The Complete Nonprofit CRM Checklist

Get the Comprehensive Guide to Maximize Your Donor Software

Choosing the right Donor Management Software is critical to growing a robust fundraising program. Modern donors expect more from your organization and the right CRM features can help you pro-actively build better relationships.

The CRM Checklist is designed to help you identify the most important capabilities you’ll need to grow giving in a changing world. This guide will cover:

  • Key functionality all nonprofits need in a CRM
  • Data analytics features to understand donors
  • Email and marketing features
  • Marketing automation
  • Key integrations
  • Online giving
  • And More…

Why You Need A Responsive CRM

Responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. The responsive approach builds trust and loyalty through personalized engagement.

To build authentic relationships with the modern donor, you need a software platform that
collects a variety of donor signals, connects behaviors with meaningful engagements, and suggests to each individual donor the best next action.

Complete the form to learn how the right CRM does all of this so that you can build relationships at scale.

The World’s Leading Nonprofits Trust Virtuous

  • American Foundation for Suicide Prevention
  • Meals on Wheels
  • Comic-Con
  • Operation Mobilization
  • Habitat for Humanity
  • Catholic Charities
  • Teen Challenge

Virtuous is the Responsive Nonprofit’s Growth Platform

Donor Management Software meets Modern Marketing Technology

CRM for Nonprofits

Increase giving with the new generation of fundraising software that moves you simply “managing” donors to building meaningful relationships with ALL your constituents

Popular Features
  • Predictive data-analytics
  • Insight rich reporting
  • Social & email integration

Marketing Automation

Cultivate relationships with every donor like they are a major donor. Automate communication in each donor’s journey to respond to donor behavior in real time.

Popular Features
  • Donor journey automation
  • Email marketing
  • Engagement tracking

Online Giving

Create frictionless donation, lead, event and volunteer forms that are fully integrated into your site. Open a line of communication with donors by connecting your site to your CRM.

Popular Features
  • Flexible giving forms
  • Donor portals
  • Prospect / email forms

One of the best CRM/Marketing Automation Platforms
“I am use to working in systems like Hubspot and this is the first system that takes on a modern approach to tracking and communicating to donors. The system is easy to navigate, use, and learn. It’s design is very user centric. The automation is very robust and has a ton of features.”
Philip
Senior Marketing Coordinator

Better than we Dreamed!
“We love the customer service. They are very helpful and they understand fundraising as it’s evolving today. They aren’t trying to use outdated methods with today’s quickly changing landscape. They are innovative and the complete deal!”
Patty
Annual Fund Director

Perfect for nonprofits of every size
“Virtuous is so user-friendly. It has allowed our organization to grow our donor base and is perfect for nonprofits of every size.”
Emma
Senior Marketing Coordinator