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

125 Reviews of Salsa CRM

 

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Software Advice Reviews (70)
More Reviews (55)

Showing 1-20 of 70

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

May 2017

May 2017

Great CRM, Even Better People!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It's a great tool - easy to use and you have access to build just about any query imaginable. The best part about Salsa CRM, though, are the people. Their customer service is great! Whenever I've had an issue or a question they've provided personal attention within minutes.

Cons

I would like to see more training and tutorials about best practices and how to unlock the full potential of Salsa CRM. I know it's capable of doing so much more than what I'm currently using it for. I'm eager to learn more about mastering this tool!

 
 

Barb from Village Project
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Peer to peer review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The inability to add off-line donations to individual fundraising pages is our biggest concern at this time. This problem has been detrimental to our fundraising efforts.

Pros

Ability to link together pages with website and social media has been helpful.
Messaging tracking is helpful

Cons

Inability to add off-line donations to fundraising page
Inability to edit transactions
lack of compatibility with Donor pro

 
 

Kacie from First Coast no More Homeless Pets
Specialty: Animal Welfare
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Props to Donor Pro

Ease-of-use

Functionality

Product Quality

Customer Support

Thank you for being such a great team to work with!

Pros

The straightforward ease of use and the fabulous help I receive from the support team. I have worked with other databases that are cumbersome and not user friendly.

Cons

Sometimes things are named wonky things.

 
 

zoya from Minnie's Food Pantry
Specialty: Philanthropic Foundations
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

ABSOLUTLEY HORRENDOUS

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

PLEASE DO NOT WASTE YOUR MONEY

Pros

NOTHING at all. Waste of Money. Waste of Time. Waste of everything. They are horrible. Their service is horrible. They are misleading and negligent in their information they provide.

Cons

Customer service is horrible. They promise you if their system does not work with your data you can cancel. They say if you are unhappy with the customer service you can cancel at anytime. They are a pain to deal with. They say "there is no way for you to get out of your contract" despite what they tell you before you sign up. They do not work with the customer. They do not give you contact information for anyone else to help you. Save yourself the headache.

 
 

Lorelei from Age and Gender Equity in the Arts
Specialty: Arts & Cultural
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Salsa CRM is an Essential Tool for our NonProfit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Salsa has helped us keep our donor database in order since we began in 2014. Starting with a powerful product like Salsa has given us room to grow as an organization without losing data.

Cons

Like any other product of this nature, the more time you commit to using it, the better you will be able to use it. It requires committing to training to better understand its value.

 
 

Jennifer from Humane Society of North Texas
Specialty: Animal Welfare
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Salsa will help increase your revenue

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Glad we contacted your company to help match our needs with Salsa!

Pros

AB email testing will help us identify what emails work better to increase donations, peer to peer fundraising, easy to use!

Cons

To bad we didn't find them sooner to help increase our revenue. I would recommend contacting more non profits to help them.

 
 

Becky from Pet Pal Rescue, Inc.
Specialty: Healthcare & Hospitals
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Helps with our donor maintenance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Salsa has been an adventure. To get customer support, you have to send an email as far as I have been able to see. However, once you get someone to call you they are very knowledgeable, helpful and pleasant. They do follow-up emails to verify that everything is working for you. We have been able to set up lots of categories to make our donor database very specific. This is great when trying to determine how best to approach different groups for donations.

Pros

Lots of customization.

Cons

No phone number to call for help that I could find.

 
 

Ben from Eleonore Rocks Foundation
Specialty: Philanthropic Foundations
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Great online fundraising platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We moved from simply accepting paypal payments 4 years ago to Givezooks. Salsa's acquisition and implementation of givezooks into their CRM gives us exactly what we need for our small 501 without paying for a lot we don't.

Pros

How easy it is to create annual campaign and new grassroots fundraising pages.

Cons

I wish my team members could reset their prior year pages without creating new ones, and i could just re-link them to the new annual campaign

 
 

Vivian from IVAS
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Salsa support is not good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would not recommend this software.

Pros

I do not like much of anything about this software since Salsa took it over. They are non-communicative and support is not good.

Cons

They keep updating the software but they tell the users nothing about what the update is. The user is forced to try and guess what is going on. Each update seems to make something about the software worse. Took 7 days to get a country code added. This took 2 hours when it was Tower Care. Spreadsheet views keep getting messed up. Says there is an error, then the spreadsheet opens and the software closes.

 
 

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

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

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

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

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

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

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

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

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

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

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

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.

 
 
 
Showing 1-20 of 55

Mallory from Minneapolis Urban League

May 2017

May 2017

Salsa has been awesome to work with, and the perfect database for us. It's definitely worth it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The interface is very intuitive and user-friendly. It's easy to customize fields and forms to suit our needs, and I like that I can manage our social media, emails and other digital communications from one platform.

Cons

I'd like to see more options for form templates, and a way to manage video content. The form templates are sufficient, but I'd like to see more variety and creativity.

Source: Capterra
 


May 2017

May 2017

Essential Operating Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Salsa CRM has been essential in making sure that our organization has run smoothly since inception. The product allows us to grow into new features as we grow as an org.

Cons

Reporting and corresponding can be tedious at times but improvements to both have been made over time.

Source: GetApp
 

Jodie from PFQ Foundation
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Salsa CRM Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using Salsa (formerly DonorPro) for about 2 years. The system is easy to use and allows us to segment donors, easily pull reports and capture essential information to complete donor profiles. We also use the Event Management module - while a little cumbersome at first, this module allows us to extract the data in a more efficient manner when soliciting and prospecting for future events.

Pros

Ease of use. You can select the modules you wish to use - we don't need them all. I like the fact that Constant Contact is connected - less data entry errors when capturing info. Support services are good.

Cons

Running queries - this aspect is not intuitive to me. I often find myself asking colleagues or the help desk for assistance.

Advice to Others

If you can afford a good solid database - Salsa is a good place to start. You can add on if and when needed.

Source: Capterra
 

Beth from Natural Resources Council of Maine
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Great product, could use a few tweaks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really like Salsa Engage and how easy it is to use. There are some functionalities that could be improved, and hopefully will be improved as they continue to roll out new product features. Our members find it easier to use that our last system, and with each update, Salsa is offering some cool new features that we will begin to use. There are some things (like event registrations) that don't work as well as we would like them to (you can't delete people who cancel attendance at a free event, and there is no way to pull all the info for registrants and guests in just one list), but hopefully those will be fixed soon. I find the customer service people very responsive, but it isn't always a quick fix for our issues. We have used this product for about seven months and so far are pleased with how it is working for us.

Pros

easy to use, great advocacy tool, great statistics/reports, easy to share on social media

Cons

formatting emails can be difficult if you want to include photos, event registration is a little clunky, hard to get issues resolved through customer support tickets sometimes

Source: Capterra
 

Beth from Natural Resources Council of Maine
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Salsa Engage is a great product that meets our needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use for administrators and our users
Ability to send targeted actions to legislators and others
Easy to use donation forms
Very user friendly
Event registrations

Cons

Sometimes with updates, there are glitches in how photos are viewed in some email providers
Customer service can't always help fix issues right away
Event registration forms are a little clunky for the person registering, and pulling list of attendees isn't easy - but hopefully they are fixing this
Sometimes you have to save an item multiple times to get the item to save the way you want it

Source: GetApp
 

Benjamin M from OptumHealth
Number of employees: 10,000+ employees Employees number: 10,000+ employees

April 2017

April 2017

Salsa CRM peer to peer is the best

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Im thrilled with ease of setup each year and the way it empowers my team members, allowing them to share their fundraising link, and to personalize their fundraising page.

Cons

I do wish each persons page could simply be reset rather than requiring a new page be created for each campaign.

Source: GetApp
 

Sara Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Salsa has been a game changer for our small nonprofit!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Reasonably priced, Salsa offers an affordable way to track, organize and engage our supporters. As an advocacy organization, we especially love the action alert, petition and letter to the editor options.

Cons

One downside is that it's difficult to separate out event income from donation income. Most of the built in reports automatically add up both totals when querying.

Source: GetApp
 

Robin from Bal Swan Children's Center
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

One of the best tools out there

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Salsa CRM has been one of the easiest transitions to a new tool that I've ever experienced. From the very beginning, we were supported and guided through preparing our data for the conversion, connected with staff to train us on how to make the most of the features. After we implemented the tool, the wide variety of support and training materials has made getting the answer to any question incredibly easy. Salsa CRM gives you all the functionality of an expensive system at an affordable rate. This is the third organization I've worked for using Salsa and the second that I've led the transition from a different system.

Pros

Customer support is outstanding, and the workflow management features have been an absolute lifesaver for an office with several remote staff.

Cons

If you don't have a great internet connection, Salsa can get a little sluggish. It's a great product but it does take up quite a bit of bandwidth to move quickly.

Advice to Others

For the money, Salsa CRM is probably the best option out there. It's definitely worth the time to have your whole team learn about the system before making the purchase.

Source: GetApp
 

Robin from Bal Swan Children's Center
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Salsa CRM is THE tool for success

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Salsa CRM has been one of the easiest transitions to a new tool that I've ever experienced. From the very beginning, we were supported and guided through preparing our data for the conversion, connected with staff to train us on how to make the most of the features. After we implemented the tool, the wide variety of support and training materials has made getting the answer to any question incredibly easy. Salsa CRM gives you all the functionality of an expensive system at an affordable rate. This is the third organization I've worked for using Salsa and the second that I've led the transition from a different system.

Pros

It is easy to use and intuitive. The ability to create processes for cultivation and other engagement activities is invaluable and makes managing a growing team of fundraisers far easier.

Cons

Salsa CRM being a newer product that was based on the DonorPro platform, the manual wasn't immediately updated to reflect the online, cloud-based product.

Source: Capterra
 

Justin from Congo Initiative

March 2017

March 2017

It just doesn't work as it is advertised

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been a Donor Pro client for years and were excited about the merger and possibilities with Salsa. However, we felt a bit neglected as a previous client, slipping through the cracks of the transition and experiencing a number of problems because of this. The overall functionality of the product has been cumbersome, making it feel like they launched the merger before ironing out really important issues. Customer service is generally good with very kind people. At first, the response time was great 1-2 days, however, we now end up facing at times 3-4 weeks on some tickets. But, I got tired of calling for an update on an issue, having the person try to fix it on the phone even though they land in the same place as the previous person...I can't figure this out, I need to send it to the developers or update the ticket. In general, I just spent way too much time trying to find answers, solutions, and we are a small organization that cannot afford it. They have updated their website in a way that gets you really excited about the product. It looks great and probably is for a new organization just starting out! But, it just hasn't been a great experience for us. Functionality was up and down. And, as an organization in transition, both with software tools and looking to grow and expand, we thought this would be a helpful tool. It hasn't met our expectations yet, and holding our breath a bit longer to see if things improve.

Pros

The integration is nice when it is working to its full capacity.

Cons

Too many glitches, issues with functionality. Things are not as streamlined as they seem to be advertised. A lot of challenges and issues for our team.

Advice to Others

I really wish we were given more attention at the beginning as the merger was happening (Donor Pro - Salsa). I think it would have been good to have specific account managers dedicated to making sure the transition was smooth and with the upgrade, functionality enhanced.

Source: Capterra
 

Doris from Greater Killeen Free Clinic
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Salsa CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The Greater Killeen Free Clinic recently purchased a CRM after several years working without one. The Free Clinic has already seen an increase of social media campaigns and we had a great #GivingTuesday campaign!

Pros

We love the ease of use with the software! Also, Engage is a great tool that I use every day!

Cons

We wish we had an app so we could easily login and review fundraising pages on the go.

Advice to Others

We were in your shoes when we were looking, make sure you look at Salsa CRM and all the benefits it has for your organization.

Source: GetApp
 

Shannon from Freedom House

November 2016

November 2016

Great User Display, Technical Features Need Work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

When I first was learning Salsa, the simple and colorful dashboards allowed me to pick up the functions quickly especially when watching the tutorials. But as I used the software more i encountered some small technical issues with the individual supporter information (hard to detect duplicates, hard to undo errors in uploading etc)

Source: Capterra
 


November 2016

November 2016

Great features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our experience with salsa has been great overall! The biggest challenge was the transition process. We were moving from google drive and several other platforms for ticket sales, emails, etc. so we didn't have any experience with this. It eventually all worked out and the Salsa team really stepped up to accommodate our needs.

Source: GetApp
 

kalyn from jericho foundation

November 2016

November 2016

Ton of features for the price!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our experience with salsa has been great overall! The biggest challenge was the transition process. We were moving from google drive and several other platforms for ticket sales, emails, etc. so we didn't have any experience with this. It eventually all worked out and the Salsa team really stepped up to accommodate our needs.

Source: Capterra
 


November 2016

November 2016

A full-service CRM worth considering

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My biggest complaint is the reporting. Aside from that it is a fairly straigthforward platform that allows for coordination between your email marketing, fundraising, and advocacy.

Pros

Can create custom roles and permissions, organize constituents and users by chapters. Create and save multiple email and form templates.

Cons

Reporting is not the easiest and a lot of the report display in the browser and are not immediately exportable. The aggregate reporting is powerful but finicky - if any column is out of order the whole report is broken.

Advice to Others

Get help with creating custom reports from the get go so that you always have the data that you need.

Source: GetApp
 

Jamie from ACHIEVA

November 2016

November 2016

Happy Customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This software is the easiest and most friendly CRM product I've used. Let's you easily enter and query donor information. Lots of great features.

Source: Capterra
 


November 2016

November 2016

Happy Customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This is the best CRM software I've ever used. Easy to pull reports, do batching, and get information. Is a great tool for gathering information about your donors.

Pros

Ease of use. Good features.

Cons

More help with instruction and maybe a reference manual.

Source: GetApp
 

Megan from Metropolitan Family Services

November 2016

November 2016

Robust email marketing platform with bonus useful functions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Source: Capterra
 

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

November 2016

November 2016

Salsa has the right ingredients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used Salsa Labs CRM for over 6 years now, and I am able to say they are a perfect fit for my organization and others that are medium to small grassroots groups. With features to support online fundraising, email blasts, email campaigns, social media integration, and event ticketing - on top of providing supporter tracking database abilities- SALSA is exactly what I need. On top of that, the SALSA support team is outstanding. They are knowledgeable, quick to respond, personable and patient. And they always solve my puzzles! I completely recommend SALSA for CRM platform users out there.

Pros

Options for all my needs: CRM database, online fundraising, email blasts and campaigns, event ticketing and more. Easy to learn and use. Intuitive programming and nice visually.

Cons

No 'auto save'. I am constantly 'saving' information so I don't lose my drafted email language or fundraising appeals because they have not installed an 'auto save' feature as of yet.

Advice to Others

I know others who have used SALSA and groups like mine are perfect fits for this type and size of CRM.

Source: Capterra
 

Amanda from Virginia Organizing
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Still in implementation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

So far, I'm very impressed with CRM. We had Salsa Classic before and it worked well, but this has more capability and the fundraising is integrated. Our data migration has not begun and it's about a month past when we were told it would happen. Be prepared to wait if you sign up. We were last told that they could not give us a time frame of when we will be converted over.

Pros

Integration with fundraising, easy to navigate

Cons

Slow implementation and data migration, need more information through this process

Advice to Others

It's great software, but be sure you know how long it will take to get you on board.

Source: GetApp