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ClearView CRM
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ClearView CRM

Overview
Synopsis

ClearView CRM nonprofit fundraising software from SofTrek. With donor relationship management, reporting and business intelligence, and operational tools, ClearView CRM is easy to use and available on every device.

Category

Fundraising CRM Software

Features

• Ad hoc reports that can troubleshoot operations issues
• Online event registration and team management
• Detailed reports that track the dates and status of grant requests
• Donor portal: A safe, easy-to-use channel for donor connection with targeted, relevant information and valuable tools
• Caging service integration
• Direct Mail Marketing
• Personal fundraising: effortless, effective tools that allow donors to fundraise and advocate for the organization

License

Proprietary

Price

• Starter - $800 / month

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

ClearView CRM

What is best?

• Ad hoc reports that can troubleshoot operations issues
• Online event registration and team management
• Detailed reports that track the dates and status of grant requests
• Donor portal: A safe, easy-to-use channel for donor connection with targeted, relevant information and valuable tools
• Caging service integration
• Direct Mail Marketing

What are the benefits?

• Online giving: Simple, secure donation forms with instantly recorded transactions
• Selective: Eliminate guesswork and replace it with precisely targeted efforts
• Discover the best opportunities: Identify donor prospects and get immediate updates to prospects’ giving potential
• Highly Targeted: Sophisticated methods to target the most receptive audiences

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.4
8.8
Features & Functionality
8.2
8.7
Advanced Features
8.2
9.2
Integration
8.3
8.7
Performance
8.4
9.2
Customer Support
8.3
9.6
Implementation
9.6
Renew & Recommend
9.4
Bottom Line

SofTrek ClearView CRM provides constituent relationship management, reporting, online marketing and operational tools for nonprofit organizations.

8.3
Editor Rating
9.2
Aggregated User Rating
1 rating
You have rated this

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.

It is suited for a number of nonprofit verticals: animal welfare, environmental, faith-based, health care and museums. 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 includes comprehensive constituent relationship management to support annual and long-term development efforts for major and planned gift programs, including tools for forecasting, reporting and analysis.

ClearView CRM fundraising software allows tracking of constituents as they mature from prospect to donor, or donor to major donor. It is designed to take the unpredictability out of major gift fundraising. ClearView CRM is based on a philosophical commitment to sharing data and processes among other systems clients use.

The power and stability of ClearView CRM's database come from Oracle. Its usefulness and efficiency come from a broad array of data management, import/export and other tools. ClearView CRM ably, efficiently and accurately handles large complex direct-mail segmentation. Linking online and offline channels through its core donor database, it also connects directly with your direct agency, caging service or printer.

You may like to read: Top Fundraising CRM Software and Top Fundraising Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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