Bonterra EveryAction

Score8.8 out of 10

237 Reviews and Ratings

Request a Demo

Request a Demo

What is Bonterra EveryAction?

Bonterra EveryAction 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.

Categories & Use Cases

Media

Screenshot of Bonterra Que. Bonterra Que is a strategic consultant, powered by AI, built directly into EveryAction. Que helps users to raise more, simplify workflows, and save valuable staff time. It’s built right into the fundraising and engagement platform, so there are no APIs or exports required, and data stays secure. It doesn’t just advise, it acts, providing outputs based on fundraising best practices and your data, with clear logic behind every insight.

Screenshot of a Contact Record. See the full story behind every supporter. EveryAction’s unified contact record gives your team a 360° view of donor and advocate history across email, mobile, giving, and engagement, providing the insight to engage more meaningfully at every stage.

Screenshot of Email Campaigns. Create and launch targeted, data-driven email campaigns with ease. With built-in A/B testing, dynamic personalization, and AI-powered content suggestions, EveryAction helps you connect with the right supporters at the right time.

Screenshot of Mobile Messaging. Reach supporters where they are. EveryAction’s mobile messaging tools let you send broadcast texts, automate reminders, and drive higher conversion with 98% open rates and seamless integration into your campaigns.

Screenshot of Advocacy Forms. Drive impact with modern, high-performing advocacy forms. EveryAction achieves 99.6% message deliverability to legislators by prioritizing website comment forms, helping you mobilize the right supporters to take meaningful action.

Screenshot of Donation Forms. Boost donor conversion with customizable, mobile-optimized donation forms. EveryAction’s forms include built-in AI to recommend ask amounts and recurring gift upgrades based on giving history, helping you increase revenue with less manual work.

1 / 6

Screenshot of Bonterra Que. Bonterra Que is a strategic consultant, powered by AI, built directly into EveryAction. Que helps users to raise more, simplify workflows, and save valuable staff time. It’s built right into the fundraising and engagement platform, so there are no APIs or exports required, and data stays secure. It doesn’t just advise, it acts, providing outputs based on fundraising best practices and your data, with clear logic behind every insight.

Most Frequent Users

Top 3 industries using Bonterra EveryAction.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Other Services (except Public Administration)

48.9%

276 installations of 564

“I use Bonterra Development + Digital for Van EveryAction. This allows me to create events in VAN and track data effectively.”
— Community Organizer, Planned Parenthood California Central Coast

#2 most frequent

Professional, Scientific, and Technical Services

13.5%

76 installations of 564

#3 most frequent

Public Administration

10.5%

59 installations of 564

Pros

Robust and customizable reporting for donor segmentation and progress monitoring
Effective creation of donation and individual fundraising forms
Streamlines digital marketing campaigns, increasing engagement metrics

Cons

Complicated user interface and overall usability challenges
Issues with automation features, including email delivery and clunky integrations
Limitations in targeted email functionality, particularly formatting and customization

Liz Dupee

Deputy Director of Strategic Partnerships in Legal at Mothering Justice (11-50 employees)

Use Cases and Deployment Scope

We have a statewide membership base that we segment by issue and demographic. its been great to send tailored emails, keep fundraising data, and create reports.

Pros

fund development dashboard
segmenting lists
actions and emails
reports

Cons

its very complicated and could have more wizards
i am always messing up the bulk uploads too; I'd like to know more

Return on Investment

better reporting!
our segmented lists facilitate targeted emails
we can integrate Zoom and other tech to make data entry easy too

Alternatives Considered

Salesforce CRM Analytics

Other Software Used

ActBlue

Verified User

Director (1-10 employees)

Use Cases and Deployment Scope

We use Bonterra EveryAction as our central CRM to manage donor and prospect data, giving history, pledges, engagement, moves management, fundraising campaigns, events, and stewardship. It helps us maintain accurate constituent records, track relationships and next steps, and generate reporting to support fundraising strategy and decision-making. Our use includes individual donors, corporate partners, foundations, prospects, campaigns, events, and ongoing fundraising activities.

Pros

Customer support, workshops, and training: Bonterra’s support team has improved a lot. Now, we have a responsive and helpful team to connect with when we have questions or encounter issues, and they provide practical guidance to help us find solutions. The regular workshops and training sessions are also valuable for learning new features and making better use of the platform, especially because they allow us to ask questions and see practical examples. Also because they are showing us “what comes next”, so we can plan our learning & growth progress and our teams’. The workshops about QuE and its features have been extremely helpful for us.
Contact history: This feature gives our team a comprehensive view of each supporter’s relationship and engagement with the organization, including past donations, interactions, event participation, communications, and stewardship activities. I know this is one of the principal features of a CRM, but the key thing of Bonterra EveryAction is that it’s super user friendly, meaning how easy it is for us to understand the full history of the relationship, personalize our outreach, and make more informed decisions about cultivation and next steps.
Moves management, pledges, and financial reporting: EveryAction helps us track the full donor journey, including cultivation, solicitation, follow-up, stewardship, and pledges, while keeping financial information and giving history organized. Its reporting and dashboards are especially useful for monitoring fundraising progress and preparing for Advancement Committee and other committee meetings, allowing us to quickly review key metrics and make informed decisions.

Cons

More flexibility in building customized reports and dashboards, especially for fundraising and financial information.
Better integrations and smoother data synchronization with other platforms would also help us reduce manual work and keep our data more accurate. We have not explored the OneCause integration yet and we will with our event next October 8th.

Return on Investment

For us, Bonterra EveryAction has had a very positive impact on our fundraising performance, efficiency, and donor engagement, particularly with the addition of Bonterra Que. We have more than 22,000 contacts and 33 years of donor history, and Que has made that history much more actionable.
We estimate that it saves us 2–3 hours per week, or approximately 15 hours per month, on list building, donor research, and data analysis. It has also helped us identify $368K in at-risk revenue among multi-year donors and uncover $6.5M in lifetime giving among previously unsubscribed contacts, creating new re-engagement opportunities.
Most importantly, the insights are translating into fundraising results. We reopened a foundation relationship that had been dormant since 2018 and secured $15,000, and we have seen donor retention improve by 2–3 percentage points year over year. Que has also helped us make better decisions around donor acquisition, retention, stewardship, and event strategy.
For a small development team, the biggest ROI is the time we get back to focus on relationships and strategy rather than manual data work.

Other Software Used

Bonterra OneCause, Airtable, QuickBooks Online Advanced, Tableau Cloud, Google Drive

Verified User

Employee in Marketing (11-50 employees)

Use Cases and Deployment Scope

My organizations uses EveryAction to host our contacts, streamline communications, and maintain a central hub for many of our organizational needs. I use EveryAction to host our ticketed events, online actions like petitions, volunteer forms for our many issue campaigns/initiatives, send emails and text to our full list and segemented lists, pull segmented lists, and automate workflows. This product makes our communciation ecosytem efficient and consistent.

Pros

Categories for list pulling
variety of online form options
making the creation fo emails particularly easy, while still being able to customize the look of the emails

Cons

Putting the drag and drop image function back to how it used to be where you could simply drag the file over without having to drag it over again to the file upload before having it appear in the email.
allowing background color changes for emails, for special emails/campaigsn to add variety
makign it more simpler/improving the UI for automated workflows

Return on Investment

improved fundraiing performance, specifically end of year fundraising
we were able to double our open rate and CTR
extreme organization of a large lists with highly specific tags/codes assigned to contacts

Alternatives Considered

NationBuilder

Other Software Used

NationBuilder

Nancy Batista, MBA View profile

National Fellowship Director, Poderosas at Poder Latinx (11-50 employees)

Use Cases and Deployment Scope

Allows organization to have a crm that allows you to add tags to each individual and organization, it is integrated within the same software. While also allowing you to create events and add titles of hosts, or check in people and you are able to create a system to follow up on them and confirm them. Also, you are able to create a virtual phone bank. Allows you to create a sign up form, pledge form, while also allowing development to use certain funder tools. It also has a newsletter template that can be used. It also has features to allow you to create a campaign and be able to cut lists of your own crm and scripts to be able to help ID people on issues.

Pros

Crm
Event tools
Reports

Cons

The newsletter feature is sometimes glitchy

Return on Investment

I wish we could use it at the new organization i am with now

Other Software Used

Slack

Verified User

Program Manager in Research & Development (1001-5000 employees)

Use Cases and Deployment Scope

We use Bonterra EveryAction to manage our fundraising pipeline. This is new this year, and is meant to help us keep track of upcoming deadlines. We also use it to help us keep track of deliverables under current grants. This is a bit of an unconventional use case for Bonterra EveryAction, but my organization has been building it out so that it works well for us.

Pros

tracking to dos
tracking financial contributions
analytics.

Cons

Tracking proposals
Tracking cost amendments to proposals.
User-friendliness

Return on Investment

Time saved
Time lost trying to configure Bonterra EveryAction

Alternatives Considered

Salesforce CRM Analytics

Other Software Used

Google Drive, Microsoft Office 2016 (discontinued), Slack

Blackbaud Enterprise Fundraising CRM

Blackbaud Raiser's Edge NXT

ROI Solutions Revolution CRM

Bonterra EveryAction

What is Bonterra EveryAction?

Categories & Use Cases

Media

Who Buys & Uses Bonterra EveryAction

Most Frequent Users

Other Services (except Public Administration)

Professional, Scientific, and Technical Services

Public Administration

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

United Kingdom of Great Britain and Northern Ireland

Brazil

Most Frequent Users

Marketing

Admin

Engineering