Wealth Engine

Wealth Screening Integration

 

Salsa CRM Users Cultivate Donors with Wealth Insights

WealthEngine uses data science to give you meaningful, accurate and insightful information you can immediately use to focus and improve fundraising for your cause. Their system sources data from many vendors, and it integrates with Salsa right in your Salsa CRM portal.

Salsa CRM clients have access to critical constituent information, including donor profiles, contact information, and wealth intelligence, all at the click of a button.

Watch Integration Webinar Recording

Curious to see how the functionality works? See WealthEngine's beautiful interface and how it sync's seamlessly with Salsa. Watch a recording of the integration webinar here >>

Who is Using this Integration?

With this integration, Salsa CRM clients can access WealthEngine wealth insights without leaving their portal. A number of Salsa CRM clients currently use this integration including: ALS Association National, Hoffman Hospice, and Heritage Conservancy.

Getting Started with WealthEngine

Ready to give WealthEngine a try? You have a number of options. You can jump right in with a free trial, get more information with a personal demonstration, or call them directly at 800.933.4446.

How Much Does It Cost?

Connecting WealthEngine data into your Salsa CRM account is FREE and easy. WealthEngine provides pricing for their services upon request. Contact them at 800.933.4446 for a quote.