Causeview Software


 

Causeview is a cloud-based nonprofit management system suitable for nonprofit organizations looking for donor management and payment processing. The system is built on the Salesforce platform, bringing fundraising, event and volunteer functionality to the customer relationship management (CRM) tool.

Causeview allows users to build, grow and manage relationships with constituents. Users can create donation pages and forms for an existing website, send automated emails and receipts, plan details for events and campaigns and study results with built-in custom reports and dashboards.

Causeview allows users to capture local credit card and ACH transactions and meet full PCI compliance. Users can enter and process new one-time and recurring gifts directly from a donor’s profile in Causeview. The system also includes fund accounting and GL code mapping.

 

Causeview - Donor profile
 
  • Causeview - Donor profile
    Donor profile
  • Causeview - Campaign record
    Campaign record
  • Causeview - Opportunity
    Opportunity
  • Causeview - Fund report
    Fund report
  • Causeview - Related lists
    Related lists
  • Causeview - Volunteer role
    Volunteer role
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

1 Review of Causeview

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Kar from AES
Specialty: Corporations

February 2015

February 2015

Review of Causeview

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Very user-friendly. I would recommend using it with a lot of people.

Likes Least

The language capability could be better. It doesnt support all available languages.

Recommendations

Be frank in your review. List out the pros and cons.