Salsa CRM

Salsa CRM

Cloud-based donor management & engagement software

4.2/5 (213 reviews)

Salsa CRM Overview

Salsa is the world's first supporter engagement platform. By unifying online supporter engagement and constituent relationship management software in one integrated toolkit, nonprofit have all the online and offline tools they need to engage communities, raise funds, rally supporters, and change the world. Salsa empowers nonprofits to target and segment rich supporter profiles, connect online and offline with relevant messages, convert supporter interest into action with online forms, and optimize outreach with built-in best practices. With access to these powerful tools plus award-winning customer support, nonprofits across the world are boosting staff efficiency, deepening supporter relationships, and accelerating fundraising growth.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Salsa CRM Reviews

Overall rating
4.2/5
84% positive reviews
107
Excellent
72
Very good
22
Average
8
Poor
4
Terrible
Ricci L.

SALSA is THE best!

Used Daily for 2+ years
Reviewed on 2018/11/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Sarah M.

Salsa gets it done, but only if you have the staff to make it work

Used Daily for 1-5 months
Reviewed on 2016/11/23
Review Source: SoftwareAdvice

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...

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Alyssa D.

Easy to use, quick and reliable reports, constantly adding elements to make the experience better.

Used Daily for 6-12 months
Reviewed on 2017/06/13
Review Source: Capterra

Tracking donors easily, easily sending out communication.

Pros

What I like most about Salsa Labs is the ease of use. Although as the administrator I am in the database daily, everyone on my team can easily find what they need and update donor profiles, and find out information about donors. The robust queries is also huge for me. The fact that I can easily segment out multiple layers of donors makes my job much easier. So far there has not been an output that I am looking for that I can not get through Salsa queries. The integrated emails and unlimited donation pages are also wonderful and have reduced the number of platforms we have to use.

Cons

I do wish there was a little bit more integration between the CRM and the Engage side of the systems. Currently if I send out an email blast it does not add a note or activity to the donor's profile on the CRM side saying this was sent. Currently I have to add them to a group and then add a note to their profile. There are a couple of other little items that are more wish list items rather than items I have to have in a CRM. Also, the customer support, although they are always helpful, it is sometimes hard to get ahold of them. Emails usually take a good 3-7 days to answer (sometimes mores) and if I call I am on hold for a good 15-30 min sometimes. It is nice that I can call anytime, but frustrating that it can take awhile to get ahold of anyone.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Derek B.

Salsa is the best software for the money

Used Daily for 1+ year
Reviewed on 2017/11/03
Review Source: SoftwareAdvice

Ilona and Andrew on were great at walking us through the process. It is always cumbersome when starting a new CRM solution, but between them and Joe, our onboarding specialist, the people at Salsa were great. We're still getting use to all the available tools, but have found great benefit in everything so far!

Pros

Lots of tools (Email, Events, P2P, Social Media, etc.) Great options for communicating to donors and receiving donations. A lot of customization for marketing and accounting.

Cons

Merging the two solutions (Engage and the CRM) has proven clunky, but the team is committed to fixing any issues.

Response from Dan

Thanks for your review, Derek. Salsa CRM and Salsa Engage have a built-in two-way integration that syncs all standard and custom fields between the two, pushes online supporter activity data into Salsa CRM and enables you to build groups in Salsa CRM and push them to Salsa Engage for online engagement. Also, be sure to check out Salsa Scholars, the interactive eLearning platform that contains instructor led training courses that will help you learn all the ins and outs and maximize the software. Specifically, there is a course on the Salsa CRM and Salsa Engage integration. Let us know if you're still having trouble and we can help you sort it out!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Kara M.

Salsa CRM is my system of choice

Reviewed on 2016/06/08
Review Source: SoftwareAdvice

Pros

I've been in development for 20+ years and used a variety of systems, and Salsa CRM is the only product that consistently meets my needs and gets the job done. The product is intuitive, easy to learn and their support is top-notch. Many webinar and trainings offered, although it is so easy to use I don't need to tap those options much.

Cons

not applicable - nothing to improve. The product is intuitive and meets my needs, and most importantly is scalable. I've used Salsa in a shop with less than 10K donors and in an organization with over 30K donors, and have worked with peers everywhere in between also using the product with great success.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10

Salsa CRM Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Salsa CRM Features

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Communication Management
  • Contact Database
  • Credit Card Processing
  • Custom Fields
  • Customizable Reporting
  • Electronic Payments
  • Email Integration

  • Attendance Management
  • Automatic Reminders
  • Contact Management
  • Customizable Branding
  • Data Import/Export
  • Event Management
  • Registration Management
  • Reporting & Statistics
  • Third Party Integration

Additional information for Salsa CRM

Key features of Salsa CRM

  • Ad hoc reporting
  • Built-in segments
  • Campaign management
  • Custom fields
  • Custom segments
  • Data deduplication
  • Donation history tracking
  • Donation receipts
  • Donor database
  • Donor profiles
  • Donor relationships
  • In-kind donations
  • List creation & segmentation
  • Matching donations
  • Meeting notes recording
  • Pledge management
  • RFM (recency, frequency, monetary) analysis
  • Recurring donations
  • Role-based access restrictions
  • Seasonal address tracking

Benefits

  • Pre-built constituent segments include new subscribers, petition signees, major donors, and more, with users able to configure each segment to suit their specific needs.

  • RFM (recency, frequency, monetary) analysis can be carried out using the built-in query wizard to identify donors based on the most recent donation, donation frequency, or total donation amounts, and use this to target cultivation efforts.

  • An unlimited number of custom fields can be created to track constituent details, such as anniversary dates, pets’ names, or sponsorship level, and use these to run queries, segment lists, and personalize mailings.

  • Donor histories can be tracked, with all transactions recorded, including pledges, event payments, and recurring donations, and the option to tie each donation to a specific campaign, appeal, or fund.

  • Meeting notes can be added from any device, and queries can be run to search for specific words or phrases within notes.

  • Salsa CRM FAQs

    Below are some frequently asked questions for Salsa CRM.

    Q. What type of pricing plans does Salsa CRM offer?

    Salsa CRM offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Q. What are the main features of Salsa CRM?

    Salsa CRM offers the following features:

    • Ad hoc reporting
    • Built-in segments
    • Campaign management
    • Custom fields
    • Custom segments
    • Data deduplication
    • Donation history tracking
    • Donation receipts
    • Donor database
    • Donor profiles
    • Donor relationships
    • In-kind donations
    • List creation & segmentation
    • Matching donations
    • Meeting notes recording
    • Pledge management
    • RFM (recency, frequency, monetary) analysis
    • Recurring donations
    • Role-based access restrictions
    • Seasonal address tracking

    Q. Who are the typical users of Salsa CRM?

    Salsa CRM has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Salsa CRM support?

    Salsa CRM supports the following languages:

    English

    Q. What type of pricing plans does Salsa CRM offer?

    Salsa CRM has the following pricing plans:

    Subscription

    Q. Does Salsa CRM support mobile devices?

    We do not have any information about what devices Salsa CRM supports

    Q. What other apps does Salsa CRM integrate with?

    Salsa CRM integrates with the following applications:

    Facebook

    Q. What level of support does Salsa CRM offer?

    Salsa CRM offers the following support options:

    Knowledge Base, Online Support, Phone Support