Planned vs. Virtuous CRM

Planned is well suited when you are stuck for ideas and require creative collaboration from a network of unique vendors.

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.

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

• Hands-on oversight of execution of a virtual event and client success management
• Connecting event industry professionals with companies in need of their services
• Highlighting services that an event industry professional or company offers

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. More Info

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

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

• The platform can use some tweaking (i.e.: when reserving hotels, adding guest rooms, including meeting rooms - instead of just spaces, which can be confusing when searching).

• 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.

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

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.

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

Planned is the only event planning software company we have worked with, and plan to work with. The team behind the platform is constantly innovating to enhance features and the overall experience for both vendors and users.

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.

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

• We were able to get repeat business from a new client brought to us by Planned
• We were able to learn more about what types of virtual event services we'd like to grow as a business, as a result of working with Planned
• We have not seen a financial ROI for our business yet because we have only worked with one client on the platform and it has been costly for us to accommodate this client

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. More Info

• 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