Bonterra EveryAction Pros and Cons

The most helpful thing about every action has to be the organization of the platform and the cohesiveness of the tools. I love how there's so much to do within every action. A great deal of my work is on this platform because it is so useful. I send all of our emails out through every action and they make it very easy to segment and create lists from the contacts. Theonline actions side is also veyr helpful and it's nice to be able to store so many form becaus ethere are times when we go back t older campaigns for information. We run all of our ticketed event forms using online actions and our general donation form that we have embedded on our website. In addition, I love the upgrades that were made to the utomation emails, as a result sending out a happy birthday email to our email list was very easy. The other thing I enjoy is the easy integration with other platforms such as mobilize. It makes data storage so much more helpful, especially as someone who isnt as savvy on the data side of technology. Whenever I need help with something, the support team responds quickly. Review collected by and hosted on G2.com.

The least helpful thing is not having that many options to change up the design for our forms whether it be ticketed events, volunteer forms, petitions, etc. It'd be nice to have more design elements we can add such as baclground color, more options for image placement etc. Review collected by and hosted on G2.com.

Industry-specific CRM (for non-profits, political campaigns, etc.) with a decently intuituve UI. This is the primary fundraising CRM for my NPO (450k records, 75k transactions per year), and is used daily by about 15 users. Review collected by and hosted on G2.com.

There are limitations in available integrations (choices of payment processor, fundraising event modules, volunteer management systems, etc),

The occasional roll-out of new features has a tendency to introduce small bugs, end-users are essentially beta-testers.

While there is a high degree of cusomtizability in creating user permission profiles, the options are critically lacking in some important disctinctions, such as "create" and "edit" functions assignable for some fields only as both or none for some fields.

There are some limitations on what objects are queryable or surfaceable in user-generated reporting. For example, audit trails on objects are visible, but not able to be queried or compiled in reports.

Customer Support from Bonterra staff has been lacking as of Q3-Q4 of 2023 - prior to this period I would have strongly recommended this . Tickets that I have submitted have been claimed and solutions promised but never delivered, and getting developers to follow up on support requests has been increasingly difficult. Review collected by and hosted on G2.com.

EA has so many integrated features that help us truly track every action of our supporters (donations, petitions, calls, interests). Review collected by and hosted on G2.com.

EA produces tracking URLs for Online Actions including petitions, advocacy, and donations, which the Targeted Email function then flags and forbids us from sending. Email is our most reliable mode of communication with supporters, so not being able to integrate EA's own functions in email blasts is deeply frustrating. Review collected by and hosted on G2.com.

I love all the ways I can customize this platform for our needs. From creating contact & donation forms to beautiful looking emails to recording donations and keeping our database current, this is a fantasic system. The learning academy was immensely helpful during our onboarding process and I have yet to ask a question that wasn't answered in a professional and friendly manner. The support has been amazing! Review collected by and hosted on G2.com.

I will say that there is almost too much that can be done with this one platform. There are times when I'm sure I could be usng more of it to do more, but that probably says more about my abilities than about Bonterra. Review collected by and hosted on G2.com.

All of the compliance systems work great and are pretty user friendly. If there are any issues that come up, their support team works quickly to resolve. Review collected by and hosted on G2.com.

The hardest part is the cost. My smaller committees and candidates can no longer afford to use the software. Review collected by and hosted on G2.com.

I like that the software is easy to learn and deploy. It integrates with platforms I use, like Hustle, VAN, and Meta. Review collected by and hosted on G2.com.

I wish there was more flexibility with collecting form respondent data and saving it to their VAN profiles. Review collected by and hosted on G2.com.

I love how I'm able to do everything I need for fundraising in one place - from sending emails to pulling call lists to tracking contributions and viewing wealth engine data, it's a one-stop-shop for everything I need! Review collected by and hosted on G2.com.

The "user experience" could definitely be improved - especially when creating lists and reports I feel like there could be some more options and user friendly tools to help beginners use the software. Review collected by and hosted on G2.com.

Every Action is user-friendly. The format is clean and easy to use.

I love the block format titles for each section. Review collected by and hosted on G2.com.

I wish there were fewer steps to double-check a contact has been merged, and properly tagged with an activist code. Review collected by and hosted on G2.com.

Being able to use a cloud-based system that integrates the client informtion, supports report management, and has an array of filter options is a reflection of the care and thoughtfullness that went into developing this program. Although I am still learning the program, there are several tutorials and access to customer support to help understand how to use the tools to achieve what I need. Review collected by and hosted on G2.com.

Although there are several filter options, at times the abundance of drop-down menus and customization tools can feel a bit overwhelming. Review collected by and hosted on G2.com.

We decided to combine our communication and donation data base to better target our donors and make more directly asks and it is paying off! I really appreciate that it is an "all in one service." We don't have to use a CRM, google forms and Mailchimp. It does it all in one and is pretty easy to navigate and learn. Review collected by and hosted on G2.com.

With their changing hands and employees so much in the last year they have been pretty slow to respond to support requests. It can be frustrating not to have your probelm solved in a timely manner, but we are hoping this will get better as their system and team solidifies. Review collected by and hosted on G2.com.