Automate the manual work in Virtuous CRM

FullSpec maps how Virtuous CRM fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Virtuous CRM by the numbers

Insights from real process mapping sessions that involve Virtuous CRM.

No processes mapped yet using Virtuous CRM. Map a process that uses Virtuous CRM to see automation data here.

Map a Virtuous CRM automation

Top 5 Virtuous CRM friction points when done manually

Donor record duplication in Virtuous CRM

You manually search Virtuous CRM to check if a donor already exists before entering new contact information, wasting time on duplicate prevention that should be automatic.

78% report this

Matching gifts data entry in Virtuous CRM

You manually look up and enter matching gift information from employer records into Virtuous CRM instead of having it sync from a source system.

71% report this

Pledge tracking updates across Virtuous CRM

You manually update pledge statuses and payment schedules in Virtuous CRM each time a donor contacts you or makes a partial payment.

64% report this

Exporting Virtuous CRM data for reports

You manually export donor lists and gift history from Virtuous CRM into spreadsheets to create reports that should pull directly from the system.

56% report this

Syncing Virtuous CRM with accounting software

You manually re-enter gift amounts and donor information from Virtuous CRM into your accounting system instead of having the two systems talk to each other.

31% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Virtuous CRM

Browse popular Virtuous CRM automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.