Salsa CRM logo

Salsa CRM

by Bonterra · Since N/A
No reviews yet
Active1+ countriesCloud
Quick facts
VendorBonterra
Year launchedN/A
StatusActive
Location7920 Norfolk Ave #550, Bethesda, MD, United States, Maryland
Countries served1+
Languages6
Integrations
Free tier
Free trial
Contact salesYES

About Salsa CRM

Salsa CRM is a social good software platform from Bonterra that supports nonprofits, corporations, and public agencies in making an impact. It combines high-quality technology, access to the latest updates from the social good ecosystem, and tools to advance the mission, so organizations can effectively engage with their communities. This platform provides valuable resources for fundraising, donor management, and outreach strategies tailored to the needs of social impact organizations. Key capabilities: donor management fundraising tools engagement metrics reporting features integration options Best for: nonprofits, corporations, and public agencies that need reliable solutions for mission-driven activities.

**Salsa CRM by Bonterra** is a comprehensive customer relationship management solution designed primarily for nonprofit organizations. Its core purpose is to help nonprofits build stronger donor relationships, streamline fundraising activities, and improve overall engagement with their supporters. What sets Salsa CRM apart is its tailored approach to the nonprofit sector, offering tools not only for donor management but also for campaign tracking, event management, and advanced reporting. Some of its standout features include donation tracking, donor lifecycle management, customizable workflows, and integrated fundraising analytics. This makes it a highly effective platform for organizations looking to maximize their outreach and donor retention. The **user interface and ease of use** of Salsa CRM reflect a balance between functionality and accessibility. The layout is visually clean and logically structured, ensuring that users can quickly find the features they need. The dashboard provides a centralized view of donor activity, upcoming tasks, and campaign performance, which helps teams stay organized. Navigation is intuitive, with clear menus and customizable tabs that allow organizations to prioritize the functions most relevant to them.

Pros & Cons

What users like
  • +Unified platform for all nonprofit operations.
  • +Improved donor retention through personalized communication.
  • +Streamlined fundraising with data-driven insights.
  • +Time-saving automation of routine tasks.
  • +Robust reporting tools for in-depth analysis.
What users flag
  • Navigation can be unintuitive at times.
  • Limited design functionality for emails.
  • Glitchy server issues reported by users.
  • Weak peer-to-peer fundraising features.
  • Potential for a steep learning curve for new users.

Features

Key features

Unique Database ID
A unique ID automatically synchronizes records between both applications.
Proactive Deduplication
This service automatically identifies and resolves duplicate constituent records that are synced from Salsa Engage to Salsa CRM.
Shared Custom Fields
Custom fields can be created and automatically synced between both platforms for common use.
Automated Data Sync
The systems automatically sync new and updated records, ensuring that key supporter data and transactions are up-to-date in both applications.
Donation Information Sync
All donation-related information from Salsa Engage is automatically passed to Salsa CRM, including donation amount, payment type, and online dedication.
Group Syncing
Salsa CRM can pass groups of constituents to Salsa Engage for targeted campaigns and outreach.

Additional features

Constituent Database
A robust database in Salsa CRM for managing supporter and donor data.
Donor Management
Features for cultivating donors and managing donor relationships.
Outbound Engagement
Salsa Engage provides features for digital marketing, online fundraising, online advocacy, and peer-to-peer fundraising.
Tools Menu Integration
Salsa Engage can be launched directly from the Salsa CRM's Tools menu.
Data Synchronization
Automatically keeps records synchronized with a unique database ID.
Proactive Deduplication
An automated service to remove duplicate records.
Custom Fields
Allows for the creation and syncing of custom data fields between both systems.
Record Push
Records can be selected in Salsa CRM and pushed to Salsa Engage.
Automatic Updates
Changes to common fields are automatically reflected in both applications.
Specific Data Field Sharing
A detailed list of specific constituent information, addresses, and donation data is shared automatically between the two systems.
Wealth Screening Integration
Can be integrated with DonorSearch and WealthEngine for wealth screening.
Ticketing Integration
Integrates with ShowClix for ticketing.
Advanced Query Wizard
Allows for generating queries and exporting data.
View Activity Custom Fields
Provides a way to view custom fields on a record-by-record basis or in an aggregate report.
Single Sign-on
Users with the correct permissions can have single sign-on access to Salsa Engage from Salsa CRM.

Pricing

Free trial
Free version
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Countries & Languages

1
Countries served
6
Interface languages
14
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇸🇬SGD🇭🇰HKD🇨🇭CHF🇸🇪SEK🇲🇽MXN🇳🇿NZD

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