Item: Bonterra Development + Digital
Rating: 10
Author: Noah Rosenberg

Overall Satisfaction with EveryAction

Use Cases and Deployment Scope

Our organization uses EveryAction as a unified CRM to track supporters across the country. We have a supporter list of over 20,000 people in Utah and around the nation, each of whom is tracked individually within EveryAction.

We track these supporters based on their engagement with our events, their volunteer activities, their contributions/donations, their engagement with our email campaigns, and their use of our advocacy portal. We also use EveryAction to Mobilize these volunteers by utilizing its internal donation, advocacy, and online engagement platforms, its native phone-banking capabilities, and its integrations with other aligned tech platforms (like Mobilize, GetThru, Zoom, etc.) for volunteer management, mass communications, and digital event hosting.

Pros and Cons

Pros

CRM (Customer Relationship Management).
Supporter engagement tracking.
Political/non-profit advocacy.
Donation processing and tracking.
Event ticketing and participation tracking.
mass-communication management.

Cons

Streamlining user on-boarding to automatically include training.

Return on Investment

Greatly improved fundraising performance.
unified engagement and tracking of engagement performance.
Streamlined our reporting on every aspect of our non-profit work, from fundraising to program to communications.

Implementation Rating

We had an extremely easy process implementing EveryAction. This was largely due to our senior staff's experience with this platform, which saved us a lot of time and money. We were not migrating from an existing CRM. We started using EveryAction when we founded our organization.

Reliability and Availability

There has not been a single unplanned service disruption in our four years of use, nor could any of our staff recall any unplanned disruption in their years of prior experience with EveryAction.

Planned service outages for maintenance and updates are always disclosed with lots of advanced notice, occur in windows of downtime, and are kept as short as practicable possible. A planned service outage has never disrupted our operations.

Performance

We simply could not have been successful in our work without EveryAction. We were able to gather large numbers of signatures for our ballot initiative, validate those signatures against the voter file, and then make hundreds of thousands of successful voter contacts around our state because of EveryAction. We were able to Mobilize our network of supporters to advocate with our legislature and successfully defended the initiative from repeal. With EveryAction's help, we have achieved our organizational objectives without fail.

Key Insights

Do you think Bonterra Development + Digital delivers good value for the price?

Yes

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?

Yes

Would you buy Bonterra Development + Digital again?

Yes

Alternatives Considered

Salesforce CMS and NationBuilder

Because EveryAction was developed by a team with plenty of experience in both non-profit and political work, it was far more tailored to our needs than either Salesforce (which caters more to for-profit businesses than non-profits focused on advocacy) or NationBuilder (which caters more to political work than non-profit work).

Other Software Used

Mobilize, Xero, CallFire

Likelihood to Recommend

We've used EveryAction to successfully manage volunteer and supporter relationships both pre-pandemic and during the pandemic. It has an incredibly versatile array of features that make it incredibly useful for handling in-person and virtual engagement.

We use EveryAction to process and record all of our credit card donations automatically, as well as to record any donations made in-kind or by check. We track every detail about our donors in this system, including notes from every call, whether they opened our emails, and every single point of contact with our organization in order to grow a large grassroots donor base.

We also use EveryAction to manage our volunteers and supporters as they engage in program and advocacy work. We track event invitations and outcomes, tasks assigned and completed, and provide volunteers with phone- and text-banking tools entirely through EveryAction and its API-integrated partners like GetThru.

We've also used this platform to manage political voter contacts for a ballot initiative campaign. With the help of this platform, we collected more than 190,000 signatures from registered voters across the state and passed on the ballot in 2018 (the first statewide initiative to pass since the year 2000).

Using EveryAction

Users and Roles

5 - Every member of our team uses EveryAction, although they may focus or specialize in fundraising/development, digital advertising/engagement, community organizing, or administration.

Comments

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EveryAction is invaluable for organizations in both the political and non-profit arenas.