Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

Bonterra EveryAction is a nonprofit CRM and engagement platform built for fundraising, marketing, advocacy, donor management, and supporter communications. The platform helps organizations create one unified experience across programs by bringing contact records, emails, mobile messages, donation forms, advocacy forms, and reporting into a connected system. EveryAction’s unified contact record gives teams a complete view of each supporter’s donor history, advocacy activity, communication engagement, and relationship context. Bonterra Que is built directly into EveryAction as an AI strategic consultant that turns donor data and fundraising best practices into recommended actions and usable outputs. Que can support personalized coaching, donor segmentation, email creation, form creation, fundraising analysis, donor stewardship, and data management. EveryAction’s marketing automation tools help nonprofits coordinate email, text, and social campaigns from one place. Its fundraising capabilities use data-driven insights, predictive AI, optimized ask amounts, segmentation, and donation forms to help increase donor lifetime value. The platform also includes grassroots advocacy tools such as petitions, digital actions, and click-to-call campaigns. By combining nonprofit CRM, fundraising, marketing automation, advocacy, AI guidance, and unified supporter data, Bonterra EveryAction helps organizations engage, inspire, and mobilize their communities.

Description

Levitate is a relationship marketing and client engagement platform built to help organizations communicate in a personal, authentic way. The platform brings together email marketing, social media scheduling, personalized texting, websites, handwritten cards, surveys, review generation, AI content assistance, and success specialist support. Users can send personal-feeling emails at scale, schedule industry-specific social posts, text contacts, build a stronger online presence, and generate more 5-star reviews. Levitate’s dedicated success specialists help with onboarding, strategy, and ongoing marketing guidance so teams do not have to manage engagement alone. Its Authentic Intelligence approach combines AI efficiency with human guidance to help users create genuine content quickly. The AI assistant can draft new emails or social posts, rewrite existing content, and adjust style for different audiences. Levitate is designed to help businesses stay connected with clients, donors, colleagues, referral sources, prospects, and volunteers. The platform integrates with everyday systems such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and other tools. By combining communication channels, AI, content support, review tools, and human strategy, Levitate helps relationship-driven organizations stay top of mind and grow through authentic outreach.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

8am MyCase No 
Adwerx No 
Bonterra Deed Yes 
Bonterra GiveGab Yes 
Bonterra Network for Good Yes 
Clio No 
DonorPerfect Fundraising Growth Platform No 
Facebook Yes 
Gmail No 
HawkSoft No 
Microsoft Dynamics 365 No 
QuickBooks Accountants No 
Redtail CRM No 
Salesforce No 
ServiceTitan No 
Spacio No 
Wealthbox No 
Zillow No 
iHOUSEweb No 

Integrations

8am MyCase Yes 
Adwerx Yes 
Bonterra Deed No 
Bonterra GiveGab No 
Bonterra Network for Good No 
Clio Yes 
DonorPerfect Fundraising Growth Platform Yes 
Facebook No 
Gmail Yes 
HawkSoft Yes 
Microsoft Dynamics 365 Yes 
QuickBooks Accountants Yes 
Redtail CRM Yes 
Salesforce Yes 
ServiceTitan Yes 
Spacio Yes 
Wealthbox Yes 
Zillow Yes 
iHOUSEweb Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$349 per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bonterra

Founded

2021

Country

United States

Website

www.bonterratech.com/product/everyaction

Vendor Details

Company Name

Real Magic

Country

United States

Website

levitate.ai

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management Yes 
Auction Management Yes 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management Yes 
Grant Management Yes 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management Yes 
Volunteer Management Yes 

Product Features

Email Marketing

A/B Testing No 
Artificial Intelligence Yes 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email No 
Image Library Yes 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Alternatives

Alternatives