# Virtuous CRM+ Reviews **Vendor:** Virtuous **Category:** [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 271 ## About Virtuous CRM+ Virtuous CRM+ is the AI-powered, Responsive donor management platform that brings your fundraising data and workflows into one modern, connected system. Virtuous CRM+ equips fundraisers to personalize outreach across the entire giving journey and automate internal work. Key Capabilities: - Unified fundraising data in one connected platform to give fundraisers a complete 360-degree view of every donor’s giving, engagement, and relationships. - Real-time donor behavior and engagement insights to reveal timely opportunities for outreach and deepen donor connection. - Automated workflows and task assignments to trigger personalized emails, calls, texts, and actions based on real-time donor behavior. - Integrated email, SMS, and online giving tools to simplify multichannel communication and keep donor journeys consistent and relevant. - Dynamic segmentation powered by real-time data to help teams deliver targeted campaigns that drive stronger results. - Advanced reporting and operational tools to analyze trends, monitor KPIs, and support finance, development, and leadership needs. Seamless Integration With Other Virtuous Products: - Frictionless online giving experiences using Virtuous Raise to increase conversions, recurring gifts, and average gift size. - AI-powered donor profile enrichment using Virtuous Insights to identify high-potential donors. - Enterprise-grade reporting using Virtuous Analytics to forecast performance and inform strategic decisions. - Event and volunteer management using Virtuous Volunteer to unify giving and service data. - AI-generated outreach using Virtuous Momentum to accelerate personalized communication. Nonprofits Using Virtuous CRM+ Have Seen: - 12% increase in donor retention - 0% increase in average gift size - 20% decrease in administrative time Virtuous CRM+ helps nonprofits build deeper donor relationships, automate what matters most, and grow generosity with clarity and confidence. ## Virtuous CRM+ Pros & Cons **What users like:** - Users love the **intuitive interface** of Virtuous CRM+, making daily tasks simple and efficient. (4 reviews) - Users find Virtuous CRM+ to have a **highly intuitive interface** , making daily tracking and tasks effortless. (4 reviews) - Users value the **knowledgeable and helpful customer support** of Virtuous CRM+, enhancing their experience and efficiency. (3 reviews) - Users love the **easy integrations** of Virtuous CRM+, which streamline email marketing and reporting tasks effectively. (3 reviews) - Users benefit from the **intuitive email marketing automation** of Virtuous CRM+, streamlining their donor engagement effortlessly. (3 reviews) - Users value the **extensive customization options** in Virtuous CRM+, enabling limitless creativity and effective communication with stakeholders. (3 reviews) - Users appreciate the **impressive integrations** of Virtuous CRM+, enhancing functionality across various tools effortlessly. (3 reviews) - Users value the **automation features** of Virtuous CRM+, effortlessly streamlining data analysis and donor relationships. (2 reviews) - Comprehensive (2 reviews) - CRM Integration (2 reviews) **What users dislike:** - Users find Virtuous CRM+ to be **expensive** , especially for small enterprises, despite acknowledging its overall quality. (2 reviews) - Users find **form design issues** problematic, desiring greater customization and practicality for information and payment collection. (2 reviews) - Users face **integration issues** that hinder the overall effectiveness of Virtuous CRM+, despite some helpful service connections. (2 reviews) - Users wish for **more customization options** for forms in Virtuous CRM+, limiting their flexibility and adaptability. (2 reviews) - Users find **payment issues** with Virtuous CRM+ due to impracticality of forms for collecting information and payments. (2 reviews) - Users often face **poor customer support** , experiencing delays and a lack of responsiveness when issues arise. (2 reviews) - Data Migration (1 reviews) - Difficult Customization (1 reviews) - Difficult Setup (1 reviews) - Event Management (1 reviews) ## Virtuous CRM+ Reviews ### 1. Chief Advancement Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Beth F. | VP of Communication and Advancement, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Virtuous CRM+?** The visibility within Virtuous is tremendous. The user interface, integrations, and intuitiveness are unrivaled. Our Gift Advisors are able to do their jobs in ways that were just not possible before, with the prior CRM. **What do you dislike about Virtuous CRM+?** I honestly have no dislikes. Every person on our team has learned how to use it quickly, efficiently, and in ways the immediately brought more engagement with donors. **Recommendations to others considering Virtuous CRM+:** Use Virtuous as the benchmark from which to investigate other CRMs. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Our lapsed donors are now re-engaged. Virtuous Marketing allows us to talk to donors in much more real-time ways than we were able to before. We are now strategic and targeted. ### 2. Virtuous Review **Rating:** 4.0/5.0 stars **Reviewed by:** April Z. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2021 **What do you like best about Virtuous CRM+?** We are allowing staff to see specific data instead of asking Finance for the answer. I like the ability to run queries based on many different options. It is also nice once a query is made to share it with other staff members or copy it again for a new project. I enjoy all the different widgets on the dashboard. It helps give a quick glance on where we stand financially. The Gift import templates help save on re-entering the monthly ACH donations every month. When we did use Virtuous Giving, it was nice to have all the credit card donations imported each morning. It is nice to have notes for each donor and staff can understand the changes the the giving by looking at notes. It also nice to help keep track of Thank you notes sent, phone calls, in person visits, etc. **What do you dislike about Virtuous CRM+?** We had to have a complete overhaul of our Quickbooks' Chart of Accounts and classes to help everything transfer over properly. Since we use classes in QBO, the data doesn't upload to QBO easily. Anytime a donation needs to be edited in Virtuous, we have to remember to change the deposit in QBO. To help find any errors, we run a monthly donation report by project to make sure the Virtuous project balance and the QBO class balance match. I dislike that sometimes it takes a while to figure out a query for what you what kind of data you would like to see. It does take awhile to learn all the steps for entering donations. While we liked the credit card donations importing each month, we disliked having the access to update the donors credit card information when it expired or to change the amount. Most of our donors didn't want to the update the information in the donor portal themselves, they wanted us to do it for them. For this reason, we stopped using Virtuous Giving and manually enter all the credit card donations each day. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous helped us to allow staff to see more information on the programs they are in charge of without giving them access to all accounts. It also helped with them being able to find their own answers instead of always asking Finance to find the answer. We like the benefit of sending emails to the whole database, and we have seen past donors give again. We enjoy the tags assigned to donors that help pull information faster and gives a quick snapshot of what the donor gives to. ### 3. Intuitive and powerful CRM for Non-Profits **Rating:** 4.5/5.0 stars **Reviewed by:** George Y. | SVP Strategic Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about Virtuous CRM+?** The user interface is intuitive, simple yet elegant, and the AI features that guide our team members to focus on key relationship "next steps" are very helpful. **What do you dislike about Virtuous CRM+?** There are some limitations in its structure that may or may not affect each user organization. Recognizing that no CRM can be all things for all people, it would be more ideal if the development of new features would be a bit more open and inclusive, and perhaps quicker. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We came from another non-profit/church-centric CRM, so the change was a big leap forward for us. In a nutshell, we now have a more comprehensive way to view, understand, build and act upon our relationship with each contact. A key and yet ongoing benefit is the ability to "inventory" data on each contact, and activity with each one as well. Plus group and then cater our efforts and communications more precisely. ### 4. Virtuous CRM:One of the Top CRMs for nonprofits **Rating:** 5.0/5.0 stars **Reviewed by:** Carla L. | Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Virtuous CRM+?** The ease of use. Virtuous CRM has a lot of face validity, so you can easily find what you need. ILOVE the automations! **What do you dislike about Virtuous CRM+?** I would like to see the volunteer module updated to include groups, and make it easier to log hours for them **Recommendations to others considering Virtuous CRM+:** I would definitely recommend Virtuous CRM. It's especially relevant for smaller nonprofits who are just moving into a CRM database. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Having one tool to keep track of donors, volunteers, events, and also to be able to do mass mailings, individual emails, and even texts is grat. ### 5. Love Virtuous **Rating:** 5.0/5.0 stars **Reviewed by:** Dana F. | Director of Philanthropy, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Virtuous CRM+?** The customer service and how user friendly it is **What do you dislike about Virtuous CRM+?** The donor moves management piece is not as robust as I had hoped. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Organizing our donor records and pulling accurate and up to date lists ### 6. Pricey but does all that we need and more **Rating:** 4.5/5.0 stars **Reviewed by:** Katrina G. | IT Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Virtuous CRM+?** The conversion from our old cloud-based CRM to Virtuous was very successful. Very easy and required little effort on our part. The training was very good. It was part online training and part in-person. It helped us with our bigger tasks, such as end of year statements and follow-up with big fundraiser. The rest of the team just have loved this software **What do you dislike about Virtuous CRM+?** Some of the accounting reconciliation reports aren't setup to give the information we like, but we have a work-around. I would like the donor portal to give donors the option of printing their own statements. **Recommendations to others considering Virtuous CRM+:** Virtuous is expensive for us as a medium sized non-profit. If we were a fortune 500 company, it would be in the realm of other software systems. I've been very impressed with their responsiveness, even during COVID. We all still feel after 10 months that it was well worth the investment. We did a lot of research to compare what we had and what others were using. We haven't used its full capacity yet (our issue) and we still love it and it has still saved us manhours. This is a critical system for us, so we put our money to good use. **What problems is Virtuous CRM+ solving and how is that benefiting you?** better support to donors and keeping up with recurring payments better. We have improved communications to recognize donor activities better. Better inter-office communication and better communication with others. CRM is very stable and fast, so we are not wasting time with slow, unresponsive database. ### 7. Great training and support, very user-friendly software, and powerful donor management tools! **Rating:** 5.0/5.0 stars **Reviewed by:** Alastair C. | Digital Communications Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Virtuous CRM+?** The automated workflows allow for powerfully personal donor experiences. These workflows respond to user-defined triggers such as giving, giving thresholds, newsletter sign-up, etc. The automated tasks work very well to ensure our team is responding to donor signals such as giving and volunteering. The tasks prompt our teams to make phone calls, send emails, and send thank you letters. Recurring tasks are helping us to manage our database by following best-practice guidelines for data-hygiene and management. **What do you dislike about Virtuous CRM+?** My only dislike is that more fields are not able to be merged into emails. I would like to use more merge tags than there are currently available in the email builder. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous is helping us to stop donors from feeling alienated and distant by sending automated personal communication such as birthday and anniversary cards. Virtuous' automated workflows are helping us to send targeted information to our donor segments. Virtuous is helping us to use multi-channel communications to effectively communicate with multiple generations of donors. Examples of the available channels include direct mail, email, and texting. ### 8. So much more than a CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Elisabeth T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Virtuous CRM+?** The best thing about Virtuous is that they LIVE their product. From my very first contact, every single person I dealt with was thoroughly responsive to me. As I came to use the system and learn the best practices upon which it is based, I saw that they were all modeling the concepts and the system the whole time. I found it to be a powerful endorsement, and a confirmation that they are truly invested in what they do. **What do you dislike about Virtuous CRM+?** There isn't anything "unhelpful" about Virtuous or the team of people who support the customers. My only problem is putting into place a marketing and engagement plan that makes full use of Virtuous' power--but at least the learning resources and best practice components of Virtuous lend themselves toward the foundations of good outreach. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Fundamentally, we've solved the problem with our demographic data being all over the place (literally, so many Excel files) and disconnected with our giving records. This is huge! Now we can study giving patterns, reach out to stakeholders in a meaningful way, and make vast improvements in how we do fundraising. It also lets us do these things without a huge staff. ### 9. Lots of potential, not entirely user-friendly and intuitive. **Rating:** 3.5/5.0 stars **Reviewed by:** Jaycee C. | Digital Engagement Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Virtuous CRM+?** Lots of potential with this CRM. A lot of solid features that take time and learning to get used to. Not as easy as advertised. Customer service has been helpful and responsive most of the time. **What do you dislike about Virtuous CRM+?** Some of its features aren't entirely user-friendly and intuitive. -You need to get used to their terms especially if you're migrating from an old CRM. -Data import templates are rigid and assume the user knows exactly how to match old data with Virtuous terminology. Virtuous glossary should be front and center for all users. This would save lots of time and questions. -Email automation campaign tracking only tracks emails, not other channels. You need to look into a Google Analytics 4 integration if you want to track other giving channels such as web, social media, etc. Any URL parameters outside of what is outlined in the help article would require a 3rd party tool to track. Virtuous only looks for those specific parameters. It will ignore all others. A lot of their customers use GA UTM codes along side our parameters and Virtuous tracks Virtuous things and GA tracks the other ones, and probably the Virtuous ones too if you desired. -There is no email response bank to automations. You have to track these internally. It would be nice to have responses all under one roof and organized by automation series/campaign. -When training an organization on features it would be helpful to show features outside of Virtuous sandbox environment so that we can understand the CRM on our terms using our data. I understand the ease of the sandbox training environment, but we seek training because we need to understand how to use Virtuous for our specific data environment. Customer service has been alright for the most part, but sometimes personalized help would be appreciated over redirecting customers to a help article. We want to talk to a person who will listen to our pain points, not an AI bot. It's okay to admit you don't know the answer to a question—it's better than beating around the bush and giving the same answer 5 different ways. After 4 months of working on a data import problem, Virtuous finally agreed to hop on a call to actually listen to me. Corey did well. I think my experience may be a little different if we weren't transitioning from an old CRM requiring mass data imports. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Problems being solved with Virtuous CRM: -Adding segment codes to incoming gifts for tracking purposes -Working on launching our first ever New Donor Welcome Series through the email automation tool -Importing old CRM data to Virtuous -Migrating our email marketing efforts from Mailchimp to Virtuous -Tracking campaigns and other giving data through the Virtuous dashboard -Building queries to isolate audiences ### 10. Data is organized in a user friendly format and designed for ease of use. **Rating:** 4.5/5.0 stars **Reviewed by:** Bethany J. | Data Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Virtuous CRM+?** I like that at a glance you can see current giving, notes and important information pertaining to a specific donor. I appreciate how queries can be easily built without having to spend a lot of time figuring out what type of query should be used. I use reporting on a daily basis is required, therefore, using Virtuous in that capacity is key. I also like the training given and is available. Assigning tags and creating projects to designate donations is important and I like that you can add or delete as needed. There is so much to learn and I haven't even uncovered all the benefits to using Virtuous for our organization. **What do you dislike about Virtuous CRM+?** Some of the ways in which queries are built can use some improvement but overall very happy with results. Some of the fields for use are not currently able to be exported. Is there an improvement forum? There is not a way to reassign a note is you are the person inputting a note on someone else's behalf. This would be very helpful. **Recommendations to others considering Virtuous CRM+:** I recommend Virtuous CRM because of their support, willingness to improve and training available. Having all three enables the user to feel supported in making business decisions. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Some problems that are solved are within the automation process especially when using tags or allowing our MGO's to be notified for specific donor needs. There are benefits to the receipting process ease of processing and updating receipts as well. When completing tax letters, it was great to know all of the letters would be placed in the donors files automatically for our records. I have created several automation processes and am able to create for donor touches. Additional benefits include query sharing and being able to import. The import process is helpful in that donors are flagged that do not have matches or need to be set up in the system. ### 11. Easy and helpful to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Virtuous CRM+?** I love that virtuous is straight-forward and user friendly. I appreciate the personalized dashboard. **What do you dislike about Virtuous CRM+?** I have not found a feature that I dislike! **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous is helping me track supporters and keep up with support that is given to support me and the ministry I am doing. I love being able to track continuous/monthly gifts and make notes. ### 12. Virtuous is coming along quickly. They are intune with the needs that we have presented as a team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Policy | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Virtuous CRM+?** The layout and my ability to get to items that are important to me in development quickly. **What do you dislike about Virtuous CRM+?** When building querys there should be a way to build templates so when I new query is built the correct check boxes are already selected in the right order. I should also be able to sort the check boxes easily in order with out needing to scrolls through the many options. **What problems is Virtuous CRM+ solving and how is that benefiting you?** For us currently it is be able to clean up stale and bad data. That in turn is the benefit in making sure we are reaching and working with our ministry partners properly. ### 13. Great functionality, customer service, user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica C. | Donor Relations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Virtuous CRM+?** Customer service is outstanding. Unlike my last provider, there is someone available to answer questions with fast turnaround time. There are also plenty of online support resources that are legitimately helpful and don't leave you hanging. The marketing automation features are awesome. They are intuitive and easy to use, even for the inexperienced. After the initial setup, Virtuous has saved us time, money, and headaches. **What do you dislike about Virtuous CRM+?** I have not found any real downsides to using Virtuous. **What problems is Virtuous CRM+ solving and how is that benefiting you?** In addition to the standard CRM functionality, Virtuous has allowed me to automate much of my donor interactions so that I can spend more of my time meeting with donors and less behind the desk. As a fundraising team of one, this is invaluable. It has enabled our organization to develop stronger personal relationships with donors on a large scale without needing more staff to do so. ### 14. Very Satisfied with Virtuous **Rating:** 4.5/5.0 stars **Reviewed by:** Laura J. | Donor Relations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Virtuous CRM+?** Virtuous not only has every feature I need, they suggest what other things I could implement to improve my process. I feel like Virtuous is part of our team - their software supports all of our needs and the team members are very available to help us accomplish all that we need. **What do you dislike about Virtuous CRM+?** Virtuous uses WePay to process credit card transactions which has not been as smooth or as helpful as our previous CRM which used Authorize.net. While everything inside of Virtuous works excellently, every time we have to work with WePay it's less than satisfying. **Recommendations to others considering Virtuous CRM+:** Absolutely schedule a call and talk with their team. They can answer all of your questions and are very helpful. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Automation has been an incredible leap forward for us. We are providing our donors with the experience we've always wanted while removing tedious tasks from our staff. ### 15. Review from UK **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Virtuous CRM+?** Virtuous is a dream come true for a fundraiser. The best is ongoing improvements and innovation, and the outstanding one is people of Virtuous (staff team) **What do you dislike about Virtuous CRM+?** That they are not a global CRM, but they are doing their utmost best to service us. **Recommendations to others considering Virtuous CRM+:** If you are looking for a CRM that will allow a giant leap forward, you have found it! Affordable and fantastic to use. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Lack of CRM, virtuous is the first real updated CRM we have had in years. We are seeing our donor journeys and automation isfreeling up our time. ### 16. Small non-profit using Virtuous **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Virtuous CRM+?** Customer support availability, query reporting availability **What do you dislike about Virtuous CRM+?** Not as user-friendly or intuitive as it could be, working out kinks still **Recommendations to others considering Virtuous CRM+:** Not as streamlined as some other larger, more established CRMs, but Virtuous has reasonable costs for everything we need as a smaller non-profit. The development team is constantly taking recommendations and suggestions for software improvement and releases helpful updates frequently. If there is a function that I cannot figure out, the support team always gives helpful tips and instructions when needed. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Tracking interaction with donors, donor history, email tracking, etc. ### 17. Innovative platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2021 **What do you like best about Virtuous CRM+?** It took us a long time to find a CRM, built for non-profit organizations like ours. We've been really happy with Virtuous and how many updates they've made - and continue to make - since becoming one of their early customers. Their customer service and tech team are incredibly responsive. **What do you dislike about Virtuous CRM+?** Not much to dislike from Virtuous! They continue to update and incorporate product requests that we've had. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We love that we can use Virtuous Marketing to do all of our email communications in-house. By streamlining communications, we can have a better understanding of our reach and how our supporters are engaging with us. Being able to track interactions and view engagements in Virtuous Contact files has been an enormous benefit. ### 18. Nicely organized, relatively intuitive software **Rating:** 4.0/5.0 stars **Reviewed by:** Anne S. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Virtuous CRM+?** Dashboard that shows me what's going on at a glance. **What do you dislike about Virtuous CRM+?** Not all reports are intuitive. I need help figuring out how to make it do what I want. However, the staff are always available to help! **Recommendations to others considering Virtuous CRM+:** It's absolutely worth considering Virtuous as your CRM provider. They can help you set up the screens, organize auto marketing, analyze your donor pool and make good suggestions for areas to work on. **What problems is Virtuous CRM+ solving and how is that benefiting you?** I'm solving the problems I had with my las database which had way too many features and was difficult to manage. I can see easily who has and hasn't donated, how we compare to this time last year, how/where to add notes about donors. ### 19. User Friendly and Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Diane H. | Planned Giving & Major Gifts Advisory, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2021 **What do you like best about Virtuous CRM+?** Ease of use and Ability to build your own reports easily **What do you dislike about Virtuous CRM+?** I really wish that the users had the ability to sort tasks by dollar amount of gift. **Recommendations to others considering Virtuous CRM+:** If you are looking for a system that is easy to understand and use, that can be customized for your organization, and you want your employees to use and grow with your CRM, I would highly recommend Virtuous. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Obtaining information regarding my donors quickly. The use of tags and the ability to sort ### 20. Virtuous so much better than Kindful **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel I. | Administrative Asst., Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Virtuous CRM+?** How easy it is to pull reports through a query **What do you dislike about Virtuous CRM+?** I honestly cannot think of anything I dislike. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Creating lists to be able to contact and nurture our donors ### 21. Excellent product **Rating:** 5.0/5.0 stars **Reviewed by:** Tom K. | Director Of Finance And Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Virtuous CRM+?** The import tool to import check batches and on-line giving batches is excellent. The query tool is very powerful and allows us to search through our data for meaningful reports. We also use the Virtuous Marketing tool for our email blasts and it is effective. **What do you dislike about Virtuous CRM+?** The API interface with our website could be improved. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We are much more efficient with the Virtuous CRM than we were with our last CRM package. ### 22. Powerful fundraising CRM that provides the ability for personalized communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2021 **What do you like best about Virtuous CRM+?** The Automation tool in Virtuous allows our team to focus on creating personal interactions with donors. The Query tool is very user-friendly and allows for complex filtering and queries. Virtuous enables our team to use multiple channels to communicate with our donors: email, phone, text, etc. These different channels increase the engagement and commitments of our donors. **What do you dislike about Virtuous CRM+?** Virtuous has tremendous capabilities but it is also expensive. **Recommendations to others considering Virtuous CRM+:** I would highly recommend Virtuous. They provided a great onboarding experience and the capabilities of the product have certainly met our expectations. We have seen increased engagement from our donors (particularly in response to our emails). The software has powerful tools to interact with donors across a variety of channels which is very important in today's fundraising. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Our automated workflows on Virtuous are sending personalized content to donors based on varying donor signals (such as a first-time gift or a donor's birthday). This automation is allowing our small team to spend more time cultivating relationships with donors. Virtuous has replaced a number of products that we were using in our Development department. Instead of paying for multiple products, we are now able to host everything on Virtuous – donor mapping, SMS messaging, mass-emailing, wealth analytics, etc). ### 23. Happy customer with an extensive CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2021 **What do you like best about Virtuous CRM+?** We love how we can see data all altogether **What do you dislike about Virtuous CRM+?** The Virtuous reporting tool is incomplete **Recommendations to others considering Virtuous CRM+:** Great if you are looking for something that is not ridiculously complex. **What problems is Virtuous CRM+ solving and how is that benefiting you?** It is wonderful to have all our data in one spot! ### 24. The software works for you and the people work with you! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth O. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Virtuous CRM+?** The Help function! If I can't find step-by-step instructions then I can chat with a helpful person from Virtuous **What do you dislike about Virtuous CRM+?** I wish there were more options for receipting templates. **Recommendations to others considering Virtuous CRM+:** This is a user-friendly system with a support staff behind it that truly listens to you and will work towards solving any problems that might arise. **What problems is Virtuous CRM+ solving and how is that benefiting you?** we are just at the beginning of applying the benefits of automation for making things more personalized for our partners. ### 25. Powerful, easy, a bit expensive **Rating:** 4.0/5.0 stars **Reviewed by:** Ben C. | Director of Innovation and Ministry, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2021 **What do you like best about Virtuous CRM+?** Ease of use, full featured, automations, support **What do you dislike about Virtuous CRM+?** Expensive, limited tools for creating professional looking reports, emails are not hosted so there are no sharable links (like MailChimp) **Recommendations to others considering Virtuous CRM+:** Powerful, easy, expensive but worth it if you commit the time to making it do all that it can. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Easy organization of "champions", easy queries, flexible customization, great end-of-year reporting. We are slowly getting a much better handle on our donor base. ### 26. Gained Experience, Employees, and New Bandwidth Overnight **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Virtuous CRM+?** Two systems in one, separated by CRM vs Marketing **What do you dislike about Virtuous CRM+?** Virtuous Giving requires a web developer (or close to it) **What problems is Virtuous CRM+ solving and how is that benefiting you?** We have a marketing strategy because of the tools built into Virtuous. We have automation and workflows for the first time in our organizations history. Overall we know exactly who is who and where they are in the pipeline of our story. ### 27. Positive Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2020 **What do you like best about Virtuous CRM+?** Despite some stress during the beginning, the Virtuous team has been nothing but helpful and supportive of teaching me and my team how to best use Virtuous. It's easy to use and understand, and every tool feels necessary and helpful. Along with this, they are very receptive to feedback and roll out monthly updates to the CRM to make sure it is working as good as it can be. **What do you dislike about Virtuous CRM+?** Customer support is all done online, which can be hard to relay information at times, but responses are normally quick and if it's escalated, phone calls and training are possible. We have also had some issues with glitches or not being able to find settings that can sometimes be hidden if you don't know exactly what you are looking for. But these issues are usually quickly resolved. **Recommendations to others considering Virtuous CRM+:** Transfering databases is always stressful. Wait until you get past the transfer point and training and this CRM will be your best resource **What problems is Virtuous CRM+ solving and how is that benefiting you?** Coming from Raiser's Edge, we wanted a system that could easily do what we want without jumping through hoops. Virtuous does that for us. They have easy to use tools that help us with reporting and dashboards that sum up how our non-profit is doing in one simple glance on your home screen. ### 28. Use-friendly, dynamic and capable CRM and marketing software **Rating:** 5.0/5.0 stars **Reviewed by:** Claire D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2020 **What do you like best about Virtuous CRM+?** The software is not stagnant. While it is already a powerful tool. the Virtuous team is highly dedicated to continually improving every aspect and are readily accessible for help, and ways they can improve their software to help their customers. **What do you dislike about Virtuous CRM+?** While the software is continually updating, there are some aspects that will be important to one organization, but not to another. One example is that we use Virtuous' Marketing for all of our emails, but we do not have a way of running a report on the emails to get a bird's eye view of each email's delivery, click, marked spam, and unsubscribed rates, for example. There are workarounds for almost any issue, and if not, the team may be able to point one out. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Because of the Virtuous CRM, our organization has been able to consolidate the data management and marketing software we use. We now have one place to track all of our supporters, donors, and can easily pull financial reports to know exactly where we stand. The Virtuous CRM is also user friendly, meaning the team can spend more time engaging with supporters than trying to figure out a complicated wireframe. ### 29. This CRM, when used regularly adds hours to my day! **Rating:** 5.0/5.0 stars **Reviewed by:** Daphne K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Virtuous CRM+?** Automation! I can personalize automated tasks and emails to serve donors best while staying on task myself. Reminders help me to follow up with donors, the online giving system allows for instant thank you's and receipts and emails can be automated to cultivate new or lapsed donors leading to excellent results. The money raised by utilizing Virtuous to its capacity will always outweigh the cost of the CRM. **What do you dislike about Virtuous CRM+?** They are growing and while they still stay on top of customer needs, usually within a few hours, it used to be within a few minutes. It takes prodding to get my team to learn "yet" another new system, but I do expect it will be the LAST time they have to learn a new CRM. **Recommendations to others considering Virtuous CRM+:** absolutely worth the transition! Be sure to utilize the Virtuous team's expertise as much as possible during the transition for optimal results. You WILL raise more friends and more money. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Time, Time, and more time is provided to me. One-stop shop for information! I know immediately what's happening and who's in need of a call or email. ### 30. Executive Assistant to the President **Rating:** 5.0/5.0 stars **Reviewed by:** Darla D. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Virtuous CRM+?** The ease of Automation and Importing data is exceptional! **What do you dislike about Virtuous CRM+?** When I ask for help, I usually get referred to an article that is already in the Training. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous will remind me of any Tasks that I have set up. I have realized that this system is better than my trying to remember my tasks. ### 31. Virtuous CRM - Easy to use - Integrates well - Highly recommend!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Virtuous CRM+?** I like the integration with merchant services. Intuitive to use. Great support. Very responsive. **What do you dislike about Virtuous CRM+?** Queries are a little challenging to learn. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Automation and integration of donations and comminication with our donors makes our workload flow much more easily that with the CRM we used in the past. ### 32. Fantastic and simple-to-use program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2021 **What do you like best about Virtuous CRM+?** Virtuous makes it very easy to view and manage contacts, households, and organizations within our organization's CRM. **What do you dislike about Virtuous CRM+?** I have had no issues with Virtuous to date. **What problems is Virtuous CRM+ solving and how is that benefiting you?** It's a lot of work, but we're moving towards managing our entire staff's contact mailing list within Virtuous, making our physical mailing process significantly more manageable than it ever has been in the past. ### 33. We love this donor management tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2020 **What do you like best about Virtuous CRM+?** Our data was really scattered and it was difficult to manage until we implemented Virtuous as a donor management platform. it changed everything about how we track donors, and build better relationships as well. The automation part of Virtuous is second to none, and feels like we have an extra "person" on staff to communicate with our donors. **What do you dislike about Virtuous CRM+?** We would love to see the marketing platform (emails, forms, peer-to-peer, texting) become far more advanced. Those features are available in their most basic form, but could be developed into something great in the future. **Recommendations to others considering Virtuous CRM+:** You will absolutely love the automation that comes with this platform. It's easy to setup and saves you tons of time in building a personal relationship with your donors. **What problems is Virtuous CRM+ solving and how is that benefiting you?** The benefits have been much more timely communications, and far better tracking of the return on each of those communication pieces. Now we can track how much revenue is generated from our print newsletter, our emails, and our Social Media platforms, etc. This has given us great insight into which channels provide the best engagement with our donors. ### 34. Great nonprofit CRM for growing organization **Rating:** 4.0/5.0 stars **Reviewed by:** Travis G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2020 **What do you like best about Virtuous CRM+?** Virtuous is constantly updating and improving its usability. If you have a suggestion, it will likely be part of a later release. We ended up choosing Virtuous over other options as it has robust marketing automation features that make connecting with constituents much easier. Virtuous automation is incredibly capable. Its only limitations are that of the query builder. Virtuous support provides as much help as one would need to find any information they might be looking for or need to create an automated workflow. **What do you dislike about Virtuous CRM+?** As previously mentioned, Virtuous cares about its user's concerns and suggestions. They release monthly updates that often include improvements based on user input. That said, instant chat support is something we wish existed. There are times we are in the middle of an important campaign where waiting hours to a day can be costly to the overall campaign. We wish there was a direct mail component for bulk direct mail campaigns, as well as for individual mailings. Virtuous recently introduced a service for individual mailings, however it is outsourced and requires an additional contract and annual fee. Our organization would like the option to compile a letter and list and press one button within the system to print the letter/envelopes in-house on our own printers. Additionally, being able to work this in with automation would be incredibly valuable. More support articles and possibly a user forum to share ideas, tips, tricks, and solutions to common problems would decrease the reliance on the support team. Lastly, Virtuous offers the ability to utilize custom CSS for emails and receipts, however they offer zero support for CSS. Basic support for CSS would be really nice. **Recommendations to others considering Virtuous CRM+:** If you need a tool capable of Salesforce abilities, go with Salesforce. However, if you are a growing organization that would like to begin implementing automation into your process, then onboarding Virtuous CRM with the Marketing tool activated is definitely a smart move. One downside with Virtuous one might consider before deciding to go this route is that Virtuous doesn't have many user management capabilities that are necessary to properly manage users in a system like this. Meaning, you can't reset passwords, granularly change permissions, track uses, view a system-wide history log, etc. That said, for smaller and growing organizations where those features may be less important, Virtuous is an incredibly powerful and capable tool for the money. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous has enabled our organization to not only find gaps in communication with our constituents but also fill those voids with more effective and more regular communication. The automation tools that Virtuous offers are highly impactful in our ability to stay connected to our supporters. Within the first year of using Virtuous, our organization saw close to a 100% increase in donation revenue. Although Virtuous wasn't solely responsible for that raise, it definitely played a huge factor in our ability to better target and reach our audience. Virtuous excels in data management and organization. Between the strategic use of projects and campaigns, reporting can become an extremely valuable and actionable tool. We have always run reports, however Virtuous brought to light the opportunity to dive deeper into more meaningful data. ### 35. I could not be more thrilled with our non-profit's transition to VirtuousCRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2019 **What do you like best about Virtuous CRM+?** It's hard to say what I like "best" about Virtuous because it's an excellent platform all the way around. The CRM (https://www.virtuouscrm.com/software/nonprofit-crm/) is incredibly user friendly and robust, which makes it possible for everyone on our team to engage, even our non-technical users. The marketing automation features and functionality make it easy for our marketing and communications team to target the right segment of our database for email communication and the giving forms and giving portal make it very easy for new donors to join our mission. **What do you dislike about Virtuous CRM+?** At this time there is truly nothing I dislike about the software. **Recommendations to others considering Virtuous CRM+:** I can't say enough good things about this platform. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Provide a donor portal to our donors, marketing automation, robust reporting, long-term stability, better UI and UX. ### 36. I think Virtuous is very intuitive and I would recommend it to other fundraisers. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2020 **What do you like best about Virtuous CRM+?** I appreciate it's ability to pre-process online gifts so I only need to make modifications! I appreciate the quick keys features which make processing manual donations much quicker. I enjoy the idea of the recurring gift tracker, but wish it gave more notification when a recurring gift lapses. **What do you dislike about Virtuous CRM+?** The quick search feature frequently fails to pull up any contacts (usually due to having a spouse's name on the account as well). Sometimes queries are exceptionally slow, but I am not sure if there is anything they can do about this. The ability to create a larger number of tax receipts at once would also be beneficial. The dashboard is a nice idea but doesn't provide many options in terms of what is reported. More options for widgets would be good! We also struggle with queries not pulling up all the donors they should - we've resolved this by using multiple queries, but it would be nice if we could streamline this process. **Recommendations to others considering Virtuous CRM+:** I think there could be more options for queries and the quick search feature is quite bad. **What problems is Virtuous CRM+ solving and how is that benefiting you?** I've never worked with any other CRMs, but Virtuous allows us to organize data and create reports effectively. It also allows us to tax receipt with relative ease. The processing is quick and intuitive, I think having more "types" of contacts would be really beneficial for more specificity - right now we use Tags to segment this data but I think having more options for types would also help with this problem. ### 37. Intuitive and robust CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Gina P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2020 **What do you like best about Virtuous CRM+?** Great training and easy to use interface **What do you dislike about Virtuous CRM+?** I'd like to get an email of daily tasks. **Recommendations to others considering Virtuous CRM+:** I highly recommend Virtuous CRM. We have found the CRM and marketing functionality to be top notch and easy to use. We love the Automations that allow us to communicate to our donors in a very personal, yet sustainable way. Reporting is easy and I can answer Management questions about our donors in minutes. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We have a much better understanding of our donor base. Reports are easy to generate and our communication with donors is much more tailored to their interests and needs. ### 38. User-friendly, always improving, but needs a little more... **Rating:** 4.0/5.0 stars **Reviewed by:** Travis G. | Director Of Donor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2019 **What do you like best about Virtuous CRM+?** Virtuous CRM has been a great tool for our growing organization. Virtuous takes automations to the next level which has allowed us to put several workflows in place enabling higher rates of retention and engagement. The system itself is very easy to navigate and learn. That said, I do believe that the tool is much more complex and capable than several reviewers on here and users I've talked with are aware. I'd recommend having an operations manager or a higher-level employee tasked with the implementation, management, and oversight of the tool as it's easy to get overwhelmed once you start utilizing the tool to it's full potential. **What do you dislike about Virtuous CRM+?** The number 1 issue we have is the lack of support compared to other similar CRMs on the market. Although the support is usually really helpful and knowledgeable, it can take several hours to a day to hear back. This can make last minute deadlines impossible to meet if you need any kind of support. They do have an online database with minimal support materials. It would be nice to see a support forum implemented, and eventually, a live chat feature. That takes money though, so a forum of users could supplement that in the meantime. The other issue we experience and unfortunately are really unhappy with is the import tool. We run campaigns where we capture thousands of emails at a time and creating new contacts is incredibly cumbersome and time consuming. If you don't have a dedicated data input person, the import tool will add time you weren't used to spending. Lastly, the receipt tool is really basic and difficult to use unless you know HTML. **Recommendations to others considering Virtuous CRM+:** Virtuous is an incredibly powerful tool. If you are looking for SalesForce type of workflows and customization, go with SalesForce. If you are a small-medium sized organization, this platform is one of the best you can get for the money. Just understand that there may be some areas that fall short of expectation. That said, you will be able to achieve more with Virtuous and won't get caught up using a clunky/hard-to-use system. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We wanted to find a better way to maintain regular contact with our constituents and ensure that we were taking advantage of the contacts we've made with potential donors and donors. The automations enable us to maintain and nurture relationships with our database. Virtuous CRM continues to make improvements to their application which continues to make analysing our donor activity much easier to do and easier to act upon the data. We have grown our database by over 60% and increased revenue by over 50% since joining Virtuous. Virtuous did not necessarily create that increase, but gave us a platform to be able to manage that immense growth. ### 39. Easy to use but there are still details that need fixing **Rating:** 3.5/5.0 stars **Reviewed by:** Lynn R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2019 **What do you like best about Virtuous CRM+?** The interface and that it's online and accessible everywhere. It's very user friendly and once you get a hold of the concepts, things fall into place very easily. The helpdesk is quite knowledgable and can help happily **What do you dislike about Virtuous CRM+?** At times the updates will muck up our existing queries and we'll have to fix up everything. We are an Australian org so it normally takes a day for questions to be answered. **Recommendations to others considering Virtuous CRM+:** We had all of our questions asked beforehand but after going live there are still things to fix up so make sure you ask in details how things would look like in the real system. We also have problems with the way addresses was presented so details like that should be considered before going live as well. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Contacting donors and thanking them has been a big improvement since our last CRM but there are still things that need to be improved for automations to be fully functional ### 40. While Virtuous is not perfect, it helps meet our main CRM needs and streamline several functions. **Rating:** 4.0/5.0 stars **Reviewed by:** Mariah G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2020 **What do you like best about Virtuous CRM+?** The CRM/donor management side and how it easily stores personal and giving info for our constituents. **What do you dislike about Virtuous CRM+?** Limited capabilities with emails, receipting, automation (for the standard plan) . **What problems is Virtuous CRM+ solving and how is that benefiting you?** More streamlined work - not doing as much manually or by hand. Less spreadsheets! ### 41. It has so many faucets that are super helpful for those trying to raise funds. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about Virtuous CRM+?** I like how easy it is to use.I enjoy using it. **What do you dislike about Virtuous CRM+?** The only downside is that I cannot see how much has already been given all together. **Recommendations to others considering Virtuous CRM+:** Other than having a column for total. i don't have any advice but this is only my second month of using the software so there maybe features I am still unaware of. **What problems is Virtuous CRM+ solving and how is that benefiting you?** I really like how it gives me quite a bit of information and easy to navigate ### 42. One of the best Philanthropic CRM/Marketing Automation Platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Philip I. | Senior Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2019 **What do you like best about Virtuous CRM+?** I am use to working in systems like Hubspot and this is the first system that takes on a modern approach to tracking and communicating to donors. The system is easy to navigate, use, and learn. It's design is very user centric. The automation is very robust and has a ton of features. **What do you dislike about Virtuous CRM+?** It needs some work on "sales" tools and email design tools. Emails are easy to build but are limited on what you can do. What I mean about "sales" tools is the ability to have meeting links, templates for person emails and tracking open and CTR for one-to-one emails. I also think that they need to redesign the receipt section. Designing receipts are not easy and the way you integrate them with in the CRM is clunky. **Recommendations to others considering Virtuous CRM+:** I would recommend evaluating your needs as a business and determine what you need out of the software. Virtuous can do a lot of things but could be overwhelming if you don't have any prior experience or you don't need all the features. Spend time talking with Virtuous on what you are looking for before committing to anything. Also explore other options to make sure that there isn't a better system out there for you. **What problems is Virtuous CRM+ solving and how is that benefiting you?** We wanted to be able to track more detailed information on our donors and also have more personalized communication. We are starting to notice the ease at which our team can operate and the integrations with tools like DonorSearch has allowed us to grow and be more effective in our outreach. ### 43. Cost effective and Intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Jaimie T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2019 **What do you like best about Virtuous CRM+?** Virtuous is a great tool for fundraisers! It tracks everything and proactively suggests calls to make. I truly love this system **What do you dislike about Virtuous CRM+?** I do not like learning via webinar. I really need a written user manual. Hard to bring new people up to speed without sitting them in front of a monitor to watch hours of video. Also, virtuous made a strange decision to redefine the common accounting term "pass thru" without regard to its standard usage, which gave me pause. Whoever is writing code - should be aware of things like that! **What problems is Virtuous CRM+ solving and how is that benefiting you?** Work flows are a breeze with Virtuous. The web tracking feature is also AMAZING! ### 44. Already Recommending. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2019 **What do you like best about Virtuous CRM+?** We had a database before that we had to add other vendors and applications. They didn't always play well together and as our organization grew, we need something that would grow with us. Virtuous was hands down the best solution. We cross-referenced, vetted, asked their team, trialed and explored for several weeks wanting to make sure THEN in the process of Virtuous getting to know us, their team started having suggestions and solutions. We like that the best. **What do you dislike about Virtuous CRM+?** It is a little too early to tell : ) But so far we got nothing to complain about or be concerned about. **What problems is Virtuous CRM+ solving and how is that benefiting you?** E Commerce processing and the storing of our customer's information in an easily accessing way. Because Virtuous is organizing us "more" our team is more organized. ### 45. Virtuous is always striving for perfection. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2019 **What do you like best about Virtuous CRM+?** There is so much I like about Virtuous. The new feature "Web History" which tracks if an individual as visited your website and what pages the viewed. The queries are easy to learn and find the information. I also like that I can see, search and use other co-workers queries. The Giving module allows you to detailed the donors gift as much as possible. The "CRM Dashboard" is a great way to get a quick glance at how an organization is doing. I like the "Merge Contacts" to help keep up with duplicate records. I like the training video and the monthly training where we can ask questions and get answers to our issues. I also like how Virtuous allows you, the user to give input on how to make the CRM better. And more... They are constantly moving forward for perfection. **What do you dislike about Virtuous CRM+?** Volunteering and Events modules. Both these modules are hard to work with, and the both these need upgraded. They are not user friendly like the rest of the CRM database. You can upload everyone that has been invited, but they you have to individual go through the list to mark they are coming. When you've invited over 500 people this just doesn't work. We love to see Virtuous get a grassroots advocacy system, where we can send out "Action Alerts" to our legislators. **Recommendations to others considering Virtuous CRM+:** Virtuous is an really good CRM. They are working everyday to make it better and better. The Virtuous team offers outstanding customer service. Whenever we have a question they respond quickly. You will not go wrong purchasing Virtuous CRM. **What problems is Virtuous CRM+ solving and how is that benefiting you?** The problems we are solving is tracking Individuals and Organizations. Once you send out an email it goes into each individual record, so we are able to track whether a person opened or ignored the email. The Web History" helps to track what your constituents interest are. This helps the development team to be more personal when make calls or sending a letter. ### 46. Switching to Virtuous was a mistake for our organization. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2019 **What do you like best about Virtuous CRM+?** The user interface works well and looks good, and its easy for everyone in the company to use. There are levels of user access so that employees can access records but not modify them. I like the commenting system on profiles. The idea of scoring donors by their giving and social engagement is a good idea, but the scores don't seem accurate in our system, and are basically useless. **What do you dislike about Virtuous CRM+?** We switched from Raiser's Edge to Virtuous. As a web app, Virtuous is much slower to input/output than a local app and/or local database. Searching takes forever. To their credit, Virtuous has worked with us to improve speeds, but it is still far slower than RE ever was. The data entry tools are slow and clunky. Matching gifts is an added part of the import process that has slowed our team down, compared to RE's faster import-o-matic tool, and its "commit" function to add donors/gifts as opposed to having to match them each individually. Virtuous is bad at matching records, and if a database has duplicates, its automation functions are practically useless. Managing import batches is also clunky, with no search function built in, so I have to use Ctrl+F (the browser's text search) to find gift batches that were entered. Also frustrating is Virtuous's organization of contacts into households rather than individuals-- this leads to bloated profiles and mismatched households-- I've seen 20+ individuals listed under a single household as a result of missing/incomplete/duplicate data fields. Integration with other fundraising software has made the searching even slower, as the number of profile records has ballooned. Also the tool for creating relationships between households is awkward and difficult to make use of in pulling reports/queries. Our organization needs to track and acknowledge gifts made in memory of individuals who have passed away, and Virtuous provides no built-in support for managing the relationship of a donation to the deceased person and their next-of-kin. We have tried working with Virtuous to implement this functionality, but we have yet to see the changes we need added. **Recommendations to others considering Virtuous CRM+:** Beware Virtuous' limitations as a web app. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous has enabled our organization to give access to the CRM to all employees, with staff located around the country (U.S.). Our previous CRM system was centralized and managed only from the national HQ. We see the value in building a database resource that is collaborative and accessible. However, there are too many features in Virtuous that are underdeveloped, awkward, clunky, or slow for me to recommend it. ### 47. Effective & User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2019 **What do you like best about Virtuous CRM+?** I like the ease of the dashboard, automation and that the team is continuously updating and improving the system. **What do you dislike about Virtuous CRM+?** It can be frustrating trying to explain issues over chat. The receipt template for those which need to be printed (not e-mailed) is not easy to change and design. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Segmenting data into campaigns is great and makes it easy to find your ROI on each campaign. We have just started to dive into automation, but it will certainly help increase the communication with our donors. ### 48. Great CRM for non-profits who have more than "donors" **Rating:** 3.5/5.0 stars **Reviewed by:** Doug E. | Director of Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2019 **What do you like best about Virtuous CRM+?** The features are extremely robust and are packaged in a very nice looking and easy to use UI. Automations are very easy and it does some of the "thinking" for you based on automations you can set up. It also has an API for any custom data needs you may have. **What do you dislike about Virtuous CRM+?** The API isn't 100% reliable. From what I gather there isn't a way it tracks all requests to make sure they process correctly. So at times we have incomplete data that is sent to our finance software (1 out of 200 transactions will be missing). It also doesn't work well with Safari, despite Safari being listed as a supported browser. **Recommendations to others considering Virtuous CRM+:** It is best used as a stand alone product. It does integrate with other things via the API, but the API isn't as reliable as I would like. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Tracking all of our donors and other non-financial "partners" is essential for us. Virtuous gives us unprecedented access to data and information that is vital to our success. We can now understand much more about our donors, their habits, as well as engage them in "asks" far easier than in the past. ### 49. New to Me **Rating:** 4.5/5.0 stars **Reviewed by:** Chalise L. | Development & Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Virtuous CRM+?** The most helpful thing about Virtuous is the ease of usability. I just started using it and was not properly trained by my predecessor. No worries, because with the tutorials within the program, updates from Scott and help desk chat I have been able to successfully maneuver around without any headache. At first I was bothered by the big pop-up about the newest additions. It was very helpful to read before I moved on to my next tasks or closed out the program for the day. Inputting information is a breeze. **What do you dislike about Virtuous CRM+?** I had to wait longer than I cared to for help via CHAT. I come into work early so not a Virtuous fault. 24hr might be helpful. Moving the gifts import tool up further on the side bar would be helpful. I do not use all of the sections when inputting information. like the task page. A tutorial on how to best use this space would be helpful or just move it down in the sidebar. It is something that is my way. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Streamlining of donor info and campaigns. I can use Virtuous CRM instead of programs like Mobilecause. I like that my volunteers person can use the program without our information getting mixed up but also we can share information. ### 50. The Best People Make the Best CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Johnny A. | Director of Development & Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Virtuous CRM+?** For me, Virtuous is about simplifying the typical CRM into a useful, efficient, and powerful tool. Add in Virtuous's automation features and, in my opinion, you get one the best CRMs at a great value. Now, add in some of the nicest people in the business, who really care about you, and you have the best CRM in the world. **What do you dislike about Virtuous CRM+?** While Virtuous is fantastic, it's also still growing. Some features are missing but they're getting added all the time. To make the automation even more powerful, I would love to see a Zapier integration. **Recommendations to others considering Virtuous CRM+:** If you're looking for a powerful but easy to use CRM at a great price, you can't beat Virtuous. Their customer support alone is worth it. **What problems is Virtuous CRM+ solving and how is that benefiting you?** Virtuous has made learning a new CRM so easy. I can manage donors and gifts easily and quickly and when I need help, I can onboard staff in snap. ## Virtuous CRM+ Discussions - [Can there be a way to reassign a note to a different user even though you may be the user inputting the information?](https://www.g2.com/discussions/43237-can-there-be-a-way-to-reassign-a-note-to-a-different-user-even-though-you-may-be-the-user-inputting-the-information) - 1 comment, 1 upvote - [Does anyone have experience in integrating Virtuous with Hubspot?](https://www.g2.com/discussions/does-anyone-have-experience-in-integrating-virtuous-with-hubspot) - 1 comment, 1 upvote - [View Virtuous CRM+ pricing details and edition comparison](https://www.g2.com/products/virtuous-crm/reviews?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-04+13%3A51%3A41+-0500&secure%5Bsession_id%5D=ac1856d1-fd16-4ff9-b743-2a9158aea8e7&secure%5Btoken%5D=c331f68374ab42b63d60f8a2cc385f1e03e7d1dde4aa4c7a0b52dfb6488c7fea&format=llm_user) ## Virtuous CRM+ Integrations - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - [Bloomerang Fundraising, formerly Qgiv](https://www.g2.com/products/bloomerang-fundraising-formerly-qgiv/reviews) - [Bonterra OneCause](https://www.g2.com/products/bonterra-onecause/reviews) - [DonorSearch](https://www.g2.com/products/donorsearch/reviews) - [Double the Donation](https://www.g2.com/products/double-the-donation/reviews) - [Fundraise Up](https://www.g2.com/products/fundraise-up/reviews) - [GiveSmart](https://www.g2.com/products/givesmart/reviews) - [GoFundMe Pro](https://www.g2.com/products/gofundme-pro/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Instrumentl](https://www.g2.com/products/instrumentl/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [netFORUM Pro](https://www.g2.com/products/netforum-pro/reviews) - [Omatic Software](https://www.g2.com/products/omatic-software/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Social Insight](https://www.g2.com/products/social-insight/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Virtuous Raise](https://www.g2.com/products/virtuous-raise/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Virtuous CRM+ Features **Administration** - Reporting - Interaction Tracking - Automation - Donor Profiles **Administration** - User Dashboard - Donor Profiles - Reporting - Templates - Customization **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Fundraising** - Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities **Donor Management** - Moves Management - Pledge Tracking - E-Document Storage - Acknowledgments & Communications **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics **Marketing** - Email Marketing - Direct Mail Tools **Interoperability** - Event Tracking - Gift Tracking - Fund Accounting **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration ## Top Virtuous CRM+ Alternatives - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - 3.9/5.0 (620 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 4.2/5.0 (422 reviews) - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (878 reviews)