It's been two months since this profile received a new review

Virtuous CRM+ Reviews & Product Details

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.

Product Website

Seller

Virtuous

Discussions

Virtuous CRM+ Community

Languages Supported

English

Overview by

Mackenzie Miller

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

View More Pricing Information

Virtuous CRM+ Integrations

(10)

Integration information sourced from real user reviews.

Virtuous CRM+ Media

Build better relationships with personalized cultivation plans for every donor. Stop piecing together disparate data and wrangling spreadsheets — get the actionable insights you need in one customizable dashboard.

Virtuous CRM+ Demo - Donor & Gift Pipeline

Stop bouncing from platform to platform trying to get a complete look at your donor engagement and gift history. Complete all your essential tasks, manage gift pipelines, nurture your donor relationships at scale, and see the ROI of your efforts, all in Virtuous.

Virtuous CRM+ Demo - Fundraising Insights & Reports

Know who to contact and what to talk about in a single donor view. See intelligent suggestions for the next best action based on the donor’s gift history, social network behaviors, wealth data, demographic data, and more.

Virtuous CRM+ Demo - Marketing Automation & Donor Journeys

Build sequences that connect with donors without adding work for your staff. Use data collected from giving behavior, interests, or milestones to craft unique, personalized engagement for each individual.

Virtuous CRM+ Demo - Curate Event Experiences

Create and manage virtual, hybrid, or in-person events of all sizes to build better responsive experiences for your supporters. Control your staff’s workload throughout the event process with powerful automation that’s scalable and easy – from custom registration pages to credit card processing t...

Virtuous CRM+ Demo - Personalized Online Giving

Create frictionless giving experiences that remind donors of their individual impact, not their monetary value. Ensure that each ask is personalized to the donor’s motivations and that no donation goes unnoticed.

Official Downloads

(2)

edit

Interactive Demo

edit

Try an interactive demo created by the software seller (right here on G2).

Try demo

G2 reviews are authentic and verified.

Here's how.

Daphne K.

Development Officer

Small-Business (50 or fewer emp.)

12/6/2022

"This CRM is relational"

5/5

What do you like best about Virtuous CRM+?

The tool is relational, even when I am too busy to reach out...Virtuous CRM does it for me! Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Teaching old dogs new tricks! Some team members are so used to doing things the hard way, it's difficult to get them to see the benefits. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

8/15/2022

"No customer support, slow running platform, inconsistencies"

0.5/5

What do you like best about Virtuous CRM+?

Virtuous has several intuitive features when it comes to creating queries, designing emails, and setting up marketing automations. The user interface is also aesthetically pleasing and not as clunky as most CRMs. The product is full of potential. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

I've reviewed the software before on another review site and things have not since improved.

The software runs very slowly without explanation on some days, taking nearly a minute to load certain pages or widgets. Reporting has some limitations compared to our last software. Customer support is very hit or miss. Support is initially provided through a chat bot and then answered "usually" within 24 hours by a Virtuous representative. Some reps are knowledgeable and provide helpful links, screenshots, etc, while others don't seem to know how to work the platform themselves. We have been told inaccurate information about what is possible on the system in the past. There have also been backlogs at times where requests are not answered for 3+ business days, and if you ask a follow up question, you may find yourself waiting again. There seems to be no option for an upgraded customer support package if you have unique or custom requests. The knowledge base is not comprehensive and is sometimes out of date.

We've had product/technical issues as well. One example: true/false fields on a giving form was not working. The issue was submitted to Virtuous on April 27th and resolved a month and a half later on June 16. This generally tracks with our experience.

We've been with the platform for about 14 months. We've had 4 different points of contact during that time, which does not include transitions during the migration process.

The reality is that Virtuous is probably growing quickly and is either struggling to keep up or unable to prioritize what's most important. We'd be happy to update our review when and if things get better, but we've become less optimistic that this will happen. Review collected by and hosted on G2.com.

What problems is Virtuous CRM+ solving and how is that benefiting you?

Virtuous has been easier for new team members or team members without as much technical experience to adopt at a surface level (contact viewing, gift viewing) because of its interface. It also has great potential because of its responsive features, but you need to spend a lot of time learning the platform to really take advantage. Review collected by and hosted on G2.com.

Response from Kelly Cristaldi of Virtuous CRM+

edit

We appreciate you taking the time to detail your experience thus far. What you've outlined here certainly does not match our Virtuous Promise and commitment to overall Customer Success. We're disappointed that we've missed the mark!

When is a good time for you to connect with our Customer Success Leadership Team? We would love the opportunity to establish a path forward that instills confidence and excitement in your team and prevents similar issues from reoccurring.

Again, thank you so much for providing this feedback to us. We care deeply about the success of our customers and look forward to making that evident in our future collaborations.

Greg S.

Director of Development

Small-Business (50 or fewer emp.)

5/11/2022

"My review of Virtuous"

4/5

What do you like best about Virtuous CRM+?

I love how easy it is to manage relationships in Virtuous. I can easily see social media profiles, emails and contact info, whether they clicked on our website, etc! I can also view giving data and shoot an email to them right away. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

There are few downsides. One area of growth for Virtuous is the migration of data over from CRM like Raisers Edge. It would be great to have a smoother process and if the import tool matched up a little better. Review collected by and hosted on G2.com.

Recommendations to others considering Virtuous CRM+:

I would recommend examining your current database and ask yourself the question, "Am I using my database as simply a system to hold all my donor data? Or am I using my database as an AI system that can communicate with my donors and create systems to move them along the donor cycle?" Review collected by and hosted on G2.com.

What problems is Virtuous CRM+ solving and how is that benefiting you?

I am getting in touch with benefactors easier and I can see how philanthropic they are with the Virtuous integration with DonorSearch. I really like that. Also, I can assign tasks to co-workers and manage events easier. Review collected by and hosted on G2.com.

Anna T.

CFO

Small-Business (50 or fewer emp.)

12/6/2022

"We love using Virtuous and it has revolutionized the way that we fundraise!"

5/5

What do you like best about Virtuous CRM+?

The responsive fundraising features have been the most helpful for us. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

The migration process was difficult, but that is to be expected, and it has been well worth the time, expense, and headache. Review collected by and hosted on G2.com.

Hillary C.

Small-Business (50 or fewer emp.)

2/22/2023

"Great CRM for the non-profit space"

5/5

What do you like best about Virtuous CRM+?

How robust it is, all of the capabilities Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Since it's a newer CRM, some functionality isn't built yet but I think will come in time Review collected by and hosted on G2.com.

Alayne W.

Administrative Assistant

Mid-Market (51-1000 emp.)

5/10/2022

"Virtuous is the way to go to keep donor information and records."

5/5

What do you like best about Virtuous CRM+?

I love all the ways Virtuous keeps information. There are so many options for record-keeping, contacting and data pulling inside this program. Not to mention the incredible Summit that was just offered. Wow...cannot say enough about the level of professionalism, level of content and level of information provided to help non-profits connect with their donors. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

I have sometimes had a hard time creating specific reports simply due to a large number of options available within the report building section. I find myself confused about the filters vs. the field options. It's a work in progress and I've only just begun pulling reports specific to our director's needs. But, I know if I run into an issue I can reach out directly for assistance. Review collected by and hosted on G2.com.

Recommendations to others considering Virtuous CRM+:

If you are looking for a tool to keep all your donor information and address contact requirements, there is no other place to look, Virtuous does it all. Not to mention the amazing Summit training. I was blown away by the strategies I walk away with. I have only started using this amazing tool and I am so excited to learn more. Review collected by and hosted on G2.com.

What problems is Virtuous CRM+ solving and how is that benefiting you?

We have been using reporting to pinpoint lost donors. Once I build the report I have been able to add all the pertinent information needed to reach out and restart the communication with the lost donor. Review collected by and hosted on G2.com.

Misty C.

HR and Finance

Small-Business (50 or fewer emp.)

12/5/2022

"Virtuous."

4.5/5

What do you like best about Virtuous CRM+?

Virtuous is a great non-profit platform software. We thoroughly enjoy the many features and excellent service. To learn the ongoing capabilities and offerings, there is a weekly live discussion via Zoom called The Virtuous Insider. Always requesting feedback and ideas to improve, Virtuous listens to its customers for new innovation/feature options. Overall, Virtuous is a great partner in our mission. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

N/A. We are satisfied with the program at this time. Review collected by and hosted on G2.com.

Jack H.

Data Manager

Small-Business (50 or fewer emp.)

8/10/2022

"Robust Software, Helpful Staff!"

5/5

What do you like best about Virtuous CRM+?

The sheer breadth of Virtuous's tools to help me do my job better is thoroughly impressive. I also appreciate the fact that the help staff does get back to me to help me solve my issues. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

I would love to be able to do a bulk contact import without having to create each contact individually. Additionally, the paper receipt designer could be better, and the automation when it comes to adding tags is a bit hard to understand at times; it doesn't add the contact tags as I instruct it to. Review collected by and hosted on G2.com.

Karl G.

Director of Information Systems

Small-Business (50 or fewer emp.)

5/10/2022

"Virtuous is a true Non-Profit Web based CRM"

4.5/5

What do you like best about Virtuous CRM+?

As it is web-based, it's platform-agnostic, so works on all our devices. Data is secure in the cloud and all giving is handled through their platform. Great analytics. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Responses can be sluggish at times. You are at the mercy of your web connection and Virtuous' servers responsiveness. So a slower internet connection may mean you are waiting a bit at times. Virtuous doesn't support complete batching - no reconciliation process. Gifts can belong to a batch id but no batch maintenance etc. Review collected by and hosted on G2.com.

Recommendations to others considering Virtuous CRM+:

Remember that Virtuous doesn't support Batching well. It allows batching, but there is no process to finalize/reconcile batches. Review collected by and hosted on G2.com.

What problems is Virtuous CRM+ solving and how is that benefiting you?

Better Donor tracking and care/follow-up. Some alerts for gifts, lagging donors, etc are helpful. It also gives us better analytics regarding giving and Donors. Review collected by and hosted on G2.com.