Salsa CRM Software


 

Salsa CRM is constituent management software that helps nonprofits build donor profiles, track every donation and interaction, create direct mail appeals and report on all development activities.

Salsa CRM features include donor cultivation, processing of all gift types, direct mail, built in word processing, mail merge, event/auction management, grant management, task reminders, member management, volunteer tracking and database permissions and security. A dashboard provides tools to dive into campaign performance analysis and track performance.

The Salsa Engage module 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. With social media marketing tools, organizations can share updates, publish schedules or post messages on multiple social media platforms. The solution also offers social sharing options to allow supporters to share their contributions on their social media profiles.

 

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

111 Reviews of Salsa CRM

 

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Software Advice Reviews (61)
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Showing 1-20 of 61

Margaret from Light of Hope Kenya
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Some pro's but very difficult & terrible at Events

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Quality
Support

There are some great features about this product, but it is a very difficult system learn and manage and the Event platform isn't fully integrated between DonorPro and Salsa (these 2 companies merged), making it VERY difficult.

Pros

Customer Service is great. Being able to call in and get a live person when I have a question is awesome. I also like the Salsa Engage platform for email blasts, posting on social media, and creating fundraising campaigns.

Cons

Difficult CRM to use and learn, and not that great once it's up and running. Also, Event Platform is not fully integrated between the DonorPro side and the Salsa Engage side. It is easy to set up the fundraising landing page and registration in Salsa Engage, but after that you are left to figure out how to bring those registrations back over to the CRM side, where you supposedly would assign them seats, bidder number and check them in. It was so difficult trying to find a person that could answer my questions, (they admitted that it didn't work properly), that I finally downloaded the info to an Excel Spreadsheet and highlighted 400+ people with a yellow highlighter! Also at check-in, we pre-authorized credit cards in the CRM, and used the recommended cc sliders, but it took forever as they wouldn't pre-authorize unless the address was exactly perfect. (Our old Event Platform would gather that CC info at check-in and pre-authorize with out having to type in an address, or much of anything.) This made registration so slow that we received numerous complaints and it was very stressful.

 
 

Libby from St. Anthony School Programs
Specialty: K-12 Education
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Do not go with this product

Ease-of-use

Functionality

Product Quality

Customer Support

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I have worked with this product for 2 years now and it does not have the ease of use and capabilities that I was told it does when I first started. We pay for husbands and wives as separate records even though most of them donate as a family unit, not as an individual which messes up our accounting. Pulling reports is like pulling teeth, very difficult and when I call or email for help I am told the solution is an easy one; but after a half hour on the line I am told that what I need cannot be done; which in my book is unacceptable for someone to tell their consumer. I would not recommend this product to anyone ever.

 
 

Maude from Wellness Foundation
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Perfect for Us

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Quality
Support

Salsa CRM, also known as DonorPro has been the perfect solution for our non-profit. I love the way I can customize field and create detailed reports.

 
 

Gabi from Goodwill of Southwestern PA
Specialty: Human Services
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2017

January 2017

Salsa CRM does just what you need!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

We first signed up with DonorPro in 2012. Since the merger with Salsa Labs, the functionality of the software and customer service has steadily improved. Salsa is perfect for someone who wants more bang for their buck. I especially love the Salsa Engage component, which includes DIY forms, an advocacy module and the ability to create event registration sites.

Pros

Salsa Engage
Customer Support is always there when you need them
Ease of use

Cons

Not compatible with Microsoft Word only Open Office
Runs Java.

Advice to Others

Make a list of the top 5 things you absolutely want to get from your fundraising database.Then, ask the sales team if Salsa has those capabilities. Furthermore, ask that they show you how Salsa meets your needs.

 
 

Kem from Institute for Justice & Democracy in Haiti
Specialty: International Organizations
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Simple enough but not too unique

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Salsa has an attractive interface and it is simple enough to figure out how to do most things, especially by searching the Salsa Commons. However, I have some of the same problems in writing emails as I did with eTapestry: There is a very limited number of things I can do with formatting. I actually had to learn a small amount of html in order to get around some of the problems, like being able to attach a link to an inserted image. There should also be more formatting options in terms of things like text wrapping around an image.

Pros

It's pretty user-friendly and the email blast archives are a great way to share past emails.

Cons

Some of the features are very basic and require knowledge of html or paying for an expert to make a unique product (e.g. email, donation page)

 
 

Debra from Northwoodcare Inc
Specialty: Healthcare & Hospitals
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

We have found Salsa CRM to be a great choice for our small organization. We have more features than with our previous product and the customer service is fantastic! We have had a few issues with the design of Salsa CRM and some of the features but nothing some tweaking to our procedures won't fix.

Pros

More value for your money. Ease of use

Cons

There are a few features we had before that do not exist in Salsa CRM. Nothing major.

Advice to Others

Thoroughly investigate the product and be willing to give up some features you may have had before.

 
 

Brittney from Orchard Hospital
Specialty: Healthcare & Hospitals
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

Salsa CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

tHIS PRODUCT TENDS TO BE GENERALLY THE SAME AS MOST. fOR THEIR PRICE I FOUND OTHER PRODECTS BETTER

Pros

Features are competitive

Cons

Higher end on pricing

 
 

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

November 2016

November 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
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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.

 
 

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

November 2016

November 2016

Works well for advocacy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

 
 

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

November 2016

November 2016

Salsa CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

 
 

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

November 2016

November 2016

SALSA puts together the right ingredients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

 
 

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

November 2016

November 2016

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

 
 

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

November 2016

November 2016

Newbie

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

 
 

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

October 2016

October 2016

Just made the selection

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

 
 

Erin from Baptist Homes Society
Specialty: Other

September 2016

September 2016

Great product and excellent support team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Functionality
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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.

 
 

Gadi from Potential Inc.
Specialty: K-12 Education

September 2016

September 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

 
 

Mary from DePaul School for Hearing and Speech
Specialty: Other

August 2016

August 2016

Software Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
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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.

 
 

Robin from CLC
Specialty: Environmental

August 2016

August 2016

Finance Director

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Functionality
Product Quality
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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.

 
 

Jennifer from CISA
Specialty: Other

August 2016

August 2016

Converted to DonorPro in 2014.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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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.

 
 

Laura from Habitat for Humanity of Lincoln County
Specialty: Human Services

August 2016

August 2016

Great so far!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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