All of your supporters in one place
Managing your donors in one central place is essential to running an efficient and effective development department. Salsa CRM brings data from every donor interaction together, helping you build rich supporter profiles. Now you can communicate with each donor with relevant, perfectly timed messages.
Track and report on every historical interaction with your donors, online or offline. Salsa’s constituent profiles let you track contact data, relationships, interests, demographics, social media accounts, event attendance and anything else. Control access as needed with role-based restrictions and security that allows you to define what data each user can see or change. Ensure only the right people can access your all-important donor data. Deduplication features help you to keep your data clean.
Powerful segmentation and targeting lets you act on this data. Learn about it here >>
Every organization has unique data that is important to track such as ‘dog name’, ‘anniversary date’, or ‘sponsorship level’. You can create unlimited custom fields for your constituent records. Then easily query on any field or data point to gain valuable insight and produce ad hoc reports. Create and segment lists for solicitations with easy query tools and automatically insert custom fields, giving history and specific asks into your email and direct mail campaigns.
Custom fields are key to personalizing each interaction!
Better intelligence means better fundraising. Salsa CRM lets you connect individuals to others in their household and determine which addresses to share or not share in relationships. Also, track social and familial bi-directional relationships and keep track of seasonal addresses and preferred email addresses.
Enter meeting notes on your mobile device or tablet while you are on the road to keep track of specifics from every meeting. With Salsa CRM, you can even run queries to find notes that contain a specific word or phrase.
See every historical transaction with a donor from pledges, to recurring donations, to event payments, to soft credits. You can tie every donation to specific funds, campaigns, and appeals.