Virtuous

Just keeps getting better

Commentaires : We transitioned to Virtuous from Raiser's Edge several years ago, and it was probably the best decision we ever made in terms of being able to decentralize our CRM and make it accessible to our team at large. It took us a while to get everyone trained to use it but now that we are up to speed we don't know how we lived without it.

Avantages :

Virtuous was one of the newer CRM's when we started using it, but you can tell they are improving it all the time. As the years have gone by, its look and feel as well as features have continued to improve. It gives you the sense that you are working with a much bigger company that is dedicated to providing a quality product. It has helped our entire team have a central place to interact with donor data and we have been able to customize it to meet our needs.

Inconvénients :

There were a few hiccups initially as we got our data sorted out and imported to the platform and the fields customized for how we would use it. We probably still have some ways to go with our architecture, as we cannot continue to infinitely expand our data fields. We are at a point now where it is starting to get clunky with all the fields we have added. But it is not the fault of the platform, more the way we use it. The platform itself has continually improved.

Virtuous is the extra teammate we always needed!

Avantages :

Virtuous is one of the more intuitive, user-friendly CRMs I have used in my fundraising career—while still providing robust data and analysis. This is the third donor database my current nonprofit has employed over the years—the first one I was able to choose personally—and after multiple years now using the platform, we're all still very satisfied. We appreciate having instant access to upgrades and new features, and I can't begin to say how wonderful our experience with the PEOPLE of Virtuous has been. Our sales associate, data migration team, customer success specialist, and the help desk folks have provided fast, efficient, thorough, knowledgeable, proactive assistance at every step.

Inconvénients :

This is largely an out-of-the-box solution that does not require significant up-front investment of time and manpower (two things nonprofits notoriously lack) in order to build from scratch. That may not be the right choice for someone who needs or desires more customization, but it was for us. There are still plenty of built-in / best practice features that can be tailored to our unique needs.

Hoping to see an improved experience over time- not yet convinced

Commentaires : We are not yet sure if it was the right choice for our organization to move to Virtuous. We still believe that the product will support our growth as an organization long term, but we are not currently satisfied and hope to be proven right. Based on our experience so far, we would not recommend Virtuous to another organization.

Avantages :

Virtuous has many intuitive features and is visually appealing for the user. Lists and queries are easy to run without having any background in querying language. I appreciate that Virtuous is frequently rolling out upgrades, bug fixes, and new features.

Inconvénients :

The software runs very slowly without explanation on some days, taking nearly a minute to load certain pages or widgets. Reporting has some limitations compared to our last software. Customer support is very hit or miss. Support is initially provided through a chat bot and then answered "usually" within 24 hours by a Virtuous representative. Some reps are knowledgeable and provide helpful links, screenshots, etc, while others don't seem to know how to work the platform themselves. There have been backlogs at times where requests are not answered for 2+ business days, and if you ask a follow up question, you may find yourself waiting again. There seems to be no option for an upgraded customer support package if you have unique or custom requests. The knowledge base is not comprehensive and is sometimes out of date. The migration process was also very rough. We started out with a professional and extremely helpful project manager, but when he transitioned off, it went downhill quickly. The Data Migration Specialist that worked with us did not seem to have experience and although she ultimately did what she could to be helpful, probably putting in many extra hours on our behalf, my sense is that her lack of initial training and lack of diligence in early conversations wasted many hours for both of us.

Virtuous is the most powerful, user-friendly, and feature rich non-profit CRM on the market

Commentaires : Excellent onboarding with partners, great training, robust software and solid integrations. We are also thankful for the regular communications from the vendor including software enhancements that are automatically deployed monthly.

Avantages :

Extremely user-friendly interface and robust written and video documentation makes Virtuous easy for staff to learn to use. The features are rich including donor management, online donations, integrations, volunteer and event management and reporting.

Inconvénients :

Not the cheapest system on the market may price it out for very small non-profits, but you certainly get what you pay for!

Best In Class CRM

Commentaires : With many different ways that someone can enter our ecosystem, Virtuous has helped us be UBER responsive and deliver targeted and contextually relevant messaging to various audience segments. Everyone is on a unique journey, and it is being steered as we learn more about a contact.

Avantages :

The marketing automation functioanlity in Virtuous is best in class and has allowed us to scale fundraising without always bringing on more humans. The automations function does the work of 1.5 humans, and we are just getting started. We have entire donor journeys built out on automations...we call it our "donor plinko board," a place where, no matter where someone enters our ecosystem, Virtuous know who they are and serves them with the right message on the right channel at the right time.

Inconvénients :

There was a period of time where support was slower and less helpful, but they have really stepped it up on that side of things, and we now are getting quick and helpful support responses, even offers to jump on video calls to diagnose the problems or questions.