# Rooted Software
> Rooted Software is a Virtuous Certified Solutions Partner specializing in seamless CRM implementations, technology consulting, and post-launch support, as well as custom software integrations.

Canonical page: https://marketplace.virtuous.org/partners/rooted-software
Marketplace: Virtuous Marketplace
Last updated: 2025-07-02
Logo: https://assets.partnerfleet.app/cn7ugqz9xc0naud6ueh7d62sezop

## At a glance
- Services: [Consulting](https://marketplace.virtuous.org/t/service-solutions/consulting), [Technology Services](https://marketplace.virtuous.org/t/service-solutions/technology-services), [Integration & Application Development](https://marketplace.virtuous.org/t/service-solutions/technology-services/new-node), [Data Services](https://marketplace.virtuous.org/t/service-solutions/technology-services/data-services), [Managed Services](https://marketplace.virtuous.org/t/service-solutions/technology-services/it-managed-services)
- Vertical Focus:  Health and Human Services,  Social & Human Services, Environmental & Conservation, Faith-Based Organizations, Arts, Culture, & Humanities, International Development & Relief Services
- Certified: Virtuous Academy Certified, Implementation Partner
- Badge: Implementation Partner
- Website: [rooted.software](https://rooted.software/)

## Call to actions
- [Contact](https://virtuous.org/contact-a-partner/?partner=Rooted%20Software)
- [Learn More](https://rooted.software/virtuous)

## About
Rooted Software is a trusted Virtuous Certified Solutions Partner dedicated to empowering organizations with seamless CRM implementations, expert technology consulting, and ongoing support through comprehensive post-launch success packages. Our team also specializes in custom software integrations tailored to meet the unique needs of your organization.Whether you’re exploring Virtuous as a potential solution, seeking a smooth and customized migration experience, or aiming to maximize your return on investment post-launch, our certified technicians and project managers are here to support you every step of the way. We take a hands-on, collaborative approach to ensure your team is equipped to fully leverage Virtuous’s capabilities and achieve your organization’s mission with confidence.Rooted Software Service Offerings  

## Services
- **Virtuous Implementation Packages** — Transform Your Virtuous Implementation with Rooted SoftwareStarting your journey with Virtuous is an exciting step toward optimizing your organization’s impact. However, the implementation process is crucial and getting it right from the beginning sets the tone for your success. At Rooted Software, we specialize in guiding organizations through this critical phase, ensuring a seamless, efficient transition to Virtuous.Here’s why partnering with Rooted Software for your Virtuous implementation is the right choice:Expert Guidance and Collaboration: Our team of experienced professionals works alongside your stakeholders, fostering clear communication and ensuring every detail is accounted for. We handle everything from data preparation and migration to full integration with Virtuous.Customized Data Mapping and Migration: We understand that every organization’s data is unique. Our experts will carefully map custom fields and ensure a smooth migration from your legacy CRM or donor database, preserving data integrity throughout the process.Thorough Quality Assurance: Rooted Software ensures that your new system is fully functional and optimized. Our quality assurance testing within test environments guarantees that everything works as expected, reducing the risk of issues once you go live.Data Hygiene and Duplicate Improvement: Clean data is crucial for success. We focus on improving your data’s quality, eliminating duplicates, and ensuring it’s properly structured for maximum effectiveness within Virtuous.Customized Training and Consulting: Our role doesn’t end at implementation. We offer tailored training for your team and provide business process consulting to ensure that Virtuous becomes a tool that drives your mission forward efficiently.By choosing Rooted Software, you’re ensuring that your Virtuous implementation is handled by experts who prioritize the success of your organization every step of the way. Let us help you make the most of Virtuous, with a smooth, personalized implementation process that sets your organization up for long-term growth.
- **Virtuous Success Consulting** — Virtuous Success Consulting: Maximize Your Impact with Expert GuidanceTransitioning to Virtuous from a legacy CRM or donor database is a pivotal step toward greater efficiency and growth. Rooted Software’s customized Virtuous Success Consulting services are designed to ensure your organization’s transition is smooth, strategic, and impactful.Our expert consultants work closely with your team to unlock the full potential of Virtuous. From data hygiene and business process optimization to building and utilizing reports, automations, queries, and integrations—we offer personalized guidance tailored to your unique goals.With decades of combined experience in the nonprofit sector, our team has the expertise to assess your current workflows, identify opportunities for improvement, and equip your organization with the knowledge and tools to drive mission-driven success. Let Rooted Software be your partner in making Virtuous work for you.
- **Custom Integrations** — Custom Integration Solutions for Virtuous CustomersRooted Software stands as a trusted partner for nonprofits leveraging Virtuous CRM to streamline donor development, marketing, event planning, and volunteer management. With a focus on efficiency and ease of use, we empower organizations to fully harness the power of this dynamic platform.Comprehensive Custom Integration Services Our custom integration services are designed to connect Virtuous CRM with your organization’s essential tools and systems, ensuring a seamless flow of information and optimized workflows. We provide tailored solutions to meet your organization’s specific needs, leveraging a range of integration methods, including:Out-of-the-Box (OOTB) Connectors: Ready-made integrations that link Virtuous to other platforms, providing fast and straightforward connections.Third-Party Platforms: Utilization of tools like Zapier and Microsoft Power Automate to enable cross-platform automation and synchronization.Custom API Integrations: Bespoke integrations built from the ground up, tailored to your organization’s unique requirements. Examples include custom online fundraising integrations and marketing connections with platforms like WhatsApp.Our skilled developers work closely with your team to design, implement, and maintain these integrations, ensuring a smooth and efficient experience. Whether you’re looking to streamline accounting processes, enhance marketing automation, or enable multi-channel fundraising, Rooted Software’s integration services help you unlock the full potential of Virtuous CRM.
- **DonorSync Services** — DonorSync: Simplifying the Sync Between Virtuous and Blackbaud Financial Edge NXTSay goodbye to the headaches of manual donation syncing! DonorSync automates the process of connecting your Virtuous CRM with Blackbaud Financial Edge NXT, saving your team from the time-consuming, error-prone task of manual data entry. With DonorSync, you’ll experience seamless integration, improved accuracy, and more time to focus on what matters most—your mission.Discover how DonorSync can transform your workflow.

## Resources
- [Case Study: Josiah White’s Residential](https://rooted.software/blog/how-virtuous-and-rooted-software-helped-josiah-whites-residential-easily-migrate-from-raisers-edge) — When you work with a trusted migration partner that’s well versed in your new nonprofit CRM, it’s an easier transition between your legacy CRM and your new one. We recently sat down with customer Josiah White’s Residential, who acquired Virtuous, the responsive nonprofit CRM, to discuss how the power of Rooted Software and Virtuous has enabled them to increase their supporter’s generosity.
- [Selecting the Right Suite of Nonprofit Tools to Grow Giving](https://rooted.software/blog/0uygdw2k2ieb4uxy37wvf98bxp8kzx) — In a recent engaging session, our CEO Toby Weiss had the chance to engage in an insightful conversation with one of our partners, Virtuous. The focus of this discussion was on selecting the most effective tools that can aid nonprofits in reinforcing their foundations and fostering sustainable growth.

## Testimonials
- "Rooted Software has been an incredible partner as they skillfully shepherded our organization through our database migration. With ~24 years of data (which has been moved from one database to another through the years), we had a lot of unusual/complex data which needed to be mapped, and they gave us clear, concise advice on the best practices for mapping our various data fields. We also had many questions throughout the process, and they were quick to reply with answers, or resources where we could find the answers on the rare occasion they weren’t sure about something. Database migrations are never fun, but Rooted Software provided the expertise and support which made it way less painful than it could have been." — Jessica Morris, Annual Fund Manager
- "The Menninger Clinic Foundation has worked with Rooted Software to navigate CRM conversion successes post-implementation. The partnership proved to be an excellent fit from the initial assessment of our needs, project scope, and management for all our team’s identified goals. Their vast data, training, and consulting expertise supported our critical CRM transition period with timely, project-focused results that have accelerated our knowledge base and confidence with related business practices. They are a fabulous firm and we have truly enjoyed working with each of their team members. We will absolutely be a repeat client and partnering advocate." — Summer Bartlett-Moore, Director, Philanthropy Operations