Virtuous CRM vs. Webex Events (formerly Socio)

Virtuous is a great tool for fundraisers and nonprofit organizations that want to keep all their donor records, gift transactions, donation landing pages, and reporting in one platform. It may not be well suited, though, for for-profit businesses, organizations, and agencies.

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WebEx Events is a great tool for hosting both an event website and an onsite event app. If you are looking to integrate an on onsite and online event, they have this capability, as well. The staff is always very helpful and I am able to get answers to my questions in a timely manner

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• User-friendly CRM.
• Knowledgable support staff.
• Allows for email marketing on a mass level.

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• It has quite a few optional and customizable features that can be utilized.
• It's easy to integrate your existing tools like Zoom, YouTube, Vimeo, and streaming services.
• It's flexible in the way that you upload content in that you can enter things one at a time on the website, or use a spreadsheet to upload a larger amount of content.

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• Virtuous only keeps track of contacts on forms for a given period of time, not the lifetime of when the form was deployed.
• Virtuous Customer Support can sometimes lag, and you end up waiting days for a response to your inquiry or issue.
• Virtuous reporting, while very detailed and segmented, can sometimes be a little overwhelming, and the terminology does not always translate to what you are looking to accomplish with your reporting outcomes.

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• Sometimes I feel like it uses too many resources and makes my computer go slower
• Chats of the webinar dissappear by default, but sometimes important info is shared and could be nice to have the option to save it
• The quality of the video gets chosen by webex by default, sometimes maybe it would be nice to get the option to fix manually what's the minimum quality you want. Just to not talk with pixels

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Of course something could happen to our orgs ability to put on a conference or Socio could fundamentally change their product or their customer service - but barring any magor shift there is nothing that is even close to competing for our attention here.

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In my experience, Virtuous CRM has great self-marketing, talented salespeople, and a half-baked CRM that shows glimmers of competence but the actual experience is more akin the the scene in the Simpson’s when Sideshow Bob keeps stepping on rakes.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Some Android users could not get the app to work, so they had to use the web-based version of our conference guide. Most functionality was still there, but they could not pull up the QR code, which impeded the registration process. The presence of the log in with Apple ID button caused issues because most work emails were not attached to Apple ID, which caused access issues.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Socio (now WebexEvents) is one of two products I use that gets customer service right. Not only can you get an answer from an actual person quickly during business hours - but if you are asking after hours, you know the response will be waiting for you in the morning. Not only are they fast, but they are also smart about their products and customers. There is very little back and forth trying to explain the problem I am having, or the new way I am trying to use their product, that may even be novel for them.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

In my experience, the sales pitch and demos are slick, but upon actual use there is a quick realization that no small or medium charity should touch this software with a 10-ft pole. In my opinion, if you have a large org with lots of cash, and a dedicated database manager who is tech-literate, you can make this work. HubSpot is by far my favorite but lacks the nonprofit features needed to truly manage donor relationships and portfolios.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have used multiple virtual event platforms in the past, as well as trialed several. We ultimately decided on Webex due to the aesthetics of the website, the incredibly easy build-out process, the 24/5 support, the user-friendly front-end interface, the multiple ways to monetize sponsorships, and ultimately... the price. The value for what you get is incredible compared to other platforms.

• Better donor management.
• Better predictive analytics on donors and giving numbers.
• Increases were seen in overall revenue since joining with Virtuous.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• By Webex Events (formerly Socio) supporting virtual events, a lot of resources are saved and chances of physical interruptions eliminated.
• The virtual events supported by Webex Events (formerly Socio) accommodates a multitude or huge audience, which makes the company known globally.
• The live streaming of the conducted event ensure a wide coverage and minimal resources are required.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info