Salsa CRM

RATING:

4.1

(237)

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...

Awards and Recognition

FrontRunner 2020
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Salsa CRM Pricing

Please contact Bonterra for pricing details.

Starting price: 

$0.01 

Free trial: 

Not Available

Free version: 

Not Available

Dashboard
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Salsa CRM Reviews

Overall Rating

4.1

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for Salsa CRM

1 - 5 of 236 Reviews

Blake

11 - 50 employees

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.

OVERALL RATING:

4

Reviewed February 2022

Newbie and committed

Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Newbie and committed

They were so patient with our org from the start, made the entire process to onboard easy, and we're already seeing a difference in time management simply by having an effective, user-friendly CRM.

PROS

My nonprofit just started to use this software last week, and we're already in heaven. Our account rep is stupendous, and they're making the transfer from our previous donor management software to this CRM platform extremely easy. The UX is stellar, its donor management capabilities are unmatched, and reporting is made super easy. I'm looking forward to learning this software more and its sister, Salsa Engage.

CONS

I haven't found any cons yet, although I'm curious to see just how smoothly their social media capabilities function.

Ricci

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

SALSA is THE best!

I’ve been with SALSA now for several years. In the beginning I kept trying to make it Network for Good - which I left because they were so non-responsive, but they do have good interfaces and options, and their donation processing is a breeze. But the reality is, that I left NFG because I couldn’t get what I wanted. From my first day with SALSA, though, the team behind the product stood out and they jumped through hoops and turned somersaults to make me happy and get me the training I needed. I even got a call from the President of the company to talk about what I was experiencing and to make sure I was getting what I needed. I can’t imagine any other company with a “the customer comes first” culture that reaches all the way to the top. No matter what I come up with that I want to do, I find that there’s a way to do it in SALSA (except around the donations!). I would recommend this product to anyone and everyone without reservations!

PROS

Since 2003 we have purchased, leased, been granted and explored too many databases to count. Until we finally found our home with SALSA. The team is constantly upgrading and adding features, the customer support is absolutely unparalleled, and their dedication to the end-user is obvious in the features they have and those that they've added over the years we've been with them. Every software CRM has issues. One of the things that sets SALSA apart from all of the others is their customer service team. They go the extra mile and then they just keep going even further to work with you, fix any issue you're having, suggest new features to the development team based on your needs....they are just the absolute best.

CONS

I'm not as fond of their donation processing partner. For example, if a donor wants to increase their giving amount you have to cancel their old donation and they have to go in and create a whole new donation. Some of their training material leaves a lot out, but the responsiveness of their support team more than makes up for that.

Donna

Non-Profit Organization Management, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed July 2017

Great customer service, but conversion is a time-consuming pain.

At this time, we haven't been using Salsa CRM long enough to record any marked benefit. We're still in the problem-solving phase of post-conversion. As the Development Director, I did receive an immense benefit from sifting through the 2.5 million data fields from our conversion templates, however. I now have intimate knowledge of our constituents and our data that I didn't have before. It's given me a better view of our donor base which has allowed for the placement of fundraising strategies. If CRM and Engage would ever interphase properly, Salsa could probably make my life a lot easier. But right now, it makes it more difficult.

PROS

Customer service is awesome. I appreciate that I can call and get help instead of wading through hours of online instruction videos. Everyone I've encountered has been helpful and knowledgeable. I appreciate the ability to categorize constituents into groups. It's proven very helpful on directing messaging to appropriate constituents.

CONS

Frequently used items, such as notes and address and phone edits, aren't where one would think they would be. When learning the system, it causes a lot of frustration trying to find things. Also, there are lots of drop down menus without explanations on how each category affects the larger picture. For example, under "Edit Address," there is place to check is the address is "Home," "Business," or "Primary." (You can check more than one.) Then across from that, there's a drop down menu titled "Reason." No explanation of what this category means. The choices are "All Correspondence," "Bad Address," "Non-Solicitations Only," "Primary Address," or "Solicitations Only." How does this relate to the "Preferred Contact" drop down found under "Constituent Information" which also features "Solicitations Only" and "Non-Solicitations Only"? Isn't that overkill? What's the logic behind that? It would be nice if there was a printed user's guide. Sure, there's all sorts of information online to sift through, but who has time to watch videos? Give me a searchable .PDF with general instructions that include an overview of the drop down menu choices and their best uses. Finally, conversion is NOT easy. You get what you pay for. We paid for the basic conversion, and I had to manually process over 2.5 million data fields from our previous software to Salsa's templates. It took me 6 weeks. We're still waiting for Salsa CRM and Engage to interphase properly 2 months later.

Vendor Response

Donna - Thank you for your thorough review. We encourage you to provide feedback directly to Salsa as we do incorporate our clients' enhancement requests into future releases. Our Director of Customer Support will be reaching out to you directly to address some of your specific issues. Regarding documentation, we do have an online user's guide that you can download if you prefer printed materials. You can also use our online knowledge base which is searchable by topic. Also, all Salsa customers now have access to Salsa Scholars, our brand new e-Learning platform. It's self-paced interactive learning for both Salsa Engage and Salsa CRM and the purpose built integration which we continue to enhance. In the latest release (expected to be in production by the end of July 2017), you will see enhancements to the integration which were made based on the feedback of our active user community. Please contact Customer Support if you need access to any of the tools listed.

Replied July 2017

Anonymous

501-1,000 employees

Used daily for more than 2 years

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2017

Happy Customer

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

Very easy to use as compared with other CRMs that I've tried. Friendly customer service. Very happy to have cloud based option to check when I'm out of the office.

CONS

More help with instruction and maybe a reference manual. Sometimes it feels hard to get a handle on the very many add on features, which is a good thing.