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.
N/A
Virtuous CRM
Score 5.1 out of 10
Mid-Size Companies (51-1,000 employees)
Virtuous Software, headquartered in Phoenix offers a nonprofit CRM, fundraising, volunteer, and marketing tools used to create more responsive donor experiences and grow giving. The CRM unifies fundraising, marketing, and donor development activities.
N/A
Pricing
Bonterra EveryAction
Virtuous CRM
Editions & Modules
No answers on this topic
Starter (under 5K contacts)
Contact Sales
Up to 5 users and includes 1,000 supporter records
Platform (5K-30k contacts)
Contact Sales
Unlimited users and includes your first 5,000 supporter records
Enterprise (30k-Millions)
Contact Sales
Unlimited users and (potentially) unlimited supporters
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 think it's great for organizations that simply need to manage their donor base in a user-friendly way. If you treat all of your donors the same and do not do much segmented communication, Virtuous is great for you! if you do need segmentation, they need to improve their email marketing software. Also, if you plan to use other tools, they really lack any kind of integration, which is not ideal.
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.
I think the way to look at a CRM is really based on what provides the easiest user experience for you and your team. These days, they all do basically the same thing. Nothing about Virtuous stands out as significantly unique compared to the others. So if you like it, use it... but the others are just as good and actually have better integrations and more capabilities.
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.