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ClearView CRM Review

1

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Vertical Industry, Nonprofit

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Description of ClearView CRM

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.

Reviews

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Type of review

Revainrating 5 out of 5

Great way To Keep Track Of Your Contacts

I like that Clearview has a lot of different features and functionality. It is pretty customizable. I would like to have more customization options for my contacts. It is also difficult to navigate in the beginning. Clearview is a great tool to use. It is very helpful for our organization. I am able to see my contact information, and also how they use the site. It is a great tool to use in our organization. It helps us keep track of our contacts. It also helps us keep track of how they use the…

Pros
  • Ease of use/customizability; multiple levels.
  • Ability integrate your own system into CLEARVIEW CRMMost liked best feature(s): Easy access across platforms (website / app)Easy ability report out by role
Cons
  • Empty