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Salsa CRM

Name: Salsa CRM
Rating: 4.5 (2 reviews)

By Salsa Labs

1330 Interested

Highlights : About Salsa CRM

Role-based access restrictions

Donation history tracking

Matching donations

List creation & segmentation

RFM (recency, frequency, monetary) analysis

relationships

About Salsa CRM

Salsa CRM is a powerful and intuitive donation management solution that allows effective management of constituent relationships, complex reports, fundraising campaigns, and marketing outreach. It connects multiple constituents by relationships as well as households and categorizes/tracks donors, volunteers, employees, attendees, and board members. Its online engagement-tools fully support mobile responsiveness with compatible emails and online-forms. All the outreach can be monitored on any device, including desktop pcs, smartphones and tablets. Reports on engagement can also be generated based on the type of device being used. Although the solution is specifically build for not-for-profit organizations, it still offers enough customization options and flexibility to fit each organization’s individual needs. Gift cultivation workflows can be easily customized, while it also allows creating and reporting on unlimited custom fields. Anything can be queried in the database for insightful and in-depth reporting.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Donor database

Donor profiles

Built-in segments

Custom segments

RFM (recency, frequency, monetary) analysis

Data deduplication

Custom fields

Ad hoc reporting

List creation & segmentation

Donor relationships

Seasonal address tracking

Meeting notes recording

Donation history tracking

Recurring donations

Pledge management

In-kind donations

Matching donations

Campaign management

Donation receipts

Role-based access restrictions

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.

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