Salsa CRM

Cloud-based donor management & engagement software

4,2 /5 (216 reviews) Write a Review!

Salsa CRM Overview

What is 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.

Salsa CRM Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Salsa CRM Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Salsa CRM includes a donor database to record donors' personal information and interactions
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
Users can add an unlimited number of custom fields to donor profiles to record additional information
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
Salsa CRM video Salsa CRM screenshot: Salsa CRM includes a donor database to record donors' personal information and interactions 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: Users can add an unlimited number of custom fields to donor profiles to record additional information 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

Salsa CRM Reviews

Salsa CRM Reviews

Overall rating
4,2
/
5
Excellent
107

Very good
74

Average
23

Poor
8

Terrible
4

Value for Money
4,1
Features
4,1
Ease of Use
4
Customer Support
4,5
84% recommended this app
Verified Reviewer

Essential Operating Tool


Blake P.

Overall, a useful product

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


Donna G.

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.


Kate G.

Overall, love salsa

Pleasing


Michele G.

Easy to Use

We are a local chapter of a national nonprofit organization, and manage roughly 50,000 records. I use it daily with little to no issues, enter and acknowledging donations and keeping details records of constituents. My favorite part is the ProPortal where you can get resources such as software upgrades and video tutorials.


Verified Reviewer
Industry: Performing Arts
Company size: 11-50 Employees

Essential Operating Tool

Used Daily for 1+ year
Reviewed on 2017/05/04
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Blake P.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Overall, a useful product

Used Daily for 1-5 months
Reviewed on 2019/11/07
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Donna G.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

Great customer service, but conversion is a time-consuming pain.

Used Daily for 6-12 months
Reviewed on 2017/07/10
Review Source: Capterra

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.

Response from Salsa Labs

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Kate G.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Overall, love salsa

Used Daily for 2+ years
Reviewed on 2020/03/06
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Michele G.

Easy to Use

Used Daily for 2+ years
Reviewed on 2016/11/18
Review Source: GetApp

We are a local chapter of a national nonprofit organization, and manage roughly 50,000 records. I use it daily with little to no issues, enter and acknowledging donations and keeping details records of constituents. My favorite part is the ProPortal where you can get resources such as software upgrades and video tutorials.

Pros

Easy to use. Tons of online resources. Open to user input.

Cons

Getting more complicated issues resolved can be a chore. But I think this is an example of growing pains. Hopefully more staff will cure this problem.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8/10
Based on 216 user ratings
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Salsa CRM Pricing

Salsa CRM Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
4,1/5
Based on 216 user ratings
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Salsa CRM Features

Salsa CRM Features

API
Access Control
Activity Dashboard
Attendance Management
Automatic Notifications
Campaign Management
Communication Management
Contact Database
Contact Management
Credit Card Processing
Custom Fields
Customizable Branding
Customizable Reporting
Data Import/Export
Electronic Payments
Event Management
Registration Management
Reporting & Statistics
Third Party Integration
Volunteer Management
Features
4,1/5
Based on 216 user ratings
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Categories

Additional information for Salsa CRM

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

    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:

    Small Business, Mid Size 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, New/Mode

    Q. What level of support does Salsa CRM offer?

    Salsa CRM offers the following support options:

    Knowledge Base, Phone Support, Online Support