ClearView CRM Software


 

ClearView CRM by Softrek is a software solution that gives nonprofits the tools they need to manage both their fundraising activities and their donor relationships.

ClearView CRM includes a suite of applications that bring together donor and fundraising information, both on and offline, into a single customizable database. Using this information, organizations can analyze donor relationships, stay up-to-date on staff activities and have access to real-time data.

ClearView CRM's user interface can be customized both at the individual and organizational level. Softrek's typical clients have operating budgets over $5 million; their products can be scaled to support large numbers of donor records. It is suited for a number of nonprofit verticals: animal welfare, environmental, faith-based, health care, museums and more.

ClearView CRM manages both online and offline fundraising and donor management. It tracks everything related to users' solicitation and constituents. ClearView CRM supports all administrative and operational tasks, while its Online Marketing Suite helps organizations better engage their donors online, with a donor portal, online event planning and online giving. 

 

ClearView CRM - Dashboard
 
  • ClearView CRM - Dashboard
    Dashboard
  • ClearView CRM - Online marketing suite
    Online marketing suite
  • ClearView CRM - Track major giving activity
    Track major giving activity
  • ClearView CRM - Summary giving report
    Summary giving report
  • ClearView CRM - Opportunity management
    Opportunity management
Supported Operating System(s):
Web browser (OS agnostic)

83 Reviews of ClearView CRM

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Cheryl from The Salvation Army
Number of employees: 10,000+ employees Employees number: 10,000+ employees

September 2018

September 2018

ClearView CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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Support

Action items were very easy to enter and retrieve and I used it as a true CRM, religiously. Continuing training would have been helpful; sharing best practices, etc.

Pros

Easy to use, easy to learn. Readability was good.

Cons

Never did figure out how or if I could set followups to a donor action that would pop up on my calendar.

Google functionality from donor record could have been more user friendly. Why not populate donor's address in addition to their name - there are alot of donors with common names and would make look up of the donor from Google much faster.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: September 2018

September 2018

 

Hi Cheryl- Thank you for taking the time to review ClearView CRM! We have passed your feedback and suggestions along to our product development team.

 

kate from JDRF
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

CV CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Look and feel

breadcrumbs













Cons

Lack of documentation

CASL requirements not easy to meet


Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: September 2018

September 2018

 

Thank you for your feedback Kate; we will pass along to our team. Keep up the great work at JDRF!

 

Bernice from The Salvation Army - Dayton Kroc Center
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Dayton Kroc - Dayton, OH

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Support

System is broader on information as far as what can be researched for reports etc. Still in learning stage and hope to learn even more to benefit our location, and program reports just to our needs.

Pros

Clear process. Easy to review donor history.

Cons

Still in the learning process, would like to learn more on back end of program.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: September 2018

September 2018

 

Thank you for your review Bernice!

 

Sharon from JDRF
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2018

September 2018

CRM review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

all in one place
Good action and tracking

Cons

too many reports means too many to chose from it appears overwhelming

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: September 2018

September 2018

 

Thank you for your review and comments Sharon!

 

Dene from Central Union Mission
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Still waiting

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
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Functionality
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Support
Pros

I can sign in outside of our cloud network

Cons

It doesn't do everything I need it to do. The program closes after inactivity.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: September 2018

September 2018

 

Thank you for your review Dene. We have passed your feedback to our programming team.

 


May 2018

May 2018

Easy to learn and use. Have had a great experience with Clearview.

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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Pros

I find Clearview to be extremely easy to use. It does not have a big learning curve. Great product!!

Cons

System can sometimes be slow but that may be because of the amount of data we have to parse. That's all.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Thank you for sharing your thoughts on ClearView CRM- we are happy to hear there was a small learning curve when first using the database and that program is easy to use!

 

Nikki from NYCRM

May 2018

May 2018

ClearView helps me accurately track and manage my donor data in a user friend manner.

Ease-of-use

Functionality

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Value for Money

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Wonderful donor tracking management.

Pros

I love that everything is so easy to manage, and the reports I am able to create are thorough and detailed. It is very customizable to what we need.

Cons

Sometimes I wish the search results were not so sensitive. It can be difficult to locate certain donors based on information given.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Nikki,

Thank you for sharing your ClearView experience. We are glad that you find ClearView easy to manage and that our customization options are working well for you. Hearing that our database helps nonprofits like NYC Rescue Mission do more good, makes our day!

We have passed along your suggestion about search results to our product development team.

Thank you for the review; keep up the great work!

 

Nicolette from Catholic Relief Services
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2018

May 2018

Comprehensive Donor Database. Very intuitive. Very User Friendly.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Pros

We like that we are able to store all of our necessary donor data in one system and that it is very intuitive and user friendly.

Cons

We are still waiting for all functionalities that were found in the old interface of the system to be built out and completed in the new interface of the system. I also am not a fan of the reporting tool that comes with this interface. The reporting tool is very limiting in comparison to the one that we had been using, and still primarily use for our reporting needs. Especially the Ad Hoc reporting.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Nicolette,

Thanks so much for posting your thoughts on ClearView. We try to make sure the database is as user friendly and intuitive for our users, and are happy to see that ClearView makes things easy for you!

We are have been regularly implementing the remaining functionalities from operational tools into ClearView, so please continue to monitor the release notes to see all the new changes when they occur.

Thank you again for your review and for all the great things that you and your team does at CRS!

 

Amanda from Cystic Fibrosis Foundation

May 2018

May 2018

Nice overlay of data with user-friendly reports and customizable views

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Still figuring out all the pros and cons, but I appreciate the extend of reporting and ways to customize dashboard. Still have to get this set up.

Cons

I wish there was a way to catch duplicate records or at least make suggestions on what to merge based on multiple matching fields like address, phone, email, last name, etc.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Amanda,

Thank you for sharing your thoughts on ClearView. We are happy to hear that our reporting tools and customized dashboards are helpful to your team at CFF.

I have shared your comment about duplicate records to our product development team for future release consideration.

Thank you again for your feedback and for being a great partner of ours!

 

Rebecca from The Salvation Army
Number of employees: 10,000+ employees Employees number: 10,000+ employees

May 2018

May 2018

This was a intergrated system we use to convert from a DOS based software program to Salesforce.

Ease-of-use

Functionality

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The ability to do my job during software transition.

Pros

It gets the job done, I am sure it was no easy task to merge data from our old software to this so we can end up in Salesforce.

Cons

The reports are not easy to produce, you really need above average IT knowledge to produce reports we utilize regularly.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Thank you for posting your comment and for being a ClearView user! We are proud that we are able to help great organizations like The Salvation Army with their donor relations-- keep up the great work!

 

Kathy from JDRF

May 2018

May 2018

Intuitive, easy to navigate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
Pros

The reports are great and the simple search functions are easy to use and navigate. It provides information in real time.

Cons

Could use a freshening up in appearance. Would like to see a simpler dashboard with customized information and exported reports with direct links to CV numbers.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Kathy,

Thanks for sharing your thoughts on ClearView! We are glad that you find the reports to be very valuable and easy to access. I have passed your feedback and suggestions along to our product development team.

Thank you again for posting your comment and for the incredible work you and your team does at JDRF!

 

Kristen from The Navigators

May 2018

May 2018

I've never had a bad experience, and when I get locked out, customer support is quick and helpful.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
Value
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Pros

This software is very easy to use and has good features. I can usually find what I need and the reports are very helpful.

Cons

I used to use Pledgemaker and the transferring over of functionalities is taking a long time--lockbox specifically for what I need.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Kristen,

Thank you for sharing! We are so happy to hear that you have had nothing but good experiences with ClearView!

We are continuing to transfer functionalities from PledgeMaker to ClearView, so please keep checking the release notes to see when such features are based in the ClearView interface.

Thank you again for your comment and for the great work you do with The Navigators!

 


April 2018

April 2018

I have used this program for about two years, and it is fairly easy to operate and meets our needs.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

It is fairly easy to use and navigate, I like the custom dashboards and prospect profiles. I also like the feature for recording actions with prospects.

Cons

It is hard to get responses from the support team, I have had many tickets that took over a week to be answered. Most of them simple tickets such as "add a new user".

Review Source: Capterra
 

Liz from VOA

February 2018

February 2018

Easy and Reliable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

The ease of navigation and I like how you really cannot make permanent mistakes. I really would recommend to another organization.

Cons

A lot of the fields do not pertain to what I am trying to accomplish. Slows down a lot in the afternoon.

Review Source: Capterra
 

Jo Anne from The Salvation Army

February 2018

February 2018

When using it off site from work it has a tendency to be slow and the information loads slowly.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Pros

Once you learn what the different categories are it gives a good glimpse of your donor and their tendencies.

Cons

I entered gifts into the database and gift entering is bulky and very time consuming. It seems like some of the steps could either be consolidated or eliminated.

Review Source: Capterra
 

Sarah from Food Bank of WNY

February 2018

February 2018

Often find issues and lack of functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Cons

Limited functionality and customization. Does not allow for multiple contacts in an organization record. Reporting is clunky and the query function is nearly useless.

Review Source: Capterra
 

Jessica from Volunteers of America Western Washington
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Overall I think that clearview is a good system. There are many features that make tracking easy.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Support
Pros

The software is fairly easy to navigate and has the ability to add much detail to the prospect file.

Cons

Running reports can be challenging. I find that sometimes data is pulled that was flagged to omit. The prospect search function is not broad enough. You pretty much have to use the exact way that the prospect is entered. It would be nice if it was a little smarter. I often search by name then by address or other information that I have just to ensure I am not creating a prospect for someone that is not a new donor. Often I will do this search with no results, create a new prospect and then only after I have gone through the process of entering all the information, the system will tell me it is a duplicate.

Review Source: Capterra
 


February 2018

February 2018

I don't find it user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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It was an interim software we are using until we switch over to a New Database.

Pros

Writing List Queries. I find it easy to select the data that I want for the output. I also find it easy because the output comes in an excel spreadsheet.

Cons

It's reporting functions. It doesn't seem to have good report features I want to be able to compile a report and have it come out in a more readable format that I can present to people other then in an excel spreadsheet.

Review Source: Capterra
 

Jessica from The Salvation Army
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

CV Handles many functions in tracking information on a donor.

Ease-of-use

Functionality

Product Quality

Customer Support

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Pros

We use quite a few features in the system including recording gifts, tracking grants, recording event attendees and who they sat with.

We are working to build our relationships between different organizations on companies. The software allows us to handle these and the soft credits when gifts from in from employees of companies.

Cons

Some of the set up of a report is difficult. You have to have a domain set up in order to select the correct fields. Some of the domains are preset. It would be nice of there were more preset so you didn't have a build a complex domain in order to do a full report on a donor.

Review Source: Capterra
 

Ben from The Navigators

February 2018

February 2018

Positive experience overall

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Pros

The software meets the needs of my role. It is easy to navigate, and the customer service has been great.

Review Source: Capterra
 
 
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