EveryAction Features

EveryAction

Unified CRM, fundraising, advocacy, and digital platform

4.58/5 (72 reviews)

EveryAction Feature Summary

  • 360 degree view
  • AC compliance & reporting
  • APIs
  • Advocacy
  • CRM
  • Committee management
  • Contribution tracking
  • Customizable reporting
  • Data visualization
  • Deadline tracking
  • Development
  • Donor management
  • Dues management
  • Event management
  • Fundraising management
  • Grant management
  • List segmentation
  • Marketing Automation
  • Member database
  • Membership management
  • Mobile Messaging
  • Mobile giving
  • Multi-step donation pages
  • Online actions
  • Online donations
  • Payment processing
  • Planned giving management
  • Pledge management
  • Prospect management
  • Recurring giving
  • Social advocacy
  • Social media management
  • Social network integration
  • Supporter management
  • Targeted email
  • Third party integrations
  • Volunteer management
  • Volunteer management & member activation
  • Voter contact
  • Zoom Integration

Competitor Feature Comparison

ACH Payment Processing
API
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Attendance Tracking
CRM
Calendar Management
Call List Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Charting
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Visualization
Database Support
Deadline Management
Demographic Data
Document Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Dues Management
Electronic Payments
Email Marketing
Email Templates
Engagement Analytics
Enrollments/Onboarding
Event Calendar
Event Management
Event Ticketing
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Lead Nurturing
Lifecycle Management
Mail Merge
Mailing List Management
Member Communication
Member Database
Member Types
Membership Management
Membership Renewals
Mobile Access
Mobile Giving
Monitoring
Newsletter Management
Online Forms
Online Giving
Payment Processing
Performance Metrics
Personalization
Pledge Management
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Registration Management
Reporting & Statistics
Reporting/Analytics
SMS Marketing Managment
SMS Messaging
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Social Media Integration
Social Media Management
Summary Reports
Task Scheduling
Third Party Integrations
Visual Analytics
Volunteer Management
Volunteer Recruiting
WYSIWYG Editor
Web Forms
Website Management
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Attendance Tracking
CRM
Calendar Management
Call List Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Charting
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Visualization
Database Support
Deadline Management
Demographic Data
Document Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Dues Management
Electronic Payments
Email Marketing
Email Templates
Engagement Analytics
Enrollments/Onboarding
Event Calendar
Event Management
Event Ticketing
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Lead Nurturing
Lifecycle Management
Mail Merge
Mailing List Management
Member Communication
Member Database
Member Types
Membership Management
Membership Renewals
Mobile Access
Mobile Giving
Monitoring
Newsletter Management
Online Forms
Online Giving
Payment Processing
Performance Metrics
Personalization
Pledge Management
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Registration Management
Reporting & Statistics
Reporting/Analytics
SMS Marketing Managment
SMS Messaging
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Social Media Integration
Social Media Management
Summary Reports
Task Scheduling
Third Party Integrations
Visual Analytics
Volunteer Management
Volunteer Recruiting
WYSIWYG Editor
Web Forms
Website Management
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Alumni Management
Attendance Tracking
CRM
Calendar Management
Call List Management
Campaign Analytics
Campaign Management
Campaign Segmentation
Charting
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Contribution Tracking
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Visualization
Database Support
Deadline Management
Demographic Data
Document Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Dues Management
Electronic Payments
Email Marketing
Email Templates
Engagement Analytics
Enrollments/Onboarding
Event Calendar
Event Management
Event Ticketing
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Lead Nurturing
Lifecycle Management
Mail Merge
Mailing List Management
Member Communication
Member Database
Member Types
Membership Management
Membership Renewals
Mobile Access
Mobile Giving
Monitoring
Newsletter Management
Online Forms
Online Giving
Payment Processing
Performance Metrics
Personalization
Pledge Management
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Registration Management
Reporting & Statistics
Reporting/Analytics
SMS Marketing Managment
SMS Messaging
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Social Media Integration
Social Media Management
Summary Reports
Task Scheduling
Third Party Integrations
Visual Analytics
Volunteer Management
Volunteer Recruiting
WYSIWYG Editor
Web Forms
Website Management
eCommerce Management
Visit WebsiteCompare App

EveryAction Feature Reviews

25 reviewers had the following to say about EveryAction's features:

Keith R.

EA and College of Marin

2021-04-14

Super pleased and really enjoy working with the staff.

Pros

I enjoyed the ability to track projects, events, solicitations, grants management and moves management all in one spot.

Cons

Lack of traditional fundraising reports such as lybunt report or donor profile.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donaldson D C J.

Experiencing EveryAction

2021-03-03

Pros

The one thing I like about this tool is it reporting functions, as oppose to other CRM tool, EA gives management a real time glance of progress across the entire operation of their engagement.

Cons

The tool should allow users to connect a third party accounting software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Zach M.

EveryAction is making a difference

2019-11-14

EveryAction has made our fundraising more efficient both in regards to donor management and through their email communications tools.

Pros

EveryAction has streamlined our donor management into one centralized program.

Cons

Our biggest issues with EveryAction were around training staff, however their team was great in helping in that process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary S.

EveryAction makes data and fundraising easier

2019-04-05

EveryAction allows me to keep clients data securely stored while offering the ability to provide high level organized reports at the same time.

Pros

As someone who does freelance data management EveryAction is a user friendly system that keeps donations, donor notes, and other valuable information organized and accessible.

Cons

Until you can full familiarity with EveryAction it can be challenging to understand the vast array of data points the database stores.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Karla C.

In my work, we use the Every Action advocacy, fundraising, and email tools.

2018-03-06

Pros

Creating scheduled reports and analytic dashboards is easy and allows you to see almost every detail you'd want to know about how your campaigns are performing.

Cons

Integration with other databases has been challenging for us as has duplicate management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jackie P.

EA review

2019-11-14

Pros

It houses our donor management/stewardship and our digital needs in one CRM.

Cons

Some of the donor management/stewardship functionality is lacking but many of the issues are being resolved through updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
ROBERT S.

Great Advocacy Tool

2021-04-22

Overall it's been a better tool compared to past systems used.

Pros

The integration of multiple components, fundraising, volunteer management, communications, advocacy, etc., make it simple to get a snapshot of each member in one location.

Cons

While the system is highly customizable this too can become stressful and burdensome. Online help tools are good but not the best solution when trying to maximizing usage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Tamanna S.

Excellent CRM for growing organizations

2019-11-14

Through everything from complicated data transfer projects, staff trainings, to optimizing our donation forms - the EveryAction team has been an excellent technology partner for nearly 3 years.

Pros

My organization uses EveryAction primarily for its Fundraising and Digital features: donor management, user segmentation, targeted email, online donation forms, and reporting.

Cons

We initially struggled to on-board members of our organization to use EveryAction - the produce was likely too sophisticated for staff members who are less tech savvy. In recent months though, we've seen tremendous improvements to their help documentation and webinar offerings which has allowed our staff to train themselves and get one-on-one support after nailing the basics.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric H.

Easy to use at first, and immense power and flexibility when you get into it. Also great performance

2018-05-01

It's a powerful engagement platform The ActionTag online form system works great out of the box, and is fairly easy to customize if you want to fine-tune your user interfaces and flows User management is made really easy with some powerful tools like quick role comparison and impersonation It's blue

Pros

Views load fast. Reports update fast.

Cons

Growing pains. EveryAction already does a lot, and their product team is expanding what it offers at a fine clip. As a result, features are often released with bugs and/or oversights that probably would have been caught in a more conservatively evolving platform. In a way, this is kind of a sneak Pro, because as long as you take new features with a few grains of salt, you benefit from a pretty agile development schedule. And most importantly, the bugs/oversights have always been functional; security, in my experience, has never been compromised in favor of progress.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara K.

EveryAction has revitalized our donor management!

2018-05-21

Pros

Searching for donor data and running reports is a cinch.

Cons

Support can sometimes take awhile and doesn't always give in depth solutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anastasia O.

Great All-in-One CRM!

2021-04-12

I love the system and couldn’t dream of using anything else. It’s very user friendly and helps our organization collaborate between departments with ease!

Pros

They have recently made some upgrades so now we are able to house all of our fundraising, volunteer management, and digital communications in one system.

Cons

It can sometimes be hard to get tech support from the company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peterson N.

Our web developer recommended EveryAction to us. We are a patient advocacy organization.

2018-05-03

Increased engagement with volunteers. Superior analytics.

Pros

The most important improvement for us a nationwide advocacy organization has been the uniquely easy way that EAction helps us track and analyze our volunteer engagement.

Cons

Depending on your working and learning style,, you will either like the fact that EAction seems to constantly evaluate and/or add new/improved features, or you will probably feel unsettled by the changes. Either way, you will want to spend more time upfront watching the video tutorials or at least have a plan to ask for more training in order to understand the basic features, which remain largely unchanged. You may also want to be more proactive with seeking tech support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Loree L.

Not the best CRM option for Nonprofits

2019-11-28

Generally, I would not recommend this product, as there are many other options in the nonprofit space that also offer affordable "out of the box" solutions for CRM, online processor, and e-marketing that have smoother functionality and come with better customer service and support.

Pros

The email functionality of this software is good -- it can create nice-looking emails that are mobile responsive.

Cons

The hierarchy of how to organize, label and tag data is clunky and does not make for easy reporting on all elements desired.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
JohnCarl D.

Worth It, But Study Up!

2021-03-03

Ensure you develop a standard of practice for data collection and management that is uniform from the beginning, with supporting documentation or it will be extremely difficult to manage the data on an ongoing or effective basis.

Pros

EveryAction presents a large suite of options to search, sort, and utilize data from your organization, including constituent record data and fundraising data.

Cons

For those coming into EveryAction from outside of the organization utilizing it, and with no experience on the platform, it can be challenging to learn and utilize, especially if the data/records have not been managed in a way that lend themselves to the way you want to use them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Does everything but nothing well

2018-06-26

Pros

EveryAction is provided by the same company (NGP) that creates the VoteBuilder and NGP tech products for Democratic campaigns, and is essentially the same SAAS repackaged for non-partisan groups.

Cons

Unfortunately, there's no simple solution to feed data into EveryAction's ecosystem without significant investment in building an app using their API when they could easily allow WebHooks or Zapier integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Brooke H.

Excellent tool for managing donor data for large non-prof organization

2021-02-24

Pros

Being able to manage multi channel donations such as direct mail and online, major donor data, grants, and reporting data all in one place is a game changer.

Cons

Pipeline documentation is really not good, API could use significant revamp as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Audrey B.

EveryAction has helped us integrate many different systems that we were using separately before.

2018-03-09

Pros

We've also been able to integrate our email program and our donor database which has been huge for our organization.

Cons

In order to make the reporting functions easy to use for users across various levels of skill, the reports are not as customizable as our previous tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Sarah S.

I have used several CRMs and EveryAction is the most powerful and easiest to use, by far.

2018-05-04

Pros

Next, EveryAction has so many available fields - it is extremely flexible and easily accommodates your needs. Third, the support at EveryAction is fantastic - they are constantly improving the product and adding features my team suggests.

Cons

There is a learning curve when it comes to direct mail plans and reports. However, there are very helpful tutorials on the EveryAction website to facilitate this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
nancy i.

This software has been great for us...much better than the program we were using before.

2018-05-07

Pros

flexibility of reports, ease of entry of data, identifying donor information good. household info good...

Cons

ability to use certain fields, frustrations with tech support, line is busy frequently would like to be able to schedule an appointment for help. Upgrade was very difficult and information from support not as helpful as it should have been.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Angela J.

Great Data Base!

2021-03-24

Everyaction allows for simple tracking of data and organizing that helps with projects and engagement.

Pros

I can pull lists and create an events. It keeps this partt of my work very organized and easily accessed.

Cons

The user interface can be cumbersome as it is not very intuitive and often need to review notes or look for help.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jordan B.

A great system that had nonprofits in mind!

2021-04-28

The implementation process was organized and well-managed; and ongoing customer support is helpful, timely, and usually very attentive.

Pros

We really love the way that we are able to automate emails; that is, we can create emails that fire automatically based on certain user/donor behavior.

Cons

The dashboard system can be a difficult interface if you don't use it regularly and/or aren't trained by the implementation team firsthand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kyle T.

Powerful software for email, online fundraising, call time

2018-03-12

Pros

Their offline fundraising / Development tools (grants management, etc) have been built out recently and are on par with Raisers Edge.

Cons

EveryAction probably isn't a good fit for small nonprofits that are happy using their same old tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marisa S.

EveryAction Review

2019-11-18

Pros

Organization of contact page Ways to work with the data Almost endless number of ways to run reports

Cons

The targeted email takes a lot of work to look beautiful and doesn't offer a lot of design options.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dani B.

Great User Experience for Admins and Constituents

2019-01-08

The only downside is that it was built for political organizations who canvass or phone bank, but they are working on making it more friendly and easier for non-profit organizations who do not fit that category.

Pros

The software has a lot of built in features which are great if your organization is politically active: makes lots of phone calls, uses a lot of volunteers, does a lot of canvassing.

Cons

As a membership organization who hosts a lot of events for our members, the systems are somewhat in place to meet our needs, but we need to do a lot of manual labor or pay extra fees to get the systems to work to fit all our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tracy S.

Product is limited and customer service is the worst

2019-11-14

The EA team held the org's data hostage, prolonged the process of migration, and made the customer pay for extra months that they didn't need because of EA's delay.

Pros

There was nothing that I liked about the software.

Cons

- Reporting is limited - "Lists" are difficult to query and use - Mass editing is impossible - No forward-thinking functions like actions or reminders - Record pages aren't laid out in any usable fashion - "Help Articles" don't help at all - Editing individual data is difficult - Account model is limited = orgs vs. people vs. businesses - Campaign and event hierarchy and construct is confusing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more