virtuouscrm.com
Virtuous provides nonprofits that have larger constituencies with a robust set of tools for constituent management, fundraising, marketing and engagement, and automation that they can use for highly personalized donor outreach and engagement. It is a modular system that allows users to select the tools they need from a variety of functions, including email marketing, online giving, and automation, but that means the price can vary significantly based on the features selected.
The system dashboard is customizable based on a user’s profile, security, and permissions, and features interchangeable widgets that you can add and delete. It also includes a “best calls to make today” report that uses predictive analytics to score and rank records. In addition to tracking the usual details on a constituent record, users can: add custom fields and custom objects to a record; pull in a contact’s social data and profile image; see where the contact lives in relation to other contacts in the database; view a financial score and social score to determine a contact’s social influence and suggested gift asks based on past giving patterns; and track a contact’s visits to your website (including pages viewed and forms filled out). This data can be used to trigger follow-up emails or targeted content.
The system supports a wide variety of payment types for gifts, and also provides the ability to specify and track donor premiums. You can create letters and emails using templates provided by the vendor, or by creating your own template. You can also create sophisticated email automations, such as new donor welcome series, and even design color postcards and letters up to four pages in length, and build automations that trigger the printing and mailing of the pieces.
The system’s query tool allows you to create complex queries that can nest, searching across multiple objects and data points. You can use the query results to perform bulk actions in the system or download the results, and you can save and favorite queries you create. The system includes several pre-built graphical reports and also offers an integration with Mode Analytics that allows you to embed custom-designed reports in Virtuous.
Pricing depends on the number of users and contacts in the system and the package selected. For the functionality discussed here, pricing starts at $5,400 per year for a package that includes CRM, email marketing, automation, and online giving for five users and up to 1,000 contacts. This package does include limits on the number of outbound emails allowed per month and on the number of automation workflows the system will support. Pricing for a more robust package with unlimited users, additional outbound emails, and unlimited automations exceeds the definition of “low cost” that we used to determine systems for inclusion in this report.