Virtuous Consulting

Rooted Software leads the way as a premium implementation partner of Virtuous Software. We believe Virtuous offers one of the best CRMs for nonprofits, for donor development, marketing, event planning, and volunteer management in one consolidated, dynamic platform. Its powerful yet user-friendly interface will allow your team to focus on your organization’s mission and supporter relationships. 

Rooted Software leads the way as a premium implementation partner of Virtuous Software. We believe Virtuous offers one of the best CRMs for nonprofits, for donor development, marketing, event planning, and volunteer management in one consolidated, dynamic platform. Its powerful yet user-friendly interface will allow your team to focus on your organization’s mission and supporter relationships. 

Here's how we assist both new and existing clients of Virtuous CRM:

  • Virtuous Implementation Packages

    Implementation is the beginning of your organization’s Virtuous story. This crucial process requires careful collaboration between your stakeholders and our implementation team. We will prepare and migrate your data from your legacy CRM or donor database to Virtuous. This process involves several steps including: detailed, custom field mapping, quality assurance testing within test environments, and, finally, going-live within Virtuous. Our specialized and experienced technicians will work with your team in other details such as data hygiene, duplicate improvement and, of course, careful scheduling of each step in the process. We can also provide customized training and business process consulting.

  • Virtuous Success Consulting

    Transitioning to Virtuous from your legacy CRM or donor database is a significant investment of time and resources. Rooted Software offers customized Virtuous success consulting options to ensure an effective and efficient experience for your team. Through our partnership, we aim to understand how you can maximize the benefits of Virtuous. These tailored consulting options address your specific needs, including data hygiene, business processes, and the creation and use of reports, automations, queries, integrations, and more. With decades of collective experience in the non-profit sector, our team is uniquely equipped to assess your current needs and processes and provide recommendations for optimizing your use of Virtuous.

  • Custom Integrations

    Virtuous offers a variety of options for integrating your CRM with other vital tools and systems your organization may be using. Whether it's using an OOTB connector, a third-party platform (such as Zapier or Microsoft Power Automate) or the Virtuous API. These connections allow for a seamless user experience between the CRM and your organization’s preferred fundraising, accounting, communications, or marketing platforms. Rooted Software’s team of experienced developers can help your organization implement and use these existing integration options or design and build custom integrations for your organization’s specific needs. In the past, our team has worked alongside organizations to develop online fundraising integrations using API, a custom marketing integration with WhatsApp, and more.

  • DonorSync Services

    DonorSync is a tool that streamlines your Virtuous to Blackbaud Financial Edge NXT Sync.

    Are you exhausted by the laborious and error-prone task of manually syncing donations between Virtuous CRM and Blackbaud Financial Edge NXT? Bid farewell to painstaking data entry for your team and welcome efficiency and precision with DonorSync!

    Learn more about DonorSync.

Let's get started.

  • Brian Biedenbach, Church of the United Brethren in Christ, USA

    “The team at Rooted Software went above and beyond to understand the uniqueness of our situation in needing to migrate and merge data from multiple sources across two organizations. We are extremely pleased with their work and their efficiency in completing it. They kept us on track and gave us the confidence we needed not only to use our new system (Virtuous) but also to equip the rest of our team to do so.”

  • Andy Stout, Director of Development

    “Our experience with the Rooted team was great! Everyone was in lock step and they made sure that we were able to meet our deadline”

  • Olivia Matts, Development Associate

    “The team at Rooted was extremely helpful in our transition from SalesForce to Virtuous. They supported us in identifying solutions to our organization-specific needs that weren't solved by any out of the box Virtuous processes rather than telling us it was impossible to do, which we are very grateful for. Additionally, the team was always responsive, reachable, and never left any questions unanswered. They were able to translate their work behind the scenes to be easily understood by our team who didn't have much experience with data-mapping and data-transfer before working with Rooted, which was beyond helpful. I would recommend utilizing Rooted because they are effective, solution-focused, and truly want to help your organization make the best out of your data-migration process.”

  • Andrew Croft, Communications and Relations Manager - Open Doors Canada

    “We had a great experience with Rooted. They helped us with the daunting task of migrating to a new CRM. They were professional, courteous and responsive. They made sure the job was done the way we wanted it! Highly Recommend!”

We're excited to announce a significant milestone in our partnership with Virtuous. We have successfully completed over 100 data migrations, empowering numerous nonprofits and ministries to streamline their operations and maximize their impact. Join us in celebrating this achievement and discover how our expertise can help your organization thrive.