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 Impact Of Engagement And Your Database

Membership Software must be a system of engagement

In the nonprofit world, we hear a lot about increasing the engagement of members, donors, and even volunteers. While this goal is certainly important, in this article I discuss “Old School” and “New School” database software scenarios and the impact it plays on “engagement” by all stakeholders of your organization including your power users; the staff.

Engagement and Your Database 

Old School Database

First, let’s discuss the idea of an “Old School Storage” database and how it has an impact in engagement by your staff. Here are several signs that usually indicate your using an old school database.

  • No Fun: An old school storage system of yesteryear isn’t usually fun to use. For all practical purposes, it does more than an adequate job of tracking membership, donors and dollars but it’s usually clunky to use and adds little value to a staff’s day-to-day tasks.
  • Limited segmentation: If massaged enough times in just the right way, most old school databases can search for data. But in most cases an old school database limits your employees to have to choose from a pre-programmed selection of search criteria. Further, produces reports which may or may not satisfy your organization’s needs. Even if employees are able to customize reports, they need a greater understanding of what parameters have to go into a query in order for the data to come out in a usable format. As a result, your employees see the system as somewhere to store data and not much else.
  • Poor Communication: An old school database has communication features which are usually clunky so employees routinely use workarounds to send simple thank you letters to donors or make fundraising appeals. The integration with email systems or emailing newsletters is a chore.
  • No Open Application Programming Interface (API): In addition, the system does not always play well with the other software used every day in your computer network so it usually causes disparate systems which do not talk to one another.
  • Requires IT support: Without an in-house IT department to help, in the past it usually made more sense to install the software on a stand-alone computer in the office to avoid freezes, glitches and hang-ups. Further, old school database software is not cloud-based so if your employees want to profit from any of the data or reports outside the office, they must use the one stand-alone computer in the office to access the system only. Frustrating, right?!
  • Not Mobile Friendly: For the most part, your employees probably have smartphones that can do pretty much what any computer can do and they check their Facebook “news feed” several times a day. They program their smartphones to receive office emails and stay connected to the outside world from one text message to the next. millennial demand easy user interface in workplace software systems because they have grown up using this concept on smartphones, Facebook, Twitter, Instagram, FaceTime, and video games.

New School Database Software 

In my opinion, the ease of use and having your employees love your system will help tremendously in obtaining value in your database. In other words, engaged employees using the database will translate in your investment ultimately benefiting all parties; members, donors, volunteers, & staff equally. Let’s discuss a few of the trends which help promote engagement in staff.

  • Cloud Based: The popularity in cloud-based system is for very good reason. Cloud-based software allows for mobility and a much better user experience which mirrors many of the common software tools already used today.
  • More than storage: New databases can do more than just keep track of membership rolls and the donations collected. Today, everyone is online. Therefore, there is a tremendous amount of value for your staff to be able to “pull” in social activity, volunteer activity, & other pertinent data to help their development efforts and membership activities. The more information your staff has on their constituents without having to “fish” for it, the more engaged they will be in using your database. My favorite is “WebSite Visitor” tracking found in marketing automation technologies.
  • Communication: Today, databases have much more ability to produce professional digital newsletters and other communication materials, too. Sending out a text, mailing a letter, sending out an email, posting a tweet, or publishing a blog article can all be done in one system now. If your employees are using a disparate communication tool, they are likely spending more time on their jobs than necessary. And, less interested in using the main database which results in poor business management and disgruntled employees.
  • Collaboration: New databases today promote collaboration for the staff. They keep track of activities, projects, and support group participation internally. And, even externally with constituents.
  • More Fun: Most employees want to be armed with the best tools. Today, there are some real fun features that work each time, every time. Today, you don’t have to be a programmer. And, learning a new system is easy because it is intuitive.

A right sized (the best) database is the one which the employees see as a blessing and not a curse. The difference between the “Old School Database” systems and a “New Age Engagement” database is that your employees want to use it and derive measurable value from utilizing it.

And, this is not applicable in just staff. I just visited with an Executive Director the other day who stated:

“I never used the old membership database before, now, wow! I am always in it which helps every aspect of my day-to-day management and revenue generating visibility.

Having an outdated database definitely can hinder engagement by your constituents but equally can be detrimental to morale and overall productivity by your staff. The benefits of engagement are not one-sided.

So, perhaps it’s time to dust off that old Rolodex and seek a new engagement focused database designed for all staff holders (staff, members, donors, volunteers, & board). If you want to discuss this or any other matter, please contact us.

Until next time, keep SmartThoughts in mind.

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