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This Database is the Finished Package!
September 21, 2023

This Database is the Finished Package!

LeAnn Kassube | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

EveryAction is used as our donor/donation database at Habitat Omaha. We track Events, Donors, Tax Information, and more. Reporting is a main component of our use with EveryAction, and the scheduled reports help us maximize our time and helps data analysis move along faster.
  • Scheduled Reporting.
  • List Segmentation.
  • Fundraising Projection/Analytics.
  • Bulk Uploading of Data.
  • Event Summaries & Contributions - I wish we could add more than one contribution to an event at a time; this ends up taking hours to apply for donations.
  • Volunteer Activity and Scheduling - there is currently not a robust Volunteer section to schedule and track.
  • Faith Tracking - a space for churches, pastors, etc. would be great so we don't have to use Custom Contact Fields.
  • Planned Giving - needs a tab in the 'View All Details" view, currently only in 'View Contact Record" mode.
  • Primary Contact - needs multiple options with labels. We have many contacts at the same place and Relationships don't always have the right option.
  • If you need to be strategically planning when to talk to Donors and how much to Solicit from them, the Moves Management feature combined with the Follow-Up section is extremely helpful for our Development Officers who are pounding the pavement. We can schedule Stewardship meetings, and know who is talking to whom so that we do can unify and organize.
  • The Pledges section is very helpful for knowing what funds to expect and when. This can be extremely helpful when creating budgets. We use it as an Invoicing System as well.
  • The ability to segment lists is robust and easy to layer and use, making mailings and email blasts so much easier to prepare for.
I was not in my current position during that time period. I can see some errors in the conversion process in looking at how we coded donations, but that may be because current best practices had not yet been established.
EveryAction needs to overhaul it's payment system with it's Clients. We are not able to pre-pay, and whenever our payment is due, a very alarming popup happens for every user at the org and I get bombarded with messages about it and it slows down my ability to do my job immensely. We generally like to pay our bills/subscriptions early, and the inability to do this, coupled with how they handle notifications, has been an actual nightmare. Please fix this.
EveryAction's fundraising, digital marketing, and advocacy features have helped us immensely as the organization rapidly expands. Organization is key to ensuring our mission is carried out, and this database keeps everything where it should be. I am able to map projections, run reporting data for our donors, and send out Targeted emails regarding updates in our projects, and our communications department is able to manage our webpage. We can create specialized donation pages for our corporate sponsors and so much more customizable content.

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?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra Development + Digital go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra Development + Digital again?

Yes

Jotform is very user-friendly and easy to use, but the reporting features don't even come close to what EveryAction can do. The fact that you can schedule reports from EveryAction puts it on a whole other level than Jotform. I have also used databases like Sure Impact, mPact Pro, and more. In all of those cases, it felt like they needed me to build their databases for them. Like I was hired as a construction worker and when I showed up to the jobsite, they told me to plan the building as if I were the Architect. While I appreciate that ability to customize, it is nice having a database that is already the finished product where we can just add our data into it and not have to ask for tons of features to be built in order for it to be what we need.
EveryAction is well-suited for reporting. The ability to Save and Schedule reports is unique and helpful. It has some work to do to be helpful with Volunteer scheduling and detailed Event planning.

EveryAction Support

I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career.

With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion.
ProsCons
Quick Resolution
Knowledgeable team
Support understands my problem
Problems left unsolved
Escalation required
Support doesn't seem to care
We purchased the $5k package when I started in this position and it was mostly me asking questions to fill in the gaps of what I didn't know which was great, but I felt it could've used more structure.

Also please review the question you are asking, I think you either forgot a word or need to remove the word "for" as your question doesn't make sense.
Absolutely! Kristin has gone above and beyond to find out any answer I had, no more how detailed or odd. She is my rock and I appreciate her SOOOOO much!!!