![Molly O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Molly O.")
MO

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.

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Current UserValidated ReviewerSource: Organic

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3.5 out of 5 · Verified reviews from real users

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