ClearView CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

ClearView CRM

4.0

(89)

Pricing

Pricing available upon request

About ClearView CRM

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...

ClearView CRM Screenshots

ClearView CRM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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ClearView CRM Features

Popular features found in Donation Management
Campaign Management
Contact Management
Email Marketing
Event Management
Gift Matching Management
Grant Management
Mobile Giving
Online Giving
Payment Processing
Pledge Management
Receipt Management
Volunteer Management
More features of ClearView CRM
Accounting
API
Committee Management
Contribution Tracking
CRM
Dashboard
Donation Tracking
Donor Discovery
Donor Management
Dues Management
Event Ticketing
For Nonprofits
Fundraising Management
Member Database
Membership Management
Online Forms
Recurring Giving
Reporting/Analytics
Social Media Integration

ClearView CRM User Reviews

Overall Rating

4.0

Ratings Breakdown

20%

65%

12%

Secondary Ratings

Ease of Use

3.9

Value for money

3.7

Customer support

4.2

Functionality

3.8

Bob B.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

An Opinion on ClearView

Overall experience with ClearView CRM is positive. We are a national organization, that has six regional centers. I don't think our staff has fully utilized the software to our full advantage. The customer service provided has been excellent, and we've been able to shape the software to fit our organization's need. There is more give and take with this company and software than some of the larger companies that provide development software to non-profits.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's pretty user friendly, clear dashboards, connection with WealthEngine, number of canned reports.

Cons:

Doesn't integrate with our online product as much as we would like. Also, the reports in CV not as easy to write as we had anticipated.

Danielle D.

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed January 2017

If only ClearView could do.....

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Dene C.

Non-Profit Organization Management

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed September 2018

Still waiting

Previously 3

Ratings Breakdown

Ease of use

Previously 3

Customer support

Previously 4

Functionality

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.

Verified

Reviewer

Used daily for more than 2 years

Review source

Reviewed January 2018

Great product - Fresh and easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the look and feel and how easy it is to navigate and hop around without having to drill all the way back out. CV is an excellent product. The ability to label fields, hide fields, sort fields, etc.. as well as the screen configuration features is such a great selling point.

Cons:

Software shouldn't hold you hostage. Allowing more flexibility in updating, inserting and deleting data (especially in bulk) should be easier. I am happy to hear lockbox and auto update improvements are on the horizon (already signed up to beta test). Would also like to see some new aggregates offered as standard features (on the screen) like: How much an event raised, how much a team raised, raised vs goal, event raised by year (same event held over multiple years) would be fantastic as would some list manager enhancements to really allow users to rely on it.

Matthew H.

Fund-Raising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2017

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

It stores tons of donor information and is very customizable. Valuable reporting features. Great dashboards.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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. )

Verified

Reviewer

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied May 2018

Verified

Reviewer

Used daily for less than 2 years

Review source

Reviewed February 2018

ClearView covers most of our needs as an organization.

Concise reporting, an expansive database that makes it easy to log most of your donor information.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a lot of layers to the data that you see, and the reporting feature on the dashboard easily keeps track of YTD, MTD, and recent donations in a concise manner that makes reporting easy.

Cons:

This program has most of what we need, but finding exactly where the information is or how best to utilize it can be difficult.

Verified

Reviewer

201-500 employees

Used daily for less than 2 years

Review source

Reviewed October 2017

I use Clearview on a daily basis for tracking relationships for fundraisers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is fairly intuitive and easy to use. SofTrek works closely with our database team to offer customization and is always looking for ways to improve.

Cons:

Sometimes the language is not consistent - you may see something called one in a section, but called something different in another area.

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed February 2018

I don't find it user friendly

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed January 2018

Great experience with ClearView