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

Maximize Development and Marketing with CRM Software

Development and Marketing enhanced by CRM

Since it was first conceived in the late 1980s, integrated marketing communication (IMC) has become the predominant method of marketing. The concept focuses on integration across all marketing tactics, projecting a unified message to customers regardless of the outlet. In this article, I share with you my thoughts into CRM Software for nonprofits and how it may assist in helping donor development officers and marketing align more effectively in their shared purpose.

Is Lack of CRM Software Impacting Alignment in your Nonprofit?

The methodology of IMC may be replaced with new terminology. IMC is now sometimes referred to SMarketing. SMarketing is the alignment and connection between sales and marketing. Since Sales (Development & Membership Executives) and Marketing work closely together in most nonprofits organizations, it’s often typical for these two groups to sometimes compete with one another. But if you improve SMarketing at your nonprofit, you’ll likely sale more memberships and increase donor contributions.

Whether you are a nonprofit or for profit, marketing and sales alignment (whatever you call it) is more important than ever. Competition for donor mind-share is at an all time high. And, nowadays buyers expect a seamless brand experience across channels. And as more nonprofits invest in delivering fluid member experiences, the delight of receiving the right message at the right time becomes more than a nice-to-have; it becomes an expectation. From working in both nonprofit and for profit, this expectation is no different for all types of organizations.

Now back to the concept of IMC. In many instances I have observed, the ideology of IMC falls to the wayside when it comes to the integration of marketing and revenue (or, for non-profit, donations, booth sales, memberships etc.). Marketing seeks to attract constituent interest and generate brand advocates, at which point the development department takes over and seeks to convert these supporters (leads) into donors with their own messages and strategies.

What if you could align your strategies across your company into an integrated marketing and donation effort? I believe that CRM Software for many nonprofits can do just that. And, I believe that doing so creates a number of significant advantages. Here are a few:

A Unified Message

First, an integrated approach to donations and marketing allows your nonprofit to project a unified message about your products and services to your audience. From the first touch all the way to closing the sale, your audience will know exactly what to expect and why they should donate to your cause.

Added Information

As any development officer knows, the more information you have about a potential donor, the better. Marketing can gather that information through its various analytics tools, and an integrated approach ensures that the information gets passed on and is included in the CRM for easy access. Armed with that added information, development officers can touch on important decision points and influences when asking for donations.

Higher Donor and Member Revenue

Ultimately, a unified message and more information for your sales or donations team will lead to higher revenue and business growth. Research shows that companies who are integrated from the first until the final touch become 67 percent better at closing with their ask, achieve a 24 percent higher revenue growth, and retain 36 percent more customers or donors.

Stated differently, can your nonprofit afford not to align their development and marketing approaches? Chances are you’ll be better off if you do. And, the nonprofits which I see doing this excel.

To learn more about how Customer Relationship Management software can help your nonprofit, contact us. Until next time, keep SmartThoughts in mind.

The Best Membership, Donor, CRM Software! Really?

The Best Membership Software|CRM|Donor|Databases|The Prob with Lists

What is the Best Membership Software, Donor Software, or CRM Software for Nonprofits? I field this type of question all the time. And, as the saying goes, “If I had a dollar every time I have heard it, I would be a rich man”. So, in this article, I am not going to provide yet another software list. Rather, a rant on the whole notion of “Best of Software Lists”.

What is the Best Database Software for My Nonprofit?

First, a quick story. My 7 year old son loves to play the Madden 15 Ultimate Team on Xbox. And, if you are not familiar with the video game, the goal is to win, of course. But, in order to win, you must build a professional football team comprised of the best players (both current and past). That said, my son often asks to know my opinion about great players for various positions. He wants to know who is “The Best”.

And, my reply is a variation of the following:

Well, that’s a tough question son. The game was different from decade to decade. The system impacted success greatly. And, the coaching certainly enhanced personal and group success. For example, the Dallas Cowboys of the 90’s had the “Triplets”. Michael Irvin (WR), Troy Aikman (QB), & Emmitt Smith (RB) were very good football players. But, the system and coaching truly made the trio awesome together. But, had they each been on a different team, different era, or were asked to do different things, they may not have been so good.

Besides, I rate “Best Players” based on their team success. And, did they help win big games? And, my rating is not objective (now try explaining that to a 7-year-old!). But, let’s look at who you have, what are the options, and then let’s figure out how the game rates the “Best”. From there, we can work with that to figure out how to win your game.

The Ultimate Software Choice?

So, what does my son’s “Ultimate Team” have to do with selecting the best software for your nonprofit? Well, let me explain. My son’s question is similar. He wants to win. He wants a quick answer. And, he wants someone with experience to help him.

With software decisions, most executives simply want a quick answer and oh by the way they want to win too. Unfortunately, one of the challenges with making a software decision is that it’s not a cut and dry scenario, it’s a much more impactful choice, there is no universal scoring system, and everyone’s definition of “winning” is different.

The Psychology of Best Of…

It seems that we are bit fixated on “Best Of Lists”. So, in my thirst for the truth I wondered if there were any psychological principles which explain the need by humans to know what is the best? And, after a review of various psychology authorities, here are a few explanations I surmised on why “Best of lists” are so interesting and prevalent:

  • It’s about helping ourselves.
  • It’s about having an “expert” help us.
  • It’s about helping each other.
  • It’s about helping us compare.
  • We are easily manipulated.
  • We don’t always act in our own best interest.

We love to compare. The need to compare is human nature. In fact, we will go so far to rationalize differences even if there is absolutely nothing different between two objects. Recently, I had the chance to watch a program illustrating that psychological truism. Watch this fascinating video clip below which underscores this point:

Software Buyer Beware of the Best of Lists!

Generally speaking, I believe that “Best of Software Lists” are flawed, usually biased, and tend to be manipulated (not generally with a nefarious intent) information which should at a minimum be used with caution. As my Grandmother often said, “The pathway to hell is paved from men with good intentions”. Well, this may hold true for those responsible for many of these “Best of Lists” on the internet today.

Two Reasons to Punt the Best of Lists

Let’s take a look at one example. I used Google to search for “Best CRM Software for Nonprofits”. Do that search now, if you would like to follow along.

And, on the first line of the search results is from a site which provides their list of 3 options specifically designed for nonprofits. Here they are: Zoho, Vtiger, Microsoft Dynamics. Now, these options are all good Customer Relationship Management Software in the right environment. But, Really! I could go on and on here with all the “wrongness” with the results of this list. But, let me tackle two points with brevity.

First, what type of nonprofit are we ranking a solution for here? There is not one type of nonprofit. In fact, there are many different types of nonprofits such as charitable, churches, associations, faith-based, schools, recreation centers, arts and cultural, museums, etc. which all have different business functions, strategies, and needs. And, for certain very unique missions.

Second, what is the rating based on? There is no mention of how most lists are determined. You would hope at a minimum that some “evaluation” or “criteria” would be provided. But, even with some basis for their ratings this can still be meaningless data. For example, one software advice organization provides a “Best of Membership Software List” based on popularity measured by a combination of their total number of customers, members managed, and online presence. Really!

Suffice it to say, if you are into “Best of Software Lists” you will find a plethora of options to review on the web today. And, as many as there are, you will find as many opinions of who is #1 through #20 as well. The lists are subjective. And, at a minimum best of lists lack any true value in providing assistance in answering the ten million dollar question, “What is the best software for my nonprofit?”.

How do you find the Best CRM Software for Nonprofits?

In my opinion, business requirements are to software selections as foundations are to a home. If they aren’t right, there will be major problems. Further, if organizations don’t know what they want, how will they know when they find it? You won’t successfully be able to! It stands to reason the better the requirements are, the less risk of selecting the wrong database software product.

Going back to the question which led us here. What is the Best Membership Software, Donor Software, or CRM Software for Nonprofits? And, my answer is somewhat similar to my reply to who is the best player for my son’s “Madden 15 Ultimate Team”. Here it is:

First, your question should not be solely product focused. Rather, the question should be, “Which software program is best for my nonprofit organization (our culture, our budget, our processes, our people, and our goals and objectives)?”.  Adjust your question slightly and enhance your outcome exponentially. The ultimate product selection is as unique as a finger print for most. To be sure, there is no magical “perfect fit” cinderella shoe to place on here. Step away from basic software features (early on in the search), and rather focus your time on how a particular solution (software & support) will most completely help your nonprofit achieve your unique strategy & mission (winning the game).

I believe there is a better way than “Best of lists” or “15 minute Free Calls” to find the smarter choice for you. Ultimately the software selection comes down to this: how do you measure the gap between your particular requirements and potential software products? Nothing is perfect! And, certainly don’t be so easily swayed by the temptation of “Best of Lists” published by various sources on the internet!

Are you currently seeking the best software option for your nonprofit? If so, please give us a call. Until then, keep SmartThoughts in mind.

 We discuss how to find the Best Donor CRM Software for Nonprofits