EveryAction Pricing, Features, Reviews and Alternatives

We love how extensive EveryAction is. We're able to build extensive profiles for donors, volunteers, and supporters and create highly segmented lists as a result. There are so many tools to use, from reports to analytics, to phonebanks. We're excited about the development of automations and would love to see an option to include steps like texting or removing activist codes as well based on meeting search criteria. The interface is quite intuitive and easy to learn the more time you spend with it!

I wish there were ways we could better integrate with google sheets, for example when someone submits a form on EveryAction we could send the info to a google sheet (besides ticketed events) or have the capacity for us to use a tool like Zapier. It's sometimes difficult to know how we could get more in-depth advice over the phone or zoom from EveryAction. Also the add-ons get quite pricey!

The list-building is relatively easy to understand even for folks who are not well-versed in CRMs and databases, a major plus for a nonprofit. They've also improved their emailing features quite a bit in the last few years, so emails are easy to construct and make professional within the targeted email feature. I also love that you can move sections around on profiles and in list-building in order to customize what you see first depending on how you use it, a huge time-saver.

Some of the importing can be finnicky, without clear error codes (example: if a country name isn't exactly how it appears in the system, it will just reject the whole file, and it took us a while to figure out what the problem was.) There's also not a way to quickly merge duplicates -- it does have a dupe finding tool, but each merge takes an inordinantly long time. In order to do a mass ID and purge, you have to pay an additional fee.

Creating lists. Managing users and user profiles. Flexibility with tags.

Online actions. Email performance reports. Spreadsheet like views to edit info. So! Many! Duplicates! Bulk upload matching- selecting what to match on.

EveryAction has put a lot of thought into the layout and making it easy for users to do everything from creating emails to producing reports. The new drag and drop email feature is a game changer.

The committee structure which allows organization to create subaccounts can be a little clunky and integrations with Salesforce has gotten better but was not easy to implement.

Has excellent auditablity, decent degree of user-implementable customization of record data. Bulk-apply features are quick, intuitive and powerful.

Dependence on email as primary indicator of uniqueness or records requires a considerable amount of de-duping, especially where many consituents/donors are engaged both via place of employment and home (and thus likely to use two different email addresses).