonterra Development + Digital
YourCause CSRconnect
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Bonterra Development + Digital
YourCause CSRconnect
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.
Product pricing varies based on company needs and employee size.
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.
It is a great solution for a company that is looking to have a one-stop shop for employee volunteering and giving. It integrates with VolunteerMatch and Workday which is very helpful as the former feeds community volunteer opportunities to our company portal, and the latter is how payroll deductions get processed
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)
Dollars for Doers Volunteer Grant program features are very easy to use and manage.
Cause cards are a great incentive available through CSR connect.
Searching for charities to contribute dollars to is easy to navigate.
The Engagement Elements are very user-friendly and easy to update on the admin side. Our employees love them and how easy they are to find and click through.
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.
Date/calendar feature is rough - it automatically puts in a year out so you have to correct that and the time zone needs to automatically populate as it's a huge list that confuses most people.
The search feature overall - not intuitive and clunky and usually inaccurate - needs to be fine tuned as well as broadened to include everything associated with a particular event or user - having said that they have made great improvements in this in the recent future so that's something to be grateful for.
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.
The usability of CSRconnect is light years ahead of our last program and we are so thankful for this. Some of our employees get intimidated by using the computer so it is helpful when the site is user-friendly and welcoming for our employees. They are also easily able to find events in the portal.
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
We do have issues with having to reload pages when we are working on reports or engagement tiles. If we dont reload something the information that we have been working to input in to the site or the reports do not save. This can be frustrating when we are on time constraints
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 implementation process was a bit rocky but ended up okay. The account manager is new and still learning himself so many of our questions are answered with "let me look into that and get back to you". He absolutely gets back to us and is very nice but not always very knowledgeable which can get frustrating.
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.
It was a little challenging doing training on line i think in person may have been a little easier. we also did training before we had access to certain things so when the time came to use that training we had questions that came up that were not apart of the initial training.
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.
The implementation of CSRconnect takes way, way too long. Having to take down your entire CSR site for weeks, if not months, is an issue. Issues still arise from the implementation in terms of ensuring that reports and statistics on active users are pulling properly, as well as the transfer of information from one system to another. Some of this is definitely to be expected, as transferring this much information is a challenge. However, I would hope that issues would have been resolved by now
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.
We have been able to more accurately track global volunteerism.
Having an online platform for employees to organize their team volunteer projects has been wonderful. They are either doing more of them (we are so busy) or they were always doing all these activities but we are just finally aware of them because there is a platform to use now.
Reporting is not as flexible nor robust as we need it. Still doing many manual steps to get the data how we need it.
