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Donor Management
Software

Centralize your donor data for seamless
tracking and powerful fundraising.

 

Increase Donor Retention and Build Stronger Supporter Relationships With Streamlined Donor Management Systems

Streamline Donor Data

By hosting fundraising, communications, and prospect data in the same place, you'll maximize staff efficiency and save time. Automation and intuitive data entry tools cut manual, time-consuming tasks. 

Optimize Your Strategy

With robust reporting features and dashboard analytics, zeroing in on the right data and producing reports are a breeze. Spend more time focusing on what's important — cultivating your donors! 

Personalize Your Outreach

Don't just communicate with your donors; inspire them! With in-depth donor profile data, you can craft the most relevant messaging to drive your supporters to action and build lifelong relationships. 

Donor Management Tour

Performance Dashboard

  • Performance Overview

    01 | Fundraising by Year

    On every dashboard report, you can filter to show results by year, fund, campaign, appeal, donor type, and group.

  • Performance Overview

    02 | Schedule Reports

    Schedule reports to be emailed to you on a recurring basis. Save your favorite reports and print dashboards to PDF for presentations.

  • Performance Overview

    03 | Year-over-Year Revenue

    All online and offline donation data is captured in the performance dashboard so you can accurately monitor over time.

  • Performance Overview

    04 | Donors by Giving Level

    See how your donors break down by giving level. Click into the graphs to drill down and find specific lists of donors in each category.

  • Performance Overview

    05 | Revenue by Giving Level

    Which giving level is supporting your organization the most? Visualize that data here.

  • Performance Overview

    06 | Donor Lifetime Value

    Discover your donors average lifetime value. Always view updated figures for total donations, total money raised, total number of donors, and average donation size.

  • Year to Date Progress

    01 | YTD Revenue

    Compare year-to-date revenue by month to previous years.

  • Year to Date Progress

    02 | YTD Donors

    Compare year-to-date donors by month to previous years.

  • Year to Date Progress

    03 | Payment Type

    Compare growth in online v. offline donations year-over-year.

  • Year to Date Progress

    04 | Donation Type

    Compare contribution types including matching, recurring, pledge, and cash donations.

  • Open Fundraising Initiatives

    01 | Funds

    Track fundraising progress by specific funds such as your new building fund or annual fund.

  • Open Fundraising Initiatives

    02 | Campaigns

    Track fundraising progress by unique campaigns such as your capital campaign or peer to peer campaign.

  • Open Fundraising Initiatives

    03 | Appeals

    Track fundraising progress by appeal such as annual giving letter appeal or emergency appeal.

  • Donor Growth and Retention

    01 | Track Revenue and Donors

    The donor growth and retention dashboard shows how much revenue you received and retained and also identifies how much potential revenue you let slip. You can easily see new donors, returning, upgraded, downgraded, and lapsed all in one clear chart.

  • Donor Growth and Retention

    02 | Actionable Intel

    With a single click you can drill down into any segment to get actionable information. Want your team to focus on upgraded donors? They are just one click away. Export the list for phone follow up, or push it to Engage for online marketing campaigns.

  • Pledges

    Track Donation Pledges

    Track the progress of collecting your outstanding pledges and work to improve your pledge collection rate.

  • Queries

    Custom Reporting

    Salsa CRM provides development and fundraising teams with 12 built-in or canned reports along with the flexibility of an easy to use query tool that can build custom reports and export to Excel for data manipulation.

Rich Supporter Profiles

Contact Data

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    Donor Search

    Find your donors by searching partial name, full name, first or last name or constituent number. Don't know the right spelling, CRM will suggest similar sounding names. (Ex. Hendrix and Hendricks)

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    Favorites

    Add your top supporters in your favorites section.

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    Notes

    Keep notes on every donor. Add notes from meetings, phone calls, conversations you had at events, or anything else. Then run reports on the notes text.

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    Relationships

    Understand and explore the relationships donors have with each other in the system. Manage household members and mark the heads of household.

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    Custom Fields

    My Salsa CRM stores all the custom fields your organization creates. You can create and report on unlimited custom fields.

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    Cultivate

    Click to add constituents with major gift potential into your major donor cultivation workflows.

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    Merge

    Have duplicate contact records? Click here to merge two records into one.

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Giving History

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    In Honor Of

    Track In Honor Of or In Memory Of donations. Also, add acknowledgment recipients and attach them to this record using the Relations tab.

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    Donor File

    Want to print a donors file for a meeting? The donation profile tab contains summarizes all contact info, notes, relations, events attented, and gifts made.

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    Credit Cards

    Securely store donor credit cards for recurring donations. Salsa accepts all types of credit cards and processing fees are consistent across all card types.

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    Events

    Track all the events your donor has participated in. You'll see whether they registered or attended, their registration level and number of guests.

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    List As

    Is it a joint gift or an individual gift? Who gets the credit? Keep track of donors and co-donors here.

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    Gift Type

    track all kind of donations - checks, cash, credit cards, recurring gifts, soft credits and even manage pledges by setting up the schedule for the promise to pay.

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    Fund, Campaign, Appeal

    Track gifts that should be allocated toward a specific fund, campaign or appeal.

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Activity History

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    Online v. Offline

    Filter historical ctivities by online and offline.

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    Activity Type

    Filter historical activities by type.

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    Activity History

    Every interaction a supporter has ever had with your organization can be tracked here. Sign up forms, donations, events attended, advocacy petitions signed etc...all in one place!

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Direct Mail Fundraising

Fundraising Appeal Letter

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    Activity Fields

    In your direct mail appeals or thank you notes, you can merge in total donation amounts or recent donation amounts for specific donors.

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    Customize Letter

    After merging a group with a direct mail letter, go through and add a personal touch to donors you know well!

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    Mail Merge

    Utilize the built-in word processor for year end summary receipts, appeals, or thank yous. Mail merge pre-built or custom groups with letters, envelopes, or labels.

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Major Gift Cultivation

  • Cultivation Tool

    01 | Major Donor Cultivation

    Track major gift prospects through every stage of the process and keep your staff on track with custom workflows, priority settings, ownerships, and task reminders.

  • Cultivation Tool

    02 | Major Donor Retention

    Track touches with major donors to ensure you're prioritizing the relationship and providing the information and recognition necessary to keep each benefactor happy.

  • Cultivation Tool

    03 | Grant Writing

    Customize workflow to equip your team with the right collaboration and document sharing tools. Never miss a deadline in the grant writing and application process!

Integrations

  • Integrations

    01 | Accounting

    Use the Salsa CRM finance export tool to export donation data into a format that makes it easy to import into Quickbooks or other accounting software.

  • Integrations

    02 | Donor Search

    Prospect Research: Using information from 25 databases, DonorSearch uses proprietary algorithms to help clients find the best philanthropic prospects inside Salsa CRM.

  • Integrations

    03 | WealthEngine

    Wealth Intelligence: Using data science and data vendor information, WealthEngine provides wealth intelligence data on donors in your Salsa CRM system.

Discover a unified online and offline fundraising experience!

 

With every Salsa CRM donor management package, we include the seamlessly integrated Salsa Engage, a modern online engagement platform.

Online Fundraising Tour

Online Donation Forms

  • Donation Form Builder

    01 | Customize Donation Amounts

    Building your donation forms is incredibly easy with drag-and-drop functionality. Customize the suggested donation amounts and button styles. Offer recurring, one-time, and processing fee coverage options.

  • Donation Form Builder

    02 | Multi-Step or Single Step

    Create multi-step or single step forms. Customize the page structure and content elements and configure your form to capture any standard or custom field information.

  • Donation Form Builder

    03 | Secure Payment Processing

    Accept all credit card types, process echecks, and also handle “in memory of” or “in honor of” gifts. Process everything securely with AI-protected donation pages.

  • Donation Form Publishing

    01 | Brand Your Donation Pages

    Donations made on branded donation pages built are on average 38% larger than contributions made through generic pages like Paypal! Easily design a theme that matches your brand.

  • Donation Form Publishing

    02 | Publishing Your Page

    Copy and paste donation form code into your website page or simply link your "Donate Now" button to an externally hosted form. Either way, you're in control!

  • Donation Form Publishing

    03 | Preview Mode

    Before publishing, preview how your fundraising form and confirmation pages will look on desktop, tablet, and mobile devices! Everything in Salsa Engage is pre-built to be mobile responsive.

  • Donation Form Publishing

    04 | Gift Acknowledgment

    Thanking donors is the first step to retaining them! Salsa Engage automatically generates a donation receipt and you can customize the autoresponder message.

  • Fundraising Analytics

    01 | Page Level Insights

    For metrics on specific donation forms, you can see a breakdown of total donations by one-time v. recurring donors and donation amounts by first time v. recurring donors.

  • Fundraising Analytics

    02 | Page Level Insights

    For each form, analyze traffic and conversions by source, and see which devices your supporters are using to visit your page and to donate.

  • Fundraising Analytics

    03 | Overall Insights

    Visualize total funds raised by donor type, donation type, and average donation amount on a monthly, quarterly, annually and overall basis.

  • Fundraising Analytics

    04 | Overall Insights

    See total donations year-over-year and a breakdown of average gift size. Track top performing fundraising forms by dollars raised and conversion rate.

  • Toys for Tots Example

    Recurring Donations

    Marine Toys for Tots Foundation uses a single step donation form with a pre-checked recurring donation option.

  • SCAN Example

    02 | Multi-Step

    Save the Children Action Network created a multi-step fundraising form with strong imagery.

  • PKD Foundation Example

    03 | Fee Coverage

    PKD Foundation has a single step donation form with an optional check box enabling donors to cover credit card processing fees.

  • CTFK Example

    04 | Custom Donation Amount

    Campaign for Tobacco Free Kids uses a multi-step fundraising form with a donate monthly option and a very prominent custom donation amount (other) field.

  • ABC Example

    05 | Suggested Donations

    American Bird Conservancy offers higher suggested donation amounts than most, featuring a $500 and $1,000 donation.

List Growth / Segmentation

  • Groups

    01 | Segmentation

    Segmenting your database into groups is essential to personalizing interactions you have with your supporters online.

  • Groups

    02 | Custom Groups

    Every organization has unique targeting strategies, so Salsa Engage gives you the ability to create custom dynamic groups.

  • Groups

    03 | Custom Queries

    Use the robust query tool to build smart groups that get populated dynamically based on supporter standard or custom fields or supporter behavior.

  • Groups

    04 | Pre-Built Groups

    With 16 pre-built groups, it's easy to identify donors, advocates, subscribers, and others who should be cultivated with relevant content and personalized asks.

  • Groups

    05 | CRM Groups

    If you use both Salsa Engage and Salsa CRM, you can build groups of offline donors in CRM and push those groups to Engage for online engagement.

  • Import/Export

    01 | Import CSV

    Add new supporters into Salsa Engage with the import tool.

  • Import/Export

    02 | Import Mapping

    Map fields on your spreadsheet to fields inside of Salsa Engage.

  • Import/Export

    03 | Import DeDup

    Before importing, choose how you want to handle duplicate records.

  • Import/Export

    04 | Export Query

    Use your query tool to build the group you need to export.

  • Import/Export

    05 | Export Scheduling

    Run your export immediately or schedule it to run at a later date.

Email

  • Marketing Automation

    01 | Email Series

    Email series are multi-step, triggered workflows in response to supporters' interactions with your organization. Precisely trigger the right message, to the right person, at the right time!

  • Marketing Automation

    02 | Trigger Criteria

    Choose the enrollment and exit triggers for your email series such as signing a petition, surpassing a donation threshhold, donating on your #GivingTuesday form, etc...

  • Email Optimization

    01 | A/B Testing

    Test multiple versions of an email with small segments, such as different subject lines, email content, links, or call to actions. Then, Salsa Engage automatically sends the winning version to the majority of the group.

  • Email Optimization

    02 | Insights

    Get metrics on specific newsletters or email appeals. See how your open, click, conversion and unsubscribe rates compare to industry averages, and see which devices your recipients use to engage with your emails.

Social

Event Fundraising

  • Setup and Ticketing

    01 | Event Setup

    Your fundraising events start here. Kick things off by adding event details such as date and time.

  • Setup and Ticketing

    02 | Event Tracking

    Continue by adding event location and choosing how you'll assign and track event funds raised in Salsa CRM.

  • Setup and Ticketing

    03 | Ticket Configuration

    Configure your tickets including cost, attendees per ticket, and other event sign up parameters. Make optional purchases available for certain registrations levels.

  • Setup and Ticketing

    04 | Ticket Form

    Add in standard contact fields and custom questions to your event ticket sign up form.

  • Event Pages

    01 | Main Event Page

    Everything you configured in event and ticket setup shows up on your event landing pages. Here, participants can register, donate, and learn more information about the event.

  • Event Pages

    02 | Ticketing Page

    Event participants can choose tickets and quantity.

  • Event Pages

    03 | Payment Page

    On the event payment page, participants can pay for their tickets and optionally contribute an additional donation to your organization.

  • Event Pages

    04 | Confirmation

    Upon completing their event registration, participants will be directed to a confirmation page where they can share the event on social. They'll also receive a summary email.

  • Event Analytics

    01 | Event Specific Insights

    Inside of each individual event form, you can dive into the details and discover how web visitors are getting to your page and what type of tickets they are purchasing.

  • Event Analytics

    02 | Overall Insights

    It’s easy to see how much money you’ve raised overall from ticket sales v. donations and you can also see how many new supporters have signed up through your registration forms.

  • Artemis Center Example

    01 | Customizable Event Page

    Artemis Center's Mardi Gras event landing page contains event information and links to register, donate, and sponsor the event. Three ticket options are available.

  • NLSA Example

    02 | Multi-Step Form

    North Shore Land Alliance uses a multi-step event sign up form to drive registrations for their 2018 Walks in the Woods. Registrants can sign up for multiple events.

  • WCA Eample

    03 | Free Tickets

    Westchester Children's Association hosted a child advocacy learning event. This simple event form was used to drive issue awareness and the tickets were free.

Peer to Peer

  • Setup and Registration

    Peer to Peer Configuration

    Your peer to peer fundraising campaign starts with choosing your settings. Is this a DIY campaign or a run/walk/ride event? Will teams be involved or just individuals? What are the campaign fundraising goals?

  • Fundraising Pages

    01 | Event Pages

    Using the drag-and-drop content editor, build your peer to peer campaign page with ease! Add links to donate, register and include thermometers and leaderboards.

  • Fundraising Pages

    02 | Personal Pages

    Individual fundraisers can customize their personal fundraising pages with text and images while using your organization's pre-set campaign theme.

  • Fundraising Pages

    03 | Team Pages

    Team pages can be customized by team captains. They contain progress to goal thermometers and individual fundraiser leaderboards to fuel the competition.

  • Fundraising Pages

    04 | Mobile App

    Using the FREE mobile app available on iTunes and Google Play, fundraisers can check their progress, receive donation notifications, ask for support, and thank donors.

  • Motivate Fundraisers

    Autoresponders and Coaching

    Guide your individual fundraisers and teams from start to finish with automated coaching emails that help them overcome fear of fundraising and motivate them toward their fundraising goals.

  • Peer to Peer Analytics

    01 | Campaign Insights

    For each peer to peer campaign, you can uncover insights into your top fundraisers and teams are. You can also gain insights into average gift size and average total raised based on if individuals are part of a team or not.

  • Peer to Peer Analytics

    02 | Page Insights

    Peer to peer page level metrics reveal how many people are coming to your campaign event page and signing up to be a part of the campaign or registering for an event.

  • AAMDSIF Example

    01 | Campaign Page

    Peer to peer fundraising success starts here! Easily customizable campaign page is the hub of this March for Marrow 5K Run & Walk.

  • AAMDSIF Example

    02 | Individual Leaderboard

    The main peer to peer campaign page highlights the top individual fundraisers and allows visitors to search and find team and individual pages.

  • AAMDSIF Example

    03 | Team Leaderboard

    The main peer to peer campaign page highlights the top fundraising teams.

  • Client Example

    04 | Personal Fundraising Page

    Individuals can tell their story of why they are raising money for your cause.

  • AAMDSIF Example

    05 | Team Fundraising Page

    Fundraising thermometer tracks team progress.

  • AAMDSIF Example

    06 | Team Member Leaderboard

    Fuel competition with team specific leaderboards.

Salsa Thrive

Salsa's client success hub, THRIVE, surrounds you and your team with the training, coaching, and support you need to maximize your online and offline fundraising performance.

  • Salsa ScholarsSalsa Scholars

    You're investing in Salsa, and we're investing in you! The Salsa Scholars eLearning platform contains self-paced, instructor-led tutorials and activities that will help you master the basics and conquer the most advanced capabilities of Salsa Engage and Salsa CRM.

  • Smart StartSmart Start

    Smart Start Fundraising helps brand new users combine online engagement best practices with the functionality of the Salsa Engage platform. 1-on-1 coaching calls and instructor-led guidance will help you build your first newsletter, email appeal, and welcome series.

  • Salsa SupportSalsa Support

    In-app tips and a rich knowledgebase empowers you to learn, troubleshoot and grow on your own. Plus, from 8AM to 8PM ET Monday through Friday, you'll have email and phone access to a support team obsessed with helping you succeed.

1

What is Salsa CRM?

Salsa CRM is software for development and fundraising professionals to help them with constituent tracking, offline fundraising, and reporting on all development activities.

2

What does CRM mean?

CRM stands for Constituent Relationship Management. It's software that serves as a database of records for organizations who need to track all their constituents in one place.

3

Is Salsa CRM different from a donor database?

CRMs facilitate historical tracking and reporting on more than just donors, but also prospects, volunteers, partners, advocates, subscribers, event attendees, corporate contacts, etc...

4

How are Salsa CRM and Salsa Engage different?

Salsa CRM is a centralized database for heavy development work. It includes robust reporting, donor and donation management, offline fundraising such as major gift cultivation and direct mail fundraising. Salsa Engage is for online marketing, fundraising, and advocacy.

5

Can I get CRM without Engage?

No. Engage is included with every Salsa CRM package so that your online and offline fundraising data can be in one place and your processes can be streamlined with just one vendor.

6

What does Salsa CRM cost?

Pricing for Salsa Engage + Salsa CRM depends on the size of your contact database. You can request a custom pricing quote here >

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  • Quote
    “Highly recommended if you need a system that will help you categorize your donors”
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    “Strong functionality in every category”
  • NTEN-FireFly-Quote.png
    “Single sign-on integration with Salsa Engage has brought significant improvements"

Loved By Over 10,000 Nonprofit Users

"It's a great tool - easy to use and you have access to build just about any query imaginable. The best part about Salsa CRM, though, are the people. Their customer service is great! Whenever I've had an issue or a question they've provided personal attention within minutes." Donor Management Software Review
5 / 5

Want to Learn More About Managing Donors With Salsa?

Nonprofit CRM Cheatsheet

Get Your Nonprofit CRM Selection Cheat Sheet

As you research, shop, and assess fundraising CRM software, it's easy to get overwhelmed. Use this cheat sheet to keep track of the features and functionalities that are most important to your organization!

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EngageTY

Calculate Your Fundraising ROI with Salsa

Salsa users grow their annual fundraising revenue at 6X the industry average. See what your nonprofit CRM return on investment could look like with this easy ROI calculator!

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Salsa and EWG

Learn How ACHIEVA Effectively Manages Donors

Watch the two-minute video of long-time Salsa client ACHIEVA. Find out how they've grown their annual fund by 10% each year and increased their fundraising efficiency with Salsa.

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