EveryAction Donor Software Review

Are you seeking a best-in-class digital donor management CRM? If you are, the team at EveryAction, believe they have just the tool for you built and supported by nonprofit experts, which allow organizations of all sizes to optimize their interactions with supporters and prospects, leading to the best outcomes.​ Let’s take a look.

EveryAction CRM Software Review

We are excited to share this quick look at EveryAction, a digital donor management CRM Software, for helping nonprofits raise funds & inspire supporters to take action.

For those interested in learning more about EveryAction CRM beyond this summary, we are available to share with you our thoughts about this donor management software database and others and how it fits into the larger nonprofit software market today.

Suffice it to say, we have curated, interviewed, and prepared more detailed information for executives employed in the not for profit industry to set up a time to discuss at length. Our software reviews are designed for those who would like fair and objective insights into the capabilities of this CRM software for nonprofit program.

Our Sources: Over the course of time, we have worked with the EveryAction team many times to help our clients. We have reviewed the solution in brief and detailed demonstration overviews with their team, curated specific insights from the vendor for various use cases, read through countless software website pages, case studies and read multiple peer to peer reviews. This brief summary is a culmination of those insights.

Buyer Disclaimer: It can’t go without saying, there are many unique things which this system can do that are not mentioned. And, some possible holes too.  So, be mindful of this fact. While we believe this is a good summary, this short review should not be your only source of the truth!

Introduction to EveryAction Donor Software:

Per EveryAction, their mission is to build best-in-class digital, donor management, and advocacy tools on a single, unified CRM – just for nonprofits changing the world.

As of 2018, EveryAction purports to have 200 employees & roughly 2,000 customers. Founded in 2014 as EveryAction, they have another arm to their organization, NGC-VAN, founded in 2009, which services 501c4, PAC and Candidates. Their primary HQ is located in Washington, DC.

Per LinkedIn, as of 1/2019, the average employee tenure is 1.5 years. In the last two years, they have had a steady employee growth of 165% and appear to be continuing to grow.  

According to social media tags, their speciality is Donor CRM, Fundraising, Advocacy, & nonprofit technology. They have a good social following on various sites such as twitter, linkedin, & Facebook.

Per GlassDoor, an online company employee rating site, there were no reviews by employees. However, from anecdotal information, many of the employees we have visited with seem to be proud of their mission and committed to their work. The culture seems to support their employees and customers.

The Best CRM for Advocacy Organizations

The Key Functions of EveryAction CRM

After review, EveryAction is a capable donor management solution for nonprofit advocacy and politically focused groups.

With logical comparisons to other Donor CRM platforms, such as NationBuilder, NeonCRM, Raiser’s Edge, Salsa, & Engaging Networks, the software is extendible and offers an extensive selection of functionality to allow nonprofits of all sizes to optimize interactions with supporters and prospects:.

The system includes the core functional attributes many digital fundraising software providers extend to their clients such as:

  1. ONLINE FUNDRAISING: Raise more money with mobile-optimized donation forms, one-click fundraising, robust reporting, sustained giving functionality + more than 40 million Action Profiles, proven to increase conversion rates.
  2. ADVOCACY: Empower supporters and build your list directly through your website with one-click actions for advocacy forms and petitions, offline advocacy, and the all-new Social Advocacy feature.
  3. VOLUNTEER MANAGEMENT: Recruit, track, and manage volunteers, members, and events with the platform trusted by the most notable volunteer organizations in the country including SEIU, AFL-CIO, and NAACP.
  4. DONOR MANAGEMENT: Keep your online and offline efforts organized in one place with constant access to giving history, records, and contact information – no matter where an interaction took place.
EveryAction CRM Software Review

Please call us to discuss how their system is unique.

Where Does EveryAction CRM Fit?

This system is built and supported by nonprofit experts which shows. The EveryAction CRM allows organizations of all sizes to optimize their interactions with supporters and prospects.​ They serve all sizes of organizations in the U.S., and focus on any type of nonprofit, both 501-C3 and C4.

Their tools allow nonprofits that are interested in basic digital engagement, online fundraising, and also organizing and advocacy. In addition, they can also serve organizations that have needs around “chaptering” with a national headquarters and local affiliates.

Generally speaking, the demographic profile of an organization who will likely fit this donor CRM comprise of some of the following traits, qualities, & interests:

  • Non-profit organization with focus on political advocacy who canvass, have a phone bank, makes lots of phone calls for causes, & uses a lot of volunteers.
  • NGO types include organizations focused on social justice, health, relief, hunger, global causes, civic engagement, equality, conservation, & veteran groups
  • Organizations frustrated with a complex CRM system.
  • Non-profits which desire tools for Engagement, Development & Organizing.
  • Seeking a unified tool for online donations, targeted email, online political actions, & advocacy.
  • You desire everything in one CRM for better segmentation, data management, and reporting that’s built especially for nonprofits.
  • Organization who is struggling with an outdated UI and seeks a modern sleek UI.

As of 2019, some of their clients include Planned Parenthood Federation of America, Jewish Voice for Peace, Center for Biological Diversity, Greenpeace USA, NAACP, Union of Concerned Scientists, American Battlefield Trust, EveryTown for Gun Reform, Brady Campaign to Prevent Gun Violence, & Stand with Parkland.

How Much Does EveryAction CRM Software Cost?

From a pure financial perspective, EveryAction extends a competitive value.

As of 1st quarter 2019, please find some characteristics & rule of thumbs for the  pricing model.

  • EveryAction has a monthly pricing model based on number of emails hosted and on which modules the nonprofit needs.
  • They also charge for data migration from another system in a standard installation engagement.
  • Their software upgrades are delivered on a revolving basis at no additional cost.
  • Also, they offer weekly product Webinars, pre-recorded Webinars, custom trainings on demand, & manuals for clients.

Buyer Disclaimer!

It is very important to note and underscore here that pricing philosophies may change and it’s at the discretion of the software manufacturer to do so.

Every client is unique and software products evolve over time too. So, pricing may change from time to time. Therefore, this brief summary is not intended to be the final authority on pricing rather just a rule of thumb.

Please make no mistake or assumptions here.

SmartThoughts does not sell this or any other software. We ask that you please consult directly with the software vendor for the most up to date pricing before making your final assessment.

What is the 911 Peer Review on EveryAction CRM?

Like software options today, software peer review sites are all over the internet.

Below you will find several review sites to choose from on EveryAction from it’s users (where applicable).

  1. G2Crowd Review
  2. Capterra
  3. SoftwareAdvice

Due to amount of online digital reviews for this vendor, there is a good representation of peer comments. However, we still encourage time to be spent in reference checking process with this provider.

Buyer Note:

Before you check out the feedback found on these sites, our recommendation is that you please review our article on how to utilize these review sites and comments on various resources here.

SmartThoughts has independent data from various sources too (not published) which may offer some additional thoughts, comments, and feedback too for various use case scenarios.

Case Studies On EveryAction

Case studies are a very good way to learn more about various software options. While they are “spoon fed” by the vendor, it’s still enlightening to read and valuable.

You may find some good ones here.

Is EveryAction the Best Donor CRM Software for Your NGO?

We don’t espouse to the belief that there is “one best CRM” for everyone. But, EveryAction may very well be your best fit.

However, to answer this question with certainty, we need to know more about what makes you unique. And, discuss other insights about this platform which we have curated, clients interviewed, and discuss more detailed information beyond just this summary.

Please know that our detailed analysis and expertise is available upon request. To be sure, our software analysis is not a “pretty brochure”, “marketing noise.” or a “sales pitch.”

Rather, we provide a free objective dialogue and insights designed to help nonprofit executives make a smarter software business decision.

If you are interested in some help with reviewing your options and comparisons, please check out our “vendor matching” services here.

Want More Software Reviews?

Please stay tuned to our ongoing “Searching for A Smart CRM Software” where we will continue to provide further insights into membership database software options designed for our 501(c) 4 , 501(c) 3, & 501(c) 6 focused organizations.

For the most recent published reviews, please click below:

And, to obtain a sample list of the database software reviews we have, you may follow the link here 

If you work for a database software system designed for nonprofits and you would like us to include your firm in our software review process, please contact us.

Until next time, keep SmartThoughts in mind. Happy Software Buying!

Membership Software Advice

Monetize Your Online Community Success

Non-Dues Revenue with Online Community Software

The goal of a non-profit community is not usually to make money.  For most, it is to bring your constituents together in a secure and private space where stakeholders and others can interact, share, answer questions, and stay connected on their shared mission.  Yet many non-profits struggle for revenue and are usually on the lookout for non-dues opportunities and other ways to generate income. Why?

In this article, let’s discuss some options for digital advertising and how an online community website could generate non-dues income while still maintaining its purpose and integrity.

Increasing Non-Dues Revenue Via Advertising 

The idea of monetizing the relationships with your affiliates and sponsors is not a novel idea. But, there are good ways to do it and there are bad ways to do it.

Having the strategic vision for execution of their community members and finding the right technology partner is usually the hardest part for many nonprofits. To be clear, I believe that with the best fitted software, most online communities can generate income.

The old ways include slathering the website with off-topic advertisements. Or, hosting so many ads that a website is slow to load and hard to navigate.  A fresh new way involves limited, targeted ads and unobtrusive methods to get in front of the right person at the right time.

Let’s dig into these one by one.

Limited, Targeted Ads

The easiest and quickest way to add advertisements to any public website is with Google Adsense. Google supplies simple snippets of code that you paste into many webpages exactly where you want ads to show and then pays you whenever a user clicks on one of the advertisements.

The ads come in all kinds of sizes, so you can make them as obvious or unobtrusive and you want.  You can place just one ad per page or per site or as many as you want, although Google recommends no more than three ads per page.

Advertisements are usually either targeted to the site’s content or to each visitor’s interests, so inappropriate ads are minimized.  If they do pop up, you can block them from showing again. Google gets the money!

Limited, Affiliate Links

Another alternative on public websites, is to use Affiliate links which are similar to Adsense ads. But instead of Google paying you per click, an advertiser pays you when a visitor to your online community clicks on one of the advertiser’s affiliate links and then completes an action on his website.

For example, let us say that your non-profit works with children and you place a link to an advertiser’s children’s clothing store website on your site.  If someone clicks on that link and then buys some of the advertiser’s children’s clothing items, then he pays you a portion of that sale. Affiliate links are often as simple as a short text link and can easily blend into a community website.

Again, someone else gets the money!

Keep Your Money, Don’t Burn It 

There is a better way. And, one which you don’t have to share the money with anyone either.

Let me show you the money!

Communities are inherently useful outlets to grow and increase revenue streams and can even use to effectively promote your own events too.

Think about this for a moment.

Your association is a finely segmented entity ripe for a keen marketing program. Your members share a cause, a profession, or interest in learning. They talk about what is and is not helpful within their communities at events and conferences. Bring that dialogue in house and open it up digitally 24 x 7 x 365 days a year.

Who wins? Sponsors and your association benefit.

  • Your affiliate members (Sponsors) know that the buyers journey has changed today. It’s more difficult to capture their attention.
  • Sponsors love the “always on” of their marketing message.
  • Association members know they have the right audience which can appreciate their message.
  • Savvy advertisers knows how difficult it is to find the right connection.
  • They have information your members want to hear about and they need to hear about it too.

Your website pages should and could be the most valuable real estate found on the internet. So, why not take advantage of that real estate and benefit your community of users while making some money too?

It’s a win for everyone.

Advertising Options for Communities 

One of the advantages of Inbound marketing is that it leverages search engine optimization for your site. An open forum (one that does not require a log in) can help bring valuable new members into your site for more page views too.

Since we know that content is king on a website, a natural content creator like a community of users is priceless! Below you will find some options for placement of advertising in an online branded community:

  • Sponsor blog posts with high comments and page views.
  • Place Ad space on frequent threaded discussions.
  • Offer Ad placement on most popular member communities.
  • Feature logos in calendar events.
  • Promote sponsored/hosted webinars based on hot topic content from community.
  • Sale space in a most popular eBook or training downloaded by members.

Options are what sponsors want, right!? They want more members from a thriving and target ready community not the same old people year to year.

Consider A Branded Private Community for Non-Dues Revenue

So, things to consider here:

  • Don’t assume you need to place ads with Google in order to be effective on your website.
  • Do not believe that you need to place ads everywhere to make money or justify the endeavor.
  • Do practice and utilize personalization in your ads.
  • Consider a private branded community in order to promote more personalized ads for your sponsors.
  • Start out small & see what placements work best.

Does your non-profit association desire additional revenue opportunities?

If so, let’s discuss the value of online community software options. Until next time, keep SmartThoughts in mind.

Get the non-dues revenue you deserve with the tools you need

The Road to Revenue Growth with Membership Management Software

Membership Database Software & Revenue Growth

How solid is your association’s dues revenue? What if there were a way to strengthen your revenue stream and boost members’ engagement simultaneously? Better yet, what if that could be accomplished without hiring more staff? If you said yes, in this article, I discuss how I see membership management software playing a part in achieving these things. Or, at least aspire to make it so.

Revenue Growth & Membership Management Software

Perhaps, I am an optimist. But, I truly believe in technology’s ability to achieve great things. And, with so many new technologies being developed, I believe it is exciting news the mere choice of switching to the right membership management software can possibly deliver an ROI in revenue, membership, and sustainability well worth the investment. Here’s how.

New technologies = New Opportunities

Before I get into the membership software side of things. Let me digress a bit to discuss PYMNTS.com, a website that tracks emerging payment options. They make not that “software developers are using new technologies to create innovative business opportunities and enable merchants to optimize the ways in which they engage with shoppers today.” That’s great news for Association CEOs who get that pivoting to take advantage of the best business practices should be their prime strategy.

So what’s involved in these new technologies and how do they optimize engagement and revenue?

Engagement and Revenue Generation

PYMNTS.com interviewed membership software developer Abila’s Director of Product Management, Darryl Hopkins, who discusses a revolutionary concept in Association member management: “revenue-generating payments.”

Essentially, Hopkins covers a couple of key areas in which Association member management benefit from the new opportunities:

  • Automating membership renewals which, unsurprisingly, nets a better rate of renewal and increased funds

Membership databases are set up so that you may be able to remove the barriers to paying for membership dues. And, these systems are set up to help with the ability to automate a membership fee paid by an organization or group of individuals—a situation that Associations will find themselves facing more and more over time.

The Challenge of Competition

Future trends and patterns are emerging rapidly as new tools and platforms are developed each day. It’s pretty exciting. Even though we keep track of so many membership systems in the market today (over 100), there are many that are being released every year. And, more rapidly than ever before.

Why? Well, I could go into many reasons, but suffice it to say, associations and NFPs are faced with the challenge of keeping up to date and roll forward with the many shifts that emerge. I believe that competition is a big impetus for the desire for CRM features in many membership management systems of today.

No longer are the days when Associations can take a passive approach to recruitment of new members. There is no more “Build it and they will come mentality”. CRM features are either becoming more common place in the membership systems today or Associations are gravitating towards those systems which are natively built on CRM platforms.

Having worked with Association Executives for over a decade, I see nonprofit executives who need to do more to be competitive. And, be competitive with spending as little money as possible. And, ultimately doing more with less. The CRM features being built into membership software are imperative to drive revenue today.

No Substitute for Demonstrating You Care 

In these days, Associations can’t just take money for their various services. And, I believe that many know this. They can’t just take a payment from a member. You must be able to link it back to that particular member’s account so you can keep a rich history of who this actual member is. You need to know the what, why, where, and how of that payment. This is exactly what was uncovered too according to Hopkins research previously mentioned.

Why? Which would you prefer?

  1. A thank-you acknowledgement that says, Dear Jane, “Your membership renewal fee has been received. Enjoy your coming year with us.”
  2. Or, Dear Jane, “We are excited that you will be joining us for the third year in a row. We think you will particularly enjoy our new educational offerings this year—they are just the ticket for your new position. And please let us know what we can add to make your membership even more valuable for you.”

Obviously, you would like something like #2. The membership software is able to alert Jane to the fact that new educational offerings in her wheelhouse are coming. There are so many examples. Suffice it to say, it is these types of segmented calls to increased engagement activity that carry the opportunity for revenue enhancement.

Workflow automation and building processes that are mundane and impactful can be done via membership software today. Nonprofits should take advantage of them.

By the way, you can access the article on the Hopkins interview here.

The Role of Segmentation

My blog on how segmentation boosts engagement talks about the need to segment by age and career stage—which also matters when it comes to payment options for membership renewals and Association activities. Research has shown that while Matures and Boomers may still prefer to mail in a check, younger members expect automated payment options—and for the youngest cohort, the more up-dated your payment options, the better return your on renewals.

Also, for more information on the perspective of the young career professional when it comes to payment options, download the Smart Payment Association’s white paper on the swipe-to-tap revolution here.

The Right Software, The Right Time, The Right Revenue Increase

Is there a good time buy new software? Well, the answer to that question is unique for everyone. But, in general, why would you want to wait if you are losing opportunities to increase your services and ability to serve your members better?

You should certainly plan the timing of your purchase. But, most of the time, it truly does not matter. And, quite frankly no time is better than the present if you’re not able to increase revenue.

So, now may be the best time to review whether your current software can handle the member management functions that your Association needs to increase members’ engagement and expand your revenue.

New technologies are emerging, CRM features are baked into membership software now, financial and accounting processes are being automated, personalization of communication is becoming a reality, and many associations are doing more with less. This is a direct result of those Association Executives who have invested in their staff and provided them with the software tools that they need to succeed.

If you find your software isn’t up to those tasks, take comfort in knowing that regardless of the size of and/or budget, I believe that we can help you find the best fit software to support your goals.

Contact us to help assess your database needs and offer our advice on which database solution may be the best fit. We’d be happy to put our expertise to work to help you meet your goals.

Until next time, keep SmartThoughts in mind.

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