About Causeview

Causeview is a cloud-based advancement and fundraising management system suitable for higher education institutions and 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 c...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

5 Reviews of Causeview

Average User Ratings

Overall

3.7 / 5 stars

Ease-of-use

3.0

Value for money

3.5

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(0)

0

4 stars

(3)

3

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1 - 5 of 5 results

Do you use this product?Write a review

July 2021

Elsina from Trinity Western University

Company Size: 501-1,000 employees

Industry: Fund-Raising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2021

Causeview review - July 6, 2021

We have been able to segment our donors according to their giving level, and whether or not they are donors, prospects, lapsed or influencers, in a very efficient and easily seen way on their record.

Pros

I like the look of the "page". It is easy to read and quick to scroll through. It is user friendly for adding new fields specific to our organization. Simple reporting is intuitive.

Cons

The whole "soft credit issue" and being able to report a donor's total giving which includes their soft credits is very difficult. That there is not an Address Verification program included in the software.

Reasons for Choosing Causeview

Price point

Reasons for Switching to Causeview

We had just purchased Common Ground and shortly after it was retired.

July 2021

Robb from Global Leadership Network Canada

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

July 2021

Getting better

Pros

Integration to salesforce is fantastic.

Cons

The software is still a bit clunky. Still not super user friendly.

Reasons for Switching to Causeview

Integration with salesforce

July 2021

Caitlin from Ottawa-Gatineau Youth Foundation

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

July 2021

Causeview Review

Pros

The ease of use and customization was what we liked most

Cons

The UX experience for external facing pages (donation pages/event registration/etc) can be greatly improved- as well as the ability to integrate google analytics e-commerce data. That should be too priority

Reasons for Switching to Causeview

Not enough functionality and high cost of Raisers Edge

February 2015

Kar from AES

Industry: Non-Profit Organization Management

Time Used: Free Trial


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

February 2015

Review of Causeview

Pros

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

Cons

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

July 2021

Melissa from Northwest University

Company Size: 51-200 employees

Industry: Higher Education

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

July 2021

New User

This is our first CRM experience. Causeview has allowed us to track donations, but learning curve has been tough.

Pros

The CRM, able to see the data and report on it.

Cons

Cumbersome to understand best way to use the product. Seems like it is still being developed.