SH
Sara H.
Individual Giving and Data Coordinator
Mid-Market (51-1000 emp.)
"Cons outweigh the Pros"
1/5
What do you like best about Virtuous CRM+?

The most helpful feature of Virtuous is the clarity offered by their gift import process. It allows you to see a snapshot of the donor record you're adding a new gift to in order to cross-check previous gift data without having to navigate to a new window. I also like that mailing is intergrated so notes are automatically added to a donor's profile every time they receive an email and if they open it. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

There are quiet a few features about Virtuous that have proven unhelpful or nonintuitive to the needs of our organization. The grants tracking feature is too separate from individual records and cannot be organized in an easy to use way over a simple excel spreadsheet. The mail and email creation wizard is archaic, relying on users to know HTML fluently for more customization than just basic structures. Virtuous's integration with RaiseDonors is underdeveloped, commonly leaving valuable data behind in RD upon gift imports. The relationships and contacts system is underdeveloped causing duplicate names to be a requirement in order to have correct contacts for organizations and foundations that also give on personal levels. The Dashboards system is restricted to using the Virtuous system a certain way - it doesn't provide flexibility for using the Campaigns structure in a way that suits the organization. The annual review was non-transparent and created confusion upon our first renewal and accidental renewal of features that provided no helpful insight to our fundraising strategies: DonorSearch Wealth Reporting and Social Insights. Overall, the cons outweigh the pros with Virtuous and though we have tried to utilize features that do help our fundraising strategies, such as automations, they also come with flaws that prevent their potential from being seen. Finally, through the many issues we've run into with Virtuous, tech support gives us base level assistance before being passed off to higher level support structures with long wait times, often not coming to a solution in any timely manner to use the system as needed. We have found our own systems with excel spreasheets have proven more reliable than many features offered through the Virtuous system. Review collected by and hosted on G2.com.

Nydia S.
NS
Nydia S.
Community Partnerships Coordinator
Mid-Market (51-1000 emp.)
"Database for better serving donors! :)"
4/5
What do you like best about Virtuous CRM+?

Virtuous has been a great resource for my team as we serve those who interact with our organization as givers of their time and money. It allows us to keep organized and log the importance of conversations and topics shared in chats with these individuals. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

One thing I have noted that has hindered the ease of trying to find the contact is that the search bar struggles to recognize all the names associated with an individual or business. Often you have to input the exact name, which can be challenging when looking to the database to assist in this way. Review collected by and hosted on G2.com.

CW
Colby W.
Community Development Coordinator
Mid-Market (51-1000 emp.)
"Good for Data Storage and Integrated Email - Skeptical of Bells and Whistles"
3/5
What do you like best about Virtuous CRM+?

Our team is grateful to have an integrated email system with our CRM. Segmenting email lists is easy based on giving data and donor info. We like that the team at virtuous are always working to improve their product. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Their project management tools, moves management tools, grant management tools have much to be desired. They sell you on using these with your CRM data, but, they are clumsy and ineffective. Plan on using outside tools for those things in conjunction with Virtuous. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Virtuous User Summit Experience"
4.5/5
What do you like best about Virtuous CRM+?

The customizability of the program and the large number of features makes it a very competitive CRM in the non profit space. They really listen to customers and what is working or not working and user feedback plays a signifcant role in their product roadmap. The provide a lot of tools and information to aid non profits to implement the responsive fundraising model and really care about the success of their customers. The software itself it user friendly and very learnable.

The number of integrations that Virtuous has with other tools is impressive. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

I wish there were more features that were available in the enterprise subscription and didn't require add'l cost to access. For example the donor portal is not very robust but you can upgrade to Raise Donors. It feels like a lot of their development is in the add on features. Althought it does appear that some of the new stuff that was discussed at the user summit will be available in the Enterprise subscription without add'l fees. Fingers crossed! Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Limited Customization but Automations are Great"
3.5/5
What do you like best about Virtuous CRM+?

I love the concept of Automations and am working on using them in a way that reduces manual work for my team and improves efficiencies so we can serve more investors with our small team. It great that we can set up workflows to be sure we are interacting with donors at certain points. Automations alone can replace hours of manual work! Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Virtuous has a lot of limitations in my perspective from a data management and customization standpoint. We aren't able to customize screens, make certain fields required for our organization or limit permissions at a field or section level. I find the reporting/queries very limited as well in comparison to a much less costly CRM used in the past. I was very surprised that more development hasn't been put into these features. My biggest disappointment has been response times to API issues as we work a lot with custom systems that need to interact with Virtuous. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Virtuous is user-friendly and puts the power of data within reach."
4.5/5
What do you like best about Virtuous CRM+?

Virtuous's user-interface allows staff or all kinds to easily interpret data and to draw their own conclusions. Nearly every question we want to ask about our data can be pulled through layers of queries, no matter how complex. It integrates nicely with our payment processor, and is tileable for our unique needs. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

While Virtuous is expansive in its usability, that can sometimes stretch the platform a bit thin. There have been a few times where we'll run into difficulties that Virtuous doesn't have the capacity to prioritize. Review collected by and hosted on G2.com.

Karen F.
KF
Karen F.
Director of Charitable Giving
Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Best CRM!"
4/5
What do you like best about Virtuous CRM+?

I have worked in several different CRMs in my roles in fundraising and I have found that the import tool and queries are the most user-friendly with Virtuous. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

What I do not like about Virtuous is the inability to have multiple soft credits or passthrough credits on a single payment. If you receive a check from Charity Navigator and it has 4 donors on it, you cannot give soft credit in the donation to more than one. I have had to create a work around for that. Review collected by and hosted on G2.com.

JJ
Jackie J.
Small-Business (50 or fewer emp.)
"Virtuous is a true partner"
5/5
What do you like best about Virtuous CRM+?

Most companies try to sell that concept that they are a 'partner' but most aren't. Virtuous is a true partner. The employees are invested in helping organizations increase philanthropy and engagement and it is demonostated through their work and the product they have created/ continue to enhance. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Tier 1 support is lacking in knowlege of non-profit work and the Virtuous system. Review collected by and hosted on G2.com.

Jeet S.
JS
Jeet S.
Business Professional
Small-Business (50 or fewer emp.)
"Nice application"
4/5
What do you like best about Virtuous CRM+?

leading marketing and CRM platform for Non-profit organizations Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

lagging few feature like long estimated conversion time Review collected by and hosted on G2.com.

CB
Carolyn B.
Partner Engagement Mid-Level Gift Officer
Mid-Market (51-1000 emp.)
"Ease Of Use"
5/5
What do you like best about Virtuous CRM+?

The Look and feel of Virtuous, It is continuing to grow with the industry and hasn't stopped at it's initial implementation. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

The search feature has never really worked well. I'd love to see that improved when looking up a donor record. Review collected by and hosted on G2.com.