Salsa CRM Reviews: 3.9/5 — Good for the Price

Ease of input of data and export data into QB

download from Network for Good has to be manipulated.

Not having to do double entry into QB

That the engage platform speaks to the CRM platform and that the technicians are so happy to help me and are patient with my lack of knowledge.

As a member-supported NP, (like many I am sure) that creating a form for online purchases of membership does not communicate with the membership field in CRM and update that data automatically. It is also no conducive to people who purchase memberships for others and the workaround is cumbersome.

I have solved a lot of problems at my agency in regards to antiquated ways of collecting data and put tracking interaction on the map, which did not even exist before. These benefits have been great in regards to community relations and fundraising and engagement in general.

The best part of Salsa CRM is really the customer support. They are always very eager and helpful when I have a problem.

The downside, is that Salsa CRM does so much, that it's hard for one person to manage it all.

Before we had Salsa CRM, we tracked donations with Quickbooks. Salsa CRM helps our team remotely manage donations and donors.

It is very easy to navigate for non-technical users. We were able to start using it right away to enter donations. Whenever we have questions about a feature, support is very helpful and will walk through the process with us if we need it. The dashboard for each constituent is very helpful when reviewing donor records. You can easily see at a glance what your last contact was with a constituent, when they last donated, and check on their contact information. The duplicate merging tool helps us to keep our data clean and helps us to work efficiently. The NCOA service helps us to evaluate our mailing addresses and keep our information updated.

The Advanced Query tool can be improved. It can be a little tricky at first, but you learn how to use it fairly quickly. There are a lot of required fields that need to be included to get some other fields to work properly in the query. It took a few calls to support to walk through the process the first few times. The CRM only accepts one payment gateway at this time, so if you have multiple accounts that you use for different donation campaigns, you need to use Engage or another method for those credit card or ACH donations. The event management tool is a bit archaic and only works well with the desktop version of the software.

Connecting constituents and businesses, foundations, other constituents, etc. to understand how our donors relate to one another. The analytic tools are very helpful in providing insights in comparing past donation years. The analytic tools per donor are also very helpful when making donor calls or preparing for donor meetings. We have been able to keep our data clean and relatively free from duplicates with their duplicate merge tool.

Salsa CRM helps to run an organization with smooth inspection and helps to grow the features as the organization grows as well. This application helps to locate the donors and make sure that they become loyal within time and this application not only provides the authentic donation methods but, also helps to solve the management issues with great support. This application makes a good interaction between donors and donating methods. All things and strategies are cleared for the person who is donating and the donation method is very simple. Hence, we can also donate detail easily.

This application can transform the old data and one would have to make a new account and detail for donating some other amount. So, there should be a single detail for all users and everyone will find this tool helpful in creating a single platform.

Salsa CRM is the best communication tool for donors and donating organization. We are using this application for many years and we have come across its many versions that are upgraded to stabilize this tool. I must say this application is excellent in making datasheets for donors and they can see their donation detail and expenditure within this tool. That’s why I prefer this application in militating the funds and clients to promote the campaigning methods. The social ambiance of this application is very strong and donors approach easily any time.

Salsa CRM makes it super easy to manage your donors,sponsors, volunteers, and even staff!

I do not have anything I have found to dislike thus far.

We are utilizing Salsa CRM to manage donor relations, keep track of our incoming donations and organize staff assignments.

Salsa CRM is adaptable to our small non-profit. It is configurable to enable us to report on exactly what we need wrt our donors, volunteers and clients. Customer support is quick, responsive, thinks of out of the box solutions based on my actual needs.

User interface is fairly blah and there is SO much functionality it takes a while to dig deep to find it all. Still learning the system after a year.

Ease of reports, capturing volunteer hours, success of various program based on attendance we can track, etc

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.

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.

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!

The Salsa team is knowledgeable and friendly. They even remember your name. Clay Rios is very good at his job plus he makes me laugh. I always look forward to speaking with him. But all of the Salsa support team are helpful.

There are afternoon times when you are put on hold. There is better pick up service in the mornings.

Salsa takes care of all my data management, fundraising, emails, and thank you notes. I probably use a small percentage of its capabilities, but it suits our nonprofit needs.

We were using spreadsheets and Salsa put all of our donors into one place and allowed us to easily communicate with them through Engage. We now have history on our donors and can easily track their participation with our organization. The best part was online event management, it freed up staff from taking reservations and answering questions. The process is all online and easy for our guests to utilize.

The word processor took some getting used to, but once we learned how to it worked fine. Individual letter editing saved lots of time.

Improved donor management, event management and e-mail messaging that is all tracked together.

We switched from the classic Salsa platform to the new Salsa CRM. The training team was very patient as we proceed at our own pace. All training sessions have been very well organized. The interface of the new Salsa has been very easy to work with so far.

I can't think of anything that I dislike right now.

We need a CRM that is intuitive, customizable and easy to use, so that our small staff of volunteers help us manage our donors and supporters.. We also need a system that helps us raise funds. I like that Salsa CRM connects with Salsa Engage where we can create fundraising pages, contact pages, etc that link back to the CRM.

The product provides lots of customization ability, great client support, integration with donor communications/social media, and public policy advocacy, in an easy-to-use, affordable platform.

There's nothing I really don't like, but they are a newer software company so they are still adding lots of features you would expect, or they are in the pipeline.

We just started using a few months ago. It solved our problem of integrating donor data with communications and accepting online gifts that automatically go into our database..

They are very responsive and patient. The tutorials are helpful too.

Launching the product by yourself is a little daunting. The on boarding process has taken longer than I anticipated.

When we finally get it fully functional, it will bring many products together into one system and provide us a real planning tool for engaging with our readers and donors.

The excellent customer service support! They are friendly, welcoming and extremely knowledgeable.

Occasionally, a long wait time when I call on the phone.

We have a very useful database for our non-profit organization

The service after teh sale is off the charts. The system is powerful and as your team advances in usage they are there with webinars AND reliable and very patient, help desk support.

nothing to dislike excpet they do not clean windows!

relationship managment pivots off the data base and the functionality to store remind and retrieve

Easy to use! I highly recommend to anyone considering.

layout and designs. The formatting can be an issue.

Working with donors to communicate.

Salsa CRM is straightforward and easy to use and how it can be used only grows as my understanding of the system grows. I like the ability to easily tie in fundraising abilities, donor management, and reports. Using one app for all of our needs as a non-profit saves me a lot of time and stress.

At no fault of the system it can take some time to learn how to best utilize Salsa CRM for our needs. I've also had some issues using the documents portion of the site. It feels a little clunky sometimes uploading and saving and linking documents to send letters to constituents. Especially needing to use OpenOffice specifically instead of some built in templates.

We are able to keep track of our donors and run reports on our donors easily. As a growing non-profit it has been essential to start from the ground up with software that can help keep information about our organization clear and organized.

Salsa has an easy to use template system for drafting email blasts. Uploading a specific template I can use again and again allow me to focus on the content of my message rather than the coding for the appearance of the email. This function allows me to waste no time in alerting followers of important developments in my area of work.

Advocacy pages become active immediately - namely before I issue my call to action email. An option for simultaneous posting would be great.

Using Salsa to create email blasts and promulgate action letters has been very effective during the legislative session. The ability to send an email instructing an individual to reach out to their representative then have a call to action button imbedded in the email has lead to massive responses in support and in opposition to legislative bills.

The Salsa Community and Support team are evidence of the adage, "people are the best asset". The platform is intuitive and simple enough to learn and the support crew answer questions promptly and with kindness -no matter how technically illiterate one might be! I think sometimes platforms can be too technical or intimidatingly detailed, but SALSA simplifies code, donor management, email and online fundraising. They have put together the ingredients that I need as a small to mid-size nonprofit.

I sometimes get lost trying to change code myself to clean up little details like newsletter structure or donation page columns or text. But the support staff typically resolve these issues quickly. Also, I always have to remind staff to SAVE edits and I think SALSA could implement an auto save feature or something.

We are a conservation nonprofit working with local communities to resolve global issues. Wild Forests and Fauna protects and restores globally important forests. We do this by building conservation and entrepreneurial capacity in local partners in order to set up long-term sustainable success. SALSA has helped us to communicate with supporters around the globe, to fundraise online from donors around the globe, to better manage our supporters and donors in a database and to streamline administrative processes to some extent. SALSA is helping us to more effectively and efficiently protect and restore forests.

The intuitiveness of the product. This product is being used among many different generations.

I would like to see additional webinars hosted.

Building our donor database.,

I love the new platform. We previously had Salsa classic and it was great, but this is much more user-friendly. I also love that it's integrated into the fundraising software. The cost savings is going to be great and it's a better product.

There are some features it doesn't yet have on the fundraising side. We can't get an email notification whenever someone donates like we could with Network for Good. I've also noticed some features from Salsa classic aren't quite up and running, but I'm confident these will be fixed in the future.

Our data entry on the fundraising side is going to be a lot less time consuming, freeing up our fundraising coordinator to do more fundraising.

I have used DonorPro CRM for 5 years and I really like the reporting feature the best. I can find out so much data on my clients with a very quick query.

I wish there was a feature to do multiple or group changes within a group.

We use another financial software package along with Donorpro and we are working on having all of our data match our financials.

Excellent customer service; knowledgeable staff

I am very happy with the implementation and service we have received

We have been able to streamline our donation process and become more efficient

The friend-to-friend features make it easy to set-up and track the donations that come in as a result of efforts of individual boardmembers, volunteers and others who take an active role in soliciting funds for time-limited campaigns.

I am new to DonorPro and find it to be a very useful tool. At this time, I don't have any dislikes.

We needed a tools to make it easy to set-up, track and manages donations that result from specific individuals.

Simple to use and extremely cost-effective for small non-profits.

Product can be a bit technical to use at times, but classes are offered.

You cannot effectively development a donor base without proper donor software.

We just recently made the transition to DonorPro and we are already off to a great start! The training hours were very informational and customer service has done a wonderful job helping us to make the transition. We can't wait to get going!

We have been happy with all aspects of the product so far.

DonorPro has helped us to connect with additional resources for email marketing that has made our outreach much more manageable.

I really like the option to be able to do Mail Merges with Salsa CRM. I also like the feature of tracking multiple emails and addresses. Customer support is also always available.

Reporting is a bit tricky because I found it hard to find the navigation. It could be more user integration to other apps to be increased. These are my major concerns.

My company used to use spreadsheets for a particular division of the company. But after switching to Salsa, all the data is sitting in one place . Much safer and no more fear of loss of data.

Salsa CRM is a centralized database for heavy development work. Customer relationship management is a process in which a business administers its interactions with customers.

sometimes missed sales opportunities. The team rarely uses it. A high customer churn rate can result from CRM system. Most CRM systems are based around the sales imperative – which means they are poor for marketers.

CRM solved a lot of problems. If your team used it in the correct way you can save time, and relationships with your customer's data. Accurate sales forecasting.

The software has come a long way since we started using it in 2015-2016. The company has made a lot of improvements and provided a lot of up to date tools for contacting our donors. The email templates are professional looking and relatively easy to put together without needing to use complicated design tools.

Salsa has two tools - Salsa CRM which is a full fledged database and Salsa Engage which is an online communications tool for email, marketing and fundraising. While the two tools are integrated they are not fully integrated so data from Engage will flow down to Salsa CRM automatically, but data updates from CRM don't always update Engage automatically. Better integration between the two tools would be a welcome improvement.

Salsa CRM allows us to track donations and track demographics of our donors. Reporting from Salsa helps us understand donation patterns and trends, and also allows us to find alumni to serve in our mentoring program which pairs recent students with an alumni mentor that matches their career or undergraduate interests.

The team had Salsa has been so helpful as we navigated the quick transition from in person to virtual events.

Technology is always tricky, you have plenty of possibility to get yourself in a box.

Currently we are working with the membership program and adding cultivation.