A one-person shop perspective
June 11, 2021

A one-person shop perspective

Keith Rosenthal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

It is being used as a CRM for my department, which is the fundraising arm of the college. Through our efforts, we provide funding for scholarship and program support.
  • Customer service
  • Online tutorials
  • One-stop shop for various facets of fundraising--information housed in one location
  • The canned reports are sometimes hard to use and creating new ones from My List can be a little challenging.
  • More specific fundraising language in reports like LYBUNT or SYBUNT
  • One-person shop so time is limited; EveryAction is a time saver.
  • The customer support time is amazingly helpful and responsive.
  • Taking and report fundraising efforts have been greatly enhanced.
There was a huge disconnect on my data fields and the available data fields in EveryAction, which resulted in hours and hours of my time trying to learn EveryAction to figure out the migration. The other issue was that EveryAction was designed to manage political campaigns, and fundraising became a secondary feature, therefore, some the of the features and language created a disconnect during the conversion. The best advice would be to provide the training 101 classes first before starting the conversion.
The cloud-based application has been critical, as I had to work from various locations throughout the pandemic.
To be honest, I haven't completely set up the digital end of EveryAction. I did host an online event, which allowed me to do the ticketing and reservations, which was pretty amazing.

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I have been a Raiser's Edge user for over 20 years. It was tough to convert to new platforms but when you work at smaller shops, there are budget limitations that make it cost prohibitive to use. I then spent at year completing a conversion to Salesforce, which was an awful experience. While the platform is free, the customization is expensive and it is only as good as the project manager's knowledge of fundraising, so fields and reports that were built out were not practical for daily use.
It is an all around great CRM platform at a reasonable pricing structure. I am a one-person fundraising shop, so I need to be able to manage all the data entry, tracking, and reporting functions along with grant researching/writing and major gift prospecting. Today, I integrated Wealth Engine with EveryAction and I am eager to see the functionality of it as I launch a $3 million capital campaign.