CharityEngine vs. Mobilize

CharityEngine has the POTENTIAL to be a good CRM, but both unresponsiveness to the more complex problems go unresolved for months at a time. Employee turnover is huge, which is likely because upper management is doing nothing to solve the internal problems. I would NOT recommend this CRM at this point. While CharityEngine does allow reasonably robust storage and querying of data if you plan to send emails through your CRM, look elsewhere. CharityEngine's framework is clunky and counter-intuitive, in addition to frequently just not working at all.

Incentivized

Mobilize is well suited to any situation where you are trying to recruit large numbers of attendees for events and confirm them to keep your flake rate low. For our organization, this was true for our in-person organizing events like postcard parties and phone banks before the pandemic as well as for our digital events like webinars or virtual phone banks during the pandemic.

Incentivized

• Allows users to create unique queries to generate targeted data.
• Allows the entry of addresses from all around the world, not just US addresses.

Incentivized

• Event RSVP.
• Automated confirm emails/texts.
• Integration w/ NGP-VAN tools (EveryAction, Votebuilder).

Incentivized

• Doesn't help provide top of the funnel audience.
• Connecting like-minded people to mobilize crowd together for a common cause.
• The insights can be more actionable.

There are a lot of frustrating things about the general usage of CharityEngine. It syncs with a nine-digit zip code database, but doesn't automatically populate exportable fields with this data - it must be manually requested for each record. Buttons that allow a user to quickly move to a specific area of the data in a customer record frequently stop working after updates; are found by users and reported, and then take a month or longer to be fixed. A clunky and counter-intuitive "creative" database frequently fails completely and is always slow.

Incentivized

Slack has been really effective for intra team communication but to seamlessly communicate with external stakeholders Mobilize has been really effective. This is the primary reason I selected Mobilize. On top of that the features to collect feedbacks after events is something which is really powerful in Mobilize compared to competitors.

• CharityEngine has allowed our organization to grow in the past few years, but it has not kept up with industry trends and avoids making changes and updates requested by users.
• Our overall business objectives cannot be met with CharityEngine alone. We must export data and use other applications to generate the data we need.

Incentivized

• My audience is more aware of upcoming schedule.
• We get pin pointed feedback on our events.
• Reduced the TAT to schedule events.