ClearView CRM

ClearView CRM is a nonprofit CRM with solutions in donor management and fundraising.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

7.0/10 (Expert Score) ★★★★★
Product is rated as #71 in category Donor Management Software
Ease of use
6.9
Support
6.9
Ease of Setup
0.0

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Cloud-based ClearView CRM is fundraising software that supports nonprofits’ efforts to raise money and manage donor services departments. It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection, and gift processing; wealth screening; and a mobile app for frontline fundraisers.

Features
–Powerful constituent relationship management: complete profiles–with touches and contacts, giving history, interests, demographics and more–coupled with opportunities management to coordinate and automate activities, communications and other efforts in pursuit of donations, including major and planned gifts.
–Operational tools like list selection/segmentation for large, complex online and offline direct-mail campaigns, gift processing, data import/export and more.
–Hundreds of built-in reports on gifts, donors, pipelines, trends, and more, and intuitive ad hoc reporting and business intelligence tools that let organizations
–Free mobile app, ClearView CRM Mobile.

ClearView CRM
ClearView CRM

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Customer Reviews

ClearView CRM Reviews

Molly O.

Advanced user of ClearView CRM
★★★★★
Great for Prospect Management

What do you like best?

ClearView is great as a visually pleasing, easy way to look at a large amount of prospect data. The landing page is customizable, and prospect summary page provides a quick overview of your prospect, actions, etc. The ease of pulling reports is great, and the amount of fields are sufficient for our needs. CRM Mobile is nice but needs improvement.

What do you dislike?

Canned reports are lacking. We have a team that works on creating custom reports so that is very helpful for us. At year end, we often have too many users logged in, so you have to wait a few minutes during peak times. I keep getting logged out of the mobile app but find it a bit difficult to navigate as well.

Recommendations to others considering the product:

Useful tool, helpful if you have a team member responsible for creating custom reports.

What problems are you solving with the product? What benefits have you realized?

No more shadow databases! With so many fields and attributes, actions, etc we are able to better understand what we are looking for and what we want to pull/track. Shadow databases were a HUGE problem with my fundraising team.

Review source: G2.com

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