--- title: ClearView CRM Reviews meta_title: 'ClearView CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 29 reviews by the users' company size, role or industry to find out how ClearView CRM works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 29 scale: '5' date_modified: '2026-06-15' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # ClearView CRM Reviews **Vendor:** Doubleknot **Category:** [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 29 ## About 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. ## ClearView CRM Reviews ### 1. Great for Prospect Management **Rating:** 4.5/5.0 stars **Reviewed by:** Molly O. | Philanthropy Coordinator, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2018 **What do you like best about ClearView CRM?** 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 about ClearView CRM?** 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 ClearView CRM:** Useful tool, helpful if you have a team member responsible for creating custom reports. **What problems is ClearView CRM solving and how is that benefiting you?** 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. ### 2. Not useful database **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2017 **What do you like best about ClearView CRM?** I like that all of our information for donors is in one place, however I do not find that all the information is accurate. I wish that some of the info were merged because a lot of donors come up for one search. **What do you dislike about ClearView CRM?** I do not find this software user friendly. The information per donor is not concise and each screen is hard to navigate. It seems that the screen I am brought to under each donor does not have the most useful information and each page takes a long time to load. **Recommendations to others considering ClearView CRM:** Have frequent training sessions on how it can be used by fundraisers. **What problems is ClearView CRM solving and how is that benefiting you?** We found that we can put in more donor information and the more we enter in, the more reports we can run. For example, under the Foundation section, we can add info there. It is useful to be able to see most recent gifts for our organization. ### 3. Great Front End User Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2017 **What do you like best about ClearView CRM?** List Manager, Mobile App, & dashboard. I also like the Siri Dictation options for notes. Call from App option. **What do you dislike about ClearView CRM?** Reports don't always populate as I'd expect. Not as intuitive on back end as other CRM's I've used to make Queries, etc. Run into password issues quite often. Have password log on issues from time to time, even though correct password is used. **Recommendations to others considering ClearView CRM:** Make sure your data is clean, will not be able to use full features without it being correct on back end. **What problems is ClearView CRM solving and how is that benefiting you?** Helping me stay organized continuously and on the road. I used to bring notes from the field back to office for entry, now I can put them in while they are fresh in my mind and clean up later for grammatical and dictation errors. ### 4. ClearView is a definite upgrade, but still has a ways to go. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2017 **What do you like best about ClearView CRM?** Every time I've interacted with customer service, it has been a positive experience. The interface is very user friendly. **What do you dislike about ClearView CRM?** It crashes frequently, can take a while to load reports. We often find canned reports that simply don't work. **Recommendations to others considering ClearView CRM:** Be sure to have someone on staff who will know how to create their own reports - the canned reports are useful to some extent, but often don't work and aren't exactly what we need. Our main staff member who creates reports is invaluable to our team. **What problems is ClearView CRM solving and how is that benefiting you?** The simpler format allows more of our team to pull their own reports, which is a huge benefit with a small staff. ### 5. Flexible CRM from Front End to Back **Rating:** 4.5/5.0 stars **Reviewed by:** Charles Chih-Hao C. | National Business Solutions and IT Analyst, Research, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2017 **What do you like best about ClearView CRM?** Clear View is a powerful CRM tool that allows you and your teams to customize your interaction with donors for your fundraising endeavors. From front end dashboards and customized donor views to multiple reporting tools, Clear View aims to give full control and analytics to it's users to maximize fundraising efforts. **What do you dislike about ClearView CRM?** Those migrating from SofTrek's previous CRM "PledgeMaker" may find certain features haven't migrated to Clear View yet. However, it is only a matter of time. **Recommendations to others considering ClearView CRM:** Clearview is a terrific CRM for the non-profit/fundraising sector. However, as with all cloud-based SaaS, choose one that is the closest match to your operational needs 'out-of-box'. Customization that are above and beyond the standard operations of the original design should be kept to a minimal. All SaaS solutions cater to a target niche sector and as enhancements/upgrades are made, they apply to everyone and potentially can interfere with your 'customization'. **What problems is ClearView CRM solving and how is that benefiting you?** Our organization needed to move to a more robust, cloud-based CRM to keep track of our donors and for reporting purposes without an internal IT team and resources. ### 6. Clearview Review **Rating:** 3.5/5.0 stars **Reviewed by:** Melissa B. | Gift Processing & Database Coordinator, Religious Institutions, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2017 **What do you like best about ClearView CRM?** Clearview has a lot of useful fields for prospect records, as well as when entering gifts. The dashboards and scheduled reports of some of my favorite features because they help to engage the whole team, even if they are not familiar with Clearview. **What do you dislike about ClearView CRM?** The report building in business intelligence sometimes seems quite limited, and is not always user friendly. There was a very important report our organization needed for major gifts, and we were told the report could not gather some of the information. I have also have a few problems with customer service, sometimes it has taken nearly two weeks to get a response on tickets. **What problems is ClearView CRM solving and how is that benefiting you?** The database has allowed us to track donor relations much better, especially with the "actions" feature. We can also quickly access some useful built-in reports. ### 7. Review of ClearVIew CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica R. | Data Management Coordinator, Non-Profit Organization Management, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2017 **What do you like best about ClearView CRM?** The dashboards are very helpful in tracking how we have done. **What do you dislike about ClearView CRM?** The relationship management is not very good. I can not tell how many people work at a company very easily or their role in the organization. **What problems is ClearView CRM solving and how is that benefiting you?** Monitoring Major Gift donors and their potential. Some of the reporting has been beneficial, however the follow up feature is not the greatest. ### 8. Development **Rating:** 2.0/5.0 stars **Reviewed by:** Christina A. | Data Services Specialist, Religious Institutions, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2017 **What do you like best about ClearView CRM?** The inputting of donations. I think the batching seems to be fairly easy compared to what we are using now. **What do you dislike about ClearView CRM?** The ability to do my own thank you letters and not have to pull everyones at the same time. **What problems is ClearView CRM solving and how is that benefiting you?** We have not yet starting using it but it is for our database so I am not really sure what the benefits are we have only used it in the test environment. ### 9. my review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2017 **What do you like best about ClearView CRM?** I can't think of anything really that I like best. **What do you dislike about ClearView CRM?** I dislike how much I have to go back and forth from the mouse to the keyboard, and how much scrolling is necessary in the batching process. **Recommendations to others considering ClearView CRM:** ask the people doing the data entry what they think of it! **What problems is ClearView CRM solving and how is that benefiting you?** I wasn't here long enough prior to the implementation of Clearview to know of what benefits have been realized. ### 10. tsegny **Rating:** 2.5/5.0 stars **Reviewed by:** Peter M. | Database and Annual Appeals Manager, Non-Profit Organization Management, Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2017 **What do you like best about ClearView CRM?** I have found it fairly easy to move around the database. I use it every day. **What do you dislike about ClearView CRM?** I cannot always find certain functions on the database and I don't like the fact that I have to keep signing in and out of the system when I'm using the internet. **What problems is ClearView CRM solving and how is that benefiting you?** I find the query function easier then the system I was using before this. ### 11. On the right track, but.... **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2017 **What do you like best about ClearView CRM?** It'sit easy to navigate around the donor records and throughout the system. It has a nice interface that is visually pleasing. The ability to easily customize a lot of the screens is great. They've also built several different ways to interact with a donor record (Eg more than one way to create a contact record) which allows users to find a way that makes sense to them and use it. **What do you dislike about ClearView CRM?** They haven't built out all of the features in ClearView that my organization needs. They are going so slowly that I'm afraid by the time they finish they will be so far behind the curve that they will never catch up compared to things that other CRMs already do . In addition, the training resources and documentation is incredibly lacking. I frequently have to contact customer support to get answers to questions which usually takes a few days. Last, the ad hoc reporting tool is confusing and not powerful enough to allow users to answer basic data questions. It leaves an organization having to rely solely on users who know SQL and can use the more powerful Jasper reporting tool. **Recommendations to others considering ClearView CRM:** Consider the size of your organization. I think ClearView is probably great for a mid-size or small organization. I'm not sure it's powerful enough for a large organization (100K+ donors ). **What problems is ClearView CRM solving and how is that benefiting you?** ClearView is good enough that we've finally got our major gift officers off of using Excel spreadsheets and on to using the actual CRM to manage their relationships. ### 12. Clearview CRM review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2017 **What do you like best about ClearView CRM?** I like the following about using Clearview CRM: Clean looking, user-friendly, lead share component, and ability to customize opportunity types **What do you dislike about ClearView CRM?** Too many ways to do the same thing (i.e. creating an opportunity) and enter in information. Also, the reporting power is not there yet. **Recommendations to others considering ClearView CRM:** Develop a standard S.O.P. for data entry. **What problems is ClearView CRM solving and how is that benefiting you?** Lead Share, and managing/tracking leads. ### 13. Great Committee Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2017 **What do you like best about ClearView CRM?** Easy to add tags, notes, and a great platform for keeping track of our pertinent donor information **What do you dislike about ClearView CRM?** It would be great if there could be a way to upload and excel file of a committee and be able to tag them all at once rather than going into each prospect and tagging them individually. **What problems is ClearView CRM solving and how is that benefiting you?** We are able to keep an accurate record of committees as the years go by and can see how long someone has been involved and when they began, etc. Benefits include real time management. ### 14. ClearView is very user friendly and works like a charm. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2017 **What do you like best about ClearView CRM?** I like that the site is very easy to understand and works efficiently. The Recently Viewed and Search tabs are my favorites. **What do you dislike about ClearView CRM?** I cannot think of anything that I do not like. **What problems is ClearView CRM solving and how is that benefiting you?** Although I've been working with ClearView for a short amount of time, I can see its benefits for my organization. I think it is a great tool as it helps with keeping track of a high volume of data and retrieving information quickly. ### 15. We've been using ClearView for over 4 years and are pleased with its performance. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2017 **What do you like best about ClearView CRM?** CV is very user friendly and easy to train staff. Front line fund raisers like the app. Recording actions and using as a moves management tool is intuitive and works well. New list management feature is terrific. have not used interactively with finance yet. **What do you dislike about ClearView CRM?** Some activities still need to be done in the old PMOL legacy system. **Recommendations to others considering ClearView CRM:** Compare ease of use and intuitive features with BB products. **What problems is ClearView CRM solving and how is that benefiting you?** Tracking donor communications and notifications has become much easier. ### 16. Very Easy to Use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2017 **What do you like best about ClearView CRM?** ClearView is VERY user-friendly & easy to navigate through. **What do you dislike about ClearView CRM?** I'm not sure I have found anything that I dislike, as yet. **Recommendations to others considering ClearView CRM:** It is easy to use & nice to look at. **What problems is ClearView CRM solving and how is that benefiting you?** Looking up past gifts. ### 17. Cumbersome for data entry **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2017 **What do you like best about ClearView CRM?** There are lots of options within Clearview to link to Constant Contact etc. **What do you dislike about ClearView CRM?** Some data entry pages are cumbersome and are not intuitive. Also need to add multiple contacts for org's and this can't be done **Recommendations to others considering ClearView CRM:** take time to listen or watch online tutorials or podcasts **What problems is ClearView CRM solving and how is that benefiting you?** Not sure - in theory a good way to manage prospects, for example, but tough to enter all the info we need ### 18. Executive Administrative Receptionist/Data Entry **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2017 **What do you like best about ClearView CRM?** I haven't viewed it yet but I hear there are many reports that can be generated using the Pledgemaker joined with ClearView.... I love the on line training sessions for ClearView. **What do you dislike about ClearView CRM?** I dislike having to continue some of the aspects of my job while trying to absorb the contents of your session.(Interruptions throughout sessions.) **What problems is ClearView CRM solving and how is that benefiting you?** We can pull all kinds of variable reports for business strategy. ### 19. Good software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2017 **What do you like best about ClearView CRM?** I like the clean interface, the ability to search for a name in any field, and the data is displayed in simple charts and forms. **What do you dislike about ClearView CRM?** limited options for the financial side. Batch was released some time ago, but is not optimized for our business rules. Hopefully soon... Also, the lag between posting new data or updating existing financial data and that data displaying on individual accounts **Recommendations to others considering ClearView CRM:** Great for fundraising. Financial tools are good but need improvement. **What problems is ClearView CRM solving and how is that benefiting you?** It's great to be able to access the database from multiple locations and devices. Our fundraising staff loves having the ability to look up donor information on the go. ### 20. ClearViewCRM works pretty well **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2017 **What do you like best about ClearView CRM?** The app makes it very convenient to enter information on the go. **What do you dislike about ClearView CRM?** Sometimes the desktop version feels like it requires extra steps to complete an entry. Easy to forget the completed by box for actions. How about a pop up box? **What problems is ClearView CRM solving and how is that benefiting you?** We are using it for our donor database and fundraising mailings. ### 21. Development Associate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2017 **What do you like best about ClearView CRM?** The Reporting abilities in Clearview are advanced. We are able to use the data to better serve our Donors and make informed decisions about campaings and fundraising. **What do you dislike about ClearView CRM?** Entering new donations is very detailed and time consuming. **What problems is ClearView CRM solving and how is that benefiting you?** We have more accurate and thorough information on our donors, giving history, campaign success/failures. ### 22. Overall, satisfied with Clearview CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2017 **What do you like best about ClearView CRM?** It's pretty intuitive and the customer service is excellent. **What do you dislike about ClearView CRM?** Still having some difficulty with reports. There are what I would consider pretty standard/basic reports that an organization would want -- retention year over year, LYBUNT, SYBUNT that I think could be modified and essentially be canned reports. There is progress, but would like to see those as part of their standard library. **Recommendations to others considering ClearView CRM:** It's a pretty intuitive system, it's library of reports is pretty good, and the customer service we receive is excellent. **What problems is ClearView CRM solving and how is that benefiting you?** I think we're doing a better job of using the system to improve our prospect research, donor stewardship, sharing of information with colleagues across the country. By utilizing the system, we are being more efficient and ultimately effective with our donors. ### 23. Development tasks **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2017 **What do you like best about ClearView CRM?** The fact that the data can be filtered and manipulated in various manners. Charts are great! **What do you dislike about ClearView CRM?** We haven't gotten up and running yet so I have not had any face time on a daily basis to accurately assess any dislikes. **What problems is ClearView CRM solving and how is that benefiting you?** None as yet ### 24. Clearview Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2017 **What do you like best about ClearView CRM?** I love the constant updates, the variety of tools, the flexibility users have to manage dashboards and reports. **What do you dislike about ClearView CRM?** Not intuitive and can be a bit stubborn/unwieldy at times. **Recommendations to others considering ClearView CRM:** Clearview is a fantastic database tool as long as you take the time to learn it. This system produces what you put in, so be sure to set some time aside to learn it. **What problems is ClearView CRM solving and how is that benefiting you?** Clearview highlights donor trends and has valuable tools for growing prospects. ### 25. Opportunity Management is Helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2017 **What do you like best about ClearView CRM?** Opportunity management is valuable and helps with donor segmentation. **What do you dislike about ClearView CRM?** Loading reports is slow, it should not take so long to load a simple report. **What problems is ClearView CRM solving and how is that benefiting you?** Easier prospect tracking. ### 26. ClearView Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2017 **What do you like best about ClearView CRM?** The modules on the dashboard make it easy to navigate and find different information or input data into it as an admin. **What do you dislike about ClearView CRM?** I do not dislike anything about Clearview. **What problems is ClearView CRM solving and how is that benefiting you?** I am solving on how to create auto uploads into Clear View. I have realized it is a great software to ease inputs. ### 27. Good product, failing support **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2017 **What do you like best about ClearView CRM?** Suite of products covers most business needs and can accommodate customizations to fit organization's processes. **What do you dislike about ClearView CRM?** A little slow on innovating product and keeping up with end user technology preferences. Interface and graphics are a little elementary. Lacking proper internal support team to keep up with customer requests. **Recommendations to others considering ClearView CRM:** Know your organization's business rules before designing the system. **What problems is ClearView CRM solving and how is that benefiting you?** Serves as a system of record for organization's donor information. Provides transparency across departments and supports better data management policy. ### 28. Clearview CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2017 **What do you like best about ClearView CRM?** The close connection with the support team and account managers. **What do you dislike about ClearView CRM?** Occasional slowdown when needing access to information quickly. **Recommendations to others considering ClearView CRM:** It is easier to start from scratch with the Clearview program. **What problems is ClearView CRM solving and how is that benefiting you?** Report building is easy and user friendly. ### 29. Clearview worked well for our purposes. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2017 **What do you like best about ClearView CRM?** Clearview allowed us to view our entire donor database at once while giving us reporting tools to help us isolate different sections of givers. **What do you dislike about ClearView CRM?** The custom report builder feature was not as intuitive as I would have liked it to be. **Recommendations to others considering ClearView CRM:** It was a good, basic tool for donor management. **What problems is ClearView CRM solving and how is that benefiting you?** Again, Clearview gives us a view of our donor database and allows us to report on giving tendencies. ## ClearView CRM Discussions - [How easy is pulling reports from ClearView CRM?](https://www.g2.com/discussions/clearview-crm-reporting) - 1 comment, 1 upvote - [Can we customize ClearView CRM for our nonprofit?](https://www.g2.com/discussions/clearview-crm-customization) - 1 comment, 1 upvote - [Just how does ClearView CRM work?](https://www.g2.com/discussions/clearview-crm-technology) - 1 comment, 1 upvote - [How much does ClearView CRM cost?](https://www.g2.com/discussions/clearview-crm-pricing) - 1 comment, 1 upvote - [How can ClearView CRM support our fundraising efforts?](https://www.g2.com/discussions/5138-clearview-crm-benefits) - 1 comment, 1 upvote - [View ClearView CRM pricing details and edition comparison](https://www.g2.com/products/clearview-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+21%3A35%3A53+-0500&secure%5Bsession_id%5D=0519e0ee-5dac-4b37-8ecb-eb8bfda41c70&secure%5Btoken%5D=b96d87f0b895f398a72d7630ca622edc5888f00301d7f8da62a8a25edba43268&format=llm_user) ## ClearView CRM Features **Administration** - Reporting - Interaction Tracking - Automation - Donor Profiles **Administration** - User Dashboard - Donor Profiles - Reporting - Templates - Customization **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Fundraising** - Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities **Donor Management** - Moves Management - Pledge Tracking - E-Document Storage - Acknowledgments & Communications **Marketing Automation** - Email Marketing - Campaign Management - Marketing ROI Analytics **Marketing** - Email Marketing - Direct Mail Tools **Interoperability** - Event Tracking - Gift Tracking - Fund Accounting **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration ## Top ClearView CRM Alternatives - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (883 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 4.2/5.0 (423 reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - 3.9/5.0 (621 reviews)