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

63 Reviews of Salsa CRM

Showing 1-20 of 63

 

from Babysteps Ministry
Specialty: Human Services
Number of employees: 1 employee Employees number: 1 employee

Salsa gets it done, but only if you have the staff to make it work

Ease-of-use

Functionality

Product Quality

Customer Support

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My team used Salsa for a 1-year campaign to raise money to build a home in Nepal for trafficking victims. We successfully raised $467,000 in 10 months! Hands down, we COULD NOT have done it without Salsa. Because it had everything in one (emails, analytics, segmenting, Peer 2 Peer campaigns, donation pages, event pages, and much more) it was much easier to keep track of everything we needed to keep track of.

Pros

*I didn't realize it at the time, but I really like how easily I could create queries/segments of donors. It has a "If/Then" approach with clicks of a button that is a lot easier than another CRM I use (eTapestry by Blackbaud).
*Their email system worked well for our purposes. We had templates that we used throughout the campaign that looked good and were easy to fill in our information. It sent the emails we told it to send without a problem.
*The event feature was helpful. We had lots of people sign up on the events page that was relatively easy to create.
*I definitely like like analytics features. (This is probably my favorite feature.) It is really nice to see who opened emails, click rates, donation totals/types, etc... It is especially neat that we could send emails to people based on what emails they have opened or clicked on.
*Branded donation pages was a must have for us and we got that so it's a big plus with Salsa.

Cons

*The emails were mostly good, but sometimes editing the templates was frustrating. You can't delete certain aspects (like a table or a line) in the email and if you're not careful and press "backspace" at the wrong time, the system will think that you've clicked the "Back" shortcut key and it will take you out of the email...unless you've saved recently, your email is gone. So, save OFTEN.
*The Peer2Peer pages were good but had a few glitches. It was difficult to import off-site giving and link to a person's Ambassador page. I had to go through Customer Support to remove re-imbursed donations that were given via the P2P pages. It is really difficult to format the P2P pages - oftentimes, a page that was perfect would later start showing random signs: $ & % | and stuff...
*We had some difficulties with people getting charged more than once when they clicked the button too many times. Not sure if that's Salsa's fault or the users'.
*We had some issues with security warnings when donors when to the donation page. This was a frustrating thing that popped up often but never really got resolved.
*While the event feature was nice, it didn't work so well for people inviting guests. I'm not sure what went wrong, but we had a lot of people who were unable to register guests for some reason, even though we had clicked the box to allow it. This lead to a small logistical headache at the event itself.
*I didn't know they required 60 days notice to cancel the subscription. I had to jump through a TON of hoops to get our account canceled when our campaign was over because I only gave 30 days notice. Luckily they eventually caved and allowed us to go on good terms, but it took a lot of phone calls, emails, and polite convincing...okay, not always polite toward the end...

Advice to Others

*I'm learning this to be true with all CRM software (please tell me if you find one where this doesn't apply), but there is a steep learning curve to figure this stuff out. They have great training and very helpful customer service, but you still have to put your nose down and learn it. It would be really really helpful to have a knowledgeable developer on your side. There were times when customer support couldn't help beyond a certain limit and they referred me to "your developer".
*Customization is rough and definitely requires someone with some know-how. The templates are templates and require coding knowledge if you want to do anything more personalized. If you are okay with their templates, this won't be a problem, but if you have someone on your team that is visually picky, you might need to enlist a developer.
*This is a database, so some knowledge of how a database works is required or at least must be learned.

Overall - know that you will have pros and cons on any CRM you choose to use. Don't spend a ton of money on a system that you won't use half the stuff, but don't go cheap and sacrifice getting what you need. It is NOT easier to use multiple programs in combination. (ie: Mailchimp, BrownPaperTickets, Excel Spreadsheets, and a CRM to collect money.) Just use one system that has everything you need. You'll thank me in a couple years when your organization has grown and you can't stand juggling all your information throughout multiple programs anymore.

 
 

from NSAC
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Works well for advocacy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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My organization has used Salsa since 2009. Its primary value to us is for its advocacy tools, which allow us to reach our supporters with well-targeted email asks related to their Congressional delegation. It is not the most beginner-friendly interface out there, but for those with basic tech skills it does what we need and provides a great level of customization. Landing pages, form emails, custom emails, and scripts for legislator name, etc are all very functional for an advocacy context.

I will note that our fundraising staff finds its reporting tools more limited than some other full-service funding-focused CRMs. They are cumbersome to run and don't generate easy to use reports without significant effort. We are making the move soon to Salsa's new combined platform and hope that this limitation will be reduced going forward.

Pros

Customizability
Advocacy tools

Cons

Clunky reports
Basic tech skills needed to use (not great for all staff)

Advice to Others

It has a strong advocacy toolkit if that's of interest.

 
 

from Flathead Industries
Specialty: Human Services
Number of employees: 51-200 employees Employees number: 51-200 employees

Salsa CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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At first the CRM program is over whelming if you are not familiar with a CRM program. There are very good aspects to the program as well as a few downfalls (most of which can be solved by research).

Pros

I appreciate these features: donor cultivation, tasks, custom fields, finance summery options (batches etc), custom appeals and campaigns. The custom campaigns and appeals are perfect for businesses that have multiple and/or ongoing events.

Cons

The Salsa Labs Email product needs some serious updates. Such as E-Mail themes and easy to use forms. The forms are prehistoric compared to other email marketing products (such as constant contacts).
Because of the merge of Donor Pro and Salsa, I have to manage three separate accounts (including merchant services) which can take a lot of my time.
The help site offers some good training videos but does not always cover the specific questions or topics that I need. This requires more time watching videos in hope that I get my answers.
I have usually okay customer service but often get referred to a manager to get my answers.
There needs to be more customization properties to the event form to tailor to certain events (individuals vs. teams) and integrating payments according to the sign-up forms.

Advice to Others

If you are going to use Salsa, be sure you have plenty of time to learn the program. There are so many features that it can be daunting, but very useful once they are learned. Be sure you will use the program often as you will otherwise find yourself re-teaching yourself the features.
If you make the conversion, make sure your continuant information is VERY organized.
Time is of the essence, the program is good for multiple users but each user must be taught (which also takes time) how to best utilize the program to benefit each other.

 
 

from ACHIEVA
Specialty: Human Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

Happy So Far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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We have recently switch to Salsa CRM and Salsa Engage and so far are very happy with what they have to offer and the values the new features will offer us.

Pros

Variety of features.

Cons

Could use more help getting started. Maybe a printed manual.

 
 

from Metropolitan Family Services
Specialty: Human Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

Robust email marketing platform with bonus useful functions

Ease-of-use

Functionality

Product Quality

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Value for Money

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We used to use Constant Contact and iContact, and those didn't offer much more than "create a list, send it, and see aggregate information on results." Now we are able to target and, importantly, create a picture of our donors and subscribers to better connect with them.

Pros

The ways both deep and wide to understand and segment our audience

Cons

Would like more back-end flexibility for web pages

 
 

from Wild Forests and Fauna
Specialty: Environmental
Number of employees: 2-10 employees Employees number: 2-10 employees

SALSA puts together the right ingredients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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SALSA combines the tools I need to track supporters, email blast communicate, campaign, online fundraise, event ticket and more! I've used SALSA for over 6 years and know of other similar groups that use SALSA. We all use SALSA due to it's simple, intuitive design and it's effective tools. Especially for medium and small grassroots organizations, SALSA provides the much-needed tools to reach the public and advocate. I recommend SALSA to everyone I meet that asks about expanding their CRM or jumping into a new format.

Pros

Tools options: Email blasts and campaigns, online fundraising, donor tracking, event ticketing, etc
Simple and intuitive to users. Non-intimidating to new users .
Support is the best I've run across -- always responsive, helpful and professional support staff.

Cons

"Auto-Save" needs to be included. I tend to save drafts constantly like we all did with early PCs and MS word back in the day i near of losing drafted language because SALSA has not yet included auto saving.

Advice to Others

Jump on board! Salsa is awesome. The people are great, the support team is incredibly helpful and the CRM is effective and highly useful.

 
 

from Flathead Industries
Specialty: Human Services
Number of employees: 51-200 employees Employees number: 51-200 employees

Donor management software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

It has taken a little bit to implement the software. There are a lot of features to learn.

Pros

Versatility

Cons

complex

Advice to Others

This software is great for running multiple campaigns and for larger donor bases

 
 

from Habitat for Humanity
Specialty: National Organizations
Number of employees: 11-50 employees Employees number: 11-50 employees

Newbie

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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I am new to the product so I doubt I know each functionality, but support is too notch.

Pros

Support
Training

Cons

Desktop version crashes sometimes

 
 

from Virginia Organizing
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

Good experience so far!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease-of-use
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We are in the onboarding phase and have had a good experience so far. We've been Salsa clients for years and I'm looking good to the upgraded functions of CRM.

Pros

Integrated solutions

Cons

Could use some more guidance through the process. We've had to reach out a few times to see where we are.

 
 

from Mounts Botanical Garden
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Excellent product and even better customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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We purchased DonorPro because of all the features it offers for all aspects of our organization. It does just about everything we need it to do, it has powerful reporting features and the customer support team is the best I've ever dealt with.

Pros

Many reporting options, individuals records for donors that are linked together by relationship, donation processing, ability to create web forms

Cons

Volunteer tracking is extremely weak, does not have the ability to split donations among multiple campaigns or appeals, events do not allow for multiple payments (i.e. if someone pays a deposit, you cannot apply more than one payment to an event so you cannot clear the balance).

 
 

from jericho foundation
Specialty: Faith-Based Ministries
Number of employees: 2-10 employees Employees number: 2-10 employees

Great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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we've had some bumps with implementation BUT salsa has been so accommodating and really has worked with us through the process.

Pros

the array of features and constant updates!!

Cons

wish there was more instructions for implementation period

Advice to Others

take advantage of the online training tools! They are valuable and it is worth your time!

 
 

from UMCommission
Specialty: Churches
Number of employees: 2-10 employees Employees number: 2-10 employees

Just made the selection

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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We went through several CRM products and found Salsa to be the best overall experience. From functionality to customer service we found Salsa to be the best value.

 
 

from Faithful Friends Animal Society
Specialty: Animal Welfare
Number of employees: 11-50 employees Employees number: 11-50 employees

Great program!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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I've enjoyed using this program. It's quite simple to use and very user friendly!

 
 

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Ease-of-use

Functionality

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Value for Money

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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

Ease-of-use

Functionality

Product Quality

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Value for Money

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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

Ease-of-use

Functionality

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Customer Support

Value for Money

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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.

Ease-of-use

Functionality

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Value for Money

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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!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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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Value for Money

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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.

 
 
 
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