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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like the following about using Clearview CRM: Clean looking, user-friendly, lead share component, and ability to customize opportunity types Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy to add tags, notes, and a great platform for keeping track of our pertinent donor information Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like that the site is very easy to understand and works efficiently. The Recently Viewed and Search tabs are my favorites. Review collected by and hosted on G2.com.

I cannot think of anything that I do not like. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some activities still need to be done in the old PMOL legacy system. Review collected by and hosted on G2.com.

ClearView is VERY user-friendly & easy to navigate through. Review collected by and hosted on G2.com.

I'm not sure I have found anything that I dislike, as yet. Review collected by and hosted on G2.com.

There are lots of options within Clearview to link to Constant Contact etc. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I dislike having to continue some of the aspects of my job while trying to absorb the contents of your session.(Interruptions throughout sessions.) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

The app makes it very convenient to enter information on the go. Review collected by and hosted on G2.com.

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? Review collected by and hosted on G2.com.