Virtuous growth playbook

Review the bot rule in the CDN: allow verified search crawlers and the AI assistants' user-facing fetchers, keep the challenge for abusive traffic, and add the missing meta description, social share image and favicon. Then test what Google, Bing and three assistants see for "Virtuous CRM".

Fundraisers who research a new CRM increasingly ask an assistant first. If the homepage cannot be read, the answer comes from comparison sites and competitors' pages.

[ ] Homepage returns 200 to Googlebot (URL Inspection)
[ ] Homepage returns 200 to Bingbot
[ ] Pricing and compare pages return 200
[ ] Meta description present
[ ] Social share image present
[ ] Favicon present
[ ] llms.txt published
[ ] Three assistants describe Virtuous correctly
[ ] Bot challenge still blocks unverified traffic

• Opening the rule invites scrapers

  Allow only verified crawler IP ranges and keep rate limits.

• Assistants still use old sources

  Publish an llms.txt pointing to product pages.

• programmable.infoThe virtuous.org homepage answers automated requests with HTTP 403 and a "Security Verification" page, so the site scan records the company name as "Security Verification" and finds no meta description, social share image or favicon. The sitemap, robots.txt and RSS feed are served normally.Source
• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source
• Your websiteSitemap (about 3,400 URLs): 11 comparison URLs for four rivals, with pairs such as /compare/blackbaud and /compare/bb-alternative, /compare/donorperfect, /compare/donorperfect-alternative and /compare/dp-alternative, /compare/bloomerang and /compare/bm-alternative, /compare/salesforce and /compare/sf-alternative, plus /compare/bg; /pricing next to /pricing-older; /solutions/virtuous-for-healthcare next to /solutions-healthcare; /features/crm next to /software/crm. No comparison with Neon One, Bonterra or Givebutter.Source

Keep one comparison page per rival with the strongest copy, redirect the rest to it, remove /pricing-older and the duplicate healthcare and feature pages from the sitemap, and point paid campaigns at the surviving URLs.

Duplicate pages split ranking signals and can show a buyer an old price or an old argument. One page per rival is also easier for the PMMs to keep current.

• Paid landing pages were deliberate

  Keep ad variants as noindex pages rather than separate indexed URLs.

• Your websiteSitemap (about 3,400 URLs): 11 comparison URLs for four rivals, with pairs such as /compare/blackbaud and /compare/bb-alternative, /compare/donorperfect, /compare/donorperfect-alternative and /compare/dp-alternative, /compare/bloomerang and /compare/bm-alternative, /compare/salesforce and /compare/sf-alternative, plus /compare/bg; /pricing next to /pricing-older; /solutions/virtuous-for-healthcare next to /solutions-healthcare; /features/crm next to /software/crm. No comparison with Neon One, Bonterra or Givebutter.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source

Ship email, giving page and receipt templates in Raise and CRM+ that explain the new deduction in one line, with a tax-adviser disclaimer, and offer the same kit as a free download to prospects with a demo invitation.

Year-end is when nonprofits change their giving pages. A timely kit gives the Donor Experience PMM adoption in the base and a reason to talk to prospects.

• Reads as tax advice

  Use "talk to your tax adviser" on every template and keep claims general.

• Rules shift with guidance

  Date the kit and update it if the IRS issues new guidance.

• Tax researchFrom tax year 2026, people who take the standard deduction can deduct cash gifts to public charities up to $1,000 (single) or $2,000 (joint); gifts to donor-advised funds do not count. Itemizers can only deduct giving above 0.5% of their adjusted gross income. GivingTuesday 2026 is December 1.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source

Publish a Momentum page for each CRM it connects to, run a gift-officer offer ("a strategy for every donor in your portfolio in 30 days") to major gift teams on those CRMs, and hand converted teams to AEs for a CRM+ conversation later.

A gift officer who loves Momentum inside Raiser's Edge or Salesforce is the best-placed champion for a CRM switch in two years. It turns the competitors' bases into Momentum pipeline now.

• Selling into rivals' bases provokes them

  Keep integrations within each CRM's public API terms.

• Industry pressVirtuous announced the acquisition of Momentum on August 12, 2025: an AI donor-engagement tool for mid-level and major gift officers that continues to work as a standalone product with integrations for several CRMs.Source
• HiringProduct Marketing Manager, Intelligence (September 2026): Momentum and Insights "are becoming the system of intelligence for fundraising teams, and this bundle is one of the most important revenue bets we have". Momentum helps gift officers spend time on relationships instead of data entry; Insights adds wealth, demographic and prospect signals. Owns the S2 pipeline goal; buyers are CAOs, VPs of Advancement and gift officers.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source

Offer a migration slot starting in January: a fixed timeline, a data review in December, and a named Solutions Consultant. Send it to prospects who looked at the comparison pages and to partner referrals.

A dated slot turns "maybe next year" into a decision before budgets lock. It also spreads onboarding across the quiet first quarter.

• Slots fill unevenly

  Cap slots per week and keep a waitlist.

• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• HiringMidmarket Account Executive (posted March 2025) and Strategic Account Executive (posted July 2025), Phoenix or Plano preferred: AEs drive about 50% of their own pipeline, "with the balance coming from inbound leads, BDR outbound and the Virtuous Partner network", and specialise in assigned verticals.Source
• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source
• Your websiteSitemap (about 3,400 URLs): 11 comparison URLs for four rivals, with pairs such as /compare/blackbaud and /compare/bb-alternative, /compare/donorperfect, /compare/donorperfect-alternative and /compare/dp-alternative, /compare/bloomerang and /compare/bm-alternative, /compare/salesforce and /compare/sf-alternative, plus /compare/bg; /pricing next to /pricing-older; /solutions/virtuous-for-healthcare next to /solutions-healthcare; /features/crm next to /software/crm. No comparison with Neon One, Bonterra or Givebutter.Source

Reply to every review, tag the complaints, fix the top three in the next release, and ask happy daily users for a rating after a successful action.

Retention is the CRM+ business's strength; a low public rating undercuts it in the evaluation stage, and the fixes are usually small.

• Few users rate

  Prompt only daily users after a completed task.

• programmable.infoThe Virtuous iOS app is rated 2.48 from 27 ratings (last updated April 2026). Mobile layout shift (CLS) is 0.12 at the 75th percentile, above Google's 0.1 "good" line; load (LCP) 1.85 seconds. Docs on Mintlify, a Vanta trust centre and a public status page.Source
• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source
• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source

Ship an MCP server and the directory listings, launch them with three workflows fundraisers do weekly (prep me for this donor meeting, draft thank-yous for yesterday's gifts, who lapsed this month), and add an "Works with" badge to the site.

Being listed where fundraisers already work is a distribution channel no nonprofit CRM owns yet, and it makes the AI-native claim visible.

• Donor data privacy

  Least-privilege scopes, audit logs and a clear data policy page.

• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• programmable.infoThe virtuous.org homepage answers automated requests with HTTP 403 and a "Security Verification" page, so the site scan records the company name as "Security Verification" and finds no meta description, social share image or favicon. The sitemap, robots.txt and RSS feed are served normally.Source

Define three tiers (referral, certified implementation, strategic), certify consultancies to run migrations with Professional Services, and pay referral fees on closed deals. Publish a partner directory so nonprofits find a certified consultant.

Nonprofits often pick a CRM on a consultant's advice. Certified partners also add migration capacity for larger organisations.

• Channel conflict with AEs

  Clear rules on who owns which deals.

• HiringSenior Partner Manager (April 2026): owns a portfolio of strategic partners for partner-sourced and partner-influenced pipeline through referrals and joint initiatives, recruits partners to an "ideal partner profile", runs QBRs and reports to a Director of Partnerships.Source
• HiringMidmarket Account Executive (posted March 2025) and Strategic Account Executive (posted July 2025), Phoenix or Plano preferred: AEs drive about 50% of their own pipeline, "with the balance coming from inbound leads, BDR outbound and the Virtuous Partner network", and specialise in assigned verticals.Source
• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source
• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source

Run an in-base campaign with Enterprise CSMs: a portfolio review for each customer's gift officers showing what Momentum would plan for their top 50 donors, followed by a pilot price.

Selling to existing customers is faster and cheaper than new logos, and expansion is part of the Enterprise CSM's job.

• Data quality makes the review weak

  Run a quick data check first and fix the basics with the customer.

• HiringProduct Marketing Manager, Intelligence (September 2026): Momentum and Insights "are becoming the system of intelligence for fundraising teams, and this bundle is one of the most important revenue bets we have". Momentum helps gift officers spend time on relationships instead of data entry; Insights adds wealth, demographic and prospect signals. Owns the S2 pipeline goal; buyers are CAOs, VPs of Advancement and gift officers.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source

Find CRM+ customers still using other giving forms, offer a free switch with the new Raise AI page builder and a year-end template, and measure gift volume on the switched pages.

Every switched giving page adds payment volume and makes CRM+ harder to leave.

• Switching during year-end is risky

  Offer switches before mid-November and after January 5 only.

• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• Tax researchFrom tax year 2026, people who take the standard deduction can deduct cash gifts to public charities up to $1,000 (single) or $2,000 (joint); gifts to donor-advised funds do not count. Itemizers can only deduct giving above 0.5% of their adjusted gross income. GivingTuesday 2026 is December 1.Source

Bundle the faith-based stories into a ministry pack by size, run ministry roundtables and sponsor the conferences their development leaders attend, and give one AE the vertical with a target list.

Vertical selling with peer proof shortens cycles, and ministries are already well represented in the customer base.

• Other verticals feel neglected

  Repeat the model for the next best vertical if it works.

• HiringMidmarket Account Executive (posted March 2025) and Strategic Account Executive (posted July 2025), Phoenix or Plano preferred: AEs drive about 50% of their own pipeline, "with the balance coming from inbound leads, BDR outbound and the Virtuous Partner network", and specialise in assigned verticals.Source
• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source

Write fair comparison pages for the CRMs not covered and product-level pages for Raise and Momentum against the online-giving and prospect-research tools buyers compare them with.

Buyers search "X alternative" at the end of an evaluation; each missing page is a deal decided without Virtuous in the room.

• Claims go stale

  Date each page and cite sources.

• Your websiteSitemap (about 3,400 URLs): 11 comparison URLs for four rivals, with pairs such as /compare/blackbaud and /compare/bb-alternative, /compare/donorperfect, /compare/donorperfect-alternative and /compare/dp-alternative, /compare/bloomerang and /compare/bm-alternative, /compare/salesforce and /compare/sf-alternative, plus /compare/bg; /pricing next to /pricing-older; /solutions/virtuous-for-healthcare next to /solutions-healthcare; /features/crm next to /software/crm. No comparison with Neon One, Bonterra or Givebutter.Source
• HiringProduct Marketing Manager, Intelligence (September 2026): Momentum and Insights "are becoming the system of intelligence for fundraising teams, and this bundle is one of the most important revenue bets we have". Momentum helps gift officers spend time on relationships instead of data entry; Insights adds wealth, demographic and prospect signals. Owns the S2 pipeline goal; buyers are CAOs, VPs of Advancement and gift officers.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source

Tag each story by revenue band, vertical and products used, add filters to the case-study page, and give AEs a search inside the CRM.

A peer of the same size and type is the strongest proof; 73 stories are only useful if the right one can be found in a minute.

• Old stories with outdated product names

  Refresh or retire them.

• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source
• HiringMidmarket Account Executive (posted March 2025) and Strategic Account Executive (posted July 2025), Phoenix or Plano preferred: AEs drive about 50% of their own pipeline, "with the balance coming from inbound leads, BDR outbound and the Virtuous Partner network", and specialise in assigned verticals.Source

With customer consent and aggregated data, publish how many volunteers become donors, how fast and with what gift, by sector, plus the three journeys that convert best.

A benchmark gives the Donor Experience PMM a story that sells Volunteer and CRM+ together, and nonprofits share benchmarks widely.

• Small sample

  Report only sectors with enough organisations.

• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source

Run a free four-session course on using AI in moves management, ending in a certificate gift officers can put on LinkedIn, with Momentum as the hands-on tool.

A certificate reaches gift officers at non-customers, who then bring Momentum to their team. It also builds the email list the Intelligence PMM needs.

• Seen as a sales funnel

  Keep sessions useful without the product.

• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• HiringProduct Marketing Manager, Intelligence (September 2026): Momentum and Insights "are becoming the system of intelligence for fundraising teams, and this bundle is one of the most important revenue bets we have". Momentum helps gift officers spend time on relationships instead of data entry; Insights adds wealth, demographic and prospect signals. Owns the S2 pipeline goal; buyers are CAOs, VPs of Advancement and gift officers.Source
• Industry pressVirtuous announced the acquisition of Momentum on August 12, 2025: an AI donor-engagement tool for mid-level and major gift officers that continues to work as a standalone product with integrations for several CRMs.Source

Publish the API and agent framework for partners, let integration partners (Instrumentl, OneCause, DonorSee and others) and consultancies list agents and apps, and share revenue on paid ones.

A marketplace makes CRM+ the platform and raises switching costs, while partners do the building.

• Low partner interest

  Fund the first apps with co-marketing.

• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source
• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source
• HiringSenior Partner Manager (April 2026): owns a portfolio of strategic partners for partner-sourced and partner-influenced pipeline through referrals and joint initiatives, recruits partners to an "ideal partner profile", runs QBRs and reports to a Director of Partnerships.Source

Offer large organisations a fixed price and timeline for moving from Raiser's Edge NXT, with data mapping tools, a parallel-run period and a named team. Publish the method and the first three results.

Fear of migration is the main reason large nonprofits stay on old systems. A fixed price removes the biggest unknown.

• Fixed price overruns

  Tier by data volume and scope clearly.

• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• Your websiteSitemap (about 3,400 URLs): 11 comparison URLs for four rivals, with pairs such as /compare/blackbaud and /compare/bb-alternative, /compare/donorperfect, /compare/donorperfect-alternative and /compare/dp-alternative, /compare/bloomerang and /compare/bm-alternative, /compare/salesforce and /compare/sf-alternative, plus /compare/bg; /pricing next to /pricing-older; /solutions/virtuous-for-healthcare next to /solutions-healthcare; /features/crm next to /software/crm. No comparison with Neon One, Bonterra or Givebutter.Source
• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source

Publish a quarterly index of retention, recurring giving and average gift by sector and size, and show each customer their own position inside CRM+.

An index brings press and inbound every quarter, and the in-product benchmark gives every customer a reason to log in and expand.

• Customers object to data use

  Opt-out, aggregation and clear terms.

• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source

Feed volunteer activity into Momentum's scoring and engagement planner, so gift officers see volunteers with capacity and suggested next steps.

People who give time are often the warmest prospects. It also ties two product lines together and gives each PMM a cross-sell story.

• Volunteers feel targeted

  Show the signal to gift officers only and keep outreach personal.

• HiringProduct Marketing Manager, Intelligence (September 2026): Momentum and Insights "are becoming the system of intelligence for fundraising teams, and this bundle is one of the most important revenue bets we have". Momentum helps gift officers spend time on relationships instead of data entry; Insights adds wealth, demographic and prospect signals. Owns the S2 pipeline goal; buyers are CAOs, VPs of Advancement and gift officers.Source
• HiringProduct Marketing Manager, Donor Experience (September 2026): Virtuous Raise (online giving) and Virtuous Volunteer; owns pipeline and revenue for the unit with Demand; "adoption and usage are key to revenue", and "a meaningful share of Raise and Volunteer revenue" comes from the existing base. Demand runs paid, SDR, field, email, digital and direct mail.Source
• Your websiteRSS feed, September and October 2026: "Introducing Wealth Scoring in Momentum", "The AI Engagement Planner in Momentum", "Introducing Generative AI Emails in CRM+ Powered by Momentum", "What to Expect: Everything You Need to Know About Migrating to Virtuous CRM+", "8 Helpful Giving Tuesday Email Examples" and "Moves Management Was Never About the Moves" by Nathan Chappell.Source

Publish the response targets and monthly results on the status or help site, and turn the most common Swift CX answers into indexed help articles.

Support quality is a top worry for nonprofits switching CRMs. Public targets give AEs proof, and help articles reduce tickets and appear in search.

• Missed targets become public

  Publish once the team hits target for two months.

• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source
• programmable.infoThe Virtuous iOS app is rated 2.48 from 27 ratings (last updated April 2026). Mobile layout shift (CLS) is 0.12 at the 75th percentile, above Google's 0.1 "good" line; load (LCP) 1.85 seconds. Docs on Mintlify, a Vanta trust centre and a public status page.Source

Add a board-ready giving report to CRM+ (retention, top campaigns, pipeline) that exports with a small "made with Virtuous" line and a referral link.

Board members recommend tools to the other boards they sit on. The report saves the customer time and carries the brand to the people who approve CRM budgets.

• Customers remove the brand line

  Make it optional; it still saves them time.

• Your websiteSitemap pages also show 73 case studies (for example Hope for the Heart, OneHope, Exodus Road, University of Wisconsin-Eau Claire, Prickly Pear Land Trust), 84 event pages, a customer referral program page, integration announcements with Instrumentl, OneCause, DonorSee, AskGenius and Microsoft, the Vomo acquisition, and solution pages for ministries, healthcare, higher education, arts, animal welfare and human services.Source
• HiringCustomer roles: an Enterprise CSM selling upgrades, add-ons and renewals to the largest customers; a Solutions Consultant in Professional Services designing donor journeys and automations; a Director of Support for a 23-person team, to bring first reply time to a sustained 2 to 72 hours by priority and run Swift CX, the AI chatbot. A CRM+ engineer works in C#/.NET and Vue on Azure; a Donor Intelligence engineer works in Python/Django and must keep onboarding fast "as we onboard larger and more complex organizations".Source
• HiringGeneral Manager, CRM+ (August 2026): CRM+ is "a mature, market-leading business with strong retention"; the GM owns new logos, expansion and retention and the shift to a "headless, API/MCP-first, agentic workflow-driven, AI-native architecture" where every action is available "through AI tools like Claude, ChatGPT, and Copilot". Named agents: Prospect research, Page and Form Builder, Email Builder. Also owns platform-led growth, cross-sell across the Virtuous products and partnerships with "CRM ecosystem players, consulting firms, platform partners".Source