Blackbaud eTapestry vs. Causeview vs. Mobilize

As we are a small Foundation with only one Administrative Assistant, eTapestry is perfect for me to keep all of our CRM. Once I got used to how it worked, I found it to be user friendly. If I have any problems, I can either try to find the answer for myself in the extensive library, chat to support or email our Customer Service Representative with questions. I cannot fault either the Support team or Customer Service Representatives I have dealt with over the years as all of them have been knowledgeable and extremely helpful. I would prefer to have better options within the Email section as the templates are very basic. There is another option to use an eTapestry partner, but there are additional costs involved in that. The email templates are OK to use if you wish to send quick information to your database.

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I think Causeview is well suited for those who are looking to track revenue and donor information in the same place. It is good to have your database with all of your contacts integrated with the same system that you use to process things such as donations and event registrations, so it saves time and we don't have to maintain separate systems for our development work and our other revenue-generating strategies. We also use reports to pull up information about donors and use that information for fundraising -- for example, donor history and things like that.

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Mobilize is very well suited to add processes around your non profit activities. Especially to host events and intimate your audience in real time about any new and upcoming events. It also automates the whole process to collect feedback from your audiences. Not so suitable to target new audience for your events.

• Report Scheduling is great. Reports can be scheduled daily (even on specific days of the week), weekly, or monthly) and auto-emailed.
• Reports can be displayed on the screen, downloaded, or emailed in CSV, excel, or pdf and can have columns pre-sorted in your preferred order.
• Online donations are automatically added to the donor's account and automatically create an account for a new donor.

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• Causeview's support team is mostly helpful and quick to respond.
• Causeview integrates event registrations within Salesforce.

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

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• When I started using eTapestry, you had to pay for courses to learn how to do more complicated things in the database. These courses were fairly expensive and our small organization couldn't afford that. I had to figure a lot out on my own or using the tech folks in chat or the odd free thing. Not sure if the courses are still costly or not.
• It is not particularly user friendly--for example, you would think the drag and drop email template would be pretty straightforward but it is not! And there aren't built in instructions to help as you try to use things.
• Figuring out how to organize queries and reports and communications in folders in order to find things again has been challenging. It is possible to search on keywords, which is very helpful. But finding something in a list of queries that is not alphabetical isn't particularly easy.

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• Event registration and donation pages could be better designed - not up to par with sites such as Eventbrite
• I would like to have the option for people to register with more than one e-mail address instead of creating a duplicate record each time someone uses a different e-mail.
• Some of my coworkers find Causeview confusing to use or difficult to find information.

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• 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.

We do not always get positive solutions from Etapestry. There are a lot of resources and solutions that you can read about and reach out to. I participate in Community Forums and trainings to see what we can be doing differently.

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eTapestry was the first donor database I had ever used and always found it to be much easier to use and administer than the databases I was used to (patient care and payroll databases). The rare times I can't figure out how to do something, I just hope on the chat and someone from the team pleasantly walks me through the process. If it's something that database is incapable of doing, they encourage me to log my suggestion in the idea bank so it can be considered for enhancements. On top of that, the regular training provided allows you to continue building your skills within the database

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I have never had an issue accessing eTapestry. It does occasionally go down for maintenance. When that happens, they give you a lot of notice and generally schedule maintenance for hours between midnight and 6am so that business won't be disrupted.

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The product does what it is supposed to, although there are downsides. There are positive and negatives for every product. This is less expensive alternative for a small organization tracking minimum information.

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My favorite feature is the Live Chat. If we get stuck, we can get immediate help, download the chat and save it for later so if we need help again we have it on file. The Knowledge Database is also extremely helpful.

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Causeview's support is a lone bright spot. They are often quick to respond. They are generally helpful, although brief in their answers and explanations. I would appreciate more detailed answers to technical problems, but I do appreciate their support's problem solving ability

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In person training is always helpful for a new product however I think that the online tutorials would do just fine.

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They explained everything well to us throughout the process. It was easy to find resources needed to answer any questions that we had. Support was also available should we need further assistance from the resources found online. They were also quick to respond to our teams inquiries, which was much appreciated.

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I was not there for the implementation of this platform. Unfortunately I am unable to just skip this question as it requires a response, which needs to be fifty characters, so here we are. At thirty four, I need to add a few more words to satisfy this requirement. Done.

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We have researched 2-3 other donor platforms and we just aren't at a place to change, although we are very tempted. eTapestry is getting us by for now and we don't look forward to the day when we have to change platforms and have to change things for our monthly donors. We worry about attrition if our donors have to change platforms.

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I did not personally select Causeview for my organization, but I have found it easy to use in comparison with other similar systems. The fact that Causeview can be added to Salesforce, and hop on our existing database, is very important to us and is one of the main reasons we continue to use the service.

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Before using Mobilize, we were handling confirmations using traditional organizing methods. By shifting to Mobilize, we freed up our organizers to focus on new volunteer recruitment and cut our flake rate significantly. We still use EveryAction from NGP-VAN, but we set up Mobilize to interface directly with that system via API.

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No, I would not change anything

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The product overall is not too bad but I would not suggest for a large nonprofit organization.

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We didn’t use professional services

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• Increased our capacity to fundraise.
• Allowed more opportunity to know our donors (tracking and data collection).
• Limited users - due to steep learning curve - as such less of our development staff know how to use the system to its fullest potential.

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• Negative: expensive per-license fee with no discount for added users.
• Negative: unreliable servers that host donate pages.

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