Bonterra EveryAction Features
Administration (11)
Reporting
Based on 90 Bonterra EveryAction reviews. Reports on various important data and metrics.
Interaction Tracking
The ability to track each interaction with donors and maintain a record of their giving history. This feature was mentioned in 84 Bonterra EveryAction reviews.
Automation
Tools to automate a variety of processes such as email marketing and emailing receipts. 80 reviewers of Bonterra EveryAction have provided feedback on this feature.
Donor Profiles
Profiles for each donor including contact information, interaction history, and giving history. 85 reviewers of Bonterra EveryAction have provided feedback on this feature.
User Dashboard
Allows users to customize their home page to display the information relevant to their role and tasks. 87 reviewers of Bonterra EveryAction have provided feedback on this feature.
Donor Profiles
As reported in 90 Bonterra EveryAction reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.
Reporting
Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. This feature was mentioned in 89 Bonterra EveryAction reviews.
Templates
As reported in 83 Bonterra EveryAction reviews. Provides standard templates for letters and emails and/or allows users to create their own.
Customization
Creates custom fields to track information about donors or gifts that is specific to an organization. 82 reviewers of Bonterra EveryAction have provided feedback on this feature.
CRM Integration
Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines. This feature was mentioned in 50 Bonterra EveryAction reviews.
Dashboards & Analytics
Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics. 60 reviewers of Bonterra EveryAction have provided feedback on this feature.
Fundraising (6)
Campaign Management
The ability to plan and execute fundraising campaigns based around specific goals. 77 reviewers of Bonterra EveryAction have provided feedback on this feature.
Online Donation Portal
The ability to accept donations online via a website, social media, or mobile device. 87 reviewers of Bonterra EveryAction have provided feedback on this feature.
Event Planning
Tools to plan fundraising events, including ticketing, registration, and attendance tracking. 77 reviewers of Bonterra EveryAction have provided feedback on this feature.
Recurring Donations
Based on 86 Bonterra EveryAction reviews. The ability to set up recurring donations of a specific amount at a chosen interval.
Peer-to-peer Fundraising
The ability to create social media fundraising pages that are shareable and leverage social networks. 56 reviewers of Bonterra EveryAction have provided feedback on this feature.
Mobile Capabilities
The ability to use mobile devices to collect in-person donations at an event or kiosk. This feature was mentioned in 61 Bonterra EveryAction reviews.
Marketing (2)
Email Marketing
Tools to create, customize, and send out mass marketing emails to specific donor groups. 85 reviewers of Bonterra EveryAction have provided feedback on this feature.
Direct Mail Tools
Tools to create paper flyers and other mailings to be sent via direct mail. 56 reviewers of Bonterra EveryAction have provided feedback on this feature.
Donor Management (4)
Moves Management
As reported in 63 Bonterra EveryAction reviews. Tracks action steps and notes for each prospective donor in the donor pipeline.
Pledge Tracking
Records gift pledges and updates remaining amount based on installments. This feature was mentioned in 57 Bonterra EveryAction reviews.
E-Document Storage
As reported in 61 Bonterra EveryAction reviews. Allows electronic files to be uploaded and stored within donor profiles.
Acknowledgments & Communications
Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. This feature was mentioned in 70 Bonterra EveryAction reviews.
Interoperability (3)
Event Tracking
Stores event registration and ticketing information collected through online forms or manual data entry. 76 reviewers of Bonterra EveryAction have provided feedback on this feature.
Gift Tracking
Downloads gift information from integrated fundraising tools into donor profiles. 71 reviewers of Bonterra EveryAction have provided feedback on this feature.
Fund Accounting
Based on 62 Bonterra EveryAction reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.
Constituent Management (3)
Constituent Profiles
Based on 128 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.
Online Portal
Based on 133 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.
Donor Communications
Based on 121 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.
Marketing Automation (4)
Email Marketing
Based on 134 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.
Lead Management
Based on 100 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Campaign Management
Based on 118 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Marketing ROI Analytics
Based on 93 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities
Workflow Automation (3)
Donor Prospecting
Based on 87 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.
Data Entry
Based on 137 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.
Task Delegation
Based on 87 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Reporting & Analytics (2)
Reporting
Based on 137 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.
Dashboards
Based on 139 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)
Integrations (3)
Accounting
Based on 81 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending.
Fundraising
Based on 117 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.
Grant Management
Based on 75 Bonterra EveryAction reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.
Communication Tools (7)
Social Network Sync
Enables messaging and forms to be shared across multiple social media platforms.
Email Messaging
Sends tailored, automated email communications to all segmented subscribers.
Text Messaging
Sends reminders, robotexts, and other campaign engagement materials to be send via text message.
Communication Analytics
Track metrics like opens, clickthroughs, bounces, and unsubscribes.
Multichannel Outreach
Enables targeted outreach to supporters via email, text, and social media.
Social Sharing
Prompts supporters to share important action pages to social media for wider reach.
Legislator Contact
Facilitates direct contact between advocates and legislators to voice opinions.
Campaign Tools (4)
Content Management
Offers website design tools and allows custom web pages to be built.
Volunteer Management
Manages active volunteer shifts, assigns task workflow, and sets user permissions.
Fundraising
Processes one-time and recurring supporter donations and tracks donor information.
Events and Ticketing
Creates event registration pages that can collect ticket sales and RSVPs.
Field Tools (3)
Route Mapping
Utilizes pre-downloaded map data to plan canvasser walk paths and identify target voter areas.
Digital Forms
Allows canvassers to quickly update voter information and data via mobile devices.
Call Lists
Generates call lists for phonebankers and allows voter information to be updated in the database.
Acquisition & Mobilization (6)
Constituent Database
Offers basic database functionality to track supporter and volunteer information.
Action Pages
Generates petitions, events, donation, and sign-up pages that automatically sync with your database.
Fundraising & Payment Processing
Collects and processes one-time or recurring donations to support campaign efforts.
GOTV Tools
Assists with voter registration and finding polling locations.
Volunteer Management
Manages actions and permissions for volunteers, and enables them to create personalized outreach links to share with networks.
Gamification
Recognizes supporter efforts through visual leaderboards and badges.
Stakeholder Management (2)
Public Official Database
Provides access to a comprehensive database of elected officials and legislators.
Engagement Tracking
Tracks meetings and relationships for all stakeholders.
Platform (2)
CRM Integration
Integrates with common CRM databases.
Reporting & Data Analytics
Offers real-time analytics to track supporter engagement and report on ROI, supporter discovery, and action benchmarks.
Volunteer Management (5)
Opportunity Listings
Creates and edits active volunteer opportunities to receive volunteer sign-ups. This feature was mentioned in 47 Bonterra EveryAction reviews.
Volunteer Tracking
Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. 58 reviewers of Bonterra EveryAction have provided feedback on this feature.
Volunteer Scheduling
As reported in 54 Bonterra EveryAction reviews. Assists with assigning volunteer shifts and manages a master schedule.
Volunteer Profiles
As reported in 53 Bonterra EveryAction reviews. Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.
Document Management
Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers. This feature was mentioned in 42 Bonterra EveryAction reviews.
Engagement & Communication Tools (4)
Gamification
Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. This feature was mentioned in 29 Bonterra EveryAction reviews.
Mass Messaging
As reported in 52 Bonterra EveryAction reviews. Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.
Donation Pages
As reported in 51 Bonterra EveryAction reviews. Supports embedded or linked donation pages to encourage volunteer donations.
Mobile Application
As reported in 41 Bonterra EveryAction reviews. Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.
Agentic AI - Nonprofit CRM (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases





