Salsa CRM Features
What are the features of Salsa CRM?
Administration
- Reporting
- Interaction Tracking
- Automation
- Donor Profiles
Fundraising
- Campaign Management
- Online Donation Portal
- Recurring Donations
Constituent Management
- Constituent Profiles
- Donor Communications
Marketing Automation
- Email Marketing
- Campaign Management
Workflow Automation
- Data Entry
Reporting & Analytics
- Reporting
- Dashboards
Integrations
- Fundraising
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Salsa CRM Categories on G2
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Administration
Reporting | Reports on various important data and metrics. 13 reviewers of Salsa CRM have provided feedback on this feature. | 74% (Based on 13 reviews) | |
Interaction Tracking | Based on 13 Salsa CRM reviews. The ability to track each interaction with donors and maintain a record of their giving history. | 81% (Based on 13 reviews) | |
Automation | As reported in 13 Salsa CRM reviews. Tools to automate a variety of processes such as email marketing and emailing receipts. | 68% (Based on 13 reviews) | |
Donor Profiles | Profiles for each donor including contact information, interaction history, and giving history. 13 reviewers of Salsa CRM have provided feedback on this feature. | 78% (Based on 13 reviews) | |
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. | Not enough data | |
Donor Profiles | Based on 10 Salsa CRM reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. | 85% (Based on 10 reviews) | |
Reporting | Based on 10 Salsa CRM reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. | 78% (Based on 10 reviews) | |
Templates | Provides standard templates for letters and emails and/or allows users to create their own. | Not enough data | |
Customization | Creates custom fields to track information about donors or gifts that is specific to an organization. This feature was mentioned in 10 Salsa CRM reviews. | 78% (Based on 10 reviews) |
Fundraising
Campaign Management | Based on 12 Salsa CRM reviews. The ability to plan and execute fundraising campaigns based around specific goals. | 79% (Based on 12 reviews) | |
Online Donation Portal | The ability to accept donations online via a website, social media, or mobile device. 12 reviewers of Salsa CRM have provided feedback on this feature. | 69% (Based on 12 reviews) | |
Event Planning | Tools to plan fundraising events, including ticketing, registration, and attendance tracking. | Not enough data | |
Recurring Donations | The ability to set up recurring donations of a specific amount at a chosen interval. 12 reviewers of Salsa CRM have provided feedback on this feature. | 76% (Based on 12 reviews) | |
Peer-to-peer Fundraising | The ability to create social media fundraising pages that are shareable and leverage social networks. | Not enough data | |
Mobile Capabilities | The ability to use mobile devices to collect in-person donations at an event or kiosk. | Not enough data |
Marketing
Email Marketing | Tools to create, customize, and send out mass marketing emails to specific donor groups. 11 reviewers of Salsa CRM have provided feedback on this feature. | 80% (Based on 11 reviews) | |
Direct Mail Tools | Tools to create paper flyers and other mailings to be sent via direct mail. | Not enough data |
Donor Management
Moves Management | Tracks action steps and notes for each prospective donor in the donor pipeline. | Not enough data | |
Pledge Tracking | Records gift pledges and updates remaining amount based on installments. | Not enough data | |
E-Document Storage | Allows electronic files to be uploaded and stored within donor profiles. | Not enough data | |
Acknowledgments & Communications | Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. This feature was mentioned in 10 Salsa CRM reviews. | 80% (Based on 10 reviews) |
Interoperability
Event Tracking | Stores event registration and ticketing information collected through online forms or manual data entry. | Not enough data | |
Gift Tracking | Downloads gift information from integrated fundraising tools into donor profiles. | Not enough data | |
Fund Accounting | Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. | Not enough data |
Constituent Management
Constituent Profiles | Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. | 78% (Based on 15 reviews) | |
Donor Communications | Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents. | 77% (Based on 15 reviews) |
Marketing Automation
Email Marketing | Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. | 83% (Based on 15 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | Not enough data | |
Campaign Management | Based on 12 Salsa CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 81% (Based on 12 reviews) | |
Marketing ROI Analytics | Based on 10 Salsa CRM reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities | 68% (Based on 10 reviews) |
Workflow Automation
Donor Prospecting | Automates activities and reminders for each of your prospects to help move them along the donor pipeline. | Not enough data | |
Data Entry | Based on 14 Salsa CRM reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. | 79% (Based on 14 reviews) | |
Task Delegation | Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | Not enough data |
Reporting & Analytics
Reporting | Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | 70% (Based on 15 reviews) | |
Dashboards | Based on 14 Salsa CRM reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) | 69% (Based on 14 reviews) | |
Automated Reports | Allows users to schedule automated reports to be pulled at a specified day and time. | Not enough data |
Integrations
Accounting | Provides fund accounting support to track payments receivable and pending. | Not enough data | |
Fundraising | Based on 11 Salsa CRM reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records. | 76% (Based on 11 reviews) | |
Grant Management | Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. | Not enough data |
Acquisition & Mobilization
Constituent Database | Offers basic database functionality to track supporter and volunteer information. | Not enough data | |
Action Pages | Generates petitions, events, donation, and sign-up pages that automatically sync with your database. | Not enough data | |
Fundraising & Payment Processing | Collects and processes one-time or recurring donations to support campaign efforts. | Not enough data | |
GOTV Tools | Assists with voter registration and finding polling locations. | Not enough data | |
Volunteer Management | Manages actions and permissions for volunteers, and enables them to create personalized outreach links to share with networks. | Not enough data | |
Gamification | Recognizes supporter efforts through visual leaderboards and badges. | Not enough data |
Communication Tools
Multichannel Outreach | Enables targeted outreach to supporters via email, text, and social media. | Not enough data | |
Social Sharing | Prompts supporters to share important action pages to social media for wider reach. | Not enough data | |
Legislator Contact | Facilitates direct contact between advocates and legislators to voice opinions. | Not enough data |
Stakeholder Management
Public Official Database | Provides access to a comprehensive database of elected officials and legislators. | Not enough data | |
Engagement Tracking | Tracks meetings and relationships for all stakeholders. | Not enough data |
Platform
CRM Integration | Integrates with common CRM databases. | Not enough data | |
Reporting & Data Analytics | Offers real-time analytics to track supporter engagement and report on ROI, supporter discovery, and action benchmarks. | Not enough data |
