Causeview vs. Convio Luminate (discontinued) vs. Mobilize

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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It does great with donor cultivation processes and the workflow feature is top-notch for automating processes. Where it does a less than stellar job is getting it to work more specifically for your organization. Often times building that kind of special feature costs a significant time and money investment and it is something that is hard to transfer when it's time to move to a new database.

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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.

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

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• Luminate takes some of the legwork out of setting up NSPS for nonprofit use of salesforce.

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

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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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• Big Investment
• It's a sales program with a donation management overlay so it has some troubles around reporting.

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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.

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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Support for the product is horrible; often support will have you bouncing between Blackbaud support and Salesforce support and it's very rare either are able to find simple solutions. Most of the time the solutions almost always cost money and hiring consultants which, for a smaller organization, means not being able to achieve proper solutions.

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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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Of the databases I have used, Luminate CRM is my least favorite. However, it is powerful and large enough to function adequately for a large nonprofit; I couldn't say the same for some of Blackbaud's smaller products. We definitely need the full Luminate Suite (Luminate Online, Team Raiser, etc.,) to make it work, though - and we're constantly disappointed by the clumsiness of the way all the pieces interact.

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

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• Uncertain; we have not collected data on this. Our Luminate package is quite expensive, though.

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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.