Relationship Management Simplified

Mobilize CRM is a powerful platform that helps organizations to manage their volunteers, donors, and staff. With a range of features designed to streamline workflows, track progress, and engage volunteers and donors, Mobilize offers a comprehensive solution for organizations looking to make the most of their resources and efforts.

Features

Mobilize is a powerful CRM platform

with a range of features designed to streamline workflows, track progress, and engage volunteers and donors.

Comprehensive profiles

Keep track of all your volunteers, donors, and staff members with the "Comprehensive Profiles" feature in Mobilize CRM. This feature allows you to create detailed profiles for each of your contacts, including information such as contact details, skills, and availability. With this information at your fingertips, you can easily understand the capabilities and preferences of your volunteers and donors, and match them with the right opportunities and tasks.

Group Management

Mobilize CRM provides a range of tools for group management, including the ability to view individual profiles, view households, export data to CSV, send group emails, print Dymo labels, favorite profiles, and send group SMS messages. These tools allow you to efficiently and effectively manage your groups, keeping track of your interactions and communication with members.

Donor & Donation management

Mobilize CRM offers a range of tools for managing donors and donations, including tracking donations, generating receipts, and sending thank-you letters. This allows organizations to effectively manage their donor relationships, and to provide the support and recognition that their donors deserve.

Budget & Expense Management

Mobilize CRM's Expenses module is a powerful tool that helps organizations track and manage their budgets and expenses. With this module, you can easily create and submit expense forms, track your budget, and generate useful reports (Profit/Loss & Expense Accounts). The Expenses module provide valuable insights into your organization's financial health.

Multi-channel communication

Mobilize CRM provides a range of communication tools, including merged letters, email, SMS (powered by Twilio), and social media, allowing organizations to reach their volunteers, donors, and staff members on the channels they prefer. These tools help you effectively engage with your volunteers and donors, and to build stronger relationships with them.

Search

Mobilize CRM offers powerful search capabilities, allowing organizations to quickly and easily find the information they need. This can help organizations to quickly locate the information they need, and to keep their data organized and accessible.

Tasks and Task Management

Mobilize CRM provides tools for creating and managing tasks allowing organizations to assign tasks to volunteers and staff, and to track the progress of those tasks. This can help organizations to ensure that their volunteers and staff are focused on the most important tasks, and to keep everyone on the same page.

Notes

Mobilize CRM's notes feature allows you to easily add and manage notes for profiles, organizations, tasks, engagements, and donors. Notes are indexed and can be searched instantly, making it easy to find the information you need when you need it. Notes centralized search allows you to stay on top of all your important information becoming an essential tool for keeping your work moving forward.

Automated workflows

Mobilize CRM offers a range of customizable workflow automation tools, allowing organizations to streamline their processes and reduce the time and effort required to manage their volunteers and donors. This can help organizations to save time and resources, and to ensure that their volunteers and donors are efficiently and effectively engaged.

Progress tracking

Mobilize CRM provides real-time visibility into the progress of individual volunteers, donors, and staff members, allowing organizations to track their performance and monitor their engagement. This can help organizations to understand how their volunteers and donors are performing, and to identify areas for improvement.

Alerts & Notifications

Mobilize CRM allows you to stay up-to-date with the latest happenings with alerts and notifications. With this feature, you can choose which events you want to be notified about, and how you want to receive those notifications. Get real-time browser alerts, SMS alerts, Slack messages, or emails – it's up to you! Never miss an important update or action item again with customizable alerts and notifications in Mobilize CRM.

One-click Reports

Get quick and easy access to the data you need with one-click reports in Mobilize CRM. With this feature, you can generate professional-grade reports with just a single click. No more fiddling with complicated report builders – simply select the data you want to see and let Mobilize do the rest. One-click reports make it easy to get a high-level overview of your business, track key metrics, and make informed decisions.

Real-Time Connectivity

Enhance the interactivity and engagement of your communications with the "Real-Time Connectivity" feature in Mobilize CRM, powered by the instant communication's platform Pusher. This platform enables real-time experiences across Mobilize, allowing you to stay up-to-date on communications with alerts, messages, and touch points in real-time. The "Real-Time Connectivity" feature allows you to engage your clients, volunteers, staff, and community members in real-time, fostering deeper connections and driving engagement.