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What is ClearView CRM?

Unlock the full potential of your fundraising efforts with ClearView CRM, a donor management platform crafted exclusively by fundraisers for their peers. This innovative software features flexible opportunity and moves management, in-depth reporting, and advanced business intelligence, equipping fundraisers with essential tools to manage and document each stage of the donor journey. Additionally, ClearView’s intuitive interface is compatible with all devices, including mobile applications tailored for gift officers on the go, and a dedicated event check-in and payments app that facilitates attendance tracking and donation collection. It also offers comprehensive analytics on all aspects of your campaigns and initiatives, allowing you to evaluate effectiveness, engagement rates, return on investment, and more at every point of contact. Harness the power of your data with user-friendly dashboards, preset reports, and customizable ad hoc reporting options. The platform even supports text-to-give donations, simplifying the contribution process for your supporters. By optimizing every donor engagement, ClearView not only enhances fundraising results but also fosters stronger relationships with your donors, ensuring that your organization thrives. Ultimately, making informed decisions becomes effortless, allowing your organization to focus on what truly matters—achieving your fundraising goals.

What is Causeview?

Manage the entire gift experience, which includes processing donations, through an application built on the Salesforce NPSP Platform. By incorporating recurring contributions, your organization can significantly improve donor loyalty, increase total revenue, and optimize long-range project planning. Causeview Fundraising makes it easy to handle recurring donations, as these funds are processed automatically thanks to integrated payment features, and notifications are sent when a donor's credit card is close to expiration. Supporters can set up recurring donations using forms or specialized landing pages, while you can monitor them from the donor's profile, allowing you to modify donor and gift details as required. Causeview’s Gift Processing is seamlessly integrated with your Salesforce database, ensuring efficient management of all aspects related to gift processing and donor acknowledgments. With Causeview applications built on the Salesforce platform, you gain vital tools that allow for thorough oversight of gift management, donor receipts, and donor relations. This smooth integration not only boosts operational productivity but also nurtures deeper connections with your donors, ultimately leading to a more engaged and committed supporter base. By leveraging these advanced tools, organizations can strategically enhance their fundraising efforts.

Media

Media

Integrations Supported

Integrations Supported

Ezidebit
Neon Fundraise
Salesforce
TntWare DonorHub

API Availability

API Availability

Pricing Information

$800 per month
Free Trial Offered?

Pricing Information

$60 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Doubleknot

Company Location

United States

Company Website

www.clearviewcrm.com

Company Facts

Organization Name

Causeview

Date Founded

2009

Company Location

Canada

Company Website

causeview.com

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management

Nonprofit

Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management

Categories and Features

Donation Management

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

Fundraising

Alumni Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management

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