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Virtuous CRM

Virtuous CRM

Overview

What is Virtuous CRM?

Virtuous Software, headquartered in Phoenix offers a nonprofit CRM, fundraising, volunteer, and marketing tools used to create more responsive donor experiences and grow giving. The CRM unifies fundraising, marketing, and donor development activities.

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Learn from top reviewers

Virtuous is a fine software

Rating: 5 out of 10
March 19, 2019
IncentivizedVetted ReviewVerified User
We currently work with thousands of nonprofits and many of them are using Virtuous. We actually use Virtuous with multiple of those clients in a much more hands-on level. The ...
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Chris Lesner
Executive - Marketing
Founder & CEO
Project World Impact
Virtuous CRM1 year of experience
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Pricing

View all pricing

Starter (under 5K contacts)

Contact Sales

Cloud
Up to 5 users and includes 1,000 supporter records

Platform (5K-30k contacts)

Contact Sales

Cloud
Unlimited users and includes your first 5,000 supporter records

Enterprise (30k-Millions)

Contact Sales

Cloud
Unlimited users and (potentially) unlimited supporters

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttp://www.virtuouscrm.com/pricing

Offerings

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

How Does the Email Sync Feature Work in Virtuous?

YouTube

What is Metabase?

YouTube

Virtuous: Platform Overview

YouTube

Virtuous Automation Product Tour

YouTube
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Product Details

What is Virtuous CRM?

Virtuous is a nonprofit Automation and CRM platform that helps nonprofits build relationships at scale. The product aims to enable nonprofits to increase giving by engaging in personalizing communication with their constituents. According to the vendor, the platform is easy-to-use for less sophisticated charities but includes robust giving, marketing and back-office solutions for the most complex nonprofits.

Feature areas include
  • Donor Management - Build better relationships with personalized cultivation plans for every donor. Stop piecing together disparate data and wrangling spreadsheets. Offers instant access to the actionable insights you need on one customizable dashboard.
  • Automation - Multi-channel workflows to connect in real-time, with no additional staff time.
  • Multi-channel Marketing & Engagement with Email - Send relevant communication to the right person at the right time to increase response rates from a website to their inbox, mailbox, and smartphone.
  • Signals & Intel - Demographic, wealth, and social data used to drive donor connections and grow mission-critical funding. And listen to donors, synthesize relevant data, and access actionable insights to help retain donors and extend engagement.
  • Volunteer mobilization - Recruitment, mobilization, and reporting tools to create responsive Volunteer experiences without the back office headaches. Virtuous Volunteer is used to communicate with volunteers, track their impact, and drive donations. Virtuous Volunteer helps grow the volunteer base, enhance relationships with them, and also convert them to donors.
  • Donation events - A step-by-step builder to create branded registration pages, sell tickets, and process donations.
  • Online Giving - A lead and subscription form builder with CRM integration, with landing pages, along with campaign tracking to support giving.
  • Payment Processing - Process credit cards, ACH, and other popular payment types. Streamline gift entry, integrate with check scanning solutions, and map directly to an integrated accounting system, and without switching systems.
  • Fundraising Events - To support virtual, hybrid, or in-person events, VIrtuous gives usersa step-by-step builder to create branded registration pages, sell tickets, and process donations, as well as back-office tools to support event personnel (e.g. email automation, day-of-check-in admin tools, registration metrics, attendee management, etc.).

Virtuous CRM Screenshots

Screenshot of Automation Workflows: Automation personalized communications!Screenshot of Merge: Easily merge records for clean data!Screenshot of Constituent Scoring: Make the right ask at the right time based on predictive analytics!Screenshot of Reporting Widgets: Customize your data views for easy at-a-glance reporting!Screenshot of Social Insights: Get social information on your donors automatically!Screenshot of Donor Information: Easy to navigate donor information and recent activity!

Virtuous CRM Video

Virtuous CRM Competitors

Virtuous CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States, Canada, United Kingdom, Ireland, Australia, New Zealand
Supported LanguagesEnglish

Virtuous CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)80%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews and Ratings

(12)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found that Virtuous CRM helps them track and manage their donors more effectively, enabling them to set up reminders and acknowledge donors for significant milestones. The user-friendly email marketing system in Virtuous allows users to create visually appealing emails and provides robust segmentation tools for targeting specific donor demographics. By automating donation processes and integrating communication, users have experienced improved workflow and efficiency, allowing them to focus their time on cultivating relationships. With its advanced features, Virtuous offers a modern CRM system that enables users to better organize and manage their donor base. Users are eagerly anticipating the upcoming marketing automation capabilities in Virtuous. They have also found value in the reporting feature, which allows them to track donor history and interactions. With comprehensive account details within Virtuous, users no longer need multiple databases or files, leading to improved efficiency and collaboration among teams. The ability to personalize settings has resulted in fewer complaints compared to previous CRM systems used by users. With Virtuous, users have been able to clean up and manage their data more effectively, ensuring seamless communication with ministry partners. Virtuous serves as a comprehensive tool for tracking donors, volunteers, events, as well as conducting mass mailings, individual emails, and text messages. By leveraging Virtuous, users have successfully solved the challenge of efficiently tracking and managing donors while seamlessly integrating communication and fundraising plans. Furthermore, Virtuous has empowered staff by providing them with comprehensive information on the programs they oversee, reducing the reliance on others for answers.

Affordable Pricing: Many users have praised the affordable pricing of the product, with several reviewers mentioning that it offers great value for the price. They appreciate being able to purchase a high-quality product at a reasonable cost, making it accessible to a wide range of customers.

User-Friendly Interface: Numerous customers have expressed their satisfaction with the user-friendly interface of the product. They find it intuitive and easy to navigate, allowing them to quickly learn how to use all its features. This simplicity enhances their overall experience and reduces any learning curve.

Prompt Customer Support: Several reviewers have mentioned the promptness and helpfulness of the customer support team. Users appreciate receiving timely assistance whenever they encounter any issues or have questions about the product. The responsive customer support helps them resolve problems efficiently and ensures a positive user experience.

Slow response times from customer support: Users have expressed frustration with the delayed response time and lack of live support from customer service and tech support. They believe that the company may be overextended due to rapid growth and suggest allocating more resources to these departments.

Limited capabilities for emails, receipting, and automation: Some users feel that the software has limited capabilities when it comes to emails, receipting, and automation, especially for those using the standard plan. They mention that certain features in the email function are lacking compared to other email clients like Constant Contact or Mailchimp.

Challenges with data migration process: Users found the data migration process tough and believe that some issues should have been fixed earlier, making it difficult to keep up with learning all the new features. Additionally, they express dissatisfaction with the import tool, finding it cumbersome and time-consuming when dealing with a large number of emails.

Users commonly recommend the following actions based on their experiences with Virtuous:

  1. Utilize Virtuous as a CRM and marketing platform for long-term needs. Users appreciate the power of Virtuous as a CRM and suggest using it to effectively manage donor bases. They highlight its automation features, which save time in building relationships with donors.

  2. Take advantage of the customer service and support offered by Virtuous. Users praise the customer service provided by the Virtuous team. They recommend getting to know the team and utilizing their assistance during the transition process. Users also mention that Virtuous provides training and troubleshooting assistance, ensuring a smooth learning curve.

  3. Familiarize oneself with Virtuous features and capabilities before purchasing. Users advise understanding the features offered by Virtuous and tempering expectations regarding potential high costs. They suggest utilizing the tutorials provided by Virtuous to get acquainted with the platform. Users also mention that Virtuous is a benchmark for investigating other CRMs in terms of functionality and affordability.

Overall, users highly recommend using Virtuous as a CRM due to its powerful capabilities, excellent customer service, usability, and affordability. They emphasize taking advantage of the available resources, including training sessions and support from the Virtuous team, to fully utilize its features.

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why

Virtuous is a fine software

Rating: 5 out of 10
Incentivized
March 19, 2019
CL
Chris Lesner
Founder & CEO
Project World Impact (Internet, 11-50 employees)
Vetted Review
Verified User
Virtuous CRM
1 year of experience
View profile
Use Cases and Deployment Scope
We currently work with thousands of nonprofits and many of them are using Virtuous. We actually use Virtuous with multiple of those clients in a much more hands-on level. The goal of virtuous CRM for all of our clients is to store donor data and help nurture the relationship between the nonprofit and their donors.
Pros and Cons
  • User-friendly CRM.
  • Knowledgable support staff.
  • Allows for email marketing on a mass level.
Likelihood to Recommend
I think it's great for organizations that simply need to manage their donor base in a user-friendly way. If you treat all of your donors the same and do not do much segmented communication, Virtuous is great for you! if you do need segmentation, they need to improve their email marketing software.

Also, if you plan to use other tools, they really lack any kind of integration, which is not ideal.
Return on Investment
  • Better donor management.
  • Better predictive analytics on donors and giving numbers.
  • Increases were seen in overall revenue since joining with Virtuous.
Alternatives Considered
I think the way to look at a CRM is really based on what provides the easiest user experience for you and your team. These days, they all do basically the same thing. Nothing about Virtuous stands out as significantly unique compared to the others. So if you like it, use it... but the others are just as good and actually have better integrations and more capabilities.
Other Software Used
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