EveryAction is a powerful CRM with great engagement and advocacy tools
June 12, 2021
EveryAction is a powerful CRM with great engagement and advocacy tools
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with EveryAction
CASA is an immigrant service and advocacy nonprofit organization. EveryAction is used to manage our individual giving and supporter programs in the development department. We use EveryAction for mass emails, online action forms, processing and tracking donations, donor analytics, and as a general CRM for our donors.
Before EveryAction, we used multiple platforms to do these various things, none of which easily communicated with each other. EveryAction addresses this business problem.
Before EveryAction, we used multiple platforms to do these various things, none of which easily communicated with each other. EveryAction addresses this business problem.
- Integrates its tools across the platform so no data point is wasted.
- EveryAction's support team is always available to help. They are usually very prompt, and helpful.
- The built in reports and dashboards that come standard in the analytics are very helpful.
- EveryAction provides many different ways to tag, track, and code data in the database for easier segmentation.
- EveryAction's automation feature could be improved with more logic options such as "IF...Then..." and being able to reintegrate automation paths into a single flow.
- EveryAction's event manager could be better optimized for recurring events that have shifts so that a volunteer could sign up for all the shifts of one time frame.
- I would like to see target emails be automatically converted to a page after they have been sent. That way it can be easily accessed by supporters outside of an inbox after it has been sent.
- EveryAction has had a positive ROI for us by combining multiple services we were paying for into one platform.
- It has improved the analysis we perform on email engagement and donor trends.
- EveryAction's donation processor has cheaper fees than previous platforms we have used.
EveryAction's advocacy features have opened the door for us at the organization the be able to quickly mobile supporters to take actions. The petitions, action forms that message their elected officials, and sign-up forms have made advocacy much easier.
Also, the fact that EveryAction has all these features backed by its CRM, really allows us to see which supporters are the most engaged and receptive to take actions.
Also, the fact that EveryAction has all these features backed by its CRM, really allows us to see which supporters are the most engaged and receptive to take actions.
Do you think Bonterra Development + Digital delivers good value for the price?
Not sure
Are you happy with Bonterra Development + Digital's feature set?
Yes
Did Bonterra Development + Digital live up to sales and marketing promises?
Yes
Did implementation of Bonterra Development + Digital go as expected?
No
Would you buy Bonterra Development + Digital again?
Yes
- Salesforce Marketing Cloud Email Studio and Salesforce Lightning Platform (formerly Salesforce App Cloud)
EveryAction and Salesforce share some features and functionality. While Salesforce is much more customizable, EveryAction's advocacy tools are something that Salesforce does not seem to easily have. EveryAction seemed to have more of what we needed all in one platform.
EveryAction Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - Yes it was.
The planned giving function in EveryAction kept crashing whenever I was trying to access it. I emailed support, and they worked behind the scenes to fix the errors. I provided the error codes, they had me test the functions, and when I reported continued problems, they kept working on finding a solution.