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About ClearView CRM
ClearView CRM by Softrek is a software solution that gives nonprofits the tools they need to manage both their fundraising activities and their donor relationships.
ClearView CRM includes a suite of applications that bring together donor and fundraising information, both on and offline, into a single customizable database. Using this information, organizations can analyze donor relationships, stay up-to-date on staff activities and have access to real-time data.
ClearView CRM's user interface can be customized both at the individual and organizational level. Softrek's typical clients have operating budgets over $5 million; their products can be scaled to support large numbers of donor records. It is suited for a number of nonprofit verticals: animal welfare, environmental, faith-based, health care, museums and more.
ClearView CRM manages both online and offline fundraising and donor management. It tracks everything related to users' solicitation and constituents. ClearView CRM supports all administrative and operational tasks, while its Online Marketing Suite helps organizations better engage their donors online, with a donor portal, online event planning and online giving.
ClearView CRM pricing
ClearView CRM does not have a free version and does not offer a free trial.
Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
No
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ClearView CRM Reviews
Feature rating
5 reviews of 91
View all reviews
Elizabeth
- Used Daily for 1-5 months
-
Review Source
4
Reviewed on 02/02/2018
Easy and Functional
Pros
I like how easy the navigation is and how you can figure out what you need to do. There are a variety of reports to use.
Cons
I wish everything could be done in Clearview instead of some stuff having to be done in Pledge maker such as payment transfers.
Danielle
- Industry: Nonprofit Organization Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 24/01/2017
If only ClearView could do.....
We have a unique situation in that our direct marketing vendor sourced ClearView for us originally and at that time they "Shutoff" much of the functionality that makes a CRM like Clearview most effective. As we turn back on those functions we appreciate the system more. However, there are always seems to be limits - for example there is no easy way to link a gift to solicitation or an action; Opportunities' reporting is limited; you can't edit a connection; aliases have to be exact which limits the capacity to use this function to eliminate creating duplicate records and more easily finding records. ClearView doesn't allow you to pull one mailing list with organization names in a separate column while the org contact lines up with the individual record names. When you export a report to excel, there doesn't appear to be away to remove the auto link to ClearView, which can be very frustrating when our working solely in the spreadsheet. Perhaps there is a way but I wish it was more obvious.
Pros
User friendly, mostly obvious what fields you need to view to find data, easy to make a donor profile report, relatively easy to run program summary reports. Varying levels of my staff have been able to figure it out...
Cons
The payments versus gifts tabs - there is no one place where it seems like you find out the balance of a pledge or total pledge amounts while also seeing all the gift information in one place; organizations typically have more than one contact person and there is no place for this information. Searching for records is challenging because Aliases have to be created exactly the way someone might search instead of just looking for records that may contain the information.
Verified Reviewer
- Industry: Religious Institutions
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
3
Reviewed on 19/04/2018
I have used this program for about two years, and it is fairly easy to operate and meets our...
Pros
It is fairly easy to use and navigate, I like the custom dashboards and prospect profiles. I also like the feature for recording actions with prospects.
Cons
It is hard to get responses from the support team, I have had many tickets that took over a week to be answered. Most of them simple tickets such as "add a new user".
Verified Reviewer
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 31/01/2018
Great product - Fresh and easy to use
Pros
Love the look and feel and how easy it is to navigate and hop around without having to drill all the way back out. CV is an excellent product. The ability to label fields, hide fields, sort fields, etc.. as well as the screen configuration features is such a great selling point.
Cons
Software shouldn't hold you hostage. Allowing more flexibility in updating, inserting and deleting data (especially in bulk) should be easier. I am happy to hear lockbox and auto update improvements are on the horizon (already signed up to beta test).
Would also like to see some new aggregates offered as standard features (on the screen) like:
How much an event raised, how much a team raised, raised vs goal, event raised by year (same event held over multiple years) would be fantastic as would some list manager enhancements to really allow users to rely on it.
Matthew
- Industry: Fund-Raising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 17/08/2017
Has lots of potential but current version needs someone with high level of SQL knowledge.
It stores tons of donor information and is very customizable.
Valuable reporting features.
Great dashboards.
Pros
Almost every screen is customizable. Dashboard doesn't fit your needs? Create a new one. Need to track different KPI's? Make a report and import it in your Dashboard. View only the most relevant gift info. Create tabs for donors that display only the info (and calculations) you want. Great stuff.
Cons
The software is currently in a great state if you have someone who's a high-level SQL programmer. It's in a decent state if you don't.
This is especially true with regard to reporting, and it is not wholly user-friendly to those without software/database experience. To counter this, the ClearView staff have provided several "safe" domains wherein any user can create an accurate report, however they are very simple.
All that said, the basic reporting module is limited. I don't know SQL and I've run up against limitations in this module. (An advanced version of the reporting module exists, however it is for those fluent in SQL. )
