All Salsa CRM Reviews

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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.

Brittany

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed June 2017

Great product!

PROS

Is super easy to learn how to use. Great registration pages for events that promote individual fundraising.

CONS

Not many options for social media marketing. I wish it allowed for more cross promotion across different social platforms.

Douglas

Non-Profit Organization Management, 201-500 employees

Used daily for 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.

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed November 2020

Disjointed, kludgy, unintuitive, overly-complex, and outdated on the CRM side

We gave it our best shot. We spent days and days trying to import people - without ever really succeeding. I worked for DAYS trying to master the reporting interface. Which looks (and probably is????) extremely and outlandishly powerful. The only trouble is - its SOOOO powerful (and complicated), nobody even uses it. I finally contacted the company to ask if there were any training videos on it - and they (literally) told me that virtually nobody writes their own report definitions. "Most of their customers hire consultants to do that," they said. When I finally DID succeed in writing a couple that worked, they seemed somewhat surprised. Lots of little things just didn't seem to make sense. For example, even -- if I was logged in, and two hours pass, it logs me out, providing the log-in credentials to log back in again - which is fairly common. But if one tries to put in credentials on that page and log back in, it says, in tiny print on an otherwise-white screen upper left, "Forbidden." The one thing NOT to do to a customer who has just paid $4500 for a year's worth of use of a software platform is log him out - and when he tries to use the log-in page to log back in again, tell him it's forbidden.

PROS

Salsa Engage is a new product. If they had built a CRM from the ground up, incorporating Salsa CRM components, I have a hunch it would have been better. Salsa Engage, for its part, allows one to do online forms, email groups (in a matter of speaking), and some social media integration. (But wow - they didn't.) It will indeed do those automated sequence emails (though not dependably; and strangely, when I informed their customer service that the 'drip' sequence wasn't always working, they literally said, "Yes, if

CONS

For the CRM side (Salsa CRM), they just bought an off-the-shelf product from another vendor. (DonorPro.) It's a dated interface. (Like - 1965 maybe?) (I jest. But not by much.) Then they tried to figure out a way to cobble it together with their [better] efforts in Salsa Engage. The trouble is, if a person doesn't buy access to Salsa CRM, there really is ZERO CRM. For example, one can generate a group email, of sorts, from directly in Salsa Engage. But there's really no way to jot down a mailing address with a phone number in Salsa Engage, solely. (It only accepts contacts with emails.) The whole thing seemd Kludgy, actually.

Reason for choosing Salsa CRM

One of our workers had become so convinced that Salsa would help us move to the next level. Why in the world I listened without evaluating more deeply, I'll never know. Never again.

Reasons for switching to Salsa CRM

One of our workers had become so convinced that Salsa would help us move to the next level. Why in the world I listened without evaluating more deeply, I'll never know. Never again.

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: GetApp

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed November 2016

A full-service CRM worth considering

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.

Frankie

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed October 2014

Efficient and Effective

DonorPro has a great capacity for maintaining and reporting detailed information! DonorPro allows detailed input of patient information, relationships, services provided, as well as donor and donation data. And then, DonorPro makes retrieval of that information quick and easy. DonorPro's software is designed with the final output in mind. It "asks the questions" that a user needs in order to maintain a detailed and functional database. The user can maintain detailed information on each constituent and can also view the big picture through reports and queries. Also, the training and support are outstanding! There are so many ways to use DonorPro to its max that it is a waste to try to figure out everything on your own. The ease of use is dependent upon the user's investment in the opportunities and resources that are offered. Deep, thorough training is offered regularly; and, when I hit a bump in the road, the support staff is always prompt, courteous, knowledgeable, and helpful. Every single time I have needed support, the team has responded quickly and accurately. There's not much about DonorPro that I don't like; most problems are caused by "user error."

Richard

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed October 2014

Review of DonorPro Fundraising Customer Relationship Management Software System

Versatility: The product is cloud based so I have access anywhere that has an internet connection whether or not I have my own personal computer, tablet or iPhone available to me. Just pop on someone's laptop & login to the GO version losing very little functionality from the desktop / laptop version. So far I love the Vendor because of the excellent customer service that they are providing me. Experience: So far I have no complaints about either the software or the vendor. Interested: Get a demo, or better yet get access to login and use a demo database. Try using their customer service department to answer questions during the demo phase. Ease of Use: You have to get used to how the system was built, and how to move around all the functional available. There is so much that can be customized to your own needs. Issues - All my issues have been my lack of understanding - once I know how to use it, it has worked flawlessly. Customer Support - Award winning!! I have gotten quick response to questions posed, and I find that they even offer to assist further after the problem has been resolved.

User Profile

Melissa

Verified reviewer

Education Management, 201-500 employees

Used daily for 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

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2020

Robust CRM for Non-Profits

Overall it's a powerful CRM but there is a fairly steep learning curve, however, they do have good training materials and customer support.

PROS

I like the ability to query data into custom reports of my liking or to automate tasks. I like the automatic sync to Salsa Engage

CONS

I think the requirement to batch every donation entered is unnecessary. I also wish the designation field could be used on transactions that do not come through Engage

Vendor Response

Melissa, We are happy to hear that Scottsbluff Public Schools is finding success with Salsa. We are so pleased you have had positive experiences with our training and support resources. Thank you!

Replied January 2021

Margaret

2-10 employees

Used daily for less than 12 months

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed March 2017

Some pro's but very difficult & terrible at Events

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.

Anonymous

11-50 employees

Used weekly for less than 2 years

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

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed April 2018

Salsa turned out to be way too complex for a small non-profit without a dedicated CRM person.

Not much. It was too clunky and complex for us to learn and use. Please note, you should not be using my LinkedIn profile because the main LI profile is for a company I'm working with not for my non-profit. Using a LI profile simply doesn't work for people who have multiple roles at different organizations.

PROS

On the surface SALSA looked to have everything we needed in a modern user interface. Email program. It was relatively easy to create

CONS

Salsa, as it currently exists, is an integration of three separate solutions. The CRM and the Engage products actually use separate databases that need to sync with each other. The fundraising module was a completely different and much older interface. The support was friendly and knowledgeable but with no experienced IT/CRM person on staff Salsa was simple too complex to learn and remember, especially since we used it only one per month. We decided to cancel our contract and move to something simpler and more manageable for us. Salsa management declined to return the unused portion of our contract. I don't believe would have been a great sacrifice to return to our non-profit. But they chose not to. Similarly, the merchant services account we had to sign with Salsa was for a three-year period, even though our contract with Salsa was only annually. We're now paying a cancellation fee for that service. I'm certain that Salsa probably works well for larger organizations, but it was simply too complex for our small team.

kalyn

Philanthropy, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2018

great customer service!

We are managing our database and fundraising. It has been amazing to streamline the two! We used to use several platforms for all of our needs and we found that it was nearly impossible to maintain accurate records that way, the inconsistency was inevitable. Salsa has really helped us solve that issue by creating a system (with a reasonable price tag) that talks to one another. For example, a ticket sale online will go directly into a record!

PROS

The diverse features available and they are always updating to stay current with trends! I am grateful for the constant updates and the variety of options available.

CONS

The implementation was a bit rocky but customer service worked with us a lot and we got through it! 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.

Amanda

Non-Profit Organization Management, 2-10 employees

Used daily for less than 2 years

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:

3

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed August 2022

Keep looking

If you just need a simple tracking system, Salsa CRM is good, but very expensive for just that ability. For integrating peer to peer and other functionality, we found it clunky. There were other options that, if not cheaper, were at least vastly better at performing tasks.

PROS

The features are more robust than some of the other software we had used, so it seemed like a good move from our old software. My favorite feature is probably the ability to leave a prominent note about a contact.

CONS

The conversion from our old software did not go smoothly and they were less than sympathetic about helping us, even though we paid for them to do the conversion. Ultimately, the software was not as robust as we understood that it would be, and the API interactions were sometimes problematic.

Vivian

2-10 employees

Used daily for more than 2 years

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed April 2017

Salsa support is not good

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.

Jacquline

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed March 2009

We do not hesitate to recommend this software to anyone!

We do not hesitate to recommend this software to anyone! After comparing it to some of the other software programs available we have learned two very important things. 1) It incorporates so many things that you would otherwise have to purchase multiple software programs to accomplish what Donor Pro does with just one. The result of this is a very significant savings which means everything to a non-profit. 2) No company has yet compared to their customer service team. They are always ready to hear customer feedback on what they can do to improve their software to better accomodate their customers, and they not only listen, but they actually follow through and incorporate those suggestions.

PROS

We cannot say enough positive things about Donor Pro. We are able to operate almost our entire office off of this software, and use it to accomadate the employees that work from home. It can easily be adapted to fit so many of our non-profits needs. We would be lost without it. The best thing about the company, by far, is their customer service. They always exceed our expectations. Our Director of Development has used several donor management software programs in her previous positions, and stated on many occasions none of them compared to all the features that donor pro offers. She is constantly amazed when she learns about a new feature and the ease of use. One of the things that highly impresses me is how easily you can make a request for an enhancement, and then how quickly you see it incorporated into a future upgrade.

CONS

We have been customers for almost 4 years now and still have no negative feedback to offer.

Betsy

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Clunky, outdated, overly complicated user interface

The customer service is great. Problem is i was on the phone with them constantly.

PROS

The out of the box metrics. The customer service is really great.

CONS

Creating queries, seemingly unnecessary steps in creating a contact or transaction

Vendor Response

Betsy, We are sorry that you have not found Salsa CRM easier to use. In addition to our great support team, which you mention, we have a strong education and consulting group. We would love to get your specific feedback and show you some of the recent updates we have made to the CRM user interface.

Replied March 2021

Libby

Primary/Secondary Education, 2-10 employees

Used daily for more than 2 years

OVERALL RATING:

1

EASE OF USE

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed February 2017

Do not go with this product

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.

jerry

11-50 employees

Used daily for more than 2 years

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

OVERALL RATING: