Item: Bonterra EveryAction
Rating: 10
Author: Verified User

Overall Satisfaction with Bonterra EveryAction

Use Cases and Deployment Scope

Bonterra EveryAction is our main CRM to track individual, foundation, and corporate donations in the form of single contributions and grants. We process all credit card donations using multiple forms specific to many different project sites across the agency. We are a nonprofit community based organization and this tool is also part of our advocacy strategy to reach our participants through targeted email.

Pros and Cons

Pros

Advocacy Related Communications
Individual Fundraising Forms
Grants Management

Cons

Increased functionality around targeted email for donors related to a contribution
A user-friendly interface for automation
Google Suite integration

Return on Investment

We have been able to develop a more specific strategy around targeted email
We have been able to include grants in our CRM
We have more people across our agency using the tool

Implementation Rating

We signed up for a coach but didn't realize that as soon as we signed the contract, the clock began ticking. We were not prepared to engage well with our coach, and had to re-engage support after a year in the tool for when our team was able to engage in coaching. I also found that our specific use case (having both a C4 and C3) is supported but we found there could be more expertise about how to support these kinds of agencies.

Reliability and Availability

Bonterra EveryAction is usually fairly responsive. We haven't had any problems getting a response. Outages and application errors are rare, and the tool does a good job of notifying all users when planned system outages are planned. This has not interfered with our workflows at all. Our merchant services and related services have been seamless.

Performance

This has allowed us to build more specificity in our fundraising plans, including assigning individual donors to our staff, and being able to easily track major giving and other planned giving. We have also been able to highlight our 60+ individual programs with project-specific gift forms and other email newsletters that help our programs stay in touch with their contacts.

Alternatives Considered

Bonterra Network for Good and Bonterra ETO

We liked that we had used Bonterra products before and the interface was very similar with expanded capacity. ETO continues to be used by the agency as the main database for participant outcomes and data. We are able to easily share data between these systems. Our staff is also familiar with the Bonterra EveryAction email tool as it was very similar to network for good. For these reasons, our team decided to build on our established knowledge by switching to Bonterra EveryAction.

Key Insights

Do you think Bonterra EveryAction delivers good value for the price?

Yes

Are you happy with Bonterra EveryAction's feature set?

Yes

Did Bonterra EveryAction live up to sales and marketing promises?

Yes

Did implementation of Bonterra EveryAction go as expected?

Yes

Would you buy Bonterra EveryAction again?

Yes

Other Software Used

Bonterra ETO, Paylocity, Google Calendar

Likelihood to Recommend

Bonterra EveryAction is great for communication with donors and participants. It also has helpful integrations with prospecting tools such as Wealth Engine which allow for a good user experience for our staff. Bonterra EveryAction is a great tool for an agency who needs unlimited users without additional fees. This is also a great tool for agencies who have volunteers and other stakeholders who might use the tool in a more limited capacity, giving them straightforward interfaces for making phone calls or tracking communications.

Comments

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Thank you Bonterra EveryAction