Services

Implementing a new CRM doesn’t have to be a long and frustrating process. The EveryAction team of migration and onboarding experts provides a wide variety of services to meet every need and ensure that organizations of all sizes are fully supported.

Training

Implementing a new tool for your team has never been easier, with free resources for getting everyone up-to-speed.

Getting Started with EveryAction
Getting Started is a collection of free onboarding resources designed to help new users manage their transition to and launch with EveryAction. Our modules provide a clear onboarding path for new clients by presenting topics in a simple and customizable format. Couple live community training sessions with on-demand videos, help docs, checklists, and action items to help manage and track your transition to EveryAction. 

Ongoing Community Trainings
These training sessions are great for anyone looking for an overview of a particular feature or tool. We'll show highlight the essentials and include best practices. See our upcoming schedule and register for a spot here.

Training

Support

With a world-class support team available to answer questions from users of all levels, you'll never solve a challenge alone.

Expert CRM Support
Get support when you need it. Phone calls to our support line are answered by EveryAction Specialists who can answer your question right then – we put smart, senior people on the phones to make sure you get expert answers for your "how to" questions.

Unlimited Phone and Email Support
You don't have to be a designated user or account contact to speak with our support team. From the smallest task to a complex project, every support call receives the same level of world-class attention and service.

Support

Personalized Onboarding and Migration Services

Get personal support for migrations and maintenance from our team of experts.

Onboarding, Training, and Implementation Packages

Looking for more personalized onboarding support for your team? EveryAction offers a wide variety of services to fit every need, from dedicated migration specialists, to custom, in-depth trainings, to full-time account management. Our team has experience with projects of all sizes, and understands the programs and needs of nonprofit users. We are dedicated to making sure that you’re able to get the most out of EveryAction from day one, and for the long haul.

Data Services

The EveryAction Data Services team is here to make your migration to and continued use of our tools as smooth as possible. We offer a wide variety of services to help you migrate and maintain your data, from your initial mapping and conversion to ongoing data maintenance, including NCOA, address standardization, duplicate analysis, and more.

Data

Website

No web developer on staff? We'll help you build, customize, and optimize.

Digital Services

EveryAction Digital Services offer custom websites, email templates, online forms, technical support, and private training for nonprofits looking for an upgrade or just for something new. While EveryAction forms and email templates come optimized and ready-to-use right out of the box, if you’re looking to push your web presence to the next level, customization for your organization might be the answer. See what a few organizations have to say about working with our Digital Services team here.

Website