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ClearView CRM Reviews & Product Details

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.

Seller

Doubleknot

Discussions

ClearView CRM Community

Languages Supported

English

Overview by

Grace Lazzara (Marketing communications professional and writer, currently Director of Marketing at SofTrek Corporation)

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ClearView CRM Media

ClearViewCRM reports monitor

ClearView Dashboard User

Android

Donors by Geo

iOS Touches 4

Major gift development

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Molly O.

Philanthropy Coordinator

Non-Profit Organization Management

Mid-Market (51-1000 emp.)

1/9/2018

"Great for Prospect Management"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering ClearView CRM:

Useful tool, helpful if you have a team member responsible for creating custom reports. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Philanthropy

Small-Business (50 or fewer emp.)

4/25/2017

"Not useful database "

0.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering ClearView CRM:

Have frequent training sessions on how it can be used by fundraisers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Individual & Family Services

Mid-Market (51-1000 emp.)

4/18/2017

"Great Front End User Interface"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

10/11/2017

"ClearView is a definite upgrade, but still has a ways to go."

3/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Charles Chih-Hao C.

National Business Solutions and IT Analyst

Research

Mid-Market (51-1000 emp.)

4/20/2017

"Flexible CRM from Front End to Back"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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'. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Melissa B.

Gift Processing & Database Coordinator

Religious Institutions

Mid-Market (51-1000 emp.)

4/24/2017

"Clearview Review"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jessica R.

Data Management Coordinator

Non-Profit Organization Management

Enterprise (> 1000 emp.)

4/18/2017

"Review of ClearVIew CRM"

4/5

What do you like best about ClearView CRM?

The dashboards are very helpful in tracking how we have done. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Christina A.

Data Services Specialist

Religious Institutions

Mid-Market (51-1000 emp.)

10/3/2017

"Development"

2/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

4/21/2017

"my review"

2/5

What do you like best about ClearView CRM?

I can't think of anything really that I like best. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Peter M.

Database and Annual Appeals Manager

Non-Profit Organization Management

Enterprise (> 1000 emp.)

4/25/2017

"tsegny"

2.5/5

What do you like best about ClearView CRM?

I have found it fairly easy to move around the database. I use it every day. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.