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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Bonterra Salsa
Score 6.0 out of 10
Mid-Size Companies (51-1,000 employees)
Bonterra Salsa is a donor and constituent management system that helps
nonprofits build donor profiles, track every interaction, cultivate major
gifts, and report on all development activities. The platform includes mobile-ready digital marketing tools for email, social, and online
donation forms.
Additional features
include donor cultivation, donation processing of all gift types, direct mail,
built in word processing, mail merge,
powerful query tool, event/auction…
We replaced action network with Bonterra Development + Digital EveryAction because of the native integration into the voter activation network on NGP Van. It reduced the number of logins required, as well as the number of platforms we needed to maintain and have access to. The …
Nation Builder—I would say this is a very pared-down version of VAN that requires extensions and outside software to do about 80% of what VAN can do natively. NB does have a better geocoding system that can geocode a location with just the address and does not require …
In addition to the products listed above, I have also used many proprietary tools developed by the organization. I find Bonterra Development + Digital to be easy to setup and use, especially for smaller organizations with limited staff and resources. Many nonprofits are unable …
There's a bit more functionality that does not require coding with EveryAction compared to Tessitura. Blackbaud wasn't particularly user friendly and I probably would not use it again. I will say that I would want a mashup of Tessitura and EveryAction if I had my druthers, …
Our organization uses both SalesForce and EveryAction and the two programs work well together. SalesForce is our main database for maintaining donor and constituent information but does not allow us the ability to send mass emails, messages, and appeals. EveryAction is also …
I used Blackbaud at a University setting, which I believe was very appropriate. The database needed many people that were just in charge of keeping the database clean - so for a large organization, it worked well. However, for a small organization it would be far too complicated.
Blackbaud is a Cadillac, and not needed by most small nonprofits of 3 million or less in income. We looked at several prior to choosing EveryAction. We are very pleased with EveryAction but wish that the training was more involved from a corporate perspective and that customer …
Jotform is very user-friendly and easy to use, but the reporting features don't even come close to what EveryAction can do. The fact that you can schedule reports from EveryAction puts it on a whole other level than Jotform. I have also used databases like Sure Impact, mPact …
Both are fairly good databases to use for data. I believe EveryAction has a better interface when it comes to tracking engagements and conversations. Aristotle price is a tad better.
It's completely different in my opinion, it doesn't serve the same purposes as those and is unique in what it does for our organization. The only thing it's comparable is to Airtable in terms of collecting & organizing data.
For me, the problem with comparing EveryAction is that it tries to do so much that it's hard to compare it to a single tool. Most of the online organizing tools it is usually contrasted with aren't yet on TrustRadius (e.g. Action Network, New/Mode, etc.). We lump these online …
Action Network is better, cheaper, and does the same thing as EveryAction. In all honesty, we are abandoning EveryAction in the coming months and transition to Action Network because we are tired of paying high rates for an unwieldy tools with poor support services. Again, we …
EA is more than 3x the cost of Active Campaign! We only chose EA due to their non-profit specific features.. ActiveCampaign uses terms not familiar to most non-profit teams (contract, prospect, funnel, etc.) and doesn't allow the customization of these labels. However, …
Classy is about the same cost per month. Classy was really good at peer-to-peer and crowdfunding. Salsa encompasses many more facets of a nonprofit. With Classy, we also had to have an email company and manage our supporters in a different program. Now, we do all three of those …
It boiled down to Bloomerang and Salsa CRM. The only winning factor that Bloomerang had over Salsa was that it was cheaper, as in free, but would only for a short period of time as we have increased our donor base. Salsa CRM is actually very cost effective for our nonprofit.
I have reviewed Salsa Engage and perhaps after our transition has taken place it might be a viable option versus using Constant Contact for internal and external correspondence.
We switched from DonorPerfect to Salsa CRM. Salsa CRM was much more dynamic and better suited for a non-profit. DonorPerfect seemed a little dated and needed a bit of an overhaul in order to meet our specific needs. In the end, when we couldn't get all the capabilities we were …
We chose Salsa CRM prior to Bloomerang coming into existence. We chose Salsa CRM over the two products (etapestry wasn't part of Blackbaud at the time) due to costs, ease of use, and fitting into the needs we had within our own agency. We are happy with our choice and aren't …
We used to use several platforms for all of our needs and we found that it was nearly impossible to maintain accurate records that way, the inconsistency was inevitable. Salsa has really helped us solve that issue by creating a system (with a reasonable price tag) that talks to …
Salsa CRM is more flexible than Abila Fundraising 50. It is cloud based so that unlike locally installed Abila Fundraising 50 you can use it at the events and all donations at events are automatically entered. With Abila Fundraising 50 there was a clunky interface with Sage …
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.
As I mentioned before, I was the decision maker for Salsa CRM. I worked in software prior to moving to nonprofit. I reviewed several software platforms. Salsa CRM was the most intuitive and met my needs as a whole.
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.
With the constant updates comes challenges. Often times, with an update comes several small bugs that Salsa has to work to fix.
I believe their customer support works from home so it is challenging to get a concrete answer on the first phone call. It often takes several follow ups.
The implementation was a bit rocky but customer service worked with us a lot and we got through it! We were moving from google drive and several other platforms for ticket sales, emails, etc. so we didn't have any experience with this. It eventually all worked out and the Salsa team really stepped up to accommodate our needs.
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
Their tech support is very good and I am very pleased with it. They speak in non-techie lingo for my non-techie staff just as easily as they speak techie to me (a techie). I appreciate their quick turn around in time to answer our questions and the follow up to make sure their answer(s) helped.
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.
Classy is about the same cost per month. Classy was really good at peer-to-peer and crowdfunding. Salsa encompasses many more facets of a nonprofit. With Classy, we also had to have an email company and manage our supporters in a different program. Now, we do all three of those things together. Although Mailchimp is pretty straight forward and nice to use, I prefer the email capabilities of Salsa. I think this is because Mailchimp didn't have direct access to all the donor information and we had to use Zapier to communicate between our donor information and Mailchimp. Now, Salsa has some clever tools that allow you to both automate and manually send out emails.
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.
