Step-by-Step Guide: Migrate from Bonterra to monday.com

If you’re evaluating nonprofit CRM software in 2026, Bonterra has probably crossed your radar. With over 22 years in the industry and a portfolio that includes Network for Good, EveryAction, and Apricot, Bonterra positions itself as the all-in-one fundraising and donor management platform for nonprofits of all sizes.

But is Bonterra worth the investment? Can it replace the five different tools your nonprofit is currently juggling? And more importantly — will it actually help you raise more money and strengthen donor relationships?

In this review, we’ll break down everything you need to know about Bonterra in 2026: features, pricing, user experiences, limitations, and whether there are better alternatives for your organization’s specific needs.

What Is Bonterra?

Bonterra is a comprehensive nonprofit technology platform that offers end-to-end tools for fundraising, donor management, volunteer coordination, case management, and corporate social responsibility (CSR) programs.

The company formed through strategic acquisitions and mergers of established nonprofit software providers. Today, Bonterra’s portfolio includes:

• Network for Good — All-in-one fundraising platform for small and midsize nonprofits
• EveryAction — Comprehensive CRM with fundraising, advocacy, and organizing tools
• Apricot — Case management software for social service organizations
• DonorDrive — Peer-to-peer and event fundraising platform
• Mobilize — Volunteer management and organizing software
• CyberGrants — Grants management and CSR platform

Each product operates somewhat independently, but Bonterra markets them as an integrated ecosystem for nonprofits at different stages of growth.

Who Is Bonterra For?

Organization Type	Best Bonterra Product	Why
Small nonprofits ($100K-$1M budget)	Network for Good	All-in-one platform, built-in coaching, simple interface
Midsize-large nonprofits ($1M+ budget)	EveryAction	Advanced segmentation, multichannel campaigns, advocacy tools
Social service organizations	Apricot	Case management, client tracking, outcomes reporting
Event-focused nonprofits	DonorDrive	Peer-to-peer fundraising, event registration, activity tracking

Bonterra Network for Good: Overview & Features

Network for Good is Bonterra’s flagship product for small and midsize nonprofits. It combines donor management, fundraising tools, and AI-powered coaching in one platform.

✅ Core Features

Donor Management

Feature	Description
Contact management	Track donors, volunteers, and supporters in one central database
Donation tracking	Monitor online and offline gifts, pledges, and recurring donations
Household grouping	Organize contacts by household or organization for smarter outreach

What works: Network for Good’s donor database is straightforward and easy to navigate. You can track donation history, communication preferences, volunteer hours, and engagement activities all in one contact record.

What’s missing: Advanced users report limited customization options for contact fields and frustration with reporting limitations (more on this below).

Fundraising Tools

Feature	Description
Donation pages	Mobile-optimized forms with recurring giving options
Optimized Ask	AI-powered donation amount recommendations based on donor history
Digital wallets	Accept PayPal, Venmo, Apple Pay, Google Pay, credit/debit cards
Recurring giving	Set up monthly sustainer programs with automated processing

What works: Creating donation pages is quick and requires no technical skills. The Optimized Ask feature uses AI to suggest donation amounts tailored to each donor’s giving history, which can increase average gift size.

What’s missing: Form customization is limited compared to standalone form builders. No password protection for forms, no save-and-continue draft functionality, and no iframe embedding.

Email Marketing & Communication

Feature	Description
Email campaigns	Unlimited branded emails with 90,000+ templates
Mobile messaging (SMS/MMS)	Unlimited text messaging integrated with donor records
Video messaging	Send personalized video thank-yous or appeals
Segmentation	Build targeted lists based on giving history and engagement

What works: Users consistently praise Network for Good’s email marketing capabilities. The platform scores 8.5/10 for email marketing on G2 (higher than Salesforce’s 6.7). The template library is extensive and tested across thousands of nonprofit campaigns.

What’s missing: Email editor customization is limited. Users report frustration with organizing images in targeted emails and difficulty with advanced layout control.

Events & Auctions

Feature	Description
Ticketed events	Event registration, ticket sales, and attendance tracking
Auctions	Mobile bidding, automated notifications, self-checkout
Peer-to-peer fundraising	Supporter-driven campaigns with social sharing
Event sponsorships	Sponsor solicitation and recognition management

What works: Event management is integrated directly into the CRM, so registration data automatically syncs to donor records. No need to export/import data from separate event platforms.

What’s missing: Event customization options are limited. Advanced event needs (complex ticket tiers, multi-session conferences) may require workarounds.

AI-Powered Coaching (Bonterra Que)

Bonterra Que is the platform’s built-in AI fundraising assistant, trained on decades of nonprofit fundraising data and 90,000+ campaigns.

Available in all plans: ✅ Best practice coaching ✅ Access to proven fundraising strategies and templates ✅ In-product tips and recommendations

Available with add-on pricing:

• Personalized coaching based on your donor data
• AI-generated donor segments using natural language
• Email creation with on-brand messaging
• Donation page creation with optimization suggestions
• Donor stewardship prompts

Real-world value: Early users report that Que is helpful for small teams without dedicated fundraising staff. It provides actionable next-best actions and reduces the guesswork around campaign strategy.

Limitations: Advanced AI features (personalized coaching, segment generation, content creation) require additional cost beyond the base plan. This adds up quickly.

Bonterra EveryAction: Advanced Nonprofit CRM

EveryAction is Bonterra’s enterprise-grade solution for larger nonprofits that need advanced segmentation, advocacy tools, and multichannel campaign management.

✅ Key Features Beyond Network for Good

Feature	Description
Advanced segmentation	Target donors with precision using AI-driven filters and predictive models
Engagement scoring	Identify supporters most likely to upgrade, lapse, or engage
Automated workflows	Build complex supporter journeys with conditional logic
Advocacy tools	Petitions, click-to-call, virtual phone banking, canvassing app

Multichannel Campaign Management

EveryAction excels at coordinating campaigns across email, SMS, direct mail, and social media from one platform.

Integrated channels:

• Email marketing with dynamic content
• SMS/MMS with multimedia support
• Direct mail tracking and fulfillment
• Social media integration
• Advocacy actions (petitions, calls to action)

Why this matters: Most nonprofits use separate tools for email (Mailchimp), SMS (Twilio), and direct mail (third-party vendors). EveryAction consolidates these into one system, eliminating data sync headaches.

Fundraising & Engagement Features (EveryAction)

Feature	Included in Plan
Donation forms	✅ Included
Cart abandonment recovery	✅ Included
FastAction (one-click donations)	✅ Included
Employer matching integrations	✅ Included
Moves management (major gifts)	✅ Included
Planned giving tracking	✅ Included
Grant management	✅ Included

What works: EveryAction’s moves management and major gift tracking are well-suited for development teams managing donor cultivation pipelines. Task management and team collaboration features are built directly into the CRM.

What’s missing: Users report that contribution reports don’t include total dollar amounts (requiring manual calculation). Reporting customization is limited, and many users resort to exporting data to Excel for complex analysis.

Bonterra Apricot: Case Management Software

Apricot (formerly Social Solutions Apricot) is Bonterra’s case management platform for social service organizations.

✅ Core Case Management Features

Feature	Description
Client database	Secure, HIPAA-compliant client information storage
Customizable workflows	Build intake, assessment, and service delivery workflows
Outcomes tracking	Measure program impact and client progress over time
Collaboration tools	Team communication, task assignments, and file sharing

Best for: Homeless services, behavioral health programs, workforce development, youth services, and family support organizations.

What works: Apricot’s drag-and-drop form designer makes it easy to create custom intake forms, assessments, and surveys without coding. The best practice library provides templates for common social service workflows.

What’s missing: Users report that Apricot is expensive for small organizations. One reviewer noted: “The cost is high, especially for nonprofits, and initial training for administrators is expensive.”

Bonterra Pricing: What Does It Actually Cost?

Bonterra offers customized pricing based on organization size, feature needs, and which product(s) you choose. Here’s what we know:

Pricing Tiers

Bonterra offers three pricing tiers across its products:

Tier	Target Audience	Features
Essentials	Small nonprofits (<$500K budget)	Core donor management, basic fundraising tools, standard support
Pro	Midsize nonprofits ($500K-$5M budget)	Advanced segmentation, automation, multichannel campaigns
Enterprise	Large nonprofits ($5M+ budget)	Custom integrations, dedicated support, advanced API access

What Users Say About Pricing

The most common complaint about Bonterra is cost:

“The downside I would say, is the cost. It is very expensive for nonprofits, especially when there are lower cost software out there.” — TrustRadius Review

“We were gifted reduced pricing for the software the first 1-2 years, so the retail price is a bit harder for our non-profit.” — Capterra Review

For reference: Competitors like DonorPerfect start at $99/month. Givebutter offers a free tier with pay-what-you-can pricing. Bloomerang and Neon CRM are consistently mentioned as more affordable alternatives.

Hidden Costs & Add-Ons

Beyond base subscription fees, Bonterra users report additional costs for:

• Personalized AI coaching (add-on to base plan)
• Advanced Que features (segment generation, content creation)
• Salesforce integration (add-on)
• Additional user seats (varies by plan)
• Training and onboarding (especially for Apricot)
• Payment processing fees (standard 2-3% + transaction fees)

Bottom line: Bonterra is positioned as a premium solution. If budget is tight, you’ll want to explore alternatives.

Pros & Cons: Real User Experiences

✅ Pros: What Users Love About Bonterra

Benefit	Why It Matters
All-in-one platform	Replace 3-5 separate tools with one integrated system
Strong email marketing	90,000+ tested templates, high deliverability, unlimited sends
Built-in coaching	AI guidance helps small teams without dedicated fundraising staff
Comprehensive feature set	Donor management, fundraising, events, advocacy — all included

Real user quotes:

“It has made my job so much easier. The amount of time I save each week is invaluable.” — Brett Fox, Director of Operations, Hopecam

“Reviewers appreciate that Bonterra offers a comprehensive set of features included in the base price, which helps small nonprofits avoid the need for multiple software solutions.” — GetApp Reviews

❌ Cons: Common Complaints & Limitations

Issue	Impact
High cost	Expensive for small/midsize nonprofits with limited budgets
Steep learning curve	Complex interface overwhelms new users
Limited customization	Frustration with forms, reports, and email layouts
Vendor lock-in	No donor payment tokens for migration to other platforms

Real user quotes:

“Steep learning curve: The interface can be overwhelming for new users due to extensive features and complex navigation.” — SelectHub Review

“NFG and Bonterra will keep your donors hostages on their platform. Get off and stay away!” — Reddit r/nonprofit

“Lack of accountability and communication: One of the most frustrating aspects was the lack of accountability when critical issues arose.” — Capterra Review

“The platform lacks comprehensive learning resources and training materials that would help new users get up to speed more effectively.” — Software Advice Review

Top 3 TaskRhino Stories: When Nonprofits Hit Bonterra’s Limits

At TaskRhino, we’ve worked with over 110 organizations implementing and optimizing CRM systems. Here are three real stories of nonprofits that outgrew Bonterra’s capabilities — and what they did about it.

Story #1: The Event Producer Who Needed Real-Time Updates

Organization: Regional arts nonprofit running 40+ events per year Problem: Bonterra’s event forms could only create new registrations. They needed vendors, sponsors, and volunteers to update existing event details (contact changes, dietary restrictions, schedule conflicts) without creating duplicate records.

Bonterra limitation: Forms can only create new items in the database. No way to generate unique update links for existing registrants.

Solution: TaskRhino implemented BoardBridge forms, which generate unique URLs for each registrant. Vendors and performers received personalized links to update their information. All updates wrote directly back to the CRM without creating duplicate records.

Result: Event coordinator saved 8+ hours per event eliminating manual data entry and duplicate cleanup.

Story #2: The Fundraising Team Stuck in Email Notification Hell

Organization: National education nonprofit with 15-person fundraising team Problem: Bonterra’s notification system sent plain-text emails with no CC/BCC support. The team needed rich HTML emails with merge variables, conditional recipients, and the ability to CC entire teams based on donor segments.

Bonterra limitation: Native email automations are plain text, single recipient, no CC/BCC groups, and limited trigger logic.

Solution: TaskRhino built custom email workflows using BoardBridge’s automation engine. Emails included rich HTML formatting, merge variables pulling donor data, CC groups (“Major Gifts Team,” “Development Director”), and conditional logic (e.g., CC the regional manager if donation > $5,000).

Result: Team collaboration improved dramatically. No more forwarding emails or missing notifications. Response time to major gift inquiries dropped from 3 days to same-day.

Story #3: The Case Management Team Drowning in Manual Data Entry

Organization: Youth services nonprofit serving 200+ clients per year Problem: Bonterra Apricot handled client intake well, but follow-up workflows required manual data entry. Case managers needed families to submit progress updates, attendance confirmations, and satisfaction surveys — all writing back to the client’s existing case record.

Bonterra limitation: Forms in Apricot create new submissions, not updates to existing case records. No way to send families a form link that updates their specific case file.

Solution: TaskRhino integrated BoardBridge forms with the case management workflow. Each family received a unique form URL that updated their case record directly. Conditional logic showed/hid fields based on program enrollment.

Result: Case managers saved 12+ hours per week on data entry. Client data accuracy improved (families entered their own information instead of case managers transcribing phone calls). Program compliance reporting became easier with complete, timestamped data.

Bonterra vs. Competitors: How It Stacks Up

Here’s how Bonterra compares to leading nonprofit CRM alternatives in 2026:

Bonterra vs. Salesforce Nonprofit Cloud

Feature	Bonterra	Salesforce Nonprofit Cloud
Best for	Small-midsize nonprofits	Large, enterprise nonprofits
Email marketing	8.5/10 (G2)	6.7/10 (G2)
Ease of use	Moderate (steep learning curve)	Complex (requires admin/developer)
Integrations	7.6/10 (interoperability)	8.5/10 (best-in-class integrations)

Choose Bonterra if: You need an all-in-one platform with strong email marketing and don’t have a Salesforce admin on staff.

Choose Salesforce if: You need deep customization, complex integrations, and have technical resources to manage the platform.

Bonterra vs. Bloomerang

Feature	Bonterra	Bloomerang
Ease of use	Lower on G2’s easiest-to-use list	Consistently top-ranked for ease of use
Pricing	Premium (custom quotes)	More affordable (transparent pricing)
Best for	Comprehensive features, larger teams	Donor retention, small teams
Donor retention focus	General CRM	Built specifically for retention

Choose Bonterra if: You need multichannel campaigns, advocacy tools, and comprehensive features beyond donor management.

Choose Bloomerang if: Your primary goal is improving donor retention and you want an intuitive, user-friendly platform.

Bonterra vs. DonorPerfect

Feature	Bonterra	DonorPerfect
Starting price	Custom (higher)	$99/month
Target audience	Small-large nonprofits	Small-midsize nonprofits
G2 rating	4.0/5 (EveryAction)	4.1/5
Best feature	All-in-one platform	Value for small orgs

Choose Bonterra if: You need event management, advocacy tools, and peer-to-peer fundraising in one platform.

Choose DonorPerfect if: Budget is tight and you need proven donor management at an affordable price.

Bonterra vs. Givebutter

Feature	Bonterra	Givebutter
Pricing model	Subscription + processing fees	Free (pay-what-you-can) + processing fees
Best for	Comprehensive CRM	Event fundraising, campaigns
Donor management	Full CRM	Basic donor tracking

Choose Bonterra if: You need a full-featured CRM with donor management, communications, and reporting.

Choose Givebutter if: You’re a small nonprofit focused on events and campaigns and want to minimize subscription costs.

The Biggest Bonterra Limitation (That No One Talks About)

The most serious concern we’ve heard from Bonterra users isn’t about features or pricing — it’s about vendor lock-in.

The Payment Token Problem

When nonprofits want to migrate from Bonterra to another CRM, they expect to transfer:

1. Donor contact information ✅
2. Donation history ✅
3. Recurring donation payment tokens ❌

What are payment tokens? Encrypted references to donors’ saved payment methods (credit cards, bank accounts) that allow recurring donations to process automatically.

The problem: Bonterra does not provide payment tokens when organizations migrate to other platforms. This means:

• Your recurring donors must re-enter payment information
• You’ll lose a significant percentage of monthly sustainers during migration
• Donor trust is damaged (they already gave you payment info — why ask again?)

What users say:

“Every other CRM in the business gives out payment tokens. NFG and Bonterra will keep your donors hostages on their platform.” — Reddit r/nonprofit

This is a serious consideration if there’s any chance you’ll outgrow Bonterra or need to switch platforms in the future. Once you’re in, leaving is painful.