Levitate

Levitate

Real Magic
+
+

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About

Bonterra EveryAction is an AI-powered nonprofit CRM that combines fundraising, marketing automation, advocacy, reporting, and supporter engagement in one platform. The platform gives nonprofits a unified contact record with a 360-degree view of donor and advocate history across email, mobile, giving, and engagement. Bonterra EveryAction helps teams reach supporters through coordinated email, text, and social campaigns while personalizing outreach across the donor journey. Built-in Bonterra Que acts as an AI strategic consultant that provides campaign recommendations, donor segmentation, email creation, form creation, fundraising analysis, stewardship support, and data management guidance. EveryAction also supports digital advocacy through petitions, forms, click-to-call campaigns, and tools for mobilizing supporters.

About

Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofits, fundraising teams, advocacy organizations, donor management teams, marketing teams, development directors, campaign managers, federated organizations, chapter-based nonprofits, social impact organizations, and teams that need nonprofit CRM, fundraising software, marketing automation, donor segmentation, donation forms, advocacy campaigns, supporter communications, AI guidance, reporting, and unified contact records

Audience

Levitate is best suited for small businesses, professional services firms, nonprofits, financial advisors, law firms, agencies, relationship-driven teams, marketers, customer engagement teams, and organizations that need email marketing, social media scheduling, texting, handwritten cards, review generation, surveys, websites, AI content assistance, and dedicated marketing support

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$150 per month
Billed annually
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.3 / 5
support 4.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The integration & automation capabilities for tasks like email marketing & donor management seems very useful for optimizing support management. The ability to track relationships & interactions across channels is very powerful.
  • EveryAction offers robust constituent management features, allowing non profits to efficiently organize & track information, interaction & contribution.
  • IT has proven to be a great tool to gain valuable insights into our sales analytics. The platform goes beyond basic data, offering customized insights to support informed decision making.

Cons

  • Plenty of users in our organization have faced a steep learning curve while using it at the initial stage. Simplifying the user interface could get rid of this problem making the integration time much lower as compared to current time.
  • Like many CRM systems, there might be a learning curve for users new to EveryAction, particularly when exploring advanced features & customization options.
  • While being a very comprehensive tool, We have faced multiple integration challenges with some specific third party tools which potentially impacts our workflow.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bonterra
Founded: 2021
United States
www.bonterratech.com/product/everyaction

Company Information

Real Magic
United States
levitate.ai

Alternatives

Alternatives

Categories

Categories

Donation Management Features

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

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

360MatchPro
Adwerx
Bonterra Deed
Bonterra GiveGab
Bonterra Network for Good
Clio
DonorPerfect Fundraising Growth Platform
Facebook
Follow Up Boss
Gmail
LoopNet
Microsoft Outlook
New/Mode
Redtail CRM
Spacio
Wealthbox
Zillow
iHOUSEweb
realtor.com

Integrations

360MatchPro
Adwerx
Bonterra Deed
Bonterra GiveGab
Bonterra Network for Good
Clio
DonorPerfect Fundraising Growth Platform
Facebook
Follow Up Boss
Gmail
LoopNet
Microsoft Outlook
New/Mode
Redtail CRM
Spacio
Wealthbox
Zillow
iHOUSEweb
realtor.com
Claim Bonterra EveryAction and update features and information
Claim Bonterra EveryAction and update features and information
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Claim Levitate and update features and information