Virtuous CRM Reviews & Pricing

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

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

Suite Support