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EveryAction Reviews

Reviews summary

Pros

But, I've been impressed with the quality of customer service, availability and commitment of the EA team to getting it right. As of now - I'd absolutely suggest exploring their tools and their team.

Jo S.

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The interface is elegant. It's given us an amazing ability to create engaging and effective campaigns that are impactful and have helped us grow.

Benjamin E.

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EveryAction is an incredibly user-friendly CRM with excellent email and form building, great source code building, great segmentation tools, and very useful reporting-making tools.

Khelil B.

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Cons

Product is limited and customer service is the worst.

Tracy S.

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We do know we one of the negatives in the selection process was the inability to embed video in outbound emails.

Jo S.

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Functionality for surveying constituents is currently very limited, but this is something they are currently working to develop.

Karla C.

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Overall rating

4.6

(68)

5

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94%
positive reviews
92%
would recommend this app

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68 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Diving in to a new partnership!

Reviewed a year ago

We've been quite pleased to date with all of our interactions and when problems or deadlines have moved - the EA team has worked with us to ensure we meed our organizational goals.

Pros

Our organization had been with a Blackbaud product for many years and were challenged in ease of use and functionality. We were excited to find all of the assets as part of EveryAction that would allow us to engage with our donors, advocates, pet passionate people and pet parents in a very different way. As of now - we are smack in the middle of our data conversion. It is not without some pain points but that is absolutely expected in any conversion. But, I've been impressed with the quality of customer service, availability and commitment of the EA team to getting it right. As of now - I'd absolutely suggest exploring their tools and their team! We've been most happy!

Cons

We are not deep into usage to be able to honestly answer this questions. We do know we one of the negatives in the selection process was the inability to embed video in outbound emails. But we understand many clients are requesting this option and are working hard to roll out that tool soon!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Intuitive UX makes this CRM one of the best

Reviewed a month ago
Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Product is limited and customer service is the worst

Reviewed a year ago

Over the past two years, we have helped on partner migrate to EA and two partners leave the EA platform. The functionality of the system is limiting, to say the least. In doing so, we engaged with customer service for a variety of reasons. In the case of onboarding a new client, it was mostly crickets, our questions often went ignored or it was a "whatever" kind of answer. Then just recently we helped...

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Worth It, But Study Up!

Reviewed 2 months ago

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. I most appreciate the ability to segment mailing lists in order to reach the specific supporters/subscribers to our organization. This platform is no joke, and has enormous possibilities for functionality, but you have to know what you're doing to be effective. There is an extensive help section, and one-on-one training with your client services representative is available through scheduling. They are thoughtful, knowledgeable and incredibly helpful.

Cons

While EveryAction has broad functionality, it isn't intuitive. It can be cumbersome to perform a simple task, especially if you are not performing these tasks enough to develop cognitive/muscle memory through repetition. All of the options can be overwhelming, and unless you are aware of the possibilities and what function you want to perform as well as have the time to research, watch, learn, and...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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EveryAction Review - Re: Onboarding

Reviewed a year ago

So far it's been great. We're looking forward to fully transitioning using it by the end of November and starting the year onboarding the rest of our staff.

Pros

The cross-team collaborative platform, as well as team-specific customization. We're still relatively new to EveryAction, so this is a current general overview.

Cons

Some pages for custom forms might require more technical coding support and in some few instances, forms/design seems bulky or dated. For the most part, the customization allows a flexible, seamless design paired with thoughtful, high functionality on both the external user and administrator end.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great All-in-One CRM!

Reviewed 11 days ago

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

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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EveryAction works!

Reviewed 11 days ago

Fantastic

Pros

If you’re coming from a progressive political campaign background and used NGB/VAN this tool will feel completely Natural. We’ve been able to cut down on training time for new staff coming from campaigns because they already know 90% of the basics. It’s also generally just very easy to use

Cons

It can take a little while to get used to the specific phrasing and terminology used. Things like “activist codes” might take a little while, but the trick is an organization needs to figure out how they want to use these tools

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great membership/donation management product

Reviewed 11 days ago

We've had a good experience using EveryAction. We don't use it to its fullest, and there are some add-ons that we've not purchased/ used that could help us further. They continue to add and update features to make the product easier to use.

Pros

Integration was easy and the product is generally not difficult to use. Especially now that they've added drag -and-drop functionality for the emails. So much easier. Great way to keep track of who is donating and target our emails appropriately.

Cons

Some things are really clunky to use and the help info isn't always current or comprehensive. However, the emails to support are always answered quickly and usually resolved simply.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 2 months ago
Pros

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.

Cons

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.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Data Base!

Reviewed a month ago

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

Pros

The list orginization is key. My work of engagement is much easier having lists in one place and already organized. 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.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent CRM for growing organizations

Reviewed a year ago

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. We're thrilled to keep working with EveryAction as they are constantly rolling out new features and improvements so we can provide our supporters with best-in-class emails and donation forms to support our cause.

Pros

My organization uses EveryAction primarily for its Fundraising and Digital features: donor management, user segmentation, targeted email, online donation forms, and reporting. It was our organization's first-ever donor database and an excellent investment for our team in our early days. As Comic Relief has grown, and as our digital strategies have become more sophisticated, we've been please to see EveryAction's product evolve and improve along with us. Highlights of the product include it's robust list creating feature, email editor, donation forms, and its reporting center. EveryAction also provides excellent all-around account management - no other vendor we've worked with has been this attentive to our needs and receptive to our feedback.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 3 years ago

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

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.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great User Experience for Admins and Constituents

Reviewed 2 years ago

Overall, it is a very clean and user-friendly database for both the admins and constituents. 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

Very easy to use and figure out system for the administrators and for the outside constituents. They have a robust reporting and infographics feature that helps you keep up on top of your goals and progress monetarily or with responses to forms/emails. The forms are very easy to build and use, with a clean look. 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. Additionally, the platform would be beneficial for a non-profit who wants to track their donations/fundraising and emailing easily in a system. The price is good for us since it is based on the number of contacts in your database, not the number of users.

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. That being said, as the platform is seeking a broader audience of non-profits, they are starting to embed and automate the tasks we are currently doing manually or paying extra for.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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EA is user friendly, built for activism, and a "work in progress".

Reviewed 3 years ago
Pros

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.

Cons

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".

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago
Pros

The software is extremely user friendly, my non-technical staff find that setting up emails, petitions, advocacy campaigns, sign up forms, and fundraising forms is very easy to do. Every Action is constantly asking for user input and rolling out updates and new features that make the tools more robust and easy to use. The advocacy tools are robust and include integration with social media both for...

Cons

Functionality for surveying constituents is currently very limited, but this is something they are currently working to develop. Integration with other databases has been challenging for us as has duplicate management.

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  • Ease of use
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Moving to EveryAction was an great decision on our part -- incredibly better than our old system.

Reviewed 3 years ago
Pros

Its step-by-step functionality is great even for non-tech people; they seem to get it much quicker than others. And the VAN integration was the big selling point for most people -- never before has it been so easy to see if someone opened an email, came to an event, filled out a form, and got a survey response all in one place before. And while we don't use it as much as I'd like, the Advocacy Tool is truly great and something I haven't seen others do as well. And Customer Service is always responsive and helpful if it's something that already exists.

Cons

Everything that I would change about EveryAction are just additional tweaks to its existing functionality; I don't think there are any overarching/systemic flaws -- we would just be able to link back to survey questions, for example, whereas right now only activist codes are available, etc.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago

Quite a few, but off the top of my head: Modernized, nice looking communications. Increased engagement with volunteers. Superior analytics.

Pros

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.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Excellent CRM

Reviewed 2 years ago

Overall, the CRM is a joy to work with. Most of the time, everything works seamlessly. The ability to create emails and form is very easy to learn and excel at.

Pros

EveryAction is an incredibly user-friendly CRM with excellent email and form building, great source code building, great segmentation tools, and very useful reporting-making tools. The ability to track community engagement, the ease-of-use and the attractive interface make EveryAction (which I use daily) incredibly helpful in my content creation and reporting.

Cons

EA reports are very good with one exception: I'd like a state-by-state breakdown of emails sent to recipients. Right now, I cannot easily find out how many emails the average person in California received from us. EveryAction should allow for local/state email counting.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Experiencing EveryAction

Reviewed 2 months ago
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. That makes so easy for making decision.

Cons

The least thing is the text messaging function. It's sometimes very difficult to get message to phone numbers. Secondly, the issue integration regarding the financial transaction must be looked into. The tool should allow users to connect a third party accounting software.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Better than NationBuilder

Reviewed 3 years ago

Easy and simple creation of signup forms and donation pages, powerful email tool for our newsletter.

Pros

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.

Cons

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.

Overall Rating
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Using EveryAction, we've taken supporter engagement to a new level. These are powerful tools.

Reviewed 3 years ago
Pros

Mobilizing supporters, both old and new, is easy with EveryAction. Emails, advocacy, and fundraising are straightforward. The interface is elegant. It's given us an amazing ability to create engaging and effective campaigns that are impactful and have helped us grow.

Cons

There's a learning curve here, but the supporting documentation is strong and I've found their support team and our organization's account representative to be extremely helpful. They care about making sure we're using EveryAction to the best of our ability.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great High-End CRM

Reviewed a year ago

EveryAction is a great, albeit expensive, CRM that arguably justifies its costs. Its support team is reliable, helpful, and prompt. Within EveryAction, you can nearly anything you could hope for outside of peer-to-peer texting - our package includes data tracking (with an option to purchase direct voter file incorporation), list generation, click-to-action tools, donation functionalities, event tracking, and email generation, among other features. It's incredibly convenient to have a one-stop shop while managing a large public interest campaign.

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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EveryAction makes data and fundraising easier

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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A better choice for our company

Reviewed a month ago

EveryAction integrates so well with other tools we use, and we know more people are receiving our communications.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
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I have used several CRMs and EveryAction is the most powerful and easiest to use, by far.

Reviewed 3 years ago
Pros

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.

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.

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