Bonterra CyberGrants is a single-platform grants management solution that emoves grantmaking complexities for better alignment with the corporate mission. Used to streamline, simplify, and automate the grantmaking process for grantmakers and grantseekers alike. Boasts the most flexible workflow engine in the CSR industry, for greater efficiency, data-driven decision making, and alignment between the corporate mission and philanthropy efforts. CyberGrants allows users to…
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Bonterra EveryAction
Score 7.9 out of 10
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Bonterra EveryAction enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
CyberGrants is very adaptable, so it's ideal for any team that has a large number of grants to review, especially teams with multiple grant applications running on different timetables. Their employee engagement features, while not something we've used, are an area we'd love to explore further, because they create an overall snapshot of giving to an organization (tying in-kind support from volunteerism, etc. in with gift matching contributions and grant applications). If you only receive a few grant applications, or a lot of your grant applicants are very hesitant to use computers or online applications, it might not be as worth it for you.
Bonterra EveryAction is a good CRM to use if your company has institutional fundraisers, grants, and individual fundraising, as it is suited to manage the processes that go along with all of those. I've heard that SalesForce has more functionality than Bonterra EveryAction, but I think that Bonterra EveryAction has plenty to learn and is extremely useful.
Custom grant applications - it was easy for us to create applications that asked exactly the right questions. Features like downloadable budget templates were perfect for us, too.
Easy review process - we're able to see the status of any grant's review process in just a few clicks.
Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc.
The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model
There aren't a lot of other tools out there that make phone banking quite as accessible
EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns
For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form)
Tech support resolutions and turnaround time (when going through basic channels).
Continuity of the software—We recently lost a feature we had enjoyed for the first several months and were told that it is "not currently possible" with our version of VAN—even though we had it.
I wish you could see ALL bulk uploads at ALL times, not just the last 100 batches or lines.
We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
The only issue I have had with availability is when I don't have my work phone with me, which prevents me from providing a multi-factor authentication code to access the portal. Other than that, I have not had an issue with availability or outages.
I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
It natively integrated with NGP Van extremely well. it also integrated very well with our zoom platform and our use of the Mobilize platform. The bulk upload feature allowed us to move large amounts of initial data into the platform easily. The removal of duplicates was also a fairly easy task.
I liked Action Network in that it was very user friendly. However, it didn't have the magnitude of features that EveryAction provides. But I appreciated the level of basic knowledge needed to use this to its extent of services. I kind of miss how easy it was to navigate and create when writing a newsletter. EveryAction has the special features that I need to update such as the domain.
The time saved on administrative work is a huge win. We used a simple web form for our applications, and spent a lot of time and energy manually entering details into our old system.
We are able to make informed fundraising decisions. We can easily see what campaigns were successful so that we know where to invest our time. We expect to see improved fundraising performance.
Saving time on data collection: Having automated reports on donations and grant funds raised is a huge time saver. Rather than spending hours once a quarter pulling information out of a bulky Excel sheet, we can simply refresh the reports we've set up and visualize the data anytime.
Saved money on other softwares since Bonterra EveryAction is a one stop shop: We've been able to cancel the subscription to our email marketing company since we send all our campaigns through the software. We are also able to send surveys and to host our donation page.
