TrustRadius: an HG Insights company

Bonterra EveryAction

Score7.9 out of 10

217 Reviews and Ratings

Get a Demo

Contact about Bonterra EveryAction

Please fill out the form below to get in touch.

Bonterra

Connect with Bonterra

What are you interested in?

Already have an account?

You hereby consent to have TrustRadius share the information supplied on this form with Bonterra so that Bonterra and TrustRadius may contact you in regard to the information requested.

What is Bonterra EveryAction?

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.

Read more details.

Categories & Use Cases

Media

Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.
Screenshot of a single, unified platform to support all kinds of campaigns by sending newsletters, creating action alerts, crafting fundraising appeals, and building automated workflows with a modern, targeted email tool boasting deliverability rates.
Screenshot of multi-channel workflow automations.
Screenshot of a picture of an individual record. These feature customization options used to tailor the page and highlight important information.
Screenshot of a Bonterra form. 33% of forms have at least one pre-filled file due to a previous action taken across our network, boosting overall conversion rates.

1 / 5

Screenshot of donor segmentation and targeting by evaluating donors' past behavior, which highlights best opportunities to improve retention, increase donor value, and raise more money.

Who Buys & Uses Bonterra EveryAction

Bonterra EveryAction Reviews

What users are saying about Bonterra EveryAction.
View all Bonterra EveryAction reviews

Bonterra EveryAction by [...]

Nancy Batista, MBAView profile
National Fellowship Director, Poderosas at Poder Latinx (11-50 employees)

Use Cases and Deployment Scope

Allows organization to have a crm that allows you to add tags to each individual and organization, it is integrated within the same software. While also allowing you to create events and add titles of hosts, or check in people and you are able to create a system to follow up on them and confirm them. Also, you are able to create a virtual phone bank. Allows you to create a sign up form, pledge form, while also allowing development to use certain funder tools. It also has a newsletter template that can be used. It also has features to allow you to create a campaign and be able to cut lists of your own crm and scripts to be able to help ID people on issues.

Pros

  • Crm
  • Event tools
  • Reports

Cons

  • The newsletter feature is sometimes glitchy

Return on Investment

  • I wish we could use it at the new organization i am with now

Other Software Used

Slack

Has been helpful at building our Individual Fundraising framework

Incentivized
Verified User
Employee (11-50 employees)

Use Cases and Deployment Scope

We use Bonterra EveryAction for our individual fundraising efforts. We receive donations through the Bonterra EveryAction donate form embedded on our website, along with sending out newsletters, targeted emails, event signups, and more with the automation feature. We also use Bonterra EveryAction to make repots so we can track lapsed donors, LYBNT donors, and more, for fundraising campaigns.

Pros

  • The moves management action plans have been very helpful while setting up our individual fundraising framework. Allowing us to track everything in one place
  • The reports are extremely helpful when dissecting different segments of our donor base, including HNWI, LYBNT, etc

Cons

  • The automation feature doesn't always send out emails automatically. Sometimes I have to pause the workflow and activate it again to get it to send, which is frustrating
  • While there are useful tutorials currently on the Bonterra EveryAction page I believe they could be updated and more could be posted to go over more functionality of Bonterra EveryAction

Return on Investment

  • Since using the MMAPs to help with our individual fundraising framework, we have seen an increase in donor-advised fund donations
  • We used to use a different software for newsletters but having the capacity to send newsletters in automations and through targeted email has it made much easier, since that, along with our donation records, etc, are all in once place now

Other Software Used

Kindsight iWave, WordPress

Thank you Bonterra EveryAction

Incentivized
Verified User
Employee (201-500 employees)

Use Cases and Deployment Scope

Bonterra EveryAction is our main CRM to track individual, foundation, and corporate donations in the form of single contributions and grants. We process all credit card donations using multiple forms specific to many different project sites across the agency. We are a nonprofit community based organization and this tool is also part of our advocacy strategy to reach our participants through targeted email.

Pros

  • Advocacy Related Communications
  • Individual Fundraising Forms
  • Grants Management

Cons

  • Increased functionality around targeted email for donors related to a contribution
  • A user-friendly interface for automation
  • Google Suite integration

Return on Investment

  • We have been able to develop a more specific strategy around targeted email
  • We have been able to include grants in our CRM
  • We have more people across our agency using the tool

Alternatives Considered

Bonterra Network for Good and Bonterra ETO

Other Software Used

Bonterra ETO, Paylocity, Google Calendar

I love this powerhouse one-stop software

Incentivized
Verified User
Employee in Finance and Accounting (51-200 employees)

Use Cases and Deployment Scope

EveryAction is one of the best digital platforms I have worked in. The system is as intuitive as it gets. I love how many different reportable fields each contribution contains. It makes pulling reports such a breeze! I have also used EveryAction to send our organization's annual tax acknowledgements via email and was pleased with the results.

Pros

  • Report Manager - running reports is super easy and the reports are very customizable
  • The system is very intuitive, I've easily found whatever I was looking for
  • You can customize most fields to meet the specific needs of your company

Cons

  • The bulk upload can be helpful, but needs some tweaks in order to not accidentally duplicate data
  • I wish the "tax letter" mail merge field in the email function allowed for more customization/formatting
  • I wish certain links would automatically open in another tab rather than always taking you within the same screen. I often lose my place

Return on Investment

  • Easier to reconcile/match the amounts from the donation software to our general ledger
  • Were able to cancel some of our other systems due to EA functionality

Other Software Used

Paycom, AccuFund, eClinicalWorks

EveryAction! EveryTime! EveryDay!

Incentivized
Verified User
Administrator (11-50 employees)

Use Cases and Deployment Scope

I manage our members donations, contact information, run reports, print out donation acknowledgements. Using EA saves time with generating the thank you letters, makes managing incoming donations seamless and keeping track of donors contributions, any changes to their donation status, etc. It's also a great way of being able to follow up with members, making notes of any changes and provides space where I can note 1-1 conversations I've had, so that the next time I speak with a donor I can continue where I left off. This really personalizes my interactions with our donors.

Pros

  • End user experience is quite transparent - other db's are WAY more cluncky and not designed specifically for my work in the non-profit realm.
  • Running reports are seamless
  • Layout of workspace is clean and efficient
  • FAQs well organized and easy to follow

Cons

  • Relationship between primary record and attributed contributions is messy when trying to figure out if thank you letter has been generated. Attributed record should, when activated, supercede primary record.
  • SmartSearch isn't always as smart as it claims to be

Return on Investment

  • Saved me dozens of hours by having a really GREAT acknowledgement letter generator

Alternatives Considered

Salesforce Lightning Platform

Other Software Used

Microsoft 365

Usability

Bonterra EveryAction Alternatives

Products similar to Bonterra EveryAction that may also meet your needs.
View all Bonterra EveryAction alternatives
Blackbaud Enterprise Fundraising CRM
CompareLearn more
Blackbaud Raiser's Edge NXT
CompareLearn more
ROI Solutions Revolution CRM
CompareLearn more