Salsa CRM Software


 

Salsa CRM (Formerly DonorPro CRM) is a donor and constituent management system that helps nonprofits build rich donor profiles, track every interaction, cultivate major gifts and report on all fundraising and development activities.

This system includes mobile-ready digital marketing tools for email, social and online donation forms. Users can nurture and retain donors with marketing automation functionality that sends triggered emails and automatically adds contacts to new lists based on their behavior or activity.

Additional features include donor cultivation, donation processing of all gift types, direct mail, built in word processing, mail merge, a powerful query tool, event/auction management, grant management, task reminders, member management, volunteer tracking and database permissions and security. 

Salsa CRM comes with unlimited custom fields, users, emails, and document storage, as well as free live phone, email and knowledgebase support, free software upgrades and free training webinars.

Integrations with WealthEngine, DonorSearch, and Double the Donation can be activated.

 

Salsa CRM - Dashboard
 
  • Salsa CRM - Dashboard
    Dashboard
  • Salsa CRM - Constituent information
    Constituent information
  • Salsa CRM - Design preview
    Design preview
  • Salsa CRM - Email series
    Email series
  • Salsa CRM - Donate page
    Donate page
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 2000, Windows 10

50 Reviews of Salsa CRM

Showing 1-20 of 50

 

from Baptist Homes Society
Specialty: Other
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Great product and excellent support team

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Likes Best

Salsa CRM is user friendly and easy to learn. After using similar products this one is the best I have seen and so is their support team! The team goes above and beyond when training and that great service even extends even after training is complete. I always recognize familiar names and voices when I call/email with questions. The also offer online help and training videos so you can stay up-to-date on new functions that may benefit your organization. Salsa CRM offers a fantastic product and the support to meet your needs. They communicate with their customers well and are always updating information for the customers and asking for feedback to make the experience better.

Likes Least

There is no one thing I would change. If there is something I think may have an idea or have a suggestion, I can submit to Salsa CRM. They always respond to customer feedback and review to see if in is something that can/should be implemented.

Recommendations

Make sure you read current customers' feedback. Also, don't be afraid to call colleagues at similar organizations and ask what product they use and their experiences.

 

from Potential Inc.
Specialty: K-12 Education
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Very powerful and impressive software.Does take time to learn.

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Likes Best

Has many features and functionalities we didn't have before. Requires investment of time in learning it, but help desk is incredibly supportive and available.

Likes Least

Would like to see more seamless exchange of information between the CRM (the data management) component and the Engage component (email marketing).

Recommendations

Allocate time and resources for the conversion of data and the transition learning.

 

from DePaul School for Hearing and Speech
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Software Review

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Likes Best

The product is a good product and the support is wonderful. I always received the best support when I needed help.

Likes Least

Sometimes it is difficult to get what you want in pulling querries.

Recommendations

Give it a try. I am satisfied with the product.

 

from CLC
Specialty: Environmental
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Finance Director

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Likes Best

As the Finance Director, I only use the reporting side. I do not enter donations. I find the reporting tools to be easy to use and very helpful.

Likes Least

Would like to see the search engine improved. When donors have multiple names they can be difficult to find. Also would like an easy way to clean up duplicate donors.

Recommendations

I have not evaluated other software so I am unable to comment.

 

from CISA
Specialty: Other
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Converted to DonorPro in 2014.

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Likes Best

I like the event module. It makes keeping track of quests pretty easy without needing to also track in an Excel file.

It is easy to get your query results into Excel.

Likes Least

I find that many things in Donor Pro are hidden or just not intuitive. There is not a lot of help once you get past the basic training. Here is a direct quote from Tech Support: "I encourage you to experiment with this tool. It is a little "hidden," so I am not surprised that you were not aware of it."

I am disappointed that many query fields are only available with certain queries (donation versus constituent), so if you are looking for two different pieces of information, you need to run a query, save your results, and then run another query just to get basic information.

I am also frustrated that there is no "key" to decode query fields. There is no way to know the difference between First Gift and First Gift Ever if you don't ask. I have also found fields in canned reports that have no explanation of what they are pulling.

Recommendations

Take a good look at running queries to make sure it can do what you need it to do.

 

from Habitat for Humanity of Lincoln County
Specialty: Human Services
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Great so far!

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Likes Best

Great customer service, very thorough in explaining overall product and package. Great price for all the functions needed to take our donor and volunteer management to the next level.

Likes Least

I haven't found anything yet. I have only just begun to utilize the product.

Recommendations

Be clear on what the organization needs and how user friendly it is.

 

from ALS Association Western PA Chapter
Specialty: Human Services
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

All in all, a great product and great customer service

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Likes Best

Customer service is friendly. Relatively user friendly interface. Mobile and GUI versions readily available. I also very much like the ProPortal. It's a great resource for training and software patches.

Likes Least

As they have increased their business and the merger happened, response time and problem resolution isn't as timely or thorough as it used to be with general help desk inquiries. I imagine/hope it's just growing pains. Also the lack of integration with Microsoft is still a down side.

Recommendations

Be sure to ask yourself how you want to structure donor profiles and cultivation. Important to get that structure together before choosing a database. I think this is great for a small to mid-size organization or chapter.

 

from AliveAndKickn
Specialty: Healthcare & Hospitals
Number of employees: 1 employee Employees number: 1 employee

Working with our first CRM

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Likes Best

Great customer service has made it much easier. Everyone there is very accessible.

Likes Least

CRM is a bit confusing if you have no previous CRM experience

Recommendations

Make sure you really know a CRM in order to be able to take advantage of all it has to offer. I still think that we are not using 80% of what we could with the CRM. Website development and support has been amazing.

 

from sarah heinz house
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Evangelist for Salsa CRM(formerly Donor Pro)

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Likes Best

despite sophistication for large campaigns it is easy to use for basic data base management and reporting.

The very best part is the exceptional support after the sale. Best in class..staff

Likes Least

creating reports takes too many steps, not all of which are intuitive.

Recommendations

road test their help desk and talk to users with small and large development operations

 

from The ALS Association Golden West Chapter
Specialty: Healthcare & Hospitals
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Review of DonorPro

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Likes Best

It is well organized and intuitive. It is easy to learn.

Likes Least

It can't handle large amounts of records. We often have to request the outputs of large queries from SalsaLabs. I also have to run multiple reports and combine them in Excel which defeats the purpose of using a CRM.

Recommendations

It is great if you are a small non-profit but if you are a medium to large one, it is not powerful enough.

 

from Neighborhood Legal Services Association (NLSA)
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Great Help Desk Assistance

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Likes Best

It is relatively easy to use and there is a wonderful help desk that will help you when you run into any problems or if you do not know how to do something.

Likes Least

The fact that it is not more widely used, but hopefully that will be soon changing.

Recommendations

Definitely, take into consideration what you want to get out of a system like this and then see how those aspects are reflected in whatever system you are evaluating.

 

from Justice For Our Neighbors Houston
Specialty: Faith-Based Ministries
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

New program for me

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Likes Best

The cost is lower than our previous donation management product and the features are about the same from what I can tell.

Likes Least

Seemed like a lot of gliches that had to be worked out along the way from setup in DonorPro through sending out mass emails in Engage. I'm pleased with the help I received through the help desk but it seems like new software that is still being perfected.

Recommendations

I wish Engage had video tutorials like DonorPro does. As a small nonprofit, I am not in the program daily and sometimes still need to review how to do something. That's much easier to do with video tutorials. I find myself not using many of the functions of Engage yet because I don't have the time to hunt through the written instructions and figure it out myself.

 

from Courtland Consulting
Specialty: Other
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

We Love Salsa & CRM

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Likes Best

The software is user-friendly and the vendor is very responsive to our needs. The Demo Consultants are very informative, friendly, and show you all the features & benefits to help you make a well-informed decision when looking for a CRM tool.

Likes Least

I really don't have anything I can say I would like the 'least'

Recommendations

Please 'demo' Salsa Labs before making your decision with your CRM tool. We were very excited to 'demo' the product and very pleased with the choice we made to move forward with Salsa Labs/Donor Pro.

 

from Dream Catchers
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Outstanding Service

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Likes Best

The customer service was phenomenal. You cannot ask for a better group of individuals to work with. Quick, efficient and understand what you want; even when you do not know how to put it into words.

Likes Least

Not a thing. Everything about the process was lovely.

Recommendations

Take the leap! It is well worth it. We are in love with our new site.

 

from Caritas of Austin
Specialty: Human Services
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Salsa CRM Review

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Likes Best

Our organizations primary reason from switching from our old CRM to Salsa was because of the poor reporting feature that we had. Salas' reporting functionality is wonderful. It allows you to create a report based on any information that you are trying to gather from both the donation side as well as constituent side.

Likes Least

I would love to be able to chat with the help desk for quick questions that come up.

Recommendations

Really think about what your must haves are in a CRM. During a demo ask them to show you how each process works. Although Salsa looks like a very complicated CRM I have found that it's very user friendly.

 

from Pace School
Specialty: K-12 Education
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

New Salsa User after converting from Raiser's Edge

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Likes Best

After coming from using the Raiser's Edge system, we have been continually impressed by all that Salsa has to offer. It is really a one stop shop for a Development Department. We are a smaller non-profit with a staff of two and a limited budget, and the Salsa system and Engage platform will allow us to perform functions that we never could have had time for or afforded the modules for with our old system. We are excited to be able to seamlessly coordinate all of our functions in one system from e-blasts, thank you letters, a separate fundraising page, reports and mailings generated....the list goes on. We look forward to this year as we know that the Salsa platform is going to increase our productivity, funds raised, and donor relations.

Likes Least

The conversion process has been slightly fractured. With so many products (CRM, on-line, engage, and the fundraising page) it is sometimes difficult to know who to contact for what. A project manager may be beneficial during the conversion process so that an organization has one person to go to for all of their questions and set up requirements.

Recommendations

When our organization was making the decision to switch to Salsa, we looked at what services we would be gaining versus the cost of what we were or would be paying for all of those services through different providers. We couldn't beat the cost and the ease of use not to mention that all of the Salsa systems communicate...so no more double data entry or fixing things from one service to the next!

 

from Surgicorps International
Specialty: Healthcare & Hospitals
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Salsa CRM Review

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Likes Best

The product is very user friendly and the customer service support is exceptional. The ability to access support anytime for any issue is beneficial to our office staff.

Likes Least

I haven't experienced any major issues with the product.

Recommendations

It's helpful to call a couple of organizations that are your size and talk about what your needs are to determine if this would be a good fit for your organization.

 

from Northern Alaska Environmental Center
Specialty: Environmental
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Useful and comprehensive database with wonderful help desk support!

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Likes Best

The database is very comprehensive and allows for detailed queries/reports to be pulled. The help desk support is THE BEST part about DonorPro.

Likes Least

The database is a significant expense for our organization. Our organization currently spends about 28% of our annual fundraising budget on the database and web payment hosting.

Recommendations

It is great for larger organizations (1000+ constituents / members) who are looking to be able to do more complex donor management and analysis. Not so great for smaller organizations who don't need to do targeted fundraising.

 

from Naval War College Foundation
Specialty: Higher Education
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

CRM Review - DonorPro

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Likes Best

top-notch customer service, database capabilities are numerous

Likes Least

Nothing; we are very happy that we choose DonorPro;

Recommendations

Remember that just because other software costs more, it does not mean it is a better product. Look at cost, ease of use, and most importantly quality and timing of support.

 

from Muse Machine
Specialty: Arts & Cultural
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Nice software

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Likes Best

It's fairly easy to use and pretty easy to get reports.

Likes Least

Some of the short cuts or things that make it easy to create queries, etc. are not shown anywhere. It'd be nice to see a list of common FAQ or shortcut items that make it easier for newer users. The training isn't long enough or in depth enough either.

Recommendations

Note that this software is more strictly a donor database since you do pay per constituent. It's probably not the best database to store other names that you might need for certain mailings or lists for your company since you pay per entered name.

 
 
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