Virtuous Product Tour

Use the right arrow on the bottom to move through the tour - or use the down arrow to dig deeper into a topic

Part 1

Grow Your Giving

Easy-to-Use Donor Management features for your entire team

Part 2

Raise Awareness

Email marketing and automation build for today's marketers

Part 3

Beyond CRM

Predictive analytics, lead scoring, cloud integrations & more



Start Part 1 : CRM
Part 1 : Nonprofit CRM

Watch a Demo Our Easy-to-Use Nonprofit CRM




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CRM Features

Data-Rich Donor Views

Easy-to-use contact management features with full social media integration. Users can relate donors to one another and see giving “networks” - or see donors on a map. Create custom fields to tailor Virtuous to your specific needs.

Data-rich CRM Donor Screen

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CRM Features

Gift Management

Manage gifts, soft credits, pledges, planned gifts, non-cash gifts, receipts, premiums, gift attribution, etc. Create custom fields at the gift level to customize Virtuous. Manage “Gift Asks” - and then monitor effectiveness of major donor proposals.

Robust Nonprofit CRM Gift Management

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CRM Features

Donor Personas & Tagging

Identify givers by their passions, persona, membership/group affiliations or communication preferences. View related givers based on a shared passions. Use tags or giving patterns to easily segment donor groups for campaigns.

Donor personas and tagging

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CRM Features

Notes & Activity Management

Quickly create donor notes or log communications including document/picture attachments. Virtuous automatically logs all direct marketing activity(email, mail, etc) in the donor activity log.



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CRM Features

Task Management

Assign tasks to team member and attach tasks to a specific donor. You can also use the Virtuous Automation rules engine to auto-generated tasks based on key donor events – including birthdays and anniversaries – or giving behavior.

Nonprofit CRM Task Management

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CRM Features

Reports & Dashboards

Virtuous includes a robust set of built-in, permission-based reports and customizable dashboard widgets including a variety of reports for giving, projects, prospects, lapsed & pre-lapsed donors, donor activity by solicitor, file health reports and more.



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CRM Features

Personal Email Integration

Automatically log emails from gmail, outlook, etc directly into Virtuous as notes. The auto-generate emails or mobile alerts when tasks are due or when donors take a particular action.



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CRM Features

Gift & Donor Filtering

Easy gift and donor filtering

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CRM Features

Advanced Query Tools

Advanced CRM Searching

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CRM Features

Grant Management

Manage Grant Proposals year-over-year and upload grant related documents/proposals. Then assign key grant milestones and tasks to members of your team.



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CRM Features

Chapter & Major Donor Rep Features

Assign a group of donors to a specific staff member or chapter. Then restrict permissions so that staff can only see contacts with their assigned donors or gifts with their assigned funds.



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CRM Features

Project & Fund Management

Manage your projects for fund designations (e.g. staff members in a country, wells in a region). Then monitor key giving metrics, expenses and impact for each project.



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CRM Features

Administration & Back-office Features

Fast gift entry and reconciliation tools to reduce staff time & improve data. Easily see duplicate donor accounts and merge data into a single record. Role-based security to control your team's access



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CRM Features

Volunteer Management

Manage volunteer opportunities and track volunteer commitments/hours at the constituent level. Set volunteer permission in Virtuous to remove all financial and private note access.



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Part 2 : Marketing & Email Platform

See Virtuous Automation & Email in Action




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Marketing Features

Integrated Email Marketing

Build and test mobile-optimized marketing emails or chose from best practice email templates. Then merge in a variety of fundraising fields. Useres can see email engagement down to the donor level (open, clicks, giving, etc) and use dynamic searches to update email lists in real time rather than importing Excel files.



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Marketing Features

Nonprofit Marketing Automation

Workflows allow users to automate marketing actions(email, tasks, data updates, etc) - and set delay between each step. Use dynamic searches to drive data into your workflows (giving behavior, preferences, clubs, project data, etc). Virtuous also provides best-in-breed, pre-built workflows to help you hit the ground running.



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Marketing Features

Engagement Tracking

Virtuous tracks clicks, opens and bounces at the donor level. Virtuous also reports giving data for email/automation campaigns (ROI, average gift, etc). Our email versioning helps you test email effectiveness over time. And our automation reports help you understand how workflows are moving donors from one behavior to the next.



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CRM Features

Marketing Campaign Management

Manage marketing campaigns and segment codes across radio, mail, internet, email and more. Project manage each campaign by assigning tasks and key milestone for each campaign or channel to members of your team.



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Marketing Features

Segmentation

Virtuous allows your direct marketing team to create complex donor segmentations, generate mailhouse-ready segmentation files, and then store the direct marketing piece that each donor recieved.



Back to Top | Features Beyond Typical CRM >
Part 3 : Online Giving and Card Processing

See how Virtuou Giving can grow your giving




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Marketing Features

Integrated Email Marketing

Build and test mobile-optimized marketing emails or chose from best practice email templates. Then merge in a variety of fundraising fields. Useres can see email engagement down to the donor level (open, clicks, giving, etc) and use dynamic searches to update email lists in real time rather than importing Excel files.



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Marketing Features

Nonprofit Marketing Automation

Workflows allow users to automate marketing actions(email, tasks, data updates, etc) - and set delay between each step. Use dynamic searches to drive data into your workflows (giving behavior, preferences, clubs, project data, etc). Virtuous also provides best-in-breed, pre-built workflows to help you hit the ground running.



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Marketing Features

Engagement Tracking

Virtuous tracks clicks, opens and bounces at the donor level. Virtuous also reports giving data for email/automation campaigns (ROI, average gift, etc). Our email versioning helps you test email effectiveness over time. And our automation reports help you understand how workflows are moving donors from one behavior to the next.



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CRM Features

Marketing Campaign Management

Manage marketing campaigns and segment codes across radio, mail, internet, email and more. Project manage each campaign by assigning tasks and key milestone for each campaign or channel to members of your team.



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Marketing Features

Segmentation

Virtuous allows your direct marketing team to create complex donor segmentations, generate mailhouse-ready segmentation files, and then store the direct marketing piece that each donor recieved.



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Part 4 : Beyond CRM

Mobile apps, big data and cloud integrations




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Beyond CRM

Cloud Integrations

Easily integrate your CRM with the email, donation and fundraising tools you are already using including: MailChimp, Constant Contact, SendGrid, Hubspot, iDonate, GivingFuel, Paperless, Stripe, RaiseDonors, PaperSave, Gmail, Outlook 365, Yahoo Mail, Eventbrite, Google Analytics, Google Maps, DonorSearch wealth data overlays, NCOA services and more



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Beyond CRM

Free Mobile Apps for iOS and Android

Virtuous mobile apps are designed to meet the needs of fundraisers on-the-go. Use GPS/maps to see donors near you and receive reminders (Push Notifications) based on real time donor behavior.



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Beyond CRM

Lead Scoring & Relational Intelligence

Virtuous lead scoring ranks donors/prospects based their relational or financial value. Lead Scoring includes 1) Financial Score based on recency/frequency of giving, gift amounts, propensity to lapse, etc. 2) Relational Score based on social media data, geographic proximity to other donors, relationships with other donors, etc. and 3) Smart Asks that suggest the best next steps with each donor.



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Beyond CRM

Social Media & Geolocation Insights

Social scraping (automatically grabing social handles, images AND feeds) provides an immediate, data-rich view of your donors. Scraping allows your users to pull public data for donors with one click. Our scraping solution spans 200 social sites.



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Beyond CRM

Project Impact Tracking and Reporting

Creating transparency and accountability for projects is the first step to improving engagement. Impact tracking tools can help you set and track impact goals for each project (e.g. school desks purchased), collect stories/media, and provide donor's with impact updates specific to their gifts.



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Tour Part 4: Working with Virtuous

Migration & Customer Success with Virtuous

At Virtuous, we're not happy until you are fully migrated, trained and realizing a positive ROI on your new software investment. Ultimately, we are committed to helping you raise more money and increase you impact. The following steps outline our proven on boarding process

Migration & Customer Success



Step 1 - Goal Setting

We help you write down your fundraising, marketing and Virtuous usage goals during the sales/onboarding process.

Setting your overarching fundraising objectives helps create clear, defined outcomes for your implementation


Step 2 - Onboarding Plan

We create a clear project plan for implementing Virtuous that includes training and migration milestones. We'll do most of the heavy lifting along the way - but the on boarding plan helps keep our teams in lock step as we move torward your generosity goals.


Step 3 - Complete a Test Migration and Intial Training

We'll work with your team to map and move your existing data into a sandbox Virtuous environment for testing. As part of the testing process we help your team get trained on Virtuous using our Online Academy and Virtuous Training Team. On-site training is available as part of this process as needed.

Migration & Customer Success



Step 4 - Go-Live and Training

After your data has been tested in Virtuous - and your team is trained - we'll confirm your final "go-live" date. As part of your launch we provide additional training tailored to each job role (advancement, data entry, etc). Your training program will depend on your On Boarding Package and your specific needs.


Step 5 - Ongoing Success Coaching

Finally, you'll be work with your customer success coach to 1) help ensure we are hitting your original goals, 2) provide ongoing training as needed and 3) ensure you are getting the most out of your Virtuous purchase over time.

Are You Ready to Raise More Money & Build Better Relationships with Donors?

Schedule a personalized, one-on-one demo with one of our Nonprofit Success Coaches today to get started.


Schedule 1 on 1 Demo
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