Bonterra Development + Digital Reviews

As someone who grew up using VAN for political campaigns, Every Action is the perfect continuation of that skill set. Everything is exactly where you expect it to be, and the Online Actions and Targeted Email modules are welcome additions that offer the full suite of features that I've come to expect from industry standard CRMs, with hardly any of the headaches that come with a software that allow you to write your own code.

Every Action's feature set is SO robust it can be overwhelming at first, especially for new users.

Allows us to send out newsletters and alerts to members, store our member information. Also works VERY well to let us send out alerts people can click on and generate an email to their representative.

Very obtuse and hard to learn for a volunteer organization.
"help" included in the product is minimal and uses terminology without explaining it, which makes it hard to learn/teach.

Creating lists.
Managing users and user profiles.
Flexibility with tags.

Online actions.
Email performance reports.
Spreadsheet like views to edit info.
So! Many! Duplicates!
Bulk upload matching- selecting what to match on.

The app has every feature you could imagine for a fundraising non-profit, is fully extensible and very well laid out - at least for having this many features.

We signed an agreement, with a 3 month period until the first payment would be made and based on Paragon Payments matching our Stripe fees (which they would match the transaction % but then tried to charge several hundred dollars a year in other 'admin' fees and ultimately would not honor the match). We were also charged on the first month, instead of 90 days out as agreed... they did refund that payment after I brought it to their attention.
We chose to terminate the agreement at that point.
EveryAction then replied and said they had not breached the agreement from Paragon not matching the stripe pricing as agreed, and we would be held liable for the entire agreement. I reminded them that they had made an unauthorized charge to our account, in direct violation of our agreement.. we are still waiting for their 'legal' team to respond - days later.
The bottom line - they have an incredible feature set and if you go in knowing they will try to bully you into fulfilling an agreement that they themselves don't uphold, you'll likely be ok.
For us, we are prepared to engage our lawyer in the case they EA doesn't 'see' how they breached the agreement with the unauthorized payment... in addition to the frustration, time and hassle they have caused.
It'll be interesting to see how they proceed at this point.

Every Action's supporter engagement tools--specifically email, advocacy, events, and fundraising--are easy to use and to customize to support the organization's mission and branding.

Integration of the CRM database behind the Every Action tools with other databases is challenging to set up and manage and requires a lot of manual moving of data between tools.

The list-building is relatively easy to understand even for folks who are not well-versed in CRMs and databases, a major plus for a nonprofit. They've also improved their emailing features quite a bit in the last few years, so emails are easy to construct and make professional within the targeted email feature. I also love that you can move sections around on profiles and in list-building in order to customize what you see first depending on how you use it, a huge time-saver.

Some of the importing can be finnicky, without clear error codes (example: if a country name isn't exactly how it appears in the system, it will just reject the whole file, and it took us a while to figure out what the problem was.) There's also not a way to quickly merge duplicates -- it does have a dupe finding tool, but each merge takes an inordinantly long time. In order to do a mass ID and purge, you have to pay an additional fee.

There was nothing that I liked about the software.

- Reporting is limited
- "Lists" are difficult to query and use
- Mass editing is impossible
- No forward-thinking functions like actions or reminders
- Record pages aren't laid out in any usable fashion
- "Help Articles" don't help at all
- Editing individual data is difficult
- Account model is limited = orgs vs. people vs. businesses
- Campaign and event hierarchy and construct is confusing

The cross-team collaborative platform, as well as team-specific customization. We're still relatively new to EveryAction, so this is a current general overview.

Some pages for custom forms might require more technical coding support and in some few instances, forms/design seems bulky or dated. For the most part, the customization allows a flexible, seamless design paired with thoughtful, high functionality on both the external user and administrator end.

My organization uses EveryAction primarily for its Fundraising and Digital features: donor management, user segmentation, targeted email, online donation forms, and reporting. It was our organization's first-ever donor database and an excellent investment for our team in our early days. As Comic Relief has grown, and as our digital strategies have become more sophisticated, we've been please to see EveryAction's product evolve and improve along with us.

Highlights of the product include it's robust list creating feature, email editor, donation forms, and its reporting center.

EveryAction also provides excellent all-around account management - no other vendor we've worked with has been this attentive to our needs and receptive to our feedback.

We initially struggled to on-board members of our organization to use EveryAction - the produce was likely too sophisticated for staff members who are less tech savvy. In recent months though, we've seen tremendous improvements to their help documentation and webinar offerings which has allowed our staff to train themselves and get one-on-one support after nailing the basics.

The performance! Views load fast. Reports update fast. Contacts and user records save automatically for 80% of the attributes you update. And the "Create a List" interface is so performant that I use it just to answer idle questions about the constitution of our database (which is not small). I've used Salesforce a fair amount with a similar sized database; often running reports, you would enter in all the parameters, run it, and then go make a sandwich. Five minutes later, maybe it had run. I never even THINK about how long something will take to run anymore. It's great.

Growing pains. EveryAction already does a lot, and their product team is expanding what it offers at a fine clip. As a result, features are often released with bugs and/or oversights that probably would have been caught in a more conservatively evolving platform. In a way, this is kind of a sneak Pro, because as long as you take new features with a few grains of salt, you benefit from a pretty agile development schedule. And most importantly, the bugs/oversights have always been functional; security, in my experience, has never been compromised in favor of progress.