Item: Bonterra EveryAction
Rating: 6
Author: Verified User

Overall Satisfaction with Bonterra EveryAction

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 and Cons

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

Salesforce is much better suited for our purposes, but I believe my organization chose Bonterra EveryAction for the pricing.

Key Insights

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

Yes

Are you happy with Bonterra EveryAction's feature set?

Did Bonterra EveryAction live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra EveryAction go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra EveryAction again?

Other Software Used

Google Drive, Microsoft Office 2016 (discontinued), Slack

Likelihood to Recommend

I don't think it is very well suited to serve as a pipeline for fundraising for nonprofits that depend on grants. I understand a lot of political organizations use it well to track donors, but it is difficult to configure to track grants.

Comments

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Bonterra EveryAction review for pipeline management