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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Kindsight iWave
Score 9.0 out of 10
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iWave offers their nonprofit fundraising intelligence platform, for performing prospect research online with VeriGift, the company's donor and donation database.
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, …
We use them both and find them to work well together. Windfall is hands down better in terms of confidence of the matching, but Iwave gives us the ability to go deeper into what makes up their capacity, for example seeing real estate records.
W e originally selected iWave because w e believed the return on our ROI would happen faster than it would with Donor search. Looking back, I wish we had realized that is kind of how it goes with major giving in general. We also didn't have a system the linked to Donorsearch at …
iWave is the best prospect research platform we have used. The customer service is far beyond Blackbaud/Target Analytics. The information is cleaner, easier to find, and reports are great.
Before iWave, I would use GuideStar and advanced google searches for my research. iWave makes prospect research so much easier by compiling multiple data sources into one software program that can be easily searched simultaneously using the 360search. There are several other …
Prior to selecting iWave, we used demo versions of WealthEngine and DonorSearch. While these products seem good as well, we ultimately decided to go with iWave for three reasons:
360 search across all platforms was the most intuitive for our users
Associate/Assistant Director, Prospect Research & Prospect Management
Chose Kindsight iWave
iWave is affordable, offers current data, and is continually adding new data sources. They are the only product that offers international prospect information, which is helpful as our institution borders Canada. I was impressed when our sale representative went out of his way …
I've used all three of the above products -- and they are all good. It is hard to compare them, because it has been more than four years since I used them. At the time I switched to iWave, I found the user interfaces in the above programs less than optimal in terms of …
I've used a variety of screening tools and iWave is the most user-friendly. The platform is very easy to use and the results have a quick turnaround. The new integration with Raiser's Edge makes the process even smoother for us.
I liked previewing WealthEngine and its feature to identify high-net-worth individuals, but believe Kindsight iWave has more robust features and ability to identify middle-managers/lower level employees despite not being 'high net worth'. I generally work with middle to …
Kindsight iWave has always outperformed in the number and accuracy of the results given from a query as well as the different features that they offer.
I like it's user interface the best out of all of the sources I use. The information can be trusted and it is user friendly. All my stock, philanthropy, real estate, and contact info can be found in the one place.
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.
iWave is a great resource for getting a big picture understanding of a donor and their potential alignment to your organization. There may be times if you are wanting to dive deeper into a particular facet of the donor profile that you would need to continue researching through other sources. Overall iWave has a user-friendly interface and is a must-have program for any prospect researcher.
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)
iWave is very user friendly. It did not take long at all to figure out the most efficient way to use their website. There are many Training Webinars and a support center. Customer Support is very helpful.
The credits you purchase are only used if you use a batch screening. Individual screening is unlimited.
We have found that the information discovered in iWave about our donors is up-to-date and accurate.
The Foundations/Charities search function is particularly helpful. You are able to see the financials, 990s, grants awarded, and the people connected to the organizations all in one place without having to search the internet.
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.
The biggest piece of missing functionality has been data integration with Raiser's Edge, but iWave is working feverishly with Importacular to make that an option for users as well. I expect that process to be more user-friendly in the next year or so.
I love that iWave is always adding new data sources to their 360 Search with Database USA being the newest piece. I hope the "COMING SOON" section of that data source will be populated soon.
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.
I think it's very usable, but think the variety of different search functions, search by features can get confusing and overwhelm the user. I would prefer a "master" search function instead of having the user need to figure out to search by company name, employee's name, employee's title, etc. The website is a great resource and my team utilizes its uses often.
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
iWave customer support is more responsive than most software platforms I currently use. My requests are always handled promptly, and support is incredibly responsive, friendly, and patient. Plus, I can always get someone on the phone immediately if I need a problem resolved right then and there. In addition to the live and personal support, the iWave knowledge base is frequently update with new content, including video webinars that help you become a more powerful user of the software.
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.
W e originally selected iWave because w e believed the return on our ROI would happen faster than it would with Donor search. Looking back, I wish we had realized that is kind of how it goes with major giving in general. We also didn't have a system the linked to DonorSearch at the time and iWaves reports pulling seemed simpler for our database type.
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.
Every year following our annual gala we run a list of all event attendees to learn more about their interests and giving history. This has led us to new board and/or major donor candidates.
iWave helps us understand details and less-known interests of our current donors, which helps us with donor stewardship. In today's digital age, these personal details help craft relevant stewardship and communications plans with our existing supporters. With so many competing charities, these small differences can account for a supporter to choose your organization over others who aren't making that personal connecting to the donor.