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Great for 360 view of contacts, but not ready for prime time
December 29, 2021

Great for 360 view of contacts, but not ready for prime time

Tony Fleming | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

We use EveryAction to receive donations and membership dues, send targeted email blasts, process letters to officials on action priorities, and track supporters' interests.
  • Provide comprehensive view of supporters' engagement
  • Offers a welcoming user-friendly interface
  • Acknowledges problems through email
  • Does not provide an API for website integration
  • Give overly technical error messages confusing to non-tech users
  • Fails to prioritize or respond to significant technical problems
  • Unified engagement
  • Has yet to save significant staff time due to unexpected problems encountered
  • Has been responsive on minor problems
Ask lots of stupid questions. We expected much more in terms of eliminating duplicates from various databases that we were migrating from. They did not do any. In terms of a negotiated non-API type of integration with our database, they neglected to inform our developers of a limitation on which records the workaround could access and have refused to work with us to develop a workable solution.
They usually respond quickly (~24 hours) to emails to their help desk, but they do not offer live chat support. Their help documentation is also written for developers, not the ordinary user.

Do you think EveryAction delivers good value for the price?

Yes

Are you happy with EveryAction's feature set?

Yes

Did EveryAction live up to sales and marketing promises?

No

Did implementation of EveryAction go as expected?

No

Would you buy EveryAction again?

No

We went with EveryAction as they offered a more user-friendly interface and assured us they could meet the unique needs our business model requires.
Microsoft Excel, Google Workspace (formerly G Suite)
EveryAction oversold [itself] to us in terms of its capabilities to meet clearly defined needs in early discussions and during implementation. While we still feel we need to move to a singular, comprehensive CRM (we were using separate donor tracking and email marketing tools) and EveryAction will eventually get them, they are not ready for prime time for our unique needs of offering "member-only" content to members and organizations subscribers. We've had to implement several workarounds that hamper some of our marketing efforts to organizations (versus people) and cannot effectively generate tax letters with accurate amounts. These were explicit needs defined by us which they assured us they could meet. Not so.

Using EveryAction

5 - Member and donor support, email marketing, event planning
1 - Data management, HTML, graphic design
  • Membership and donations
  • Email marketing
  • Fundraising
  • Send donation acknowledgement letters much faster
  • Resolve subscription inconsistencies with various agencies
  • Increase fundraising with targeted asks
  • Monitor grant applications and reports
  • Engage more personally and more often with supporters
The concerns that have yet to be resolved are significant and will influence our decision to renew, but the heavy lift of migrating again within three years may make the decision inevitable.

Evaluating EveryAction and Competitors

Yes - We replaced MailChimp, CiviCRM, and Action Network with EveryAction as a comprehensive CRM.
  • Product Features
  • Product Usability
  • Product Reputation
We needed a singular CRM that offered a non-tech user-friendly interface.
We might have delayed another year in order to give EveryAction time to improve their membership and donor tools and to roll out an API tool.

EveryAction Implementation

  • Implemented in-house
Yes - We exported a number of spreadsheets from various databases and sent them to EveryAction. They reviewed with us how various data would be mapped and translated to their system then uploaded each individual spreadsheet. They then worked with our developers to implement a system that was intended to facilitate member-only access to select parts of our website.
Change management was a small part of the implementation and was well-handled
  • Failure to explain or complete how deduplication would take place and by whom
  • Failure to inform our developers about limitation on access to contact data for member-only access
  • Time wasted on member-access issue that ate up our new client training hours

EveryAction Support

Their help team is readily available by email but not by live chat.
ProsCons
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support cares about my success
Quick Initial Response
Difficult to get immediate help
n/a
Yes - We have reported a number of small bugs (often related to search or uploading problems). Anything dealing with the information architecture gets dismissed and we're told it's not something that can be fixed. But often if a search query can be set up better or conditional coding can be better defined, they are very helpful.
They attempted to work with our developers to implement API-like access for member-only content on our website but missed the mark for neglecting to inform us that there were limitations on the type of contact we could offer such access.

Using EveryAction

If you don't have organizational members or member-only content on your website, it will work brilliantly for you.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Convenient
Requires technical support
Feel nervous using
  • Simple queries
  • Contact overviews
  • Reports
  • Complex queries
  • Admin permissions
  • Targeted email design