--- 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: '2026-08-07' 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. 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. ### 2. 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. ### 3. 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. ## 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?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A02%3A26+-0500&secure%5Bsession_id%5D=730f68d0-e3f3-4404-bb6e-06975ba84c49&secure%5Btoken%5D=8e9c2dcc07b5347ed7e5b03a05b8a0d7b37df4193836e255e15eef35e584d044&format=llm_user) ## ClearView CRM Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **Administration** - Reporting & Statistics - Interaction Tracking - Automation - Donor Profiles - Contribution Tracking - Goal Setting/Tracking **Administration** - User Dashboard - Donor Profiles - Reporting - Templates - Customization - Ad hoc Reporting - Activity Dashboard **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Fundraising** - Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities - Registration Management - Event Management - Auction Management - Pledge Management - Forms Management - Donor Management - Alumni Management - Volunteer Management - Gift Matching Management - Grant Management - Membership Management - Website Management - Receipt Management - Contact Management **Donor Management** - Moves Management - Pledge Tracking - E-Document Storage - Acknowledgments & Communications - Multi-Channel Communication - Donor Management - Receipt Management - Email Management - Volunteer Management - Registration Management - Gift Matching Management - Event Management - Grant Management - Attendance Management - Contact Management - Pledge Management - Forms Management - Campaign Management **Marketing Automation** - Email Marketing - Campaign Management - Marketing ROI Analytics - Registration Management - Email Management - Committee Management - Calendar Management - Donor Management - Volunteer Management - Contact Management - Fundraising Management - Task Management - Forms Management - Membership Management - Workflow Management **Marketing** - Email Marketing - Direct Mail Tools **Interoperability** - Event Tracking - Gift Tracking - Fund Accounting - Activity Tracking - Donation Tracking **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Additional Functionality** - Online Giving - Summary Reports - Mobile Access - Email Marketing - Customizable Forms - Customizable Branding - Historical Trend Analysis - API - Recurring Giving - Customizable Fields - Reporting/Analytics - For Nonprofits - Recurring/Subscription Billing - Mobile Giving - Customizable Reports - Event Ticketing - Third-Party Integrations - AI Copilot - Campaign Planning - Access Controls/Permissions - Personalization - Credit Card Processing - Payment Processing - Generative AI - Data Import/Export **Additional Functionality** - Mobile Giving - Accounting Integration - Online Forms - Dashboard - Recurring Giving - Customizable Reports - Mobile Access - AI Copilot - Customizable Branding - Donor Discovery - Generative AI - Event Scheduling - Alerts/Notifications - Email Reminders - Credit Card Processing - CRM - Electronic Payments - ACH Payment Processing - Social Media Integration - Campaign Analytics - Access Controls/Permissions - Customizable Fields - Customizable Forms - Third-Party Integrations - API - For Nonprofits - Payment Processing - Data Import/Export **Reporting & Analytics** - Reporting - Dashboards - Automated Reports - Summary Reports - Customizable Reports **Integrations** - Accounting - Fundraising - Grant Management - Sales POS - Event Management **Agentic AI - Nonprofit CRM** - Autonomous Task Execution - Cross-system Integration - Third-Party Integrations - Social Media Integration - Accounting Integration - Website Integration **Additional Functionality** - Donation Tracking - Data Import/Export - Customer Database - Task Scheduling - Email Templates - API - For Nonprofits - Real-Time Notifications - Access Controls/Permissions - AI Copilot - Contact Database - Customizable Fields - Email Tracking - Interaction Tracking - Activity Tracking - Generative AI - Reminders - Campaign Planning - CRM - Document Storage - Mobile Access - Campaign Segmentation - Customizable Forms - Electronic Payments - Customizable Templates - Reporting & Statistics - Credit Card Processing - Web Forms ## Top ClearView CRM Alternatives - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (898 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 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