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#121

Virtuous CRM is ranked #121 in the Accounting CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Virtuous CRM Pricing

Based on our most recent analysis, Virtuous CRM pricing starts at $199 (Monthly).

Price
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Starting From
$199
Pricing Model
Monthly
Free Trial
No

Training Resources

Virtuous CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Virtuous CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Virtuous CRM Benefits and Insights

Why use Virtuous CRM?

Key differentiators & advantages of Virtuous CRM

  • Build Local Donors:  With location-based contact profiling, local donors can be set up for targeted communication, fundraising events and campaigns. 
  • Automation of Tasks:  Individual and contact-group based workflow automation personalize and remove manual work from outreach, fundraising, recurring donation management and communication with existing donors. 
  • Relationship Building with Donors:  Highly personalized and regularly scheduled communication on multiple channels helps build better and long-lasting relationships with donors. 
  • Raise More Money:  With features to automate and personalize communications, marketing, fundraising and backend processes, a larger donor base can be easily managed to raise more money. 
  • Integrations:  Popular third-party integrations facilitate seamless operations. Zapier and an open RESTful API allows custom integrations. 
  • Mobile Apps:  Dedicated iOS and Android apps enable organizing fundraisers on the go. 

Industry Expertise

Virtuous CRM serves thousands of non-profit organizations across the globe. It supports industries ranging from animal welfare, mental health awareness, rescue and crisis operations, to education and sanitization, and helps businesses do more with less staff and time.

Virtuous CRM Reviews

Average customer reviews & user sentiment summary for Virtuous CRM:

User satisfaction level icon: excellent

54 reviews

90%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Virtuous CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • User-Friendly Design: Virtuous CRM is recognized for its intuitive interface, which makes it easy for teams to learn and use effectively.
  • Comprehensive Toolset: The software provides a full set of features, including donor management, online donations, event management, and reporting, streamlining many fundraising tasks.
  • Effective Donor Management: Users appreciate the ability to track and manage donors, set reminders for important milestones, and acknowledge contributions.
  • User-Friendly Email Marketing: The built-in email marketing system allows for the creation of visually appealing emails and offers robust segmentation tools to target specific donor groups.

Cons

  • Reporting Limitations: Some users have reported that the reporting features in Virtuous CRM can be somewhat limited and difficult to navigate.
  • Data Sorting Challenges: A few users have noted that sorting data based on specific criteria can be cumbersome, making it challenging to find the exact information they need efficiently.
  • Bulk Upload Limitations: Power users have found that the bulk upload tools in Virtuous CRM are somewhat lacking in functionality, which can be a drawback for organizations that frequently import large volumes of data.

Researcher's Summary:

Is Virtuous CRM truly virtuous when it comes to meeting the needs of nonprofits? User reviews from the past year paint a largely positive picture, highlighting its user-friendly design and robust automation features as major advantages over competitors. For instance, users rave about the platform's intuitive interface, which simplifies complex tasks like donor management and fundraising. They particularly appreciate the automation capabilities, such as automated email campaigns and donation processing, which free up valuable time and resources.

However, some users have voiced concerns about limitations in reporting customization and occasional sluggish performance. While Virtuous CRM excels in core areas like donor management and automation, its reporting features may not be as flexible as some users require. Additionally, some users have reported instances of slow loading times, which can hinder productivity. Despite these drawbacks, Virtuous CRM remains a popular choice among nonprofits, particularly those seeking a user-friendly and feature-rich solution at a competitive price point.

Its intuitive interface, coupled with its powerful automation tools, makes it ideal for organizations looking to streamline operations and enhance donor engagement. However, organizations with complex reporting needs or those requiring lightning-fast performance may need to weigh these factors carefully.

Key Features

  • Donor Management:  Manage donor information with demographics, interests, wealth and location details. Create rich profiles through social scraping from 200 sites. Identify existing network connections. 
  • Data Management: Data Management: Import and export contacts easily to manage donors, members, and volunteers. Search and segment with custom tags for targeted campaigns and communication. 
  • Email Management:  Send personalized trigger-based emails to databases for outreach, follow-ups, events and campaigns. Integrate with Gmail or Outlook to manage and track emails directly. 
  • Workflow Automation:  Set up sequences of automated events and actions for outreach, fundraising and marketing campaigns. Improve interaction rates with real-time personalized communication templates, set as per donor behavior. Automate task assignments such as call-backs and handwritten letters to improve productivity. 
  • Project & Fund Management:  Map projects, set up goals, track impact and send progress updates to donors. Gather stats and media to measure project success. Integrate with accounting apps for seamless fund management. 
  • Volunteer Management:  Manage volunteer engagement with easy online sign-ups and opportunity matching for work allocation. Track volunteer hours, set up automated follow-ups and thank you notes. 
  • Grant Management:  Manage incoming and outgoing grant proposals and documents, set up milestones and assign tasks to team members. Automate personalized follow-ups and track key metrics for reporting. 
  • Event Management:  Create and send invitations, reminders and post-event communication for fundraising events. Accept online sign-ups, andtrack attendees, tables and meals. Accept and process donations online. Integrate with accounting apps to measure ROI. 
  • Web Tracking:  Track real-time web engagement and donor behavior. Identify engaged donors and map content-based interests to set up automated follow-up calls and emails. Use analytics to dynamically vary the gift array and ask as per donor’s history. 
  • Lead Forms:  Use a drag-and-drop web form builder to collect leads by allowing users to sign up for events, download content, commit to action, provide feedback and apply for volunteering. Track conversions, respond quickly and make informed decisions based on real-time data insights. 
  • Reports:  Get scheduled reports on key metrics like funds, donations, grants, email engagement, direct mails, projects, campaigns, lapsed donors, staff activity, donor health and more. Filter and segment data for customized reports. 
  • Dashboard:  Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Collect useful insights for decision making at a glance. 

Limitations

These limitations are current as of the writing of this review:

  •  Email functionality can be improved 
  •  Customizing reports can be tricky 
  •  Scheduled reports are not available 
  •  Import tool is clunky. 

Suite Support

Virtuous CRM provides support through phone, email and chat support portal during business hours.

mail_outlineEmail: Support email address is hidden behind the customer login.
phonePhone: Support phone numbers are hidden behind customer login.
schoolTraining: Virtuous CRM offers training via documentation, video tutorials, webinars as well as in-person support.
local_offerTickets: Users can submit a ticket through the chat support portal. Queries are resolved on priority basis.
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