EveryAction Reviews

The following features are golden pots of EA, 1. Reporting and Data Analysis This section of the tool is one of the excellent thing that has been done so far. My team do not require so much complex data science skills to understand the dynamics behind the datasets in EveryAction. The graphs are punchy and easy to understand. Their presentation formats render them very useful to various stakeholders within my organisation. 2. The Administrative menu This section is encompassing especially for the kind of jobs we have on our plate. Our organising team have been gratefully harnessing its simplicity and ease of use.

The integration part of this tool has not been great from our end. We are yet to harness it full potentials. We actually looking at ways of integrating our financial solution within our finance unit to this tool. Secondly, the text messaging aspect has not being actively working as expected.

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.

EveryAction is unique because it combines donor management, volunteer management, and a CRM into one tool.

The software is very difficult to navigate and the training doesn't prepare users to successfully utilize it. We didn't have a dedicated account manager, and the only support we received was through email with a response time of over 2 weeks.

Thank you for your open and honest feedback - we value our customer's opinions and take them seriously. Please reach out to training@everyaction.com so we can help remedy the situation - they are awaiting your outreach!

The performance! Views load fast. Reports update fast. Contacts and user records save automatically for 80% of the attributes you update. And the "Create a List" interface is so performant that I use it just to answer idle questions about the constitution of our database (which is not small). I've used Salesforce a fair amount with a similar sized database; often running reports, you would enter in all the parameters, run it, and then go make a sandwich. Five minutes later, maybe it had run. I never even THINK about how long something will take to run anymore. It's great.

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.

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!

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).

I like that EveryAction allows our organization to recruit volunteers, mobilize members during key moments, and cultivate relationships with small-dollar donors in order to increase social awareness, engagement, and website traffic for liberal and progressive issues on behalf of democratic clients. I especially like that events are simply to manage in the CRM platform and campaign metrics are easy to understand for reporting purposes.

This is a technical issue, but for some reason, it is more difficult to embed EveryAction links into the body of an email, digital or social media ad soliciting revenue for a political campaign or cause compared to other software.

EveryAction has modernized our communications in many ways. 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. We are most excited about the event management and recruitment potential of EveryAction, and the possibility of unifying and bringing most of our digital communications under one tool.

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.

I like the customization of the software to fit our needs.

Some reports are limited with customizations.

My organization uses Everyaction as our CRM. 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. They also have some cool twitter and email integrations that make it really easy to create online actions for people to take and helps us engage our volunteer base more effectively.

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

The bulk upload and bulk apply features are very convenient and easy to use. The interface is visually appealing and buttons/icons are clear, making it a user-friendly toll for even non-technical users. The contact matching feature works well and keeps data organized and avoids duplicate contacts.

Profiles for organizations are not very robust - no field for website and the primary contact field does not have much functionality ie. you cannot set up an email to go to the primary contacts of a select group of organizations.

It will alleviate other processes used in the past and provide all our records and information in one centralized location

The process and time it took for our old database and CRM platforms to be converted into EveryAction's lingo and platform

At Resource Generation we appreciate how user friendly EveryAction is to navigate. Our full staff and many of our member leaders need to use the system to move their work forward, and that hasn't been possible with other systems. EveryAction also uses the language of in person and online organizing throughout its systems which is helpful from a functionality and user adoption standpoint. The values alignment also means the kinds of functions that are built prioritize justice frameworks, such as selecting preferred gender pronouns.

EveryAction is a newer database, and new functions that you might expect to already exist are being built all the time. One example is responses to online forms formerly going directly into a contact record as notes, which is now an optional function. So expect there to be some growing edges for the system. That said, the support team is good about acknowledging what is being built and communicating and mitigating the impacts for users where possible. This is primarily why I scored lower on "Features & Functionality".

We switched to EveryAction from NationBuilder and absolutely love it. The user interface is sleek and modern, and its very easy to query based on dozens (hundreds?) of filters, actions taken, demographics, etc. We also use the email tool to send out our newsletter and can quickly and easily make donation & signup pages.

There's not much I don't like about EveryAction. I wish the email templates were built out a bit more, but that's really it.

An incredible amount of functionalities + tools built into one CRM; great + straightforward database; straightforward segmenting tools + email generation tools; fantastic customer service.

High price-point compared to market standard; email builder could be more sophisticated and flexible; somewhat difficult to learn + teach, relying on repetition.

The implementation team was absolutely fantastic. 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.

The variety of choices can be overwhelming, and sometimes support tickets are answered by more junior staff (so can be less accurate). Pipeline documentation is really not good, API could use significant revamp as well.

EveryAction is very customizable for users, and the controls are easy to understand. Moreover, our teams fund it much more user friendly than the previous produce we used.

I don't have significant issues with this software. There is sometimes confusion with where certain comments should be added in records, but that is more of an internal issue.

There are so many features of EveryAction that are exceptional. My favorite feature is the list builder. You can easily create a list of constituents and then run a report to access whatever data you need, all in seconds. 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. Finally, I have never used a CRM that so easily allows for import and export of data.

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.

User-friendly and as intuitive as is possible, excellent support, wide functionality

The official help pages are extremely thorough, but can be hard to follow without a pretty deep understanding of the entire platform

Reports are easy to customize and generate.

Wish it was integrated with Qb for the import of data.

I like how easily I can get in touch with EA's support. I also like how solid the various tools are - very little bugginess, which is a huge upgrade from what we used before.

The reporting can get a little confusing. Certain data is available in certain types of reports and not in others.

The membership/volunteer management is the most beneficial feature for me. It allows me to keep track of everyone in my region, and also track their engagement or lack thereof.

I wish that the Create A List feature was more user friendly. There seems to be so much to choose from that I've had to relearn how to create different lists so many times.

Ease of use; no changes to the software.

There's not much I'd change, but some of the backend data management and charting the data could be better.

I love how everything is integrated and cuts across multiple departments - our Development, Digital, and Organizing teams can all work together in a much more streamlined way.

Trying to integrate with other systems can be difficult, but luckily so what of we need to do is already in EveryAction that we don't need a lot of 3rd-party tools.

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

The hierarchy of how to organize, label and tag data is clunky and does not make for easy reporting on all elements desired. We have also found the customer service and support to be lacking. We find these to both be critical functions of an "out of the box" CRM for a nonprofit and these elements are far stronger in other systems.