Virtuous CRM+ Reviews & Product Details

So grateful for the improved gift importing process and being able to update a donor's address on recurring gifts. Automating the gift imports will be a timesaver going forward. Review collected by and hosted on G2.com.

Options for lower costs for smaller non-profits like us. Review collected by and hosted on G2.com.

By far, this is the most comprehensive CRM we’ve found for pulling together all of our different projects and donors, while also giving us a clear, high-level overview of their giving and their propensity to give more. Review collected by and hosted on G2.com.

Loading times across different screens have increased significantly over the time we’ve been using the product. It can also be very difficult to figure out the right way to build a query or set up an automation that returns the information you’re actually looking for. Review collected by and hosted on G2.com.

Relatively customizable data inputs and query tools Review collected by and hosted on G2.com.

WAY too much focus on AI. For tools like data matching we can't adjust the importance of some criteria over others, nor can we adjust the overall sensitivity. There needs to be less focus on AI automated matching and more trust that the people using their database know their data - give people more control. Same with field mapping - why can't I update existing rows in custom collections without getting in the guts of the API? Give us the tools , we can handle them. Review collected by and hosted on G2.com.

What I love is the interface is very user-friendly overall, but at the same time, very powerful. Their querying system and how detailed we can get in reports and specific data insights that we want to look at has the perfect balance between the two. It's allowed us to grow and scale, manage even more data while not being bogged down in spreadsheets, and pull reports when we need things quickly. Their team was very responsive and efficient. Review collected by and hosted on G2.com.

I do think there are some basic just ways that they could shorten the click pad. Where you could be able to take action in the system more quickly. And I do think that there's some more organization in terms of adding folders and shortcuts throughout the platform. That could help you to stay organized as you're growing and have lots of reports, lots of automations, tags, and things like that. Review collected by and hosted on G2.com.

I like Virtuous CRM+ because it's built on a modern platform that enhances our capability in reaching out to our donors and prospects. Its modern interface and the ability to connect to data via APIs are great because they allow us to extend our CRM platform with other subsystems, giving us a fuller picture of our donors. Our onboarding experience with Virtuous CRM+ was fantastic, thanks to the virtuous partner, Rooted, who did a great job of transferring our data to the new Virtuous platform. Review collected by and hosted on G2.com.

We love a lot about it, but we really are looking forward to the updated version of the query tool. It gives us more advanced access to analyze and manipulate the data in the CRM. Review collected by and hosted on G2.com.

I have seen improvements in Virtuous CRM+ and I can see that the developers are listening to user feedback. Support has improved. The new AI chat bot is much more helpful and has actually helped me solve some problems aside from just providing support articles. I’ve also been noticing faster response times when support tickets are submitted. These improvements have made me feel more confident about reaching out for help. I submitted a suggestion recently through the chatbot and the response summarized what I was trying to say perfectly. I also had a support ticket solved the same day, which was very rare in the past. Review collected by and hosted on G2.com.

Tracking tribute gifts and pass through gifts could be improved. Also giving more information through the integration with Raise. Review collected by and hosted on G2.com.

from a user ability standpoint, I appreciate how it breaks don’t portfolios up into organization groups, and I also like the simplicity of tagging accounts, although it can be cumbersome with how many tags you can attribute to a single account it is nice that they are flexible and there’s lots of bulk assignments you can do once a subset of accounts have been tagged Review collected by and hosted on G2.com.

I struggle with the fact that contact IDs do not live simultaneously on raise donors; for reporting purposes that can complicate things. I struggle with the fact that emails are built off individual IDs and not contact IDs. It makes reporting extra tricky when it comes to tagging at the contact level but then needing to add either the primary or secondary individual to the email list. The event feature in virtuous does not have a great integration with GoFundMe pro also, the GoFundMe pro integration does not have custom receipt, segmenting and or gift type segmenting, and it complicates things on, not only the donation process inside of things, but also when it comes to reporting out post event. Review collected by and hosted on G2.com.

I use Virtuous CRM+ for fundraising, and I find that it helps with time management and relationship building. Transitioning from Microsoft CRM 2011, it feels like moving into a more advanced era. I really appreciate its ease of access; it's easy to navigate the site and find the immediate information I need. I especially like the ability to communicate with my donors effectively and leave relevant information accessible for others. Additionally, I enjoy being able to build my own widgets to customize my experience. The initial setup was straightforward and easy. Review collected by and hosted on G2.com.

The query tool is a little difficult to work with. I don’t know if it could be any easier or better displayed. Review collected by and hosted on G2.com.

I really appreciate the user interface. It is incredibly intuitive as someone coming into the nonprofit and fundraising world with a health background, I feel as though I could jump right in. Review collected by and hosted on G2.com.

The issue I have had most frequently is with online giving and credit card transactions. Reconciliation reports not pulling and not being able to reach our support manager. Review collected by and hosted on G2.com.

We are just getting started as our go live date is set for mid July. We are excited to dive in using this platform to its fullest. Our onboarding is going well and appreciate the support and encouragement we are getting from Rooted and Virtuous. Review collected by and hosted on G2.com.

It’s overwhelming learning all that this CRM can do. It’s been tricky to map our data without any previous use or knowledge of the CRM. Review collected by and hosted on G2.com.