ClearView CRM Overview
ClearView CRM enhances fundraising capabilities for nonprofits by integrating donor engagement and donation management. This software streamlines operations, allowing teams to focus on mission-critical goals rather than administrative processes. With over 30 years of trust nationwide, ClearView CRM is designed by fundraising experts to meet the unique needs of nonprofit organizations. Its features facilitate increased donations and operational efficiency, driving greater impact. Nonprofits benefit from a system that aligns with their mission, ensuring resource allocation towards advancing their causes.
Use Cases
Customers recommend Competitive Intelligence, Relationship Management, Engagement Management, as the business use cases that they have been most satisfied with while using ClearView CRM.
Business Priorities
Scale Best Practices and Acquire Customers are the most popular business priorities that customers and associates have achieved using ClearView CRM.
ClearView CRM Use-Cases and Business Priorities: Customer Satisfaction Data
ClearView CRM works with different mediums / channels such as Mobile. Offline. Causes And Charity etc.
ClearView CRM's features include Dashboard, Recording, Personalization, etc. and ClearView CRM support capabilities include Phone Support, 24/7 Support, Email Support, etc. also ClearView CRM analytics capabilities include Analytics, and Custom Reports.
Reviews
"...Features --Powerful constituent relationship management: complete profiles--with touches and contacts, giving history, interests, demographics and more--coupled with opportunities management to coordinate and automate activities, communications and other efforts in pursuit of donations, including major and planned gifts...." Peer review
Peer review evidence (same sources as the product rating summary)
"...It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection, and gift processing; wealth screening; and a mobile app for frontline fundraisers...." Peer review
"...ClearView is good enough that we've finally got our major gift officers off of using Excel spreadsheets and on to using the actual CRM to manage their relationships...." Peer review by Administrator
"...Some of the reporting has been beneficial, however the follow up feature is not the greatest...." Peer review by Jessica R., Non-Profit Organization Management
ClearView CRM, Tithe.ly, C2CRM, Giveffect, DealCloud, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
ClearView CRM helps nonprofits drive engagement and donations while streamlining operations. The software is designed by fundraising experts to increase organizational impact.
Popular Business Setting
for ClearView CRM
Top Industries
- Non-Profit Organization Management
- Religious Institutions
- Information Technology and Services
Popular in
- Mid Market
- Small Business
- Enterprise
ClearView CRM is popular in Non-Profit Organization Management, Religious Institutions, and Information Technology And Services and is widely used by Mid Market, Small Business, and Enterprise.
ClearView CRM Customer wins, Customer success stories, Case studies
How can ClearView CRM enhance your Competitive Intelligence process?
How efficiently Does ClearView CRM manage your Relationship Management?
What solutions does ClearView CRM provide for Engagement Management?
What makes ClearView CRM ideal for Contact List Management?
How can ClearView CRM enhance your Opportunity Management process?
11 buyers and buying teams have used Cuspera to assess how well ClearView CRM solved their CRM needs. Cuspera uses 835 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Frequently Asked Questions (FAQ)
What buyers ask before choosing ClearView CRM
What is ClearView CRM used for?
What are the top features of ClearView CRM?
Who uses ClearView CRM?
What are ClearView CRM alternatives?
Where is ClearView CRM located?
Peers used ClearView CRM for competitive intelligence and relationship management
ClearView CRM Competitors
ClearView CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (24) |
| Custom Reports | Read Reviews (195) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (24) |
| Custom Reports | Read Reviews (195) |
Software Failure Risk Guidance
?for ClearView CRM
Overall Risk Meter
Top Failure Risks for ClearView CRM
ClearView CRM Profile
Company Name
ClearView CRM
Company Website
https://www.clearviewcrm.com/HQ Location
Amherst, N.Y.
Employees
NA
Social
Financials
NA
