Salsa CRM Software
FrontRunners
About Salsa CRM
Salsa CRM is a cloud-based constituent relationship management platform that helps nonprofits track supporter relationships, manage online and offline fundraising, and intelligently report on everything.
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 trigge...
Salsa CRM Pricing
Please contact EveryAction for pricing details.
Starting price:
$0.01
Free trial:
Not Available
Free version:
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Salsa CRM User Reviews
OVERALL RATING
Showing 1 - 5 of 229 reviews
Blake
Company size: 11 - 50 employees
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2022
Newbie and committed
Anonymous
Company size: 11-50 employees
Time used: Less than 2 years
Review Source: GetApp
May 2017
Essential Operating Tool
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.
Mario
Company size: 11-50 employees
Industry: Non-Profit Organization Management
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
May 2021
Good, but needs fine tuning
Overall I have enjoyed setting up and implementing Salsa. My biggest complaint (other than the alphebetical order issue) is that the person inputting the data should have more of an understanding as to the inner working and fields available in Salsa. There are many fields that I have (and still am) currently modifying/getting rid of because the fields already existed in the system so I am moving the data. All someoned needed to request was to use the existing field to upload against but I was never told or given the option. I can see the issue possibly being from me not seeing the fields but in my mind, you all are the experts and are helping implement the system the best way possible.
Pros
The options in the reporting system are great and I find it superior to most query/reporting tools.
Cons
The fact that NOTHING is in alphabetical order. Why and how this has happened is ridiculous.
Reasons for choosing Salsa CRM
Salsa seemed more fitting.
Reasons for switching to Salsa CRM
Salsa is actually set up and configured for finnancial data management and online engagement so we were not only able to consolidate but use somethinge that is more fitting to our purpose.
Leslie
Company size: 2-10 employees
Industry: Health, Wellness and Fitness
Time used: Less than 6 months
Review Source
This review was submitted organically. No incentive was offered
February 2020
Data Migration Less Than Desirable
During conversion, you cannot actually speak with a person unless you have paid. You have to email ALL your questions.
Pros
It is way more user friendly that what we were using before = ETapestry but then, it's ETap so go figure.
Cons
We are in process of conversion and here are my initial thoughts: 1) pay the extra money and have someone help you unless, you don't have that many constituents. 2) I was extremely disappointed. When migrating business or organizational contacts over, you will lose multiple contact names, period. They only let you migrate ONE name over which is contained in ONE text field box. This means if you ever want to do a mailing, there will be NO way to address a letter as Dear Ms FIRST NAME. This is so dumb. 3) You don't get to decide which accounts you want to split or keep intact. Once you send over your conversion template, any and all names that contain an "&" or "AND" get automatically split into two accounts. This includes organization contacts. So if you have a business IE: Brown & Smith Attorney at Law, you are SOL. 4) I could not figure out why they had Organziation TYPE and Individual TYPE on each account. In my experience, and account is either an ORG or an IND period but, here is the rub. YOU CANNOT add contact names to an existing ORG record. You have to create a seperate record and then link each IND to that ORG. So for multiple organizational contacts, they will be set up as INDIVIDUALS. The only way to sort out this mess, is to use the TYPE or ORG or IND. This is where you will list your indivuduals as say, BUSINESS CONTACT, CHURCH CONTACT, etc. This is a huge cluster &^#. Now I get why they don't let you sample the database before buying.
Reasons for choosing Salsa CRM
We do peer to peer as well as an annual gala so we needed the events module. It came down to either Salsa CRM or DonorView, which now I am wondering if DonorView would have been better.
Reasons for switching to Salsa CRM
Blackbaud is putting Etapestry "out to pasture" or "sunsetting the product." This means they will not be doing any additional updates.
Response from Salsa Labs
Hi Leslie, Thank you for the feedback about our Standard Conversion process, our clients input means a lot to us. Salsa would love a chance to speak with you and review your concerns about your conversion. While we do have some standard practices that we use to make our conversions quick and affordable, we can certainly work with you to make the database work for your needs. We have training and consulting resources and would love a chance to speak with you to provide the best steps forward. Please email services@salsalabs.com and ask to speak with the Implementation Manager for more assistance. Additionally, there is no additional charge to speak with Salsa over the phone, so Salsa would love to learn where that expectation was set in the process so we can address that immediately.
Replied January 2021
Blake
Company size: 2-10 employees
Industry: Non-Profit Organization Management
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2019
Overall, a useful product
As my review title states: overall, a useful product, but it's definitely got room for macro design improvements.
Pros
There are unlimited capabilities with the software. Salsa CRM offers everything you could possibly desire in a CRM designed for a nonprofit. In fact, there's so much functionality, that after six months of having used the software, I still feel like I'm only 25% of the way there with fully knowing it inside and out. Constituent profiles are clean and easy-to-navigate, and they help unearth stats that can ultimately help you recapture lapsed donors and sustain their commitment to the org. Additionally, customer support is always there to help you navigate the software should you ever get lost.
Cons
The training is not exactly exciting or something an audio-visual-hands-on combo type of learner with ADD is going to find very useful. I think it's unfortunate that the product vocabulary has to be all "startup-y." I'm still trying to understand the reporting systems. I've also been faced with buggy moments that typically require restarting the software which causes delays in getting work done.
Reasons for choosing Salsa CRM
Because it offered the most of the things we needed.
Reasons for switching to Salsa CRM
DonorPerfect didn't fit our needs.
Response from Salsa Labs
Blake - Thank you very much for your review. We are glad to hear that Salsa CRM has all of the features you need and is helping you unearth statistics that will hopefully help you grow! We have passed along your feedback on our training and start-up process to our on-boarding and client teams. We are always looking to improve and sincerely appreciate your feedback.
Replied November 2019
