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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OneCause
Score 8.8 out of 10
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OneCause supports fundraising with online and event fundraising solutions that help nonprofits reach more and raise more. Since 2008, OneCause states they have helped 14,000 cause-driven organizations to raise over $8B through more than 90,000 fundraising events and campaigns.
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.
I'm not sure if it is because I have used it so much, but OneCause is the easiest self-explanatory event platform. After 15-20 minutes of use, anyone should be able to navigate at a basic level. It is very user-friendly, and I have been able to train volunteer staff effectively.
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)
Customer service during planning phases- reps always get back to me to help answer my questions.
Event managers are always great to work with at our Gala. We really need someone to make sure the whole program runs well, and OneCause never disappoints.
Variety of events that we can use this for is awesome! No need for paypal, venmo, etc.
Mobile bidding has been a game changer for us. People can participate in our auction even if they cannot attend the event!
Platform is relatively easy to use- intuitive even for those who are not techy!
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!
We are a very small non-profit and are actually looking to use another service just to cut costs, but we may not stay with them and will coming running back to OneCause if we can't make the other option work! The ONLY reason to move would be to reduce the over-head cost of the platform.
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.
I think that OneCause is a very intuitive, user-friendly platform on the non-profit user's side and also from the donor's perspective. They have created a software that is good for both mobile devices and desktop computers. The customization allowed for your campaigns is also incredible - you can make each fundraising website feel like a true extension of your non-profit
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
The OneCause staff is knowledgeable and willing to assist. When we have had questions, they are quick to respond and provide assistance. Our assigned event manager each year has been very good about checking in with us to make sure planning is running smoothly. Additionally, the onsite team has always been friendly and helpful. They stay with us throughout the event to address any issues that may arise.
We hired OneCause to guide us through our first event after we signed up with them. The staff they sent were pros. They gave us professional guidance and support. Once we had been shown the ropes, we knew we could take the reins and confidently run our next event
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 don't know if my insights are key but I can say that implementation was done in-house without any outside support for the solution. The staff influencing the solution had very little technical expertise and ability as well which showed just how easily the software was to implement.
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 looked at Auctria and GiveSmart, though we didn't go into great detail with either. We ultimately selected OneCause based on the recommendation of another local school that used it for its auction software. The customer service and support as we made this decision and transition was a confirmation for us.
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.
