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

Jhosse Rivera | TrustRadius Reviewer
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.
  • 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.
It took a long time to transfer data over from our previous CRM to EveryAction. EveryAction is so large and was so different that it was a steep learning curve to figure things out. On our end, it also took a while to configure the data to be added to EA.

At the time that we switched over, EveryAction had some resources online in the form of training videos, but it is less than they currently have. Also, EveryAction's target email function used to be much more barebones and basic, so we spent a significant amount of time working with a designer to get the email templates created. However, this point is now moot as Target email has been greatly improved with the drag and drop editor.
EveryAction's support is always helpful and usually very timely. They respond pretty quickly and usually are able to fix any issues that arise.
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.

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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 is very well suited for a larger nonprofit organization that is working with and tracking thousands of supporters and donors. It is also well suited for an organization that needs to be able to completely customize all its public-facing forms (such as donation forms, action forms, and even email templates). It is also very good for advocacy organizations.

On the flip side, EveryAction is perhaps less suited for a strictly service-oriented organization that does not do advocacy. Many features in EA are oriented towards advocacy work. EveryAction is also not well suited to track service use for clients.

EveryAction Support

EveryAction's support team is very helpful. They are prompt and usually solve the issue.
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
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.