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Bonterra Development + Digital

Bonterra Development + Digital
Formerly EveryAction

Overview

What is Bonterra Development + Digital?

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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Recent Reviews

Every Action Counts!

10 out of 10
September 22, 2023
Incentivized
I use EveryAction at work to keep track of out 1:1 meetings, to set up follow up meetings etc. I think there is no other program that make …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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What is Bonterra Development + Digital?

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.

Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Bonterra Development + Digital?

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.

  • Connecting to an integrated toolset - Connects a unified CRM with Advocacy, Volunteer Management, and Community Engagement tools.
  • Optimize outreach - Boosts conversion rates with reliable communication tools, multi-channel automation, and predictive analytics to target donors with personalized ask amounts determined through machine-learning algorithms.
  • Building organizational sustainability - Converts first-time donors into long-term supporters with multi-step donation forms built for one-click giving and secondary ask sequencing.
  • Cultivating stewardship best practices - Master donor stewardship by leveraging moves management, planned giving, and direct mail tools designed to engage and scale larger donors.
  • Boosting conversion rates - 33% of forms have at least one pre-filled field due to a previous action taken across the Bonterra network—giving customers a boost in conversion rates.

Bonterra Development + Digital Features

Reporting and Analytics Features

  • Supported: Predictive analytics

Additional Features

  • Supported: Multi-channel automation
  • Supported: High converting
  • Supported: Grants management
  • Supported: Planned giving
  • Supported: Moves management
  • Supported: Optimized asks
  • Supported: Multivariate email testing
  • Supported: Robust reporting

Bonterra Development + Digital Screenshots

Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.Screenshot of a single, unified platform to support all kinds of campaigns by sending newsletters, creating action alerts, crafting fundraising appeals, and building automated workflows with a modern, targeted email tool boasting deliverability rates.Screenshot of multi-channel workflow automations.Screenshot of a picture of an individual record. These feature customization options used to tailor the page and highlight important information.Screenshot of a Bonterra form. 33% of forms have at least one pre-filled file due to a previous action taken across our network, boosting overall conversion rates.

Bonterra Development + Digital Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States

Bonterra Development + Digital Downloadables

Frequently Asked Questions

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.

Blackbaud CRM, Blackbaud Raiser's Edge NXT, and ROI Solutions Revolution CRM are common alternatives for Bonterra Development + Digital.

Reviewers rate Availability highest, with a score of 8.2.

The most common users of Bonterra Development + Digital are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(203)

Attribute Ratings

Reviews

(1-25 of 70)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a grassroots nonprofit social justice organization and we utilize Bonterra for email/newsletters, donor tracking, and financial reporting. Bonterra solves the problem of seeing actions taken by community members while also seeing giving history, how frequently they give, and the last time they gave. The scope of our use case is growing to target those who take action but don't give and those who give but don't take action.
  • User experience
  • Financial reporting
  • Targeted emails
  • Help desk
  • Event creation
  • Custom fields
  • Automated widgets
  • Editing custom fields
As a grassroots organization that employs 25 full time staff and has an annual operating budget of less than 3 million, Bonterra Development+Digital suites us nicely for the moment. There are moderate work arounds that we've had to implement to make it work for us that will make it harder to add the development package which is annoying.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is used as our donor/donation database at Habitat Omaha. We track Events, Donors, Tax Information, and more. Reporting is a main component of our use with EveryAction, and the scheduled reports help us maximize our time and helps data analysis move along faster.
  • Scheduled Reporting.
  • List Segmentation.
  • Fundraising Projection/Analytics.
  • Bulk Uploading of Data.
  • 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.
EveryAction is well-suited for reporting. The ability to Save and Schedule reports is unique and helpful. It has some work to do to be helpful with Volunteer scheduling and detailed Event planning.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our Organization use EveryAction to engage and collect data for voters throughout our state. It helps us draw our universe and be able to collect data from interactions. And we can also send emails from EveryAction, which allows us to interact with people immediately. I have used it before at my previous job as well.
  • Generate Data
  • Easy access to files/data
  • has a way for people to sign up/donate
  • easy to navigate
  • Lower price for smaller organizations, its great but can be costly.
  • Sometimes customer support can be slow, especially when you ask questions around election season.
  • Nothing else really
I will recommend EveryAction a to any colleagues I inreract with in the community engagement space. Because the way their interface interacts with customers is smooth and efficient, and is a great tool to collect data while you are out interacting with potential voters. I do wish it was more affordable.
September 18, 2023

EveryAction Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use it to enter gifts that come in. Look up members and provide status.
  • Tracking of gifts
  • Reporting
  • Easy to move over to excel
  • Changing donations into another record. Unfortunately we sometimes need to move a donation to another member and can't without deleting and re-entering.
  • Reports could be easier to build.
EveryAction is easy to train users on.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it to track all contacts who reach out to us and specifically to keep track of our partners. Every time we are connected to a new person or organization we enter them with as much detail as possible.
  • Easy search
  • Lots of details
  • Good support
  • Would like more action buttons easily visible from each page
As mentioned we use it for very simple transactions and categorization of individual contributors and organizational partners. We’re able to track how they communicate with us through the bcc function which is great so that future users can catch up easily on what our interactions have been before
Score 3 out of 10
Vetted Review
Verified User
Most of the organizations in which I've used EveryAction - or which I've supported with EveryAction setup & use - try to make it the solution for all of their online organizing needs. There are very few mobilizing functionalities it doesn't claim to offer (most notably, peer-to-peer texting). That can be really convenient for organizations that are trying to do outreach on a lot of different levels, and recognize the need to have all that data live together in one place. But I've also noticed that the scale of what EveryAction offers can make it overwhelming for less technical staff, and especially volunteers. I have found it suits organizations best that absolutely need bulk email, digital fundraising, phone banking, event management, broadcast texting, online advocacy, action tracking, reporting, and a bunch more functionality all in the same tool because they have no other options.
  • 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)
  • The most common frustration and complaint I've experienced has been about support. Issues can sometimes drag on for months, they have given false or misleading information, data has been lost during migrations, and perhaps the worst is that they have been caught trying to avoid responsibility. But on some level these might just be symptoms of a larger problem. The tool is too big, trying to do too much. That means we customers get overwhelmed and need to ask for support more often, and that their support staff may actually be less familiar with some details of the tool than we are. And it doesn't help the situation that they seem to have pretty rapid staff turnover.
  • In the theme of EveryAction trying to do too much, many of the pages - from records to admin menus - are just overwhelming. There are too many sections and subsections. When to get to know each one, it makes sense why it's there and why it's important. But the combination of all the different pieces makes it a very difficult tool to onboard volunteers less comfortable with technology. If your grassroots fundraising program relies on a bunch of retired volunteers, it will be a challenge to get them to use EveryAction.
  • Generally speaking, it seems as though there's more emphasis on marketing and sales than support. There is some ability to pick and choose just the pieces you need and not pay for pieces you don't. But everything is expensive, there is a lot of emphasis placed on upselling you, and there are hidden costs. Up until not too long ago, there was no way to bulk delete records, and when you'd ask support for help doing so, they'd bill you with a data services charge. They offer migration support for a cost, but in all the migrations I've seen and heard about, they aren't very helpful because they spend more time explaining what can't be done without even more costly support than trying to understand your unique organizing and data needs. And if you have a data warehouse and want to get your data dumped in there, the prices can get very high very quickly.
  • On the more technical side, EveryAction's APIs are useful, but I feel they get developed and managed so haphazardly that it's hard to plan around them. The API credentials you get have selective permissions to the endpoints you'd need in a way that's completely opaque. For instance, loading values to Custom Contact fields is a relatively straightforward part of updating a Contact record, but if Custom Contribution fields require a completely different process, involving automated bulk imports, from updating Contribution records. Bulk imports don't allow for other, more standard Contribution updates and you have to ask to get an API key type has access to the bulk import endpoint, even if you already have access to Contribution endpoints. Their documentation is decent when it comes to using the endpoints, but doesn't reflect operational obstacles like this. I've found and heard that more time is spent working with support than actually writing code when developing using their APIs.
  • Reports can be very helpful, but despite what EveryAction folks claim, in my experience, they're just not quite as customizable as we need. Especially when it comes to connecting people to one another, or understanding donors AND their donations, it seems the only options are to export data and process it externally, whether that means someone's doing a whole lot of work in Google Sheets, or you have tech capacity for data visualization, but still have to pay a lot for the data dump.
At this point, I can only in good conscience recommend EveryAction to organizations that really do require something close to the wide array of functionalities that EveryAction offers, and have no other way to put all their organizing data together in one place. There aren't a lot of alternatives out there that offer even a decent fraction of what EveryAction offers, and it can be incredibly important to have one place to see everything about your supporters - we need to know which of our event attendees are also major donors when doing follow up, for instance! But the problem is that other tools out there are better than EveryAction at one or a few of the functions it offers. And they also might be easier to adopt because they're focused on a much narrower range of things. So if you don't need most of the tools built in to EveryAction, or if you have another way to bring all your data together, I suggest you make sure you do plenty of due diligence on alternatives (which might be a bunch of different tools) before committing to EveryAction.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
EveryAction was the most comprehensive solution we could fine to automate interactions and followups and maintain a close relationship with our supporters. The platform is, honestly, incredible with just about anything you could think of. The problem is not the platform, in my opinion it's the company who owns it, Bonterra. They present themselves as a company that supports those who 'do good', along with slogans that ring the SJW bell. The company owns CyberGrants, EveryAction, Network for Good, and Social Solutions. We setup our account and the sales rep offered free on-boarding, training, and so we began configuring it for our org. We waited for the on-boarding team to reach out, but no one did. I finally reached out after the 2nd month to be informed that they were so backed up the training would not begin for several months and to read their docs! We moved forward, setup the system as needed and began learning all the nuances of it.. it's quite complex. Then, we received a bill... during our 'free' 90 days on-boarding. They refunded it but at this point, we did not see the support needed to continue and cancelled based on their breach of agreement by charging us w/o auth. Their legal department sent a cancellation doc for us to sign which legally barred us from writing reviews, etc!! We declined and asked them to edit the agreement, which they would not. We did NOT sign it and they would not provide any further confirmation the account was cancelled other than an email. Is that really supporting those that do go, or just chasing the buck and trying to gag those that have negative experiences!?
  • Campaign Automation
  • Integrations
  • Drip Campaigns
  • CRM
  • Unauthorized Charges to Customers
  • Requiring clients who cancel to sign a legally binding gag agreement
  • Poor on-boarding and training process
EveryAction is well suited to an organization who can overlook the overselling, under-delivering that ensues after the sales rep gives you enough 'free' addons to sign a contract... to then not provide those add-ons (on-boarding, training, support). Have a legal department ready to review ALL contracts they want you to sign. From my experience, If you cancel, for any reason even if they breach the contract, I belived they will try to get you to sign an agreement legally binding you from making negative reviews, comments, etc.! Makes you wonder how many review 'stars' they would actually have if the negative experiences were allowed to be posted. Paying over $3500/year for this kind of experience would be disastrous for most businesses in my opinion.
Score 8 out of 10
Vetted Review
Verified User
I use EveryAction with several clients to set up fundraising and advocacy emails, to monitor donations over time, in conjunction with lead-generation, donor acquisition, and donor retargeting ad campaigns, and other tasks. I also use VAN for electoral and membership management purposes with a client, including events and integrations with other platforms like Hustle, Mobilize, Mobile Commons, and Impactive. In addition, I support other users with finding the features they need.<br>
  • Email Marketing
  • Membership Reporting
  • Fundraising
  • Event Management
  • Integration with ActionNetwork
  • Advocacy Page Setup
EveryAction works really well for email marketing for campaigns and nonprofits. Its connection to VAN makes it a vital tool for election work whether by nonprofits or campaigns.
I have occasionally found its event management cumbersome to work with. It's also challenging to onboard new organizing staff to using VAN and EveryAction for their campaigns -- a steep learning curve.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Eblasts and PR to keep members informed and active. I found it was easy to create content and use other content from outside sources. I was able to import images and text for a professional eblast. EveryAction saves time and time of course is money. The templates aid in content creation.
  • eblasts
  • Feedback
  • ease of use
  • easier login access
Keeping people informed and providing content quickly. The templates help to streamline the creation process. I didn't have to recreate the wheel and redesign outgoing content. I was able to focus on making great content and making it quickly. The interface is very easy to learn and understand. Almost everything is user friendly.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I manage our members donations, contact information, run reports, print out donation acknowledgements. Using EA saves time with generating the thank you letters, makes managing incoming donations seamless and keeping track of donors contributions, any changes to their donation status, etc. It's also a great way of being able to follow up with members, making notes of any changes and provides space where I can note 1-1 conversations I've had, so that the next time I speak with a donor I can continue where I left off. This really personalizes my interactions with our donors.
  • End user experience is quite transparent - other db's are WAY more cluncky and not designed specifically for my work in the non-profit realm.
  • Running reports are seamless
  • Layout of workspace is clean and efficient
  • FAQs well organized and easy to follow
  • Relationship between primary record and attributed contributions is messy when trying to figure out if thank you letter has been generated. Attributed record should, when activated, supercede primary record.
  • SmartSearch isn't always as smart as it claims to be
so much more streamlined and intuitive use than Salesforce - especially when it comes to creating, editing and processing reports
Ali Matthews | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction for almost everything, from donation receipts to targeted emails. We create specific lists to send emails to donors and community members internationally, depending on their relation to the organization. We also create forms for fundraising for our annual fundraisers as well as one-off fundraisers. We use every action online action to create action alerts (petitions) to drive forward our campaigns. Once we establish a more grassroots team we plan on using volunteer and event features as well.
  • Tech support
  • Tutorial videos
  • Flexibility
  • Since the pandemic, tech support
  • A code-free stylization for forms
EveryAction is good for smaller nonprofits with at least 1,000 supporters, (not sure if worth it for smaller ones because of $$) and nonprofits with tens of thousands of supporters. I’ve worked with EveryAction at three different organizations ranging from 2,000 contacts in the CRM to 100,000. If you’re just looking for a donation platform, EveryAction may be too much, but if you’re also sending emails and targeting multiple areas, it’s great.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction (EA) is our digital CRM. We use it to send action and appeal emails to our donors and supporters. EA has provided us with greater flexibility and speed in producing and disseminating our messages to our audience than our former CRM. I use EA to track donations, look up supporter contact information, and view reports.
  • Templates for email queries.
  • Custom fields for greater tracking detail
  • Better user interfaces for work activities.
  • Better strategies and solutions for sustainer migrations. Losing 10% of your organization's monthly donors is a big revenue loss.
  • Ability to easily use more payment processors than Paragon.
The onboarding and support team are first class. Very patient and helpful with all of the onboarding process and genuinely interested in making our organization's experience with EA and fundraising successful. Ease of use in sending email communications to our donors and supporters. Reporting functions are well thought out and helpful in tracking revenue and donors.
Sam Jacobson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it for email marketing. It's an excellent product and I'm very happy with it -- I've used many of the competitors, including Action Network and NationBuilder. NGP works best, and I think I speak for others in the industry when I say that.
  • Email marketing
  • CRM for tracking supporters and supporter behavior
  • Online fundraising
  • Petition / engagement emails
  • Should allow for more cold email outreach
  • Faster supporter from customer service
  • Better integration with ActBlue
I work in Democratic campaigns. This product is the standard. I've used many of the competitors, including Action Network and NationBuilder. NGP works best, and I think I speak for others in the industry when I say that. It's not as good for volunteer management but I don't really do that.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
EveryAction maintains our membership data. We use it to create new contacts, hold information on our clients, and then connect their data to the Voter Activation Network (VAN).
  • Integrate with VAN
  • Integrate with other databases
  • Create nice looking HTML emails
  • More help tutorials
  • More responsive sales representatives
We used EveryAction because it integrated well with the VAN database. It was a good all-in-one database for our needs with existing members, adding in new contacts and connecting to public voter files. It also stored the financial incentive history of donors. We could create emails for our contacts as well, which was nice.
May 03, 2022

EveryAction Review

Alexander Nyirendah | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction has been a very integral tool in managing our constituent data. The ability to tag our community members using activist codes, identify people based on the type of event where we met, and the ability to measure levels of engagement help move the work forward. EA allows me as a user to quickly identify who I should be talking to when there are pertinent matters at hand.
  • Data management.
  • Event management.
  • Documentation.
  • Data health checks.
  • Clear pathways to adjust and correct data.
  • Engagement management.
Being a C3/C4 the ability to switch from EA to the voter file is integral to the success of our organization. EA allows us to load our base and automatically tags those individuals that are registered to vote into the voter file. Virtual phonebanks also create a space that makes it easy to activate new volunteers without creating a complicated profile.
April 21, 2022

EveryAction Every Day

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction daily to support political campaigns' fundraising programs. This tool allows me to create specific target audiences, understand our email list, and conduct tests to ensure we're constantly evolving and achieving our fundraising goals.
  • Target audiences.
  • Reporting.
  • Ease of email coding.
  • Customer service and flexibility.
  • Confusing user interface/UX.
  • Engagement metrics aren't standardized.
EveryAction is suitable for smaller programs where email volume is not extremely high. For programs that require lots of specialized reporting, coding, and branding, this would probably not be the best choice.
April 06, 2022

Great!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is great for connecting with our supporters and for collecting more! IT is very user-friendly and the guidance sent out is really helpful. I appreciate all of the capabilities of their online actions and targeted emails. We are able to do so much more with this tool than we were able to do before.
  • Emails
  • Forms
  • Automations
  • Step by step guides
  • More options for automations (applying survey questions, etc.)
It is great for advocacy work. Sending advocacy emails to legislators and other targets is super easy and helpful in EveryAction. I also love how we can reach our base quickly and easily using targeted emails. It is great for advocacy updates and soliciting donations. The different list options are great.
Ian Wraga | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use minivan to access voter and issue data for our different campaigns for civic engagement.
  • User Experience is smooth
  • Easy to access information.
  • Offline mode allows users to save battery which is very helpful.
  • It could be more flexible to user engagement.
  • There isn't much that a user can do to change incorrect data in the app.
  • Sometimes house locations on the map are not accurate to where they are in real life.
Canvassing and community outreach projects.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction as our mass digital marketing CRM and are in the process of migrating our high-touch fundraising and direct mail programs over as well (from Blackbaud's Raiser's Edge NXT). Primary uses case currently are donation processing, outbound email and SMS, non-public events, and lead generation. We are integrating EveryAction with Shopify (eCommerce), Eventbrite (public events), and a learning management system.
  • Outbound fundraising
  • Payment processing
  • Analytics
  • Dashboards & reporting
  • Integrating social media
  • eCommerce
In our experience, EveryAction is appropriate for small to mid-sized non-profit organizations that engage in a wide variety of fundraising operations. It is geared primarily towards political fundraising, and some of the vernacular and features are clearly oriented to campaign or issue-based fundraising, which makes the tool particularly apt for those organizations. That orientation has not proved to be a hindrance for our non-political fundraising, fortunately. However, I imagine some development time will be 'wasted' (from our perspective) in building out those features.
Tony Fleming | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to receive donations and membership dues, send targeted email blasts, process letters to officials on action priorities, and track supporters' interests.
  • Provide comprehensive view of supporters' engagement
  • Offers a welcoming user-friendly interface
  • Acknowledges problems through email
  • Does not provide an API for website integration
  • Give overly technical error messages confusing to non-tech users
  • Fails to prioritize or respond to significant technical problems
EveryAction oversold [itself] to us in terms of its capabilities to meet clearly defined needs in early discussions and during implementation. While we still feel we need to move to a singular, comprehensive CRM (we were using separate donor tracking and email marketing tools) and EveryAction will eventually get them, they are not ready for prime time for our unique needs of offering "member-only" content to members and organizations subscribers. We've had to implement several workarounds that hamper some of our marketing efforts to organizations (versus people) and cannot effectively generate tax letters with accurate amounts. These were explicit needs defined by us which they assured us they could meet. Not so.
December 07, 2021

Love Using EveryAction

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Create fundraising emails, donation web pages, and assist donors with personal information and donation requests
  • Data presentation
  • Organization
  • Donor data
  • Identifying duplicate donor records easily for merge purposes
Able to personalize donor requests for donation duration
November 30, 2021

EveryAction is fine

Score 4 out of 10
Vetted Review
Verified User
Incentivized
We use it as a CRM and as our primary email interface
  • Collects donor data well
  • Interfaces well with VAN software
  • Allows for customizations through source codes and activist codes
  • The email functionality and segmenting needs a lot of work to make it user friendly
  • There is limited ability to delete and revise source codes and activist codes, which makes it difficult to clean up the database
  • It is incredibly different to select multiple criteria and pull them into appropriate lists, in large part because some reports are done through the report manager, others are done through list building
Well suited as a stand-alone CRM, but it doesn't integrate well with its own email function or list/reporting functions
Score 8 out of 10
Vetted Review
Verified User
Incentivized
EveryAction manages the contact acquisition and actions we take for federal lobbying efforts. It supplants our current CRM to keep contacts completely siloed within our multiple tax entities. We are currently using EA for email marketing, digital ads, online forms, and voter contact. We have built out permission roles, CSS form templates, and web sign-up online actions.
  • Variety of actions
  • High customization available
  • Connected to multiple apps
  • Complete CRM solution
  • User interface is dated
  • Permissions structure is detailed but also not intricate enough
  • Forms lack attachment options
When running a campaign that is not time-bound or could easily go over election seasons, EveryAction will be perfect for you to maintain your contacts, connect to voter file data, and take action with your voters. It would be too much for a short campaign that just needs quick access to voter file information through the VAN.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have been using other pieces of software and other competitors and I love this piece of software over all of the others. The interface is easy to use, very quick to respond, and means that we're able to get more done in less time. I would definitely recommend this over other software. Give it a try with your company. The integrations, automation, and other aspects are incredibly useful.
  • Automated emails
  • Email drafting and sending
  • Integrations with other API and partners
  • Login process
  • Email design UI
We use WordPress to host our donation API. This links to the automated emails.
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