Bonterra EveryAction Pros and Cons

I LOVE that EA auto-formats addresses to USPS standards, so now I don't have to go through and do it all myself manually like I did in Salesforce. Review collected by and hosted on G2.com.

EA doesn't seem to search on name and email address as would make sense. It seems to only recognize VANID, and if you don't that to the spreadsheet for upload it creates a duplicate record. It's REALLY inconvenient and time consuming to look up every VANID. Hence, I don't understand the point of doing a bulk upload if you have to look up each donor record anyway. Review collected by and hosted on G2.com.

I love the list builder and how easy it is to access reports from the list. It takes seconds to select a group of donors and see what they've given in the past month, year, fiscal year, etc. The email functionality is easy to use and the open rates and other statistics are easy to access and understand. Review collected by and hosted on G2.com.

There is a learning curve for direct mail plans and reports, but the EveryAction website has tutorials that help facilitate learning the functionality. Review collected by and hosted on G2.com.

Every action makes a lot of things easy, like adding smart links to track donations, segmenting lists (in great detail, which is awesome), following click rate, etc. Review collected by and hosted on G2.com.

Oh dear god we have an issue once every other week. This week, EA just shut down completely and my company of 150 people were in a panic. It was resolved quickly, but that's a lot of stress. Review collected by and hosted on G2.com.

Easy to have multiple designations and different bank accounts. Also able to bulk upload changes Review collected by and hosted on G2.com.

UI isn't the best. Also pulling reports is hard. Would be nice to be able to use SQL queries against the database Review collected by and hosted on G2.com.

I like a lot of the automated features of the product Review collected by and hosted on G2.com.

Really have to integrate with VAN, learning curve is steep Review collected by and hosted on G2.com.

Well designed technology for non-profits. The email, advocacy, and multiple forms features are useful tools. Review collected by and hosted on G2.com.

I wish it was easier to use for older generations, or training videos. Review collected by and hosted on G2.com.

When it works, it's a great way to organize your database. You can create saved searches to segment your audience by address, level of engagement, districts, and any number of codes you apply to individual profiles (among many other demographics) Review collected by and hosted on G2.com.

The customer service is borderline nonexistent. When they respond to requests, if they respond, it's typically to tell us something is not possible. Review collected by and hosted on G2.com.

A powerful tool for movement building, but it can be difficult to learn at the start. Review collected by and hosted on G2.com.

Not the most intuitive app. Steep learning curve Review collected by and hosted on G2.com.