About Salsa CRM

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.

Key benefits of Salsa CRM

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    Salsa CRM includes a donor database to record donors' personal information and interactions
    Users can add an unlimited number of custom fields to donor profiles to record additional information
    Payments can be processed using Salsa CRM to allow supporters to make donations online
    Mail merges can be run to personalize mailings to constituents
    Tasks and reminders can be created in Salsa CRM for the donor cultivation process
    Notes can be added into donor profiles, and donation history can be tracked
    Constituents can be segmented using Salsa CRM's pre-built segments, or user-defined custom segments
    Segments can be created with multiple rules and different levels of complexity
    Users can run advanced queries in Salsa CRM using the query wizard
    Salsa CRM integrates with wealth intelligence softwares including DonorSearch and WealthEngine
    View 11 more
    Salsa CRM video
    Salsa CRM screenshot: Salsa CRM includes a donor database to record donors' personal information and interactions Salsa CRM screenshot: Users can add an unlimited number of custom fields to donor profiles to record additional information Salsa CRM screenshot: Payments can be processed using Salsa CRM to allow supporters to make donations online Salsa CRM screenshot: Mail merges can be run to personalize mailings to constituents Salsa CRM screenshot: Tasks and reminders can be created in Salsa CRM for the donor cultivation process Salsa CRM screenshot: Notes can be added into donor profiles, and donation history can be tracked Salsa CRM screenshot: Constituents can be segmented using Salsa CRM's pre-built segments, or user-defined custom segments Salsa CRM screenshot: Segments can be created with multiple rules and different levels of complexity Salsa CRM screenshot: Users can run advanced queries in Salsa CRM using the query wizard Salsa CRM screenshot: Salsa CRM integrates with wealth intelligence softwares including DonorSearch and WealthEngine

    Features

    Total features of Salsa CRM: 89

    • A/B Testing
    • ACH Payment Processing
    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Analysis
    • Ad hoc Query
    • Ad hoc Reporting
    • Auction Management
    • Auto-Responders
    • Built-In Database
    • CRM
    • Campaign Management
    • Campaign Segmentation
    • Committee Management
    • Communication Management
    • Contact Database
    • Contact Management
    • Credit Card Processing
    • Customer Database
    • Customer Segmentation
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Data Visualization
    • Database Conversion
    • Database Support
    • Direct Mail Management
    • Donation Tracking
    • Donor Management
    • Drag & Drop
    • Drip Campaigns
    • Duplicate Detection
    • Electronic Payments
    • Email Alerts
    • Email Management
    • Email Marketing
    • Event Calendar
    • Event Management
    • Event Ticketing
    • Event Triggered Actions
    • For Nonprofits
    • Forms Management
    • Fundraising Management
    • Gift Matching Management
    • Goal Setting / Tracking
    • Grant Management
    • Historical Reporting
    • Historical Trend Analysis
    • Interaction Tracking
    • Mail Merge
    • Mailing List Management
    • Member Database
    • Membership Management
    • Mobile Access
    • Mobile Giving
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Online Giving
    • Payment Processing
    • Personalization
    • Pledge Management
    • Prospecting Tools
    • QuickBooks Integration
    • Real Time Analytics
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real-time Updates
    • Receipt Management
    • Recurring Giving
    • Recurring Tasks
    • Recurring/Subscription Billing
    • Reporting/Analytics
    • Role-Based Permissions
    • Rules-Based Workflow
    • Search/Filter
    • Secure Data Storage
    • Social Media Integration
    • Social Media Management
    • Social Promotion
    • Summary Reports
    • Transaction History
    • Visual Analytics
    • Volunteer Management
    • WYSIWYG Editor
    • Web Forms

    Alternatives

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    #1 Alternative to Salsa CRM
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    Bloomerang

    4,7
    #2 Alternative to Salsa CRM
    Bloomerang is a fundraising software and database to help nonprofits of all sizes to reach, engage and retain donors

    DonorPerfect

    4,5
    #3 Alternative to Salsa CRM
    No matter the size or sector, thousands of nonprofits use DonorPerfect to optimize their fundraising and track donation...

    Neon CRM

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    Thousands of nonprofits use Neon's nonprofit CRM software to manage their fundraising, membership, events, and...

    Reviews

    Overall rating

    4,2 /5
    (223)
    Value for Money
    4,1/5
    Features
    4/5
    Ease of Use
    3,9/5
    Customer Support
    4,4/5

    Already have Salsa CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 223
    Verified Reviewer
    Overall rating
    • Industry: Performing Arts
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Essential Operating Tool

    Reviewed on 2017/05/04

    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.

    Blake P.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Overall, a useful product

    Reviewed on 2019/11/07

    As my review title states: overall, a useful product, but it's definitely got room for macro design...

    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.

    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.

    Kendra C.
    Overall rating
    • Industry: Environmental Services
    • Company size: Self Employed
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Coastal Connections' Review of Salsa CRM

    Reviewed on 2021/03/25

    Pros

    This software is customizable and has endless features to help manage all levels of operations. We only use a fraction of its power for what we do, but I am thankful that as CCinc grows, our ability to use the same software will be there since there are more functions we can explore.

    Cons

    Report Queries are very difficult to understand. This is not an intuitive process and you need to be practiced in queries before trying to use this part of the software.

    Leslie H.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Data Migration Less Than Desirable

    Reviewed on 2020/02/25

    During conversion, you cannot actually speak with a person unless you have paid. You have to email...

    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.

    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 [email protected] 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.

    Heather G.
    Overall rating
    • Industry: Research
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Easy to use and good product for the price

    Reviewed on 2021/01/13

    It was really easy to get started with Salsa Engage. The staff people are fantastic to work with...

    It was really easy to get started with Salsa Engage. The staff people are fantastic to work with and very responsive. The webinars and online classes are helpful. We are really please with our choice.

    Pros

    The Salsa Engage product had enough functionality to fill our needs but not too much so that we felt like we were wasting money for bells and whistles we weren't going to use.

    Cons

    Even though we did the onboarding session, there is functionality that I know is there, but I can't figure out how to use yet.

    Showing 5 reviews of 223 Read all reviews

    Salsa CRM FAQs

    Below are some frequently asked questions for Salsa CRM.

    Salsa CRM offers the following pricing plans:

    • Starting from: US$0,01
    • Free Trial: Not Available

    We do not have any information about Salsa CRM features

    Salsa CRM has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Salsa CRM supports the following languages:

    English

    Salsa CRM supports the following devices:

    Salsa CRM integrates with the following applications:

    Facebook

    Salsa CRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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