Virtuous CRM+ Features

Reports on various important data and metrics. This feature was mentioned in 71 Virtuous CRM+ reviews.

The ability to track each interaction with donors and maintain a record of their giving history. 70 reviewers of Virtuous CRM+ have provided feedback on this feature.

Tools to automate a variety of processes such as email marketing and emailing receipts. 66 reviewers of Virtuous CRM+ have provided feedback on this feature.

Profiles for each donor including contact information, interaction history, and giving history. 74 reviewers of Virtuous CRM+ have provided feedback on this feature.

Allows users to customize their home page to display the information relevant to their role and tasks. This feature was mentioned in 105 Virtuous CRM+ reviews.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. 107 reviewers of Virtuous CRM+ have provided feedback on this feature.

Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. 101 reviewers of Virtuous CRM+ have provided feedback on this feature.

Based on 92 Virtuous CRM+ reviews. Provides standard templates for letters and emails and/or allows users to create their own.

Creates custom fields to track information about donors or gifts that is specific to an organization. This feature was mentioned in 100 Virtuous CRM+ reviews.

The ability to plan and execute fundraising campaigns based around specific goals. This feature was mentioned in 64 Virtuous CRM+ reviews.

Based on 68 Virtuous CRM+ reviews. The ability to accept donations online via a website, social media, or mobile device.

Tools to plan fundraising events, including ticketing, registration, and attendance tracking. 52 reviewers of Virtuous CRM+ have provided feedback on this feature.

As reported in 70 Virtuous CRM+ reviews. The ability to set up recurring donations of a specific amount at a chosen interval.

As reported in 50 Virtuous CRM+ reviews. The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk. This feature was mentioned in 56 Virtuous CRM+ reviews.

Based on 67 Virtuous CRM+ reviews. Tools to create, customize, and send out mass marketing emails to specific donor groups.

Tools to create paper flyers and other mailings to be sent via direct mail. 55 reviewers of Virtuous CRM+ have provided feedback on this feature.

Based on 72 Virtuous CRM+ reviews. Tracks action steps and notes for each prospective donor in the donor pipeline.

Based on 80 Virtuous CRM+ reviews. Records gift pledges and updates remaining amount based on installments.

Allows electronic files to be uploaded and stored within donor profiles. 73 reviewers of Virtuous CRM+ have provided feedback on this feature.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. 93 reviewers of Virtuous CRM+ have provided feedback on this feature.

Based on 65 Virtuous CRM+ reviews. Stores event registration and ticketing information collected through online forms or manual data entry.

As reported in 96 Virtuous CRM+ reviews. Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. This feature was mentioned in 75 Virtuous CRM+ reviews.

Based on 96 Virtuous 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.

Based on 89 Virtuous CRM+ reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Based on 98 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.

Based on 92 Virtuous 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.

Based on 72 Virtuous CRM+ reviews and verified by the G2 Product R&D team. 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.

Based on 90 Virtuous 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.

Based on 70 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities

Based on 86 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Based on 100 Virtuous 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.

Based on 92 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Based on 95 Virtuous 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.

Based on 99 Virtuous 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)

Based on 83 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time.

Based on 71 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending.

Based on 97 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.

Based on 79 Virtuous CRM+ reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

As reported in 48 Virtuous CRM+ reviews. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases