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.

  • Images

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

    Not sure about Salsa CRM? Compare with a popular alternative

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    Features

    51
    65

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    Ease of Use

    3,9 (236)
    4,4 (204)

    Value for Money

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    4,3 (204)

    Customer Service

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    Reviews

    Overall rating

    4,1 /5
    (236)
    Value for Money
    4,0/5
    Features
    4,0/5
    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.

    Showing 5 reviews of 236
    Ricci
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    SALSA is THE best!

    Reviewed on 2018/11/16

    I’ve been with SALSA now for several years. In the beginning I kept trying to make it Network for...

    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.

    Alyssa
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

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

    Reviewed on 2017/06/13

    Tracking donors easily, easily sending out communication.

    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.

    Ellen
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Terrible response

    Reviewed on 2021/04/26

    This has been a nightmare, time consuming work arounds.

    This has been a nightmare, time consuming work arounds.

    Pros

    The Engage portion is ok, email integration, but still doesn't push info into CRM, or CRM does not push to Engage.

    Cons

    The CRM does not work for Canadian organisations with regard to receipting - big fail! It also doesn't automatically process direct debit donations, big fail! TERRIBLE response from support team. Reports are flawed, have holes, there are more workarounds to make sure that the right things are included and excluded.

    Reasons for Choosing Salsa CRM

    Looking for email integration, but this is the worst solution ever.

    Reasons for Switching to Salsa CRM

    The email integration looked good to the team, but they neglected to consider any other practical concerns for managing donor data.

    Response from Bonterra

    We are so sorry that your experience with Salsa has not been better. I know that members of our client success team have reached out to you to help you address your concerns. I hope that we have been able to resolve issues around the CRM and Engage integration and other items. Please reach back out to our support team or client success team any time.

    Derek
    Overall rating
    • Industry: Philanthropy
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Salsa is the best software for the money

    Reviewed on 2017/11/03

    Ilona and Andrew on were great at walking us through the process. It is always cumbersome when...

    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 Bonterra

    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!

    Kate
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Overall, love salsa

    Reviewed on 2020/03/06

    Pleasing

    Pleasing

    Pros

    The customer support is excellent. It is fairly easy to learn and use.

    Cons

    Engage

    There are some inconsistencies with email set up. I HATE the way the email series set ups are, the scheduling is horrible, it should just use a calendar like a regular blast.

    When exporting any report from engage id like some options for what I info is included in report.

    Response from Bonterra

    Kate,

    Thank you so much for your review. We hope Kansans for Life will continue to find success with Salsa.

    Please feel free to reach out to our support team with any questions regarding email series & any other concerns, they would be happy to assist you!

    Showing 5 reviews of 236 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

    Please contact Bonterra for pricing details.

    Salsa CRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    Salsa CRM supports the following languages:

    English

    Salsa CRM supports the following devices:

    Salsa CRM integrates with the following applications:

    Meta for Business

    Salsa CRM offers the following support options:

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

    Related categories

    See all software categories found for Salsa CRM.