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.
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GiveSmart
Score 6.9 out of 10
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GiveSmart, a Community Brands company, offers a full-service event management platform supporting event website, event registration, attendee tracking, donor management and data insights, and full customer service for entities wishing to raise funds via an auction or charity event. The platform also integrates technology from Community Brands brand Gesture to provide a comprehensive suite of services.
GiveSmart replaces the former 501 Auctions, a platform to support charity auctions, mobile…
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.
GiveSmart definitely works for large in-person ticketed events which also involve auctions, paddle raises, and more. The workflow is relatively easy for guests, and especially for volunteers. We especially like how quickly you can add paddle raise donations to specific people's paddle numbers because it allows us to track in real time. The seating functionality has some odd quirks, but overall it works. We opted not to use it for our main donation capture organization-wide because it doesn't look as professional, nor is it as customizable, as some other options on the market.
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)
GiveSmart is a very easy-to-use platform that provides robust instruction on use but is so user-friendly that the instructions are mostly not necessary. I find it easy to update, change, and create all aspects of our page. For example, I first used GiveSmart without any instruction from a manager. She instructed me to look around and see what was going on. I was able to navigate the site effectively, and only found a few pieces for which I needed more instruction.
GiveSmart offers a well-made item section. Our gala has a silent auction made up of more than 170 items, and GiveSmart makes it easy to upload those items in bulk or add them individually. It offers every field I would want to have for an item and provides a comprehensive and adjustable front-facing-view for donors that is easy to manipulate.
GiveSmart's main page creator is easy to navigate and create the site you want. They provide helpful details like sizing for images and the ability to create buttons and links and different sections as our needs dictate. It's easy to adjust the colors and design to reflect our branding.
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.
The distribution reports do not separate what campaign the transactions were for.
Revenue reports do not clearly state the CC fees for each transaction, which requires manual calculations.
We could not change the item a transaction was billed to if it was wrong. For example, if a donor made a restricted donation but was labeled unrestricted, we were told there was no way to correct it, so we had to keep track of those changes on the side.
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!
For the most part, we are very satisfied with GiveSmart. There are some additional functions we'd like to see it have and GiveSmart has been responsive in the past to add new features that nonprofits are looking for. Their support teams and account representatives are very friendly and helpful. The ease of their system allows a competent person to enter the data and create campaigns without having to have much technical knowledge.
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.
For the most part, GiveSmart serves our organization's needs for creating fundraising forms. It is especially useful for our peer-to-peer fundraising and event planning and registration efforts. The dashboard is relatively intuitive, and there have been improvements in creating forms and managing campaigns since shifting from Mobile Cause to GiveSmart Fundraise.
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.
We never experienced any issues with outages, the system being down, etc. It's extremely reliable. That's very important when you're dealing with financial and personal information! We want to make it easy for people to give, and it's great that we've never had to worry about service issues making that more challenging/
We haven't had any issue regarding performance or reliability with GiveSmart. We don't integrate it with any other software so that issue isn't relevant. The pages load quickly and reports are completed almost as soon as you hit the "run" button. Overall, the system works as designed and is pretty quick when people use it.
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
When I did have to reach out for support it was not always easy to get ahold of anyone to help. There were also times when I did get help where I struggled to understand and be understood. Not a language barrier, but more of a not understanding what my problem was. I am not sure if it was a problem on my end or on theirs, maybe both, lol
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.
GiveSmart provides great training videos on their system. Not everything is covered with their videos but their support staff are very friendly and knowledgeable. I would have given them a ten but not everything is covered in their videos and sometimes you have to find the right word to search for in able to find the right training video.
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.
We just made the change using the band-aid approach. In other words, we just went for it and taught the users how to do it at our first event and went from there. 90-95% of people haven't used a mobile bidding software so most everyone was on the same stage of knowledge so implementing it was easy as people didn't have to re-learn anything.
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.
We used DonorPerfect and Handbid in the past and they lacked all the features we needed and their customer support was insufficient. The user experience on these platforms was always a challenge. GiveSmart is more streamlined and we have had better customer support when we run into issues.
For what GiveSmart is designed to do, the software works excellently. We haven't found something GiveSmart cannot do when it is used as designed. However, when GiveSmart is tried to be used as a total CRM, it doesn't do that but that is okay as it wasn't designed to be a total CRM but rather a mobile bidding software.
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.
Our donors always want an easy method to donate before, during, and after our event—GiveSmart definitely gives them that flexibility.
Retaining the information that GiveSmart allows us is important, especially when we compile statistics and reports based on what was processed through our GiveSmart event site.
