The Virtuous Difference
- Significant improvements in efficiency and productivity from streamlined processes
- Improved collaboration and decision-making with centralized data
- Faster donor response times driven by marketing automation
Top Challenges Unbound Now Needed to Address:
- Empowering local groups while ensuring oversight of fundraising efforts
- Consolidating data from various sources to establish a single source of truth
- Finding a holistic CRM to create responsive experiences that build trust and grow impact
Siloed Technology Limits Operational Control and Insights for Unbound Now
As a nonprofit with multiple locations, Unbound Now struggled to unify its various branches while empowering them to operate independently.
This challenge stemmed from a lack of centralized data within its legacy platform. It limited the team’s understanding of giving trends across regions and its overall donor base. Reliance on external tools for essential functions like reporting and marketing also hindered collaboration and created inefficient workflows.
To advance its mission, Unbound Now needed a system to consolidate its essential fundraising operations better and supply the data-driven insights necessary for informed decision-making.
“Prior to working with Virtuous, we were a lot of different organizations in different locations with the same name. We were looking at how we could have different groups in different places have their own fundraising and have control over that.”
— Josh Hasak, Technical Support Specialist and CRM Administrator, Unbound Now
Streamlined Processes Boost Collaboration and Efficiency
With Virtuous, Unbound Now can finally function as a more cohesive organization by seamlessly integrating its tech stack—from CRM to email marketing to volunteer management—into a single platform.
“What ultimately led us to choosing Virtuous was just the wide range of capabilities that Virtuous has that are all integrated into one space, where you can manage all of your events and giving. You can see your email marketing and campaigns, how those go, and then match that back to your data.”
— Josh Hasak, Technical Support Specialist and CRM Administrator, Unbound Now
With all data housed in Virtuous, Unbound Now can instantly access shared information. It uses features like Organization Groups to view location-specific fundraising performance and guide strategy. The team can also leverage Virtuous’ built-in dashboards and analytics—rather than scattered spreadsheets—for seamless reporting.
Additionally, Virtuous’ automated workflows help Unbound Now manage internal task management. When a donor gives from a certain location, the system can automatically assign a follow-up task to a specific team member, improving organization and communication across the entire network.
A Responsive CRM Deepens Donor Relationships for Unbound Now
Virtuous goes beyond just storing donor data—it empowers Unbound Now to create personalized donor experiences that unlock greater giving.
Leveraging behavioral insights from the CRM, the team can dynamically segment supporters and tailor messaging, as well as build responsive donor journeys to ensure that each interaction is as engaging as possible.
With Virtuous’ robust marketing automation tools, staff can also respond more rapidly to donors’ needs and inquiries and perform repetitive tasks like generating receipts in minutes. As a result, the team can focus more on mission-critical work, while deepening trust and relationships with donors.
“Virtuous has really helped our interactions with donors because we’re able to personalize our communication with them on a large scale and respond to the things that they’re doing, whether that’s giving or opening emails or volunteering.”
— Josh Hasak, Technical Support Specialist and CRM Administrator, Unbound Now
