Virtuous
by Virtuous Software · Nonprofit & Public Sector
Responsive fundraising platform combining CRM, giving, marketing and AI for nonprofits.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- QuickBooks
Sage Intacct - Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Quote-based
- Founded
- 2014
- Headquarters
- Phoenix, Arizona, United States
Overview
Virtuous is a cloud-based fundraising and donor relationship platform built for nonprofit organizations, covering CRM, online giving, marketing automation, volunteer management and AI-assisted donor engagement. The company, founded in 2014 and headquartered in Phoenix, Arizona, positions itself as a "responsive fundraising platform" aimed at nonprofit development, marketing, finance and database teams across faith-based, healthcare, higher education, human services and K-12 organizations.
The product suite is modular: CRM+ is the core donor database with pipeline views, workflow automation, events and marketing tools; Raise is the online giving and donation-form product; Momentum is an AI agent layer that drafts donor emails, prioritizes gift-officer outreach and auto-logs activity; Insights layers wealth-screening and predictive donor scoring onto the CRM; Analytics adds business-intelligence dashboards; and Volunteer handles volunteer recruitment and scheduling. Gift and fund data can be tied to specific projects/funds and synced to accounting systems.
On the finance side, Virtuous CRM+ natively syncs gift data to QuickBooks Online through its built-in "Virtuous Connect" tool, and to Sage Intacct through a dedicated integration that maps CRM projects to Intacct funds/dimensions in the general ledger, letting a single gift be split across multiple funds. Deeper cross-system data cleansing and routing is available through a partnered Omatic Cloud integration, and Virtuous also runs a 100+ partner App Marketplace covering payments, events, communications and data services.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Virtuous Software.
Features & capabilities
Donor & Pipeline Management
The core CRM database and relationship-tracking layer.
- 360-degree donor profiles
- Giving-potential and relationship pipeline views
- AI-powered donor scoring and insights
- AI email drafting from donor records
- Major-donor portfolio and pipeline forecasting
- Complex gift tracking (pledges, grants, soft credits, tributes, recurring gifts)
- Website donor activity tracking
- Custom objects for organization-specific data models
Automation & Workflows
Rules-driven task and communication automation.
- Automated task assignment
- Multichannel campaign automation across email, text and physical mail
- Behavior-triggered donor journeys/sequences
- Automated record updates
- Project-to-fund gift tracking synced to accounting tools
Marketing & Communications
Donor-facing campaign and messaging tools.
- Email marketing campaign builder
- SMS/text messaging
- On-demand physical mail sending
- Dynamic donor segmentation
- Built-in campaign performance analytics
Online Giving (Raise)
Donation forms and giving experiences.
- Drag-and-drop and AI-assisted donation form/page builder
- Custom CSS/JavaScript control over giving pages
- Project-based and split-gift giving
- Virtual terminal for phone/mail donations
- Donor portal with saved payment wallet
- Data-driven recurring-gift upgrade prompts
- A/B testing on giving pages
- API access for tech-stack integration
AI Fundraising Agent (Momentum)
AI layer for major-gift officer productivity.
- Daily inbox prioritization of high-value donor opportunities
- AI-drafted donor emails trained on the fundraiser's own writing
- Call-script talking-point suggestions
- Automated outreach cadences
- AI-generated per-donor engagement plans
- Wealth/capacity data (estimated net worth, property values, giving scores)
- Automatic CRM logging of emails, meetings and calls
- Birthday, pledge and stewardship reminders
Prospect Research & Analytics (Insights/Analytics)
Wealth screening, predictive scoring and BI reporting.
- Predictive scoring for giving likelihood, churn risk and upgrade potential
- Third-party wealth and demographic data appended to CRM records
- AI research agents that build donor profiles from web, wealth and engagement data
- Suggested one-time and recurring gift ranges
- Custom, no-code report and dashboard builder
- KPI monitoring and donor-activity mapping
Events & Volunteer Management
Event and volunteer program operations.
- Event registration and ticketing
- In-event giving capture
- Attendance tracking
- Automated post-event follow-up sequences
- Volunteer recruitment and scheduling
- Volunteer-to-giving activity linkage
Common use cases
- Consolidating donor, gift, pledge and grant history into a single CRM record
- Building and A/B testing branded online donation pages without developer help
- Automating multichannel donor journeys (email, text, mail) triggered by giving behavior
- Equipping major-gift officers with AI-drafted outreach and prioritized daily task lists
- Screening a donor file for wealth capacity and upgrade-ready major-gift prospects
- Syncing gift and fund data from the CRM into QuickBooks Online or Sage Intacct for the finance team
- Running event registration, in-event giving and post-event follow-up from one platform
Strengths & considerations
Strengths
- Modular suite (CRM+, Raise, Momentum, Insights, Analytics, Volunteer) that a nonprofit can adopt incrementally rather than a single monolithic CRM
- Native Momentum AI agent layer for gift-officer email drafting, call prep and engagement planning, beyond generic CRM automation
- Direct project-to-fund gift mapping into Sage Intacct's general ledger for organizations using true fund accounting
- 100+ partner App Marketplace spanning payments, events, communications and data-enrichment tools
Considerations
- No native NetSuite integration is documented; NetSuite connectivity is only available via third-party implementation partners listed in the App Marketplace
- QuickBooks Online sync moves gift-level data only, not full payment-processor transaction detail
ERP integrations
Syncs gift records to QuickBooks Online; must be configured before gifts are imported or historical gifts will not sync
New gift data posts automatically to Intacct; CRM projects map to Intacct funds/dimensions in the general ledger, and a single gift can be split across multiple projects/funds
Pricing
Two CRM+ tiers gated by annual fundraising revenue: Platform (organizations raising up to $5M/year) and Enterprise (over $5M/year). Add-on products (Raise, Momentum, Insights, Analytics, Volunteer) are priced separately. All pricing requires a sales conversation/demo; CRM+ includes unlimited users on both tiers. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant, Microsoft Azure)
- Compliance
- SOC 2 Type 2, PCI DSS, HIPAA
- Mobile app
- No
- Languages
- English
About the vendor
- Founded
- 2014
- Headquarters
- Phoenix, Arizona, United States
- Employees
- 51-200
- Ownership
- Private
Alternatives to Virtuous in Nonprofit & Public Sector
Virtuous — frequently asked questions
Does Virtuous integrate with accounting or ERP systems?
Yes. Virtuous CRM+ has a native connector that syncs gift data to QuickBooks Online, and a separate native integration with Sage Intacct that maps CRM projects to Intacct funds and posts new gifts automatically to the general ledger. A NetSuite implementation partner is listed in Virtuous's App Marketplace, but Virtuous does not document a native NetSuite connector.
How is Virtuous priced?
Virtuous CRM+ is sold on two revenue-based tiers -- Platform for nonprofits raising up to $5 million a year and Enterprise for those raising more -- with unlimited users on both. Exact pricing isn't published; the vendor requires a sales conversation or demo for a quote, and add-on products like Raise, Momentum and Insights are priced separately.
What is Virtuous Momentum?
Momentum is Virtuous's AI agent layer for major-gift officers. It prioritizes a fundraiser's daily donor outreach, drafts personalized emails in the fundraiser's own writing style, suggests call talking points, and automatically logs emails, meetings and calls back to the CRM.
Who is Virtuous built for?
Virtuous targets nonprofit organizations, particularly faith-based groups, healthcare nonprofits, higher education institutions, human-services agencies and K-12 schools, serving development, marketing, finance and database-administration roles within those organizations.
Does Virtuous offer online donation forms?
Yes, through the Raise product, which provides a drag-and-drop and AI-assisted form builder, project-based and split giving, a virtual terminal for phone or mail donations, a donor portal with saved payment methods, and A/B testing on giving pages.
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