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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 140)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
The Hayward Area Recreation & Park District (H.A.R.D.) Foundation uses Bonterra Development + Digital as its primary CRM to track and communicate with donors and prospective donors. Prior to using Bonterra Development + Digital, the H.A.R.D. Foundation did not have a systematic way to track donors. In addition, the H.A.R.D. Foundation used a 3rd party email marketing tool to communicate with donors and prospects which proved to be inefficient. The product allows for easy tracking of donor activity and the email marketing tools allows us to better track the effectiveness of our communications.
  • Email marketing to donors and prospects with useful information regarding open and click rates.
  • Segmentation of donors and prospects.
  • The events module has proven to be very useful events large and small.
  • More flexibility in the development of sponsorship opportunities through the events module.
  • The auction function is very useful for silent and live auctions, but connectivity can be an issue. It would be helpful to be able to use the function off-line.
  • Adding a contact report form would be an excellent addition to the system and allow for better tracking of donor interactions.
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.
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.
September 29, 2023

EveryAction is a great CRM

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to track donor, partner, and stakeholder information for our nonprofit. In addition to gifts, we track relationships, interactions (calls, emails, direct mail, personal mail, etc.) We run reports to track the effectiveness of our fundraising efforts, number of interactions, and grants and grant reporting. As a nonprofit in difficult times, EveryAction helps keep the team and our plans on track.
  • grant tracking, including reporting and interactions with funders
  • donor interactions, especially being able to blind copy emails
  • financial reporting, in about as many ways as you could want to spin numbers
  • Not able to cleanly track memorial gifts, or pull that information well
  • Getting lists of constituents in the database is awkward, and sometimes takes several tries to get the information entered just right
  • I feel like we pay for functionality we don't use, specifically advocacy.
EveryAction is a very thorough and complicated database. It is great for nonprofits who have a lot of data, donors, and need to be able to pull complicated reports. We are able to send specific, custom emails through the database to segmented audiences. It is alot. It would not be appropriate for smaller nonprofits, especially if there wasn't at least one person dedicated to be the expert.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction helps me develop and maintain a base of contacts and advocates to help me reach new families with the resources our nonprofit provides. Before using this CRM I had file upon file of datasheets to help me maintain consistent communication with everyone but inevitably people would get lost in the pile of data. This system allows me to organize my contacts, communicate with them efficiently, and ensure that everyone always receives the most updated information that can help them in their daily lives.
  • Create and allow updates to contact profiles
  • Pull lists of current contacts with a helpful variety of datapoints (tags, codes, etc.)
  • Send uniform, branded, cleanly formatted emails to help engage contacts
  • I would like to be able to pull contacts by County instead of just zip code.
  • I would like a simpler process to delete obselete Activist Codes.
  • It would be nice if EveryAction provided a Bulk Upload Contact Sheet template to minimize the CRM rejecting bulk uploads.
I have worked with one other CRM in the past and know some of the difficulties in adapting a system to different sectors and styles of work. For the grassroots advocacy, information, and parent resource services that my nonprofit does, this CRM is perfectly suited to my work. I serve a wide geographic area and the tools that the CRM provides to pull lists, identify high engagement contacts, and message those contacts all make my job much easier.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to document actions by our personal, household, and professional supporters. EveryAction helps track their actions, interests, and potential to more effectively engage supporters when we make asks for advocacy or donations.
  • Contact information
  • Contribution tracking
  • Reporting
  • Membership management
  • Household vs. relationship mapping
  • Export formats for reports
The system does very well at tracking and reporting on individual gifts and actions, but attributing individual donations to across donors in households and organizations remains a difficult manual process. EveryAction source codes are also so helpful for seeing campaigns holistic impact, yet the event function struggles to reliably track attendees who did not register online.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction to send a monthly newsletter to our constituents, put together petitions, appeals, and mass emails, and track engagement. We have a large constituent database with around 150,000 active users. EveryAction allows us to effectively track and manage engagement, and quickly pull together emails as necessary. The template features are wonderful and allow us to put together email blasts in a very quick manner. We are also able to customize our branding and copy it onto each of our templates.
  • Email templates
  • Tracking engagement
  • Customer support
For the nature of our work, EveryAction is a great tool. We often have to put together emails and appeals with little turnaround time, and template features and the ability to copy paste emails are very helpful. It's also great to be able to track engagement among our constituents. For example, you can open up an individual's record and check what emails they receive from our organization, if they opened them, and the date that the email was read.
September 27, 2023

EveryAction you need

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction for voter outreach, to recruit volunteers, to schedule events, and one on one meetings. I also use it to phonebank, and go door to door canvassing. I use EveryAction to make quality control calls, commit data, find out my canvass results, and keep an eye on my door knocks live while my canvassers are out in the field. I would not be able to manage a team of 100 -150 people without EveryAction. EveryAction makes doing my job a little bit easier, and it definitely keeps me organized. EveryAction is the best!!!
  • Phonebanking
  • Volunteer recruitment
  • Door to Door canvassing
  • Live GPS on Canvassing
  • Step by step video directions
  • easy to read direction guide
If you work for a political organization, EveryAction will definitely make your Job easier.

Im not sure if it would work so well for like a restaurant business or something like that.
Liza Saracina | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction as a fundraising management database. In it, I look up donor records, give history, update contribution information, create campaigns, create source codes, and direct response plans - just to name a few! I also use it to create acknowledgements for donors and track communications sent to donors.
  • Allow you to see previous and future communications for individual donors.
  • Easily lets you set up a direct mail appeal project with many segments - guaranteeing no duplicates.
  • Allows you to design emails easily with their "drag and drop" email creator. No HTML knowledge is needed!
  • Create a list can be difficult to use. It feels overly complicated.
  • Attributed gifts cannot be used for merge fields or for ask strings. It would be nice if Financial Household Contribution information also included attributed gifts.
  • Sometimes, I feel more knowledgeable about the database than the 1st point person in their customer service division.
I think EveryAction is a great tool for small nonprofits. It is not too challenging to learn, and many people in the organization can use it for a variety of fundraising uses - including direct mail appeals, targeted email appeals, major donor prospecting, cultivation, and solicitation - just to name a few. I don't think it would be good for a larger organization as it is not as powerful of a database as I have seen being used at large university fundraising programs.
September 22, 2023

Every Action Counts!

Score 10 out of 10
Vetted Review
Verified User
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 it very simple to create a sign-up sheet to keep track of folks and also neatly organize it on the back end. EveryAction is simple, it's simplicity it what makes it a favorite. I would love to have an option where we can generate a random phone number and folks can just text their name and address and it would register them.
  • Simplify Tasks
  • Help you keep track of Data
  • Smooth Back-end review.
  • make the bulk upload even easier.
Every non-profit need one. Period.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We send broadcast emails and action alerts. EveryAction facilitates communications with our member database and networks via broadcast email and allows them to easily communicate their personalized advocacy messages to the public and corporate officials through the use of targeted online action pages.
  • Facilitates design and sending of broadcast email.
  • Manages Database.
  • Provides online action platform.
  • Online action design is confusing - learning curve steep.
  • Email design is confusing - learning curve steep.
  • Database learning curve is steep.
  • Overall the platform could be much more intuitive than it is.
Broadcast email design, database management - putting contacts into targeted groups, online actions to contact public and corporate officials.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is our philanthropy software for our daughter database.
  • Analytical Report.
  • Gifts and payments.
  • Acknowledgements
  • Bulk uploads.
  • Long-term pledge payments.
  • Soft credit/attribution.
  • Dashboard options.
As United Way, we are unique, in that we collect pledges in a fiscal year, but the payments on those pledges are made in a calendar year. For example, the pledges are received in the fall. Beginning in January, payments on those pledges begin through December. So, the opposite of a fiscal year. It makes Viewing our actual dollars and pledges extremely difficult. We must run multiple reports every day to be able to see what I need to see on a daily basis.
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Every Action to track voter data, to create RSVP links for upcoming community events and trainings, to understand data on our communities (such as through pulling lists of demographic data or other indicators). I also use EveryAction to create and send out newsletters to our communities, alumni program, etc.
  • Track data
  • Organize information on events and trainings
  • Create newsletters
  • Functionality -- not super streamlined or clean
  • Integrations with other softwares like Asana, Slack, etc.
Well suited -- creating newsletters, creating event/training RSVP links, pulling lists.
Not well suited -- integrating with other softwares, email creation piece could have more functionality (graphics, fonts, colors, etc.)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Every Action to track donor information, what programs they have donated to, and their interactions with us over time. We also use Every Action to tag individuals with identification codes to understand their interests in our organization. We also use Every Action to send out thank you letters and create mail merges, letters, and labels.
  • I like the ability to add Pinned Notes to a person's page.
  • I like the ability to use a Mail Merge and create my own templates.
  • I think it would be great to add an optional feature that sends you a ping when its a person's birthday.
I think it is very appropriate for donor information, tracking replies to email blasts and general communications with donors. It is, however, not that effective for tracking volunteer information. It would be great if there were more features catered for volunteers.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to coordinate our grassroots advocacy in state and federal campaigns. EveryAction makes it easy to manage our database of volunteers, send emails and keep volunteer engaged. We are able to create events, collect registrations and donations. EveryAction is a great platform for our campaign work and it's easy to learn.
  • Manage a database of our volunteers
  • Easy volunteer engagement through targeted email campaigns.
  • Create events and manage registration of attendees.
  • Creating address lists can be tricky at first but there are good trainings available.
EveryAction has been an incredible resource to manage our advocacy campaigns. It saves many hours from our previous system. EveryAction has made complex tasks simple once you understand the basics of how it works. It took about 2 months to be very comfortable using EveryAction and not having to follow step by step guides. After a few months, it's so easy to use and makes our work much simpler.
September 20, 2023

Overall, very robust tool.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it as our CRM and membership database, as well as to deploy digital actions and email platforms.
  • Audience segmentation through list creation.
  • Integration with client's digital tracking, such as GTM.
  • More filter criteria for customizing event feed pages.
  • Reporting on activist codes beyond 14 days.
  • Report manager capabilities and customization.
  • Analytics dashboards.
EveryAction is a very robust platform and a great solution for managing our database deployment of actions and audience segmentation. There is room for improvement, however, with customizations across the platforms from reporting to design on Online Actions items.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use EA to track donors and prospective donors as well as large grants given. We also use it to track our organizing efforts and actionable items that staff does with support/hourly staff.
  • Reminder/to-do lists.
  • Reporting options.
  • Intuitive to use.
  • No training. I am just learning as I go.
  • Too many reports to streamline. Suppose you could narrow down the options.
The system is only as good as the employees enter details and if done correctly. Reporting is overwhelming to decide what to pull and when/how.
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 8 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to manage donors, donations, and to send messages to state lawmakers from constituents.
  • Connect constituents with their elected officials
  • Manage donor relationships
  • Track donations
  • Don't love the new contact record view
Small and medium sized organizations can really benefit from EveryAction's management of supporters/donors/constituents. It's great for managing those messages to state lawmakers.

I'm not sure what would be less appropriate--EveryAction is pretty intuitive and use friendly.
September 18, 2023

mind boggling

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction to keep record of our community members. We help Black people that are unemployed and underemployed.
  • Helps me to record and store people stories.
  • Helps me to store contacts
  • Helps me to identify which groups I am serving
  • Helps me to remember Appointments
  • Helps me to keep track of my follow ups
  • I would like to put notes in the volunteer section
  • I would like for old follow up show up together, instead of individually
  • I would like for it not to pause and reset every time I leave for a moment
It just keeps me updated and informed. Whenever I forget about my follow ups.. they show up in red to keep me informed and updated.
September 18, 2023

EveryAction is great

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use EveryAction to generate email communications to large audiences with updates on action-taking opportunities and campaigns.
  • Drag-and-drop feature to build emails
  • Automating the process
  • Sending proofs/previews in HTML and formatted
  • Ease of use for training and onboarding
  • More seamless integration with VAN
In my experience, EveryAction is very well suited for crafting and sending updates to large audiences. The tool is cumbersome for quick updates and communication with smaller audiences.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
EveryAction is the software we use to manage our donor database. We use this to track all our members and their engagement with the organization.
  • Donation Tracking
  • Member Management
  • Report generation
EveryAction is great for managing your donor database, tracking donor engagement, and managing memberships.
There are some functionalities I would like to see added, for example, the ability to run reports showing donors who have increased or decreased their giving in the past year.
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
Anton Hooper | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use EveryAction to process donations received by Martha's Table and to create acknowledgment letters for donors. EveryAction makes it easy to create check batches, as well as to track individual donations. In addition, creating the same types of acknowledgment letters has made doing that aspect of the job very easy. It even provides the option to use the Excel download for reports if deemed necessary.
  • Acknowledgement letters
  • Keeping track of donations
  • Allowing changes to be made to donations if necessary, even after a couple of days (our old system was very difficult to make changes to a donation record)
  • Allows for direct attachment of any electronic documents to the donor profile
  • Credit card donations don't always deposit at once, making it hard to decipher which credit card batch was deposited on which date.
  • There's no easy aspect of creating tribute letters outside of an Excel format spreadsheet. Even then, aspects required tend to be missing.
It's very helpful for keeping track of donations with each donor. Acknowledgements tend to be done much easier with this program. Daily reports are pulled with ease, as well as reports allowing me to find duplicate donor profiles. In addition, I'm able to use this program to better keep track of those who pledged donations to us vs who paid those pledges.

Tribute letters are a bit less reliable with this program.
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