Salsa CRM Features
Administration (9)
Reporting
As reported in 13 Salsa CRM reviews.
Reports on various important data and metrics.
Interaction Tracking
Based on 13 Salsa CRM reviews.
The ability to track each interaction with donors and maintain a record of their giving history.
Automation
13 reviewers of Salsa CRM have provided feedback on this feature.
Tools to automate a variety of processes such as email marketing and emailing receipts.
Donor Profiles
Based on 13 Salsa CRM reviews.
Profiles for each donor including contact information, interaction history, and giving history.
User Dashboard
Allows users to customize their home page to display the information relevant to their role and tasks.
Donor Profiles
As reported in 10 Salsa CRM reviews.
Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.
Reporting
Based on 10 Salsa CRM reviews.
Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.
Templates
Provides standard templates for letters and emails and/or allows users to create their own.
Customization
Based on 10 Salsa CRM reviews.
Creates custom fields to track information about donors or gifts that is specific to an organization.
Fundraising (6)
Campaign Management
This feature was mentioned in 12 Salsa CRM reviews.
The ability to plan and execute fundraising campaigns based around specific goals.
Online Donation Portal
This feature was mentioned in 12 Salsa CRM reviews.
The ability to accept donations online via a website, social media, or mobile device.
Event Planning
Tools to plan fundraising events, including ticketing, registration, and attendance tracking.
Recurring Donations
This feature was mentioned in 12 Salsa CRM reviews.
The ability to set up recurring donations of a specific amount at a chosen interval.
Peer-to-peer Fundraising
The ability to create social media fundraising pages that are shareable and leverage social networks.
Mobile Capabilities
The ability to use mobile devices to collect in-person donations at an event or kiosk.
Marketing (2)
Email Marketing
11 reviewers of Salsa CRM have provided feedback on this feature.
Tools to create, customize, and send out mass marketing emails to specific donor groups.
Direct Mail Tools
Tools to create paper flyers and other mailings to be sent via direct mail.
Donor Management (4)
Moves Management
Tracks action steps and notes for each prospective donor in the donor pipeline.
Pledge Tracking
Records gift pledges and updates remaining amount based on installments.
E-Document Storage
Allows electronic files to be uploaded and stored within donor profiles.
Acknowledgments & Communications
This feature was mentioned in 10 Salsa CRM reviews.
Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.
Interoperability (3)
Event Tracking
Stores event registration and ticketing information collected through online forms or manual data entry.
Gift Tracking
Downloads gift information from integrated fundraising tools into donor profiles.
Fund Accounting
Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.
Constituent Management (2)
Constituent Profiles
Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team.
Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.
Donor Communications
Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team.
Enables gift acknowledgment and letter and electronic communications with constituents.
Marketing Automation (4)
Email Marketing
Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team.
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Campaign Management
Based on 12 Salsa CRM reviews and verified by the G2 Product R&D team.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Marketing ROI Analytics
Based on 10 Salsa CRM reviews and verified by the G2 Product R&D team.
Analyzes effectiveness of an organization's various marketing activities
Workflow Automation (3)
Donor Prospecting
Automates activities and reminders for each of your prospects to help move them along the donor pipeline.
Data Entry
Based on 14 Salsa CRM reviews and verified by the G2 Product R&D team.
Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.
Task Delegation
Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Reporting & Analytics (3)
Reporting
Based on 15 Salsa CRM reviews and verified by the G2 Product R&D team.
Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.
Dashboards
Based on 14 Salsa CRM reviews and verified by the G2 Product R&D team.
Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)
Automated Reports
Allows users to schedule automated reports to be pulled at a specified day and time.
Integrations (3)
Accounting
Provides fund accounting support to track payments receivable and pending.
Fundraising
Based on 11 Salsa CRM reviews and verified by the G2 Product R&D team.
Supports online donation and event registration processing and imports fundraising data into records.
Grant Management
Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.
Acquisition & Mobilization (6)
Constituent Database
Offers basic database functionality to track supporter and volunteer information.
Action Pages
Generates petitions, events, donation, and sign-up pages that automatically sync with your database.
Fundraising & Payment Processing
Collects and processes one-time or recurring donations to support campaign efforts.
GOTV Tools
Assists with voter registration and finding polling locations.
Volunteer Management
Manages actions and permissions for volunteers, and enables them to create personalized outreach links to share with networks.
Gamification
Recognizes supporter efforts through visual leaderboards and badges.
Communication Tools (3)
Multichannel Outreach
Enables targeted outreach to supporters via email, text, and social media.
Social Sharing
Prompts supporters to share important action pages to social media for wider reach.
Legislator Contact
Facilitates direct contact between advocates and legislators to voice opinions.
Stakeholder Management (2)
Public Official Database
Provides access to a comprehensive database of elected officials and legislators.
Engagement Tracking
Tracks meetings and relationships for all stakeholders.
Platform (2)
CRM Integration
Integrates with common CRM databases.
Reporting & Data Analytics
Offers real-time analytics to track supporter engagement and report on ROI, supporter discovery, and action benchmarks.
Agentic AI - Nonprofit CRM (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases




