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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

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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

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Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

5/30/2024

"They are very hands on when it comes to data migration. This is a huge plus!"

4/5

What do you like best about Virtuous CRM+?

That so many functions come ready to use. The tech support is quick to respond. Plus it is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

It's quite an investment, so you really need to be prepared to make it worth it. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

6/12/2024

"Donor Database Perfect for Smaller Non-Profits"

3.5/5

What do you like best about Virtuous CRM+?

I really enjoy having all of our donor infromation and marketing platforms all in one software. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

The data reporting for marketing is lacking and could really be improved. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/28/2024

"Very User-friendly"

4/5

What do you like best about Virtuous CRM+?

It's very user friendly and has the ability to make your work a lot easier. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

It does not allow you to download totals for a specified time frame. It makes your work harder since you have to do pivot tables in excel. Review collected by and hosted on G2.com.

Glen P.

Senior Vice President

Small-Business (50 or fewer emp.)

12/8/2022

"Virtuous: game changing platform, rich engagement data, true partnership."

5/5

What do you like best about Virtuous CRM+?

Virtuous has applied as much thought to the admin UI/UX as they have to the rich data their platform makes available. Even though the platform is a complete paradigm shift from our previous CRM, user onboarding has been reasonably smooth. This has allowed our business process teams to focus on new possibilities rather than new protocols to support old processes. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Our primary downside of migration had more to do with getting valuable, accurate information out of our old system to bring into the Virtuous environment. We had so many non-standard solutions to work around prior-platform deficiencies that translation into the more thoughtful and best-practice-inspired model of Virtuous was sometimes challenging. Review collected by and hosted on G2.com.

Rebekah J.

Small-Business (50 or fewer emp.)

8/18/2023

"Virtuous is the MVP of our non-profit."

5/5

What do you like best about Virtuous CRM+?

Virtuous has built a powerful and intuitive tool that allows our team to integrate lead pipelines, email marketing campaigns, and moves management systems for major donors. Their customer support and new features road map are truly responsive to us. The automation features are a dream and help us care well for our donors. We use the software across teams to support our member network, magazine subscribers, and donors. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Every so often we experience slow loading times. I am excited to see them improve their direct mail partnership capabilities, as well. We are probably only two Virtuous product updates away from our VP of Communications moving all our email marketing from Mailchimp to Virtuous. Review collected by and hosted on G2.com.

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

Virtuous allows us to interact with all stakeholders. We have built a sales and engagement pipeline for our member network where we bring all web sign-ups in through an open API, then utilize drip email campaigns to deepen engagement.

In the same place, we are able to manage our highest donor relationships. We use the gift ask pipeline to enter revenue projections, and the notes feature allows us to track personalized engagement. The flexible architecture of contact records, tags, org groups, and workflows allows us to keep building out the sophistication of our systems as we grow. Review collected by and hosted on G2.com.

Sue R.

Small-Business (50 or fewer emp.)

8/15/2023

"Complete CRM that meets our day to day needs and is easy to use"

5/5

What do you like best about Virtuous CRM+?

As the administrator that handles the incoming donations, I like the ease of this system, the flexibility to make changes/adjustments and the accuracy of the automation with our credit card processor. Plus I appreciate the accurate automation. I was talking to someone who uses a different system and they are continually running into issues of rejected credit card payments on recurring donations so their balances are not accurate. I appreciate that Virutous rejects donations that are not valid. Seems obvious but I guess some systems do now have checks in place for recurring donations.

There are so many features that I'm still learning! Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

One downside for us is the cost of Virtuous continues to increase. We are a small nonprofit and over the last year we have had an increase in donors (a good thing!) however every time we go over 1000 contacts, the fee increases another $1560. It would be nice if the Starter package allowed for more contacts. Review collected by and hosted on G2.com.

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

As we are learning all of the many features of Virtuous, it is also helping us with our campaigns and tracking where our contacts are coming from. Not knowing where most people hear about our requests, calls to action, etc. was limiting us on figuring out where to best use our resources. Tracking people with the segment codes has really helped us understand our donors better.

Another issue we were having was keeping some of our staff up to date on their donations for their specific projects. With the automated reports, we no longer miss sending this information! The staff members are automatically emailed every week. Review collected by and hosted on G2.com.

Emily M.

Development Director

Small-Business (50 or fewer emp.)

3/11/2021

"Virtuous is the extra teammate we always needed!"

5/5

What do you like best about Virtuous CRM+?

Virtuous is one of the more intuitive, user-friendly CRMs I have used in my fundraising career—while still providing robust data and analysis. This is the third donor database my current nonprofit has employed over the years—the first one I was able to choose personally—and after multiple years now using the platform, we're all still very satisfied. We appreciate having instant access to upgrades and new features, and I can't begin to say how wonderful our experience with the PEOPLE of Virtuous has been. Our sales associate, data migration team, customer success specialist, and the help desk folks have provided fast, efficient, thorough, knowledgeable, proactive assistance at every step. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

This is largely an out-of-the-box solution that does not require significant up-front investment of time and manpower (two things nonprofits notoriously lack) in order to build from scratch. That may not be the right choice for someone who needs or desires more customization, but it was for us. There are still plenty of built-in / best practice features that can be tailored to our unique needs. Review collected by and hosted on G2.com.

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

One of the main advantages of Virtuous for us has been the ability to bring all of our donor development tools into one solution. Virtuous CRM, Virtuous Marketing, and Virtuous Giving all work together (and speak to each other) helping us easily manage data, inform strategies, track donor interactions, and assess project outcomes. There are also numerous optional integrations (and, unlike our last product, they don't force you to choose from their own suite of products). Review collected by and hosted on G2.com.

Verified User in Religious Institutions

Small-Business (50 or fewer emp.)

5/24/2024

"We switched to Virtuous about 1 year ago and we are very happy with the results"

4/5

What do you like best about Virtuous CRM+?

Easy to navigate and lots of ways to reach out to our donor base Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

A little more difficult to pull reports on large numbers of donors that include details on each individual donor Review collected by and hosted on G2.com.

Nicholas K.

Small-Business (50 or fewer emp.)

8/10/2023

"Best In Class"

5/5

What do you like best about Virtuous CRM+?

The marketing automation functioanlity in Virtuous is best in class and has allowed us to scale fundraising without always bringing on more humans. The automations function does the work of 1.5 humans, and we are just getting started. We have entire donor journeys built out on automations...we call it our "donor plinko board," a place where, no matter where someone enters our ecosystem, Virtuous know who they are and serves them with the right message on the right channel at the right time. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

There was a period of time where support was slower and less helpful, but they have really stepped it up on that side of things, and we now are getting quick and helpful support responses, even offers to jump on video calls to diagnose the problems or questions. Review collected by and hosted on G2.com.

Josiah F.

Small-Business (50 or fewer emp.)

8/10/2023

"Game-changing CRM for growing nonprofits"

5/5

What do you like best about Virtuous CRM+?

Virtuous is a CRM that fits the distinct needs of modern nonprofits like a glove.

Our staff learned to generate reports, track progress, and record notes in an extremely short period of time. Our data is secure (and still ours--no gimmicky contract!).

It's easy to create processes to ensure major gift officers are always prepared, making sensitive, informed, relational decisions to invite people to support the mission. We feel more confident about the asks we make than ever before.

I'm also a user of the software, and I love that email marketing and segmentation is a breeze. We like the email software far better than Mailchimp. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Changing CRM's is always a process, but honestly not much to complain about here! Virtuous has been a game-changer for us. Review collected by and hosted on G2.com.

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

Before switching to Virtuous, we struggled to organize our donor data in staff-friendly ways. Our email software didn't communicate with our donor data,

We've used Virtuous successfully to optimize:

*Our emails to key donors, which are now converting, have a way-above-average engagement rate, communicate with our CRM, and inform our major gifts efforts.

*Our major gifts efforts, which are informed by major gift officers having a much more organized system to keep notes.

*Our revenue projections, which are far more accurate because of reports and the Virtuous query tool.

*Our stewardship efforts. Due to being far more organized with our data, we are able to more effectively show appreciation in response to the sacrificial generosity of our partners fueling the mission.

*Our receipting, which saves us hours of work every year.

We've found Virtuous to be much more user-friendly for nonprofits than other CRM's that might be highly customizable but aren't built with nonprofits in mind. Review collected by and hosted on G2.com.