Who Uses This Software?

Nonprofits: annual revenues more than $5 million; international/national in scope; decentralized; strong in direct marketing/major giving; cultural, faith-based, health/human services are key markets.

Average Ratings

83 reviews
  • Overall 4 / 5
  • Ease of Use 4 / 5
  • Customer Service 4 / 5
  • Features 4 / 5
  • Value for Money 3.5 / 5

Product Details

  • Starting Price $800/month
  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • SofTrek
  • http://www.softrek.com
  • Founded 1987

About ClearView CRM

SofTrek has 30 years' experience helping nonprofits raise money. Its ClearView CRM product offers donor-relationship management; online marketing and operational tools; BI/reporting; and services to help nonprofits deepen relationships, manage fundraising activities and make informed decisions. Organizations that rely on SofTrek expertise include Canine Companions, Cystic Fibrosis Foundation, Dana-Farber Cancer Institute, Lincoln Center, The Met, Navigators and Trust for Public Land.

ClearView CRM Features

  • Campaign Management
  • Donation Tracking
  • Donor Database
  • Event Management
  • Gift Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Mobile Donations
  • Online Donations
  • Pledge Management
  • Receipts / Statements
  • Recurring Donations
  • Volunteer Management
  • Alumni Management
  • Auction Management
  • CRM
  • Campaign Management
  • Contribution Tracking
  • Donor Management
  • Event Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Planned Giving Management
  • Pledge Management
  • Prospect Management
  • Recurring Giving
  • Volunteer Management
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management

ClearView CRM Most Helpful Reviews

If only ClearView could do.....

Translate with Google Reviewed on 1/24/2017
Danielle Degnan
Director of Development and Community Relations
The Salvation Army of Massachusetts
Nonprofit Organization Management, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: asdf
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: We have a unique situation in that our direct marketing vendor sourced ClearView for us originally and at that time they "Shutoff" much of the functionality that makes a CRM like Clearview most effective. As we turn back on those functions we appreciate the system more. However, there are always seems to be limits - for example there is no easy way to link a gift to solicitation or an action; Opportunities' reporting is limited; you can't edit a connection; aliases have to be exact which limits the capacity to use this function to eliminate creating duplicate records and more easily finding records. ClearView doesn't allow you to pull one mailing list with organization names in a separate column while the org contact lines up with the individual record names. When you export a report to excel, there doesn't appear to be away to remove the auto link to ClearView, which can be very frustrating when our working solely in the spreadsheet. Perhaps there is a way but I wish it was more obvious.

Pros: User friendly, mostly obvious what fields you need to view to find data, easy to make a donor profile report, relatively easy to run program summary reports. Varying levels of my staff have been able to figure it out...

Cons: The payments versus gifts tabs - there is no one place where it seems like you find out the balance of a pledge or total pledge amounts while also seeing all the gift information in one place; organizations typically have more than one contact person and there is no place for this information. Searching for records is challenging because Aliases have to be created exactly the way someone might search instead of just looking for records that may contain the information.

Has lots of potential but current version needs someone with high level of SQL knowledge.

Translate with Google Reviewed on 8/17/2017
Matthew Hach
Fund Dev Serivces Manager
NYCRM
Fund-Raising, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: asdf
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It stores tons of donor information and is very customizable.
Valuable reporting features.
Great dashboards.

Pros: Almost every screen is customizable. Dashboard doesn't fit your needs? Create a new one. Need to track different KPI's? Make a report and import it in your Dashboard. View only the most relevant gift info. Create tabs for donors that display only the info (and calculations) you want. Great stuff.

Cons: The software is currently in a great state if you have someone who's a high-level SQL programmer. It's in a decent state if you don't. This is especially true with regard to reporting, and it is not wholly user-friendly to those without software/database experience. To counter this, the ClearView staff have provided several "safe" domains wherein any user can create an accurate report, however they are very simple. All that said, the basic reporting module is limited. I don't know SQL and I've run up against limitations in this module. (An advanced version of the reporting module exists, however it is for those fluent in SQL. )

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