Rooted Software
Helping ministries, churches, and nonprofits leverage technology effectively.
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.
Services
Virtuous Implementation Packages
Transform Your Virtuous Implementation with Rooted Software
Starting 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:
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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.
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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.
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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.
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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.
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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 Guidance
Transitioning 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 Customers
Rooted 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:
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Out-of-the-Box (OOTB) Connectors: Ready-made integrations that link Virtuous to other platforms, providing fast and straightforward connections.
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Third-Party Platforms: Utilization of tools like Zapier and Microsoft Power Automate to enable cross-platform automation and synchronization.
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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 NXT
Say 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.
Resources
Testimonials
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Jessica Morris
Annual Fund ManagerRooted 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.
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Summer Bartlett-Moore
Director, Philanthropy OperationsThe 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.
Vertical
Health and Human Services
Social & Human Services
Environmental & Conservation
Faith-Based Organizations
Arts, Culture, & Humanities
International Development & Relief Services
Virtuous Implementer
Certified
Virtuous Academy Certified
Implementation Partner
Location
United States of America
Vertical
Health and Human Services
Social & Human Services
Environmental & Conservation
Faith-Based Organizations
Arts, Culture, & Humanities
International Development & Relief Services
Virtuous Implementer
Certified
Virtuous Academy Certified
Implementation Partner
Location
United States of America
