Julie L.
JL
Julie L.
Donor Relations Analyst
Mid-Market (51-1000 emp.)
"I have been the Admin of EveryAction for Men of Valor since we migrated from Salsa in July 2023."
4/5
What do you like best about Bonterra EveryAction?

EveryAction has good tools for reporting, contact history, pulling data. The Online Actions are simple, sleek, and easy to use. The targeted email is also easy to use and provides good tracking. I use EveryAction every day. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

Our Philanthropy team wishes EveryAction would integrate with Outlook.

One challenge I have had is with Customer Support. First of all there is no phone number to call, like we enjoyed with Salsa.

About half of the time support responds in an email within a day. Our account executive is friendly and knowledgeable, but can take too long to provide an answer. For example, I inquired 6/6/25 about two issues, for which she opened a ticket, but as of today 6/24/25 I have not heard anything about that ticket. Review collected by and hosted on G2.com.

Liz D.
LD
Liz D.
Deputy Director of Strategic Partnerships
Small-Business (50 or fewer emp.)
"I definitely recommend Bonterra EveryAction"
4/5
What do you like best about Bonterra EveryAction?

I like that I can do so much with Bonterra. I can fundraise, keep track of conversations, send mail, target and analytics. It integrates well with other systems, too. EveryAction can be a one-stop shop for all things organizing, once you learn the platform. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

It is harrrrdddd to understand how to use the platform. Lots of options, lots of trainings, lots of ways to mess up your data. Review collected by and hosted on G2.com.

VR
Vondra R.
Senior Membership Coordinator
Small-Business (50 or fewer emp.)
"I like Every Action"
4.5/5
What do you like best about Bonterra EveryAction?

It is more modern than the previous database and the reports are easier for me to use. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

Being able to see the change in history. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra EveryAction

Hi Vondra,

Thanks for the review! It's exciting to hear about all the ways our software has helped your organization achieve its goals.

It means a lot that you've taken the time to review us. These comments help us continually improve!

Kathleen

Verified User in Fund-Raising
AF
Verified User in Fund-Raising
Mid-Market (51-1000 emp.)
"Easy to Use and Makes Connecting with Others Simple"
4.5/5
What do you like best about Bonterra EveryAction?

Easy to use, helps easily connect to others Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

always want more data and more functions Review collected by and hosted on G2.com.

Paul P.
PP
Paul P.
Group Leader
Small-Business (50 or fewer emp.)
"Expertly Manages Contacts and Makes Bulk Email Easy"
5/5
What do you like best about Bonterra EveryAction?

EveryAction manages contacts really well, and makes bulk email easy, tracking bounce backs, opt outs, open rate, click rate, and more. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

The downside of EveryAction is that it has so many features, it's a bit overwhelming. I haven't even begun to explore more advanced features. Review collected by and hosted on G2.com.

Janay F.
JF
Janay F.
communications coordinator
Small-Business (50 or fewer emp.)
"Great user friendly interface that i've grown very comfortable with"
5/5
What do you like best about Bonterra EveryAction?

The most helpful thing about every action has to be the organization of the platform and the cohesiveness of the tools. I love how there's so much to do within every action. A great deal of my work is on this platform because it is so useful. I send all of our emails out through every action and they make it very easy to segment and create lists from the contacts. Theonline actions side is also veyr helpful and it's nice to be able to store so many form becaus ethere are times when we go back t older campaigns for information. We run all of our ticketed event forms using online actions and our general donation form that we have embedded on our website. In addition, I love the upgrades that were made to the utomation emails, as a result sending out a happy birthday email to our email list was very easy. The other thing I enjoy is the easy integration with other platforms such as mobilize. It makes data storage so much more helpful, especially as someone who isnt as savvy on the data side of technology. Whenever I need help with something, the support team responds quickly. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

The least helpful thing is not having that many options to change up the design for our forms whether it be ticketed events, volunteer forms, petitions, etc. It'd be nice to have more design elements we can add such as baclground color, more options for image placement etc. Review collected by and hosted on G2.com.

Chris S.
CS
Chris S.
Membership Communications & Engagement Lead
Small-Business (50 or fewer emp.)
"EveryAction is a powerful organizing platform with a wide range of services."
4/5
What do you like best about Bonterra EveryAction?

Ability to segment lists and tag individuals to provide them with a personalized experience. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

When we've had problems, it has often taken too long to get them involved. I recently put in a help ticket and literally never got a response. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Great Contact Management, But Needs More Features"
3.5/5
What do you like best about Bonterra EveryAction?

I like the contact management and database. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

There are a lack of features that I wish would be added to the site soon. Review collected by and hosted on G2.com.

Kim B.
KB
Kim B.
Institutional Giving and Events Manager
Small-Business (50 or fewer emp.)
"Good automation, not always user friendly"
3.5/5
What do you like best about Bonterra EveryAction?

I like the automation possibilities for membership and the fact that the communications part of the software is in the same location as the CRM interface. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

I wish that it was more user friendly and intuitive to use. There are also a lot of capabilities that it should have and does not. I also wish it had better drag and drop options that other platforms have. Review collected by and hosted on G2.com.

Samuel S.
SS
Samuel S.
Donor Database & Contributions Manager
Mid-Market (51-1000 emp.)
"Good Industry-Specific CRM with Intuitive UI"
3/5
What do you like best about Bonterra EveryAction?

Industry-specific CRM (for non-profits, political campaigns, etc.) with a decently intuituve UI. This is the primary fundraising CRM for my NPO (450k records, 75k transactions per year), and is used daily by about 15 users. Review collected by and hosted on G2.com.

What do you dislike about Bonterra EveryAction?

There are limitations in available integrations (choices of payment processor, fundraising event modules, volunteer management systems, etc),

The occasional roll-out of new features has a tendency to introduce small bugs, end-users are essentially beta-testers.

While there is a high degree of cusomtizability in creating user permission profiles, the options are critically lacking in some important disctinctions, such as "create" and "edit" functions assignable for some fields only as both or none for some fields.

There are some limitations on what objects are queryable or surfaceable in user-generated reporting. For example, audit trails on objects are visible, but not able to be queried or compiled in reports.

Customer Support from Bonterra staff has been lacking as of Q3-Q4 of 2023 - prior to this period I would have strongly recommended this . Tickets that I have submitted have been claimed and solutions promised but never delivered, and getting developers to follow up on support requests has been increasingly difficult. Review collected by and hosted on G2.com.

Response from Kathleen Connelly of Bonterra EveryAction

Hi Samuel, wow, thank you for your thorough review! It means a lot to be helping you advance your mission. It's so important for you to be able to work cohesively as a team!

And thank you for the the specific feedback to help us improve. I'll make sure our product team knows about your suggestions.

Thanks so much for being an EveryAction customer!