ClearView CRM Overview

This is a summary of the comprehensive capabilities and benefits of ClearView CRM based on over 835 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

ClearView CRM, Neon CRM, Blackbaud CRM, Giveffect, OnContact CRM, 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.

Do you need to check if ClearView CRM is right for your needs? Our Cuspera AI engine can evaluate how ClearView CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

ClearView CRM supports business activities such as:

  • Competitive Intelligence
  • Relationship Management
  • Engagement Management
  • Contact List Management
  • Opportunity Management

ClearView CRM can help you with many business goals, such as Scale Best Practices, Acquire Customers, Improve Visibility, and Improve ROI. It can help manage these activities if you use Mobile Offline Causes And Charity etc. for these needs. As a solution, ClearView CRM's capabilities include Dashboard, Recording, Personalization, etc.

ClearView CRM Non-Profit Organization Management Vertical is its biggest customer base.

Reviews

"...It delivers business intelligence and reports on staff efforts, fundraising activities, and donors...." Peer review from Featured Customers

Cuspera Reviews

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.

Business Priorities

Scale Best Practices and Acquire Customers are the most popular business priorities peers achieved using ClearView CRM.

Other priorities:

  • Improve Visibility
  • Improve ROI
See all business priorities See less business priorities

Use Cases

Peers recommend Competitive Intelligence , Relationship Management , Engagement Management , as the business use cases that they have been most satisfied while using ClearView CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Competitive Intelligence with Mobile, Offline, Causes And Charity and Mobile App

4.79/5 ★

Read Reviews (52)

"...It delivers business intelligence and reports on staff efforts, fundraising activities, and donors...."
Relationship Management with Offline, Causes And Charity, Mobile and Mobile App

4.91/5 ★

Read Reviews (39)

"...SofTrek s ClearView CRM delivers constituent relationship management, online marketing, reporting, and operational features for nonprofits...."
Engagement Management

4.03/5 ★

Read Reviews (12)

"...Every time I've interacted with customer service, it has been a positive experience...."
engaging and following up

3.83/5 ★

Read Reviews (10)

"...Its Online Marketing Suite can be used by organizations to engage their contributors online with a contributor portal, online giving, and online event planning...."
PEER EXPERIENCES
Competitive Intelligence with Mobile, Offline, Causes And Charity and Mobile App

4.79/5 ★

Read Reviews (52)

"...It delivers business intelligence and reports on staff efforts, fundraising activities, and donors...." Peer review from Featured Customers
Relationship Management with Offline, Causes And Charity, Mobile and Mobile App

4.91/5 ★

Read Reviews (39)

"...SofTrek s ClearView CRM delivers constituent relationship management, online marketing, reporting, and operational features for nonprofits...." Peer review from Featured Customers
Engagement Management

4.03/5 ★

Read Reviews (12)

"...Every time I've interacted with customer service, it has been a positive experience...." Peer review by User
engaging and following up

4.03/5 ★

Read Reviews (10)

14+ more Business Use Cases

Our AI advisor, Wyz, harnessed 835 insights from peers and experts to help you assess how these ClearView CRM use cases fit your CRM needs.

Frequently Asked Questions(FAQ)

for ClearView CRM

What is ClearView CRM used for?

ClearView CRM is a CRM Software mainly used by its customers to Scale Best Practices and Acquire Customers by Competitive Intelligence, Relationship Management and Engagement Management .

What are the top features of ClearView CRM?

Dashboard, Recording and Personalization are some of the top features of ClearView CRM.

Who uses ClearView CRM?

ClearView CRM is used by Non-Profit Organization Management, Religious Institutions and Information Technology And Services among other industries.

What are ClearView CRM alternatives?

Neon CRM, Blackbaud CRM, Giveffect and OnContact CRM are popular alternatives for ClearView CRM.

Where is ClearView CRM located?

ClearView CRM is headquartered at Amherst, N.Y..

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

Peers used ClearView CRM to Scale best practices and Acquire customers

Peer and Expert Opinion on Features

for ClearView CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Dashboard

3.93/5 ★

Read Reviews (41)
Recording

3.40/5 ★

Read Reviews (35)
Personalization

3.32/5 ★

Read Reviews (8)
Ticketing

1.72/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Dashboard

3.93/5 ★

Read Reviews (41)
Recording

3.40/5 ★

Read Reviews (35)
Personalization

3.32/5 ★

Read Reviews (8)
Ticketing

1.72/5 ★

Read Reviews (6)

IT and Other Capabilities

for ClearView CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.29/5 ★

Read Reviews (95)
Data Import

3.22/5 ★

Read Reviews (227)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.29/5 ★

Read Reviews (95)
Data Import

3.22/5 ★

Read Reviews (227)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.55/5 ★

Read Reviews (6)
24/7 Support

4.46/5 ★

Read Reviews (97)
Email Support

4.12/5 ★

Read Reviews (7)
Chat Support

3.73/5 ★

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.55/5 ★

Read Reviews (6)
24/7 Support

4.46/5 ★

Read Reviews (97)
Email Support

4.12/5 ★

Read Reviews (7)
Chat Support

3.73/5 ★

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.80/5 ★

Read Reviews (24)
Custom Reports

3.45/5 ★

Read Reviews (195)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.80/5 ★

Read Reviews (24)
Custom Reports

3.45/5 ★

Read Reviews (195)

Software Failure Risk Guidance

?

for ClearView CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for ClearView CRM

Vendor Profile Details

Company Name

ClearView CRM

HQ Location

Amherst, N.Y.

Employees

NA

Social

Financials

NA