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 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.

Donor profile
Donor profile
Donor profile
Campaign record
Campaign record
Opportunity
Opportunity
Fund report
Fund report
Related lists
Related lists
Volunteer role
Volunteer role

Supported Operating System(s):

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



1 Reviews of Causeview

Overall rating

4.5 / 5 stars

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Kar from AES

Specialty:  Corporations

Ease-of-use

Customer support

Functionality

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.


Displaying 1 - 1 of 1 reviews