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Salsa CRM

Salsa CRM

Overview

What is Salsa CRM?

Salsa CRM (Formerly DonorPro CRM) is a donor and constituent management system that helps nonprofits build donor profiles, track every interaction, cultivate major gifts, and report on all development activities. The platform includes mobile-ready digital marketing tools for email, social, and online donation forms.…

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Pricing

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What is Salsa CRM?

Salsa CRM (Formerly DonorPro CRM) is a donor and constituent management system that helps nonprofits build donor profiles, track every interaction, cultivate major gifts, and report on all development activities. The platform includes mobile-ready digital marketing tools for email,…

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.salsalabs.com/fundraising…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Salsa CRM?

Salsa CRM (Formerly DonorPro CRM) is a donor and constituent management system that helps nonprofits build donor profiles, track every interaction, cultivate major gifts, and report on all development activities.

The platform includes mobile-ready digital marketing tools for email, social, and online donation forms.

Additional features include donor cultivation, donation processing of all gift types, direct mail, built in word processing, mail merge, powerful query tool, event/auction management, grant management, task reminders, member management, volunteer tracking, and database permissions and security.

Integrations with WealthEngine, DonorSearch, and Double the Donation can be activated.

According to the vendor, on average Salsa clients see annual increases in donors (28%), donations (35%), and enjoy donor retention rates of over 74%.

Salsa Labs announced their acquisition by EveryAction June, 2021. Salsa Labs is now joining EveryAction.

Salsa CRM Features

  • Supported: Donation Tracking
  • Supported: Major Gift Cultivation
  • Supported: Direct Mail/Mail Merge
  • Supported: Advanced Reporting
  • Supported: Email Marketing
  • Supported: Social Publishing
  • Supported: DIY Web Forms

Salsa CRM Screenshots

Screenshot of Development DashboardScreenshot of Donor Detail Report showing donation historyScreenshot of Donor Cultivation for Major GiftsScreenshot of Mail Merge and Direct Mail FundraisingScreenshot of Donor Profile with unlimited custom fields

Salsa CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

Salsa CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews and Ratings

(25)

Attribute Ratings

Reviews

(1-4 of 4)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salsa CRM is being used by the Foundation, our fundraising subsidiary. We use the events module for a variety of special events hosted through the Foundation. Our Agency supports people with intellectual disabilities and behavioral health challenges through five individual subsidiary organizations with most of our services being provided in Allegheny County, Pennsylvania.
  • The software is easy to use
  • The dashboards are a great way to compare results on an annual basis
  • The online browser is handy when working from home or out of the office
  • Reports can be a bit cumbersome
  • We haven't mastered the art of exporting files and tagging records
There are some small nonprofits that may not need all the functions provided by Salsa and/or the cost may be prohibitive for them. Nonprofits need to choose a software package that works best for their needs and functions that are most important to them. An organization that is membership based may not need the advanced fundraising tools provided by Salsa.
  • Upon using Salsa, our financial records are much easier to review and compare over time
  • Salsa allows Foundation staff to quickly look up donor records and identify what steps need to be taken to cultivate and steward them better
I have reviewed Salsa Engage and perhaps after our transition has taken place it might be a viable option versus using Constant Contact for internal and external correspondence.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salsa for organizing contacts and sending emails to potential donors to our non-profit organization. Salsa helped us organize our donors and keep track of their donation amounts, how often they donate, future donations, and monthly donations. It is an online service. The customer service was responsive and helpful. They also help guide you in setting up email campaigns and email series. There is quite a learning curve for using the software, and it takes several months to implement. It is somewhat user-friendly but requires some training. Salsa has several options to help customize needs to fit your particular company, and definitely allow for company growth. I would recommend Salsa, with the understanding that there is a learning curve.
  • Managing donations - Salsa helps keep track of the donations coming in whether they are a one-time donation or a series of donations.
  • Automatic email series (set it up once and it will run without you once you initiate the trigger point.)
  • This software also allows you to set up roles within the company for controlling access to things like donations and data entry.
  • When we started with Salsa, not every option was available online, some were desktop specific. As it has been some time since I worked with Salsa these have probably been resolved.
  • The ability to communicate between Salsa CRM and other Salsa software options. Sometimes the crossover was not as efficient as was needed.
  • Tagging and setting up rules for particular donors was somewhat confusing - meaning, therefore, that the amount of training needed to implement the software was somewhat intensive.
Salsa CRM was a great software for managing a non-profit organization. I am confident it is appropriate for a non-profit situation, as I have not worked with a for-profit organization needing a database. I am not sure this is the best option; however, we were pleased with the features it allowed for managing a database.
  • This helped us to be better organized.
  • The software helped us keep more detailed records.
  • The ROI took some time to develop, but after full function, it was a great asset to our business.
We switched from DonorPerfect to Salsa CRM. Salsa CRM was much more dynamic and better suited for a non-profit. DonorPerfect seemed a little dated and needed a bit of an overhaul in order to meet our specific needs. In the end, when we couldn't get all the capabilities we were looking for unless we spent more money, we looked for another option that was more of a one-package includes all the services we needed.
Kalyn Hoffman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are managing our database and fundraising. It has been amazing to streamline the two! We used to use several platforms for all of our needs and we found that it was nearly impossible to maintain accurate records that way, the inconsistency was inevitable. Salsa has really helped us solve that issue by creating a system (with a reasonable price tag) that talks to one another. For example, a ticket sale online will go directly into a record!
  • Integration with its marketing software, Salsa Engage, is great! Most software companies require you to pay additional for such an integration.
  • Constant updates to meet the needs of its users!
  • Its integration with other software such as wix!
  • With the constant updates comes challenges. Often times, with an update comes several small bugs that Salsa has to work to fix.
  • I believe their customer support works from home so it is challenging to get a concrete answer on the first phone call. It often takes several follow ups.
  • The implementation was a bit rocky but customer service worked with us a lot and we got through it! We were moving from Google Drive and several other platforms for ticket sales, emails, etc. so we didn't have any experience with this. It eventually all worked out and the Salsa team really stepped up to accommodate our needs.
Salsa CRM serves nonprofits exclusively so it has been great for us, a small to mid-sized nonprofit. The solutions work to meet the unique needs of nonprofits and that has been incredibly helpful. We are thankful that the software is relatively user-friendly however, it takes quite a bit of training to utilize all of its features.
  • Has helped increase our donor retention as we are able to track all communications with donors ensuring that they remain connected.
  • The improved emailing (with fewer bounce rate) has helped increase our website and donation page visibility.
  • We've sold more tickets to our fundraising events with an improved event management system.
We used to use several platforms for all of our needs and we found that it was nearly impossible to maintain accurate records that way, the inconsistency was inevitable. Salsa has really helped us solve that issue by creating a system (with a reasonable price tag) that talks to one another. For example, a ticket sale online will go directly into a record! The majority of our tracking was in Google Drive initially.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salsa CRM to keep track of donations and donor information. We migrated from Abila Fundraising 50. The data was migrated without any issues. Salsa CRM is being used by the Development Department.
Salsa CRM allows our Development Department to keep track of donations and donors. It also allows Donations made off campus to be entered into the CRM database Automatically. This is something that Abila Fundraising 50 was not able to do. When donations were made off campus someone from the Development Department had to manually copy the donation information into Abila Fundraising 50. This was extremely tedious and a major reason for migrating away from Abila Fundraising 50.
  • Ease of Data Migration from Abila Fundraising 50.
  • Automated Donation entry from mobile events into the CRM database.
  • Flexible web based and Application based use. Allows using the CRM using a browser or a dedicated locally installed application.
  • The 1st time setup is a bit confusing. It could have been made simpler but as it is it requires you to do some extra work because the Installer does not automate some of the tasks.
  • The extra steps required in the 1st step is a bit confusing and took more than 1 try to get correctly.
  • They have a separate app called Salsa Engage fundraiser component which they will try to upsell with Salsa CRM.
Salsa CRM is well suited for a non profit organization to keep track of donors and donation campaigns. It works great for organizations with limited server and staff resources. There is no need to worry about upgrading servers and software and maintaining backups. If your organization would like to maintain a donation management software without worrying about server hardware and software this works great. It may not be appropriate for organizations that have highly invested server infrastructure and would like to maintain the data and server onsite. If you invested a lot of money into servers and want to make use of those resources you may want to consider a CRM that uses local servers and resources.
  • Positive Impact on ROI: It has freed up a lot of time after donation events for the Development Staff who no longer have to manually enter donations into the database.
  • Positive Impact on ROI: The CRM is cloud based so server resources and IT staff time is freed from maintaining the data.
  • Positive Impact on ROI: The CRM is flexible so it works well in mobile events where the Server would not be available.
Salsa CRM is more flexible than Abila Fundraising 50. It is cloud based so that unlike locally installed Abila Fundraising 50 you can use it at the events and all donations at events are automatically entered. With Abila Fundraising 50 there was a clunky interface with Sage Payments and all the donations from the event had to be manually entered into the Fundraising 50 Database after the event. It took a lot of time and required more installations of fundraising 50 as development staff found other staff members to enter the information for them. I have limited Blackbaud CRM but from the little interaction with the product I can say that the Email campaign module of the Blackbaud CRM is extremely frustrating to use. Blackbaud CRM support was poor. I needed to add SPF DNS records for the Blackbaud email campaign and it took several attempts to get it working. The staff we spoke with barely understood how to what SPF records were and I had to find out and correct errors in what they told us to get it working. Also the email module crashes forcing the campaign author to start all over again.
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