Bonterra EveryAction Reviews & Product Details

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.

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.

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.

I find Bonterra EveryAction to be user-friendly, which really helps in our outreach efforts. The Merge Contacts feature and tags are particularly valuable for us. I also liked that the initial setup was easy. These aspects contribute to my high rating and willingness to recommend it. Review collected by and hosted on G2.com.

I don't like that you can't attach a PDF or unsend an email. Review collected by and hosted on G2.com.

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.

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.

Bonterra has been a reliable tool for our organization over the past 15 years. I use the software every day. The software is impressively user-friendly and keeps our donor database exceptionally organized. It truly feels like a partnership with shared goals and missions. With its efficient and all-in-one solutions, Bonterra certainly made our fundraising efforts smoother and more productive, ultimately leading to great ROI. Their customer support is very helpful in helping us implement our plans. Review collected by and hosted on G2.com.

I have run into a few issues here and there, but their customer support team often helps me resolve the issues if possible. Review collected by and hosted on G2.com.

I appreciate the integration across our teams - organizing, communications, development. We can work in EveryAction together and create a better experience for folks who interact with our organization. Review collected by and hosted on G2.com.

There are serious limitations to what we can do with some applications, like event signups or email campaigns. For example, it would be wonderful to be able to create triggered actions based on what folks choose. Review collected by and hosted on G2.com.

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.

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.

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.

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

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.

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.