Bonterra EveryAction Reviews & Product Details

I like that it's a one-stop shop, housing email marketing, donation and advocacy forms, and a CRM all-in-one. Not having multiple systems that need to talk to each other saves so much time in uploads/downloads/building zapier integrations. Review collected by and hosted on G2.com.

Because it does 3 different things that 3 different platforms typically do, it doesn't do any one of them particularly well. Email tracking could be a bit more sophisticated in Targeted Email - I've seen platforms that are really good at link tracking. We would like to include custom link fields in our emails but EA doesn't seem to support that.

In Online Actions, the donation forms lack some functionality that Classy and others have. I think the CRM aspect is mostly fine - I do feel like the backend contact card can be a bit cluttered, maybe offering a way to hide some of the sections across contacts could be good? Review collected by and hosted on G2.com.

It’s easy to set up donation pages, newsletters, and events all in one platform. The newsletter features, such as drag and drop, and branding, makes it easy to put together an attractive newsletter. During the legislative session, we use the advocacy feature to help supporters connect with elected officials. The fact that the elected officials are automatically updated saves me so much time and research. I'm setting up my first peer-to-peer campaign, and the step-by-step guidance is extremely helpful. It’s been nice having everything in one place instead of juggling several different accounts. Review collected by and hosted on G2.com.

The menu is not always intuitive. However, it has improved since I started using it. For example, I didn't realize there was a peer-to-peer fundraising option until I searched for it. Even though I've been using it for almost two years, there is still a lot to learn. Bonterra Central has been very helpful since it launched. Review collected by and hosted on G2.com.

Bonterra makes it easy to schedule out future follow up so you don't drop the ball on a contact who needs a few months before they are ready to give again. This tool has been immensely helpful for me during our busy season. Review collected by and hosted on G2.com.

They are doing a great job! I have had excellent customer service the last few times I've needed help. Review collected by and hosted on G2.com.

They have since purchased other platforms, expanding the options for folks who were already users. That said, they've also removed some features, unless you pay more. For example, I used to be able to drag an image to the email builder. Now that's not included in my plan? Review collected by and hosted on G2.com.

Errors are nondescript. Finding the problem code/area is challenging. it would be great to have an option to click the error and go directly to the code or input that needs fixing. Review collected by and hosted on G2.com.

I find Bonterra EveryAction pretty user-friendly, which is something I like. The integration with Targeted Email stands out as probably the most helpful feature, especially when I compare it to other CRMs I've used. Our accounting team effectively integrates it with QuickBooks, and we frequently use the Targeted Email and Online Forms. Overall, there's not much I would ask for improvements on, which is great. Review collected by and hosted on G2.com.

Nothing really stands out to me when I think about what I'd like to see changed or improved. Review collected by and hosted on G2.com.

Good CRM with a plethera of standard fields to store contact information. Support is good and responsive. Review collected by and hosted on G2.com.

Costly for a nonprofit to use from a membership standpoint due to the need for source codes if fees need to go to different places. Also there is not a user guide so you need to go through articles and recording to learn about the different features. Review collected by and hosted on G2.com.

I appreciate how Bonterra EveryAction empowers our nonprofit clients to independently develop their own email, SMS, and peer-to-peer fundraising campaigns. This platform is especially well-suited for organizations working with limited budgets. It also offers useful features for targeting, audience segmentation, creating landing pages, and tracking analytics. Review collected by and hosted on G2.com.

Using Bonterra EveryAction can be challenging without adequate training, as the CRM is not inherently intuitive. While there are videos and a helpful resources page available to support users, it still requires a significant investment of time and effort to fully understand how to use the platform effectively. To become proficient, users need to dedicate themselves to learning the various features and functions in depth. Review collected by and hosted on G2.com.

I like being able to have all contacts with information about what they have completed in our system. I also enjoy the email and online actions feature. Review collected by and hosted on G2.com.

Unsure how to use many of the features. Activist codes, source codes, campaigns... it's very confusing. I also do not have confidence that online actions when it's an email are actually getting through. We plan to stop using the email feature in online actions because of this. Review collected by and hosted on G2.com.

Keeping data organized is one of the best things about EveryAction. I can easily pull lists depending on survey questions, tags, online forms and other. It integrates to other tools such as Zapier automation tools, Meta to pull audiences and targeting, also integrates to our texting and calling tools to send lists. Review collected by and hosted on G2.com.

EveryAction can improve in keeping data secure and not selling or sharing to third parties. The issue about support persists, it takes support a very long time to respond or resolve issues. Review collected by and hosted on G2.com.

It is very easy to use and also it allows us to reach more people that is clear and concise Review collected by and hosted on G2.com.

Just being able to get all staff trained and understand the different sections but once that’s done, everything is good Review collected by and hosted on G2.com.