UN

Verified User in Non-Profit Organization Management

Enterprise (> 1000 emp.)

10/3/2017

"Development Associate "

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

Entering new donations is very detailed and time consuming. Review collected by and hosted on G2.com.

AN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

4/24/2017

"Overall, satisfied with Clearview CRM."

4/5

What do you like best about ClearView CRM?

It's pretty intuitive and the customer service is excellent. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AN

Verified User in Non-Profit Organization Management

Enterprise (> 1000 emp.)

10/3/2017

"Development tasks"

2.5/5

What do you like best about ClearView CRM?

The fact that the data can be filtered and manipulated in various manners. Charts are great! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AR

Verified User in Religious Institutions

Mid-Market (51-1000 emp.)

4/25/2017

"Clearview Review"

3.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

Not intuitive and can be a bit stubborn/unwieldy at times. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is ClearView CRM solving and how is that benefiting you?

Clearview highlights donor trends and has valuable tools for growing prospects. Review collected by and hosted on G2.com.

UF

Verified User in Fund-Raising

Small-Business (50 or fewer emp.)

10/5/2017

"Opportunity Management is Helpful"

4/5

What do you like best about ClearView CRM?

Opportunity management is valuable and helps with donor segmentation. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

Loading reports is slow, it should not take so long to load a simple report. Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Enterprise (> 1000 emp.)

4/18/2017

"ClearView Review"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

I do not dislike anything about Clearview. Review collected by and hosted on G2.com.

CF

Verified User in Fund-Raising

Mid-Market (51-1000 emp.)

4/25/2017

"Good product, failing support"

3/5

What do you like best about ClearView CRM?

Suite of products covers most business needs and can accommodate customizations to fit organization's processes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering ClearView CRM:

Know your organization's business rules before designing the system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

4/18/2017

"Clearview CRM"

4/5

What do you like best about ClearView CRM?

The close connection with the support team and account managers. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

Occasional slowdown when needing access to information quickly. Review collected by and hosted on G2.com.

UR

Verified User in Religious Institutions

Enterprise (> 1000 emp.)

4/18/2017

"Clearview worked well for our purposes."

2.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

The custom report builder feature was not as intuitive as I would have liked it to be. Review collected by and hosted on G2.com.