Bonterra EveryAction vs. GoFundMe Pro

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.

Incentivized

Well suited for organizations with large fundraising programs or many recurring donors, especially those who have the staffing to devote to reporting and fundraising data analysis. Variety of payment options is good for mobile-first or younger audiences who may be taking more frequent advantage of payment methods like Venmo and Apple Pay. Most useful if it is used in tandem as an event registration/event hosting platform (Classy Event Registration or Classy Live) as attendee data and fundraising is kept in a single place. Less appropriate for smaller organizations, or folks that will not be doing crowdfunding/peer-to-peer/events. There are other platforms that do standard donation pages well that have fewer bells and whistles but are accordingly cheaper.

Incentivized

• 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)

• The Classy platform is easy to use, both for the staff and our volunteer fundraisers
• It's easy to build a great looking fundraising page
• Classy support (particularly chat and phone) are attentive and responsive. Every one there is smart and nice!

Incentivized

• 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.

Incentivized

• Campaigns lack customization options which can be limiting- while you can add code to make some changes, there is a basic framework that you can't always override.
• Slow to roll out some donor payment options like Venmo.
• Not inexpensive price point and on an annual contract, so the software is definitely an investment.

Incentivized

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!

Incentivized

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.

Incentivized

VERY easy to use, but lacks flexibility. But very easy to learn and master, even for someone with technical skills. They offer live chat which is a great help for on-demand support. At higher call volumes, you may wait 10 minutes, but I’ve never waited for more than that and the support if 90% of the time very helpful.

Incentivized

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.

Incentivized

Will not go higher than 8 because of how often I end up locked out

Incentivized

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

Incentivized

Classy's team was very helpful as we transitioned over, and helped us get everything set up quite easily. The few times we've had issues or questions, their online chat feature has been a quick way to get answers. On Giving Tuesday last year, the site went down, but Classy was quick with communication to its clients and had the problem resolved in about an hour. I know that if we have any problems or questions, the company and its team will be responsive and helpful. That makes a difference to me and our small team. We don't have time to troubleshoot or stay on hold for a long time waiting for support.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

I have not used any other platforms like Classy. Given I came into this organization after Classy was already chosen, I was pleased with how easy it was to learn the platform and how user-friendly the entire thing is. Although I haven't used any other platforms like it, I would highly recommend it.

It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.

Incentivized

• 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.

Incentivized

• This has been nothing but positive. We use the basic version so there is no fee associated with it other than a percentage of each transaction. So everything that comes in is added revenue where the only investment is staff time, but there is no monetary investment.

Incentivized