G2

SR

Sue R.

Small-Business (50 or fewer emp.)

Originally submitted 8/15/2023

"Complete CRM that meets our day to day needs and is easy to use"

5/5

What do you like best about Virtuous CRM+?

So grateful for the improved gift importing process and being able to update a donor's address on recurring gifts. Automating the gift imports will be a timesaver going forward. Review collected by and hosted on G2.com.

What do you dislike about Virtuous CRM+?

Options for lower costs for smaller non-profits like us. Review collected by and hosted on G2.com.

What problems is Virtuous CRM+ solving and how is that benefiting you?

As we are learning all of the many features of Virtuous, it is also helping us with our campaigns and tracking where our contacts are coming from. Not knowing where most people hear about our requests, calls to action, etc. was limiting us on figuring out where to best use our resources. Tracking people with the segment codes has really helped us understand our donors better.

Another issue we were having was keeping some of our staff up to date on their donations for their specific projects. With the automated reports, we no longer miss sending this information! The staff members are automatically emailed every week. Review collected by and hosted on G2.com.