ClearView CRM

ClearView CRM

4 / 5 72 reviews

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

72 reviews
  • 4 / 5
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 3.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • SofTrek
  • Founded 1987

About This Software

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.

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

ClearView CRM Latest Reviews

Automatically translated. Show original review

If only ClearView could do.....

4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

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.

Automatically translated. Show original review

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

3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

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. )