Create personal connections with donors and save time with automation.

Scale your efforts to build better donor relationships, respond to donor behavior in real-time, and grow giving without adding more work for your team.


Personally respond to ALL your constituents

Automation workflows help drive real-time actions for each donor. Set up email, tasks, data updates or direct mail based on the signals and engagements from each individual. Time your communication sequences to ensure that each message is delivered exactly when donors want it.

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Popular Features

Automated Email Sequences
Donor Journey Builder

Triggered Data Updates
Multi-channel Automation

Improve efficiency with pre-built workflows
Virtuous provides best-in-class, pre-built workflows for donor retention, welcome and cultivation to help you hit the ground running. Take advantage of proven welcome series, lapsed follow up, thank you sequences and more.

Personalize engagement based on personas and passions
Automatically tag donors based on behavior. Use web engagement, demographic data or email engagement to automatically identify your constituent’s passions – then respond with communication that is most relevant to them based on your data.

Create custom journeys so every donor feels like a major donor

Automation is essential to meet the needs of the modern donor. More importantly, it gives your team the freedom to execute your best ideas without draining resources. Create the donor journey your constituents deserve using proven templates and custom drag-and-drop features.

Increase donor retention with 1-to-1 experiences
Ensure that each gift is recognized and celebrated. Send automated, personalized engagements that prove to your donors how grateful you are for their gifts and how important they are to your work.

Make donors happy with milestone follow-ups
Show how important the details are to you and your organization. Use automation to ensure every donor receives personalized communications for giving milestones, events, birthdays, anniversaries, volunteer opportunities and anything else they value.

Target the ideal set of donors every time
Don’t waste resources sending communication that will be ignored. Generic, one-to-many communication not only increases your costs, but it erodes trust with modern donors. Automatically segment major donor prospects, social influencers, recurring prospects, advocates, or specific personas to ensure each constituent receives the most relevant communication.

Prevent donors from lapsing
Don’t reach out to lapsed donors after it’s too late. Automation helps identify individuals at risk for disengaging with your organization and then helps you quickly respond.

Streamline your entire workflow
Automate task assignments like phone call scheduling, hand written cards, and team member follow-up so you feel in control of your workload.


Create true multi-channel experiences with automation

Email automation is a great start but it’s not enough for today’s leading nonprofits. The modern donor needs a complete experience — including direct mail. Create multi-channel engagement campaigns including direct mail with no extra work from your team.

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Paper letter automation to amplify your direct mail
Automatically send personalized mail to donors based on their real-time behavior. Virtuous Automation sends custom letters triggered by a workflow you create without your team ever having to touch a piece of paper.

Automate callback and handwritten letter tasks
Assign members of your team tasks to call a donor after a gift, a form fill or a web engagement to ensure they feel connected to your cause right away. Use Virtuous Automation to schedule handwritten cards so you never miss an important connections.

Listen to your donors at scale with engagement tracking

Virtuous tracks all relevant engagement data including email, web, mail, event, volunteer and in-person touch points at the donor level so you know what’s working in real-time. Track your ROI, engagement and average gift for each workflow to optimize giving and reach your fundraising goals.

Email testing
Virtuous email versioning helps you test email effectiveness over time. Modify email messaging, delivery time and other important features to ensure you’re converting as many donors as possible.

Track behavior over time
Automation reports help you understand how workflows are moving donors from one behavior to the next. Use the data to optimize each workflow to shorten the time between donor signal and next best action.

User-Friendly. Always Improving.
“Virtuous CRM has been a great tool for our growing organization. Virtuous takes automations to the next level which has allowed us to put several workflows in place enabling higher rates of retention and engagement.”
Travis
Director of Donor Relations

The Best People Make the Best CRM
“For me, Virtuous is about simplifying the typical CRM into a useful, efficient, and powerful tool. Add in Virtuous’s automation features and, in my opinion, you get one the best CRMs at a great value.”
Johnny
Director of Development & Operations

Taking Responsive Fundrasing to the Next Level
“Virtuous is building tools that allow for a highly customized and personalized donor experience. Automations save time and energy for repetitive tasks. The newly released smart gift arrays and website listening tools are going to be game-changers in understanding our donors.”
Jonathan
Communication Specialist

Explore more ways to grow with Virtuous Automation & Giving

Marketing Automation

Automate follow up tasks, emails and letters based on donor behavior.
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Email Marketing

Easily, build amazing emails and track results to the donor level.
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Giving & Forms

Design your own giving form and easily embed anywhere on your site.
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Web Tracking

See how your donors are engaging on your site. Dynamically change your gift ask amount or automate follow-up after a web visit.
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Direct Mail on Demand

Send one-off letters to donors based on their behavior. No staff time or stamps required..
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Prospect/Lead Forms

Start a conversation with donors using easy to embed web forms.
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Simplify your work with a powerful nonprofit CRM built for you

Volunteer Management

Track volunteer engagement and hours volunteered.
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Grant Management

Manage applications and workflow for incoming and outgoing grants.
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Data Segmentation & Search

Easy, powerful query tools with built in segmentation for direct marketing.
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Robust Data Import/Entry

Quickly import/enter donations and process credit cards gifts.
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Reporting & Dashboards

Customize your dashboard and run reports designed for fundraisers.
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Project & Fund Management

Manage giving projects, track success and map to your accounting system.
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Event Management

Create events, track attendance and automate follow-up.
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Mobile Apps

Grow giving with iOS and Android apps designed for fundraisers on the go.
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Popular Integrations & API

Integrate with the cloud-based tools you love or plug into our robust API.
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