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

The Cherry in CRM Membership Software is Engagement & Participation!

Best Membership Software for Nonprofits helps Engagement and Participation

Do you have the right membership system in place now to handle your goals? If you are a membership based nonprofit (Church, Museum, Association, Society) you likely have big plans for outreach and growth in order to keep your nonprofit on track to accomplish its mission. And, chances are member engagement is at the top of the list of priorities in years to come too. In this article, we tackle how Membership CRM software may help with participation and engagement.

The Benefits of Engagement in Membership Software

Maximizing engagement with members and boosting their involvement with your association has become increasingly important over the past decade. According to the 2017 Membership Marketing Benchmark Report, the majority of associations consider engagement to be their most important goal, followed closely by membership retention.

Could a Membership System help? To know, you may find value in asking yourself the following questions:

  • Do you spend much of your precious time digging through databases and spreadsheets looking for the right information?
  • Do you feel like you never have a full understanding of what is going on to help plan for your association’s future?
  • Do you wonder if you’ll ever have more time for revenue-generating, member-focused activities?
  • Are the systems you have in place now allow you to put forth a solid effort in meeting your member needs?

This may sound odd for some nonprofit executives. But, there are still many nonprofits diligently putting forth an effort to serve their members needs with outdated systems. In fact, it’s amazing for me to find many associations still loading their member data on a spreadsheet. It’s a shame!

Today, Membership Software, can help in so many ways. But, one of the key benefits is helping take member engagement to the next level, by streamlining association processes to make your organization more efficient and easier to manage for sure. But, also keeping track of participation and engagement too.

Today, one of the wonderful benefits of “cloud technology” is the fact that the “cloud” has made strong membership management tools available for even small associations. In the past, perhaps you were limited by options. In fact, you maybe still living in that “pre-cloud” reality but may not realize the value of integration and the possibilities for better engagement with an integrated database and website.

The Power of Integration & Engagement in Membership Systems

I have seen some pretty interesting methods to keep track of members, dues, donations and event registration. These methods range from a Bob Cratchit (remember Scrooge’s clerk?) pen-and-ink ledger to a combination of the aforementioned spreadsheet and database (and hope for the best) approach.

A Membership software solution can “house” all of an organization’s information in one centralized database — from member email addresses and postal updates to social media profile information, preferences, and history. Without the right AMS, associations can end up with a disjointed, incomplete view of their members. With an AMS, though, you gain a 360-degree view your members and the ability to make informed decisions.

Today, an AMS executive dashboard can even offer instant snapshots of member participation, so Executive Directors can answer fundamental questions about what members are doing and capitalize on new opportunities for the association. With actionable integrated business data they can be confident information is updated and accurate. From there, they can make smart business decisions regarding the association’s future, and identify and develop best practices for the organization that align with industry trends including engagement.

The Possibilities of Capabilities in Membership CRM Software 

With membership software today, it may help in so many ways to increase engagement. Here are several quick examples:

  • Provide engagement because it is one central data entry and output location for your membership information.
  • Contain a strong content management tool for managing personalization of content.
  • Seamlessly connect with all existing software applications you use and eliminate duplication and data errors.
  • Manage your entire database and membership website. Integrating the database with your organization’s website is key when trying to present a consistent experience for members resulting in better engagement possibilities (From event registration and membership renewal to dues payments and social networking).
  • Allow your constituents to update their own files, collaborate, & participate with others.
  • Increase engagement because they are now available by members in a mobile environment.
  • A membership system allows Executives to focus on the bigger picture.
  • CRM Software for membership manages allows one to easily gather data on and share information with committee members (whether it is event updates, the latest documents, or day-to-day reports) in order to keep everyone up to date.
  • Taking advantage of reporting tools ensures that associations are given the proper feedback to continually provide meaningful content to members while eliminating the content that falls short.
  • By building events through the central database, communication management can invite members, collect registrations, and even poll attendees for post-event feedback all through one system.

Membership Activity Tracking to Facilitate Engagement 

Tracking the ways in which members are engaging with your organization isn’t just useful for reporting and business intelligence.

Using your membership system to collect these interactions on a per-member basis allows each member to do some of the following:

  • Receive targeted and relevant information consistently.
  • Your marketing and communications team members are able to use a membership system to automate member interactions and ensure that members are presented with events, campaigns, and offers that directly relate to them based on their previous interactions with the association.
  • Through Single Sign On capabilities, marketers are able to reach out to members on all active channels, in one system—making a notable difference in membership engagement.

The output is all about using your member data in meaningful and useful ways – reports, workflow, etc. That output greases the skids to making your association vastly more efficient, productive and successful. And, equally important increasing participation and engagement.

We can help you decide which software tool is best suited to lead your organization into the future.

Contact us and we’ll help get you there. Until then, keep SmartThoughts in mind.

Online Membership Software for Engagement

Humans Beware! Artificial Intelligence (AI) in a Non-Profit CRM?

Artificial Intelligence in Nonprofit Technology

No doubt you’ve heard plenty about artificial intelligence recently and how it’s changing virtually every industry. While most analysis falls on how AI works in analyzing data, or in technological fields, we don’t always hear about how it’s helping the non-profit world. In this article, let us take a look at how artificial intelligence is relevant in the nonprofit membership world too.

Artificial Intelligence In Nonprofit Technology 

As someone who runs a non-profit organization, artificial intelligence might sound like a foreign concept. Yet, when you apply it to customer relationship management software, it opens the door wide to working better with your constituents.

Everything from improved communication with donors to predictive analytics now become enhanced from what CRMs did before. AI simply provides you the ability to:

  • Discover insights better
  • Predict outcomes
  • Recommend best next steps
  • Automate tasks

In the areas of client development and membership management in your non-profit, it’s going to work wonders. In my mind, Artificial intelligence (AI) is a game changer that’s going to transform the very foundation of how we live and work. It’s time to think about it.

The Origins of AI in CRM 

This last year, SalesForce (one of the leaders in CRM software) added Einstein to their platform. With this AI program, they made their CRM even smarter since it’s able to customize for smarter and more personalized client experiences.

Your non-profit center obviously has to keep communicated with your donors throughout the year. A CRM is great at giving you communication tools without doing things manually. However, AI is going to make this more targeted based on its ability to fully understand donor motivations.

Since 90% of non-profits already report they gain a return on CRM investment within a year, imagine what AI could do in improving donations and membership participation.

Working on Client Development

The more you can fully understand who your valuable donors or members are, the more effectively you can reach out to them in asking for help. AI is going to aid in bringing a wider, unified view of those involved in your non-profit. Having this complete picture is imperative so you have one place to interact with everyone, from volunteers to affiliates.

Software like SalesForce makes client development easy by applying their Einstein program to marketing communications. Through smarter AI-based automation, you can send emails, social media posts, or mobile messages at just the right time rather than based on estimations.

AI gives you improved ways to help you fundraise in the process too. Now you can manage your donation cycle through a more intuitive automation system to reduce time-consuming manual tasks.

Doing so helps your client base development by communicating and managing their donations at times when they prefer. This is critical so your non-profit doesn’t come off as being too pushy.

Improving Your Membership

If you’re experiencing a decline in your membership lately, AI has capabilities to improve this with further resourceful insight. It’s going to assist in creating community engagement, either digitally or offline.

Some of this can work through a social intranet to create conversation with clients the AI program knows are the most valuable.

Predictive analytics become more intelligent with AI by showing you which demographics you should target and which ones to let go. Despite CRM platforms always providing thorough analytics, you need something that can tap into the sometimes unpredictable whims of your constituents.

It learns from all your data, and delivers predictions and recommendations based on your unique business processes. In some cases, it even automates tasks for you, freeing up time for you to connect with your customers.

Now you’ll know which members to continually nurture relationships with for a dependable donor list when donations become imperative.

Are Humans Becoming Obsolete?  

Are you ready for AI at your nonprofit? The odds are no.

But, I believe you need to begin to think about AI. Why? Frankly, because AI is transforming the way we live and it will continue to creep into the devices we use personally and in business for years to come. Nonprofits are not immune to this trend which will become reality sooner than we may believe.

No reason to be alarmed, ok? It is not like the TV series “Humans“, where we are on the edge of a parallel present where the latest must-have gadget for any busy family is a ‘Synth’ – a highly-developed robotic servant that’s so similar to a real human it’s transforming the way they live.

No, the truth is we are just starting down this path but many software vendors will piggy back on the concepts unveiled recently and begin to think through how they will meet the needs of society in this area moving forward.

Contact us at SmartThoughts to learn more about the right software and CRM technologies to buy for your non-profit company.

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