Causeview Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Neon Fundraise offers an all-encompassing range of digital fundraising solutions designed to assist with a variety of campaigns and large-scale national events. Its cutting-edge features promote consistent growth year after year, ensuring that everyone involved—donors, fundraisers, staff, and supporters—has a remarkable experience. By streamlining technology management, you can devote more energy to your mission. The user-friendly tools from Neon Fundraise are crafted to maximize user engagement. Additionally, with an easy, safe, and seamless donation experience, you can instill trust in your donors, encouraging them to contribute repeatedly. This platform ultimately empowers organizations to focus on their impactful work while simplifying the fundraising process.

DonorHub is a cloud-based reporting solution that seamlessly integrates data from various donation systems into popular CRMs tailored for missionaries, such as MPDX and TntConnect, while also offering detailed donation insights. This versatile platform can extract and report data from numerous accounting and donation systems, ensuring that your team has continuous access to vital financial and donation information around the clock. Additionally, it alleviates the burden on your finance team by removing the necessity of manually distributing reports. For those utilizing DonorWise, DonorHub also facilitates access to the Give Site and complete integration with QuickBooks, enhancing the overall efficiency of financial management. This comprehensive tool not only streamlines reporting processes but also empowers organizations to make informed decisions based on real-time data.

Whether your business requires an independent payment solution or a seamless integration into existing software, our all-encompassing payment system is designed to enhance operations and streamline payment processing. This allows you to allocate more time toward expanding your business while minimizing the effort spent on chasing payments, with features that support direct debits for recurring or subscription services, immediate transactions, and the convenience of both phone and online payment options. With Ezidebit, you can effortlessly accommodate all major payment methods through our five specialized options, ensuring a secure environment that meets the stringent Level 1 compliance standards set by the Payment Card Industry Data Security Standards (PCI DSS). By improving cash flow and ensuring a steady income stream through the division of larger expenses into manageable payments, you can easily establish recurring billing that gives you the power to choose the payment type, amount, and frequency that best fits your requirements. Keep track of your financials with ease, thanks to detailed reports on customers and payments. Our software integration is designed to be user-friendly, while our high-level security protocols allow you to focus on business growth, fully assured that payment management is efficient and effective. Ultimately, our solution not only simplifies your financial processes but also empowers businesses to flourish within a competitive environment, ensuring you remain ahead in your industry.