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 - ClearView Dashboard
 
  • ClearView CRM - ClearView Dashboard
    ClearView Dashboard
  • ClearView CRM - SofTrek's Online Marketing Suite
    SofTrek's Online Marketing Suite
  • ClearView CRM - ClearView: Track Major Giving Activity
    ClearView: Track Major Giving Activity
  • ClearView CRM - ClearView: Summary Giving Report
    ClearView: Summary Giving Report
  • ClearView CRM - ClearView: Opportunity Management
    ClearView: Opportunity Management
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

52 Reviews of ClearView CRM

Showing 1-20 of 52

 

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October 2017

October 2017

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

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Functionality

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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.

Source: Capterra
 

Joshua from Volunteers of America Greater New Orleans

August 2017

August 2017

As a new database manager, customer service is important. My Account Manager is extremely helpful.

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Pros

Numerous customizable features and modules. We may not use every one, but the flexibility allows us to use as little or as much as we wish. We literally can grow with our database.

Cons

As of now, my biggest challenge is user training within my agency. I have a staff with varying expertise in databases and getting them to move on from their spreadsheets is still difficult.

Source: Capterra
 

Gary from Providence Ministries
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Fairly easy to use. Still have some trouble generating some reports.

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Keeps track of donors and their giving history.

Pros

Dashboard shows thumbnail report of funding status. Finding donors and their contact and giving history is easy. It is easy to find associated donors, such as their companies, organizations and spouses.

Cons

Generating targeted mailing lists is a bit difficult. There needs to be an event specific function to help us keep track of participants and revenue from a fundraising event. It would also help when generating mailing list for future event invitations.

Source: Capterra
 

Sandra from The Salvation Army
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

I use Clearview mainly to review major donor records and run reports

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I am a view only user. I viewing this data base several times a day, viewing major donor records to provide information to the direct mail coordinator to enter data, update and edit.

Pros

Being a view only user, I have limited access to the actual functionality of the data base and therefore am unable to project what I like most.

Cons

There are too many steps to get to a report. As a view only user I have to compile the same report daily. I do not have permission to save it. To get a complete donor record, one needs to copy 3 pages, cumbersome to work with

Source: Capterra
 

Matthew from NYCRM
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

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

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

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. )

Source: Capterra
 

Gary from Renewal Ministries
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

It has potential. Self-hosted product was better than PMOL.

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Overall, I have been a pleased customer for 23 years. I feel like the company worked better when Dave Spacone was running it day-to-day. Things seem to have changed since then.

Pros

Overall quality is good and so it's ease of use and functionality. We were always very happy with Pledgemaker and PMOL retains many of the self-hosted features we were accustomed too. If anything, there are too many features, but since everyone is free to pick and choose, you can keep it simple or pile on the features!

Cons

I'm disappointed, of course with the cost since our annual bill for moving from self-hosted to PMOL will eventually jump by ten times! The report function is pitiful. It's hard to run a lot of SQL reports in a timely manner. I don't know what the problem is here. I'm glad I have Business Objects and can run that. Customer support is okay. This department could certainly be beefed up.

Source: Capterra
 

Pat from The Navigators

August 2017

August 2017

I have been using this software since the transition from PMOL.

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Pros

Many updates have been made to accommodate our particular ministry making retrieving and updating donor information easier and quicker.

Jill Lemme is an excellent trainer. I've attended many of her webinars.

Cons

We've had lots of trouble with reports: running slowly or not running at all (particularly on dashboards). Getting problems resolved quickly has also been a problem.

Source: Capterra
 

Jack from Canine Companions

August 2017

August 2017

One of the better sites dealing with donation software

Ease-of-use

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Pros

The best part of the software is the up time. It is rarely down. Also the support is one of the best. The screens are really easy to follow and match. Also the search of prospect has gotten a lot better.

Cons

There are still a handle of functions that are still only on Pledge maker and not ported over to Clearview

Source: Capterra
 

Marian from The Salvation Army, Summit County Area Services
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

One of my most relied upon tools, used daily. I depend and can depend on ClearView!

Ease-of-use

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Ease-of-use
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daily reference

Pros

Very intuitive, easy to navigate, non-ambiguous descriptors and terms. Fast login and most excellent, responsive customer service/help desk system when necessary (and that's just when running reports). Also wish things were relative so we could use browser of choice, not just Explorer.

Cons

The only cons I have are related to the structure/access that must be in place for downstream users such as myself by our corporate headquarters. I cannot make simple address, spelling or phone number changes for my donors, but that is not ClearViews issue. I also only wish I had more time to dig in, play around and let the system flex its muscles for our Corps!

Source: Capterra
 

Rohit from The Trust for Public Land
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

August 2017

I think ClearView is an excellent system. I have used a number of other CRM's for donor management.

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Functionality

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Great customer support.

Pros

I like how flexible the system is. We can configure labels and VAE screens easily for our needs and create new tabs/dashboards as well.

Cons

My main complaint is that I continue to have to use Pledgemaker and a FTP site. Once we are off these platforms and just on CV, things will greatly improve.

Source: Capterra
 

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

February 2017

February 2017

Regional Manager

Ease-of-use

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User friendly software that is easy to learn. Clearview support staff are very helpful whenever needed.

Pros

Easy to learn program. Great training program. Love the detailed information on constituents available once in the system.

Cons

Each company has its own set of business rules. Sometime that can be confusing to know that everyone is following the same rules.

Source: Capterra
 

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

February 2017

February 2017

Great CRM tool that is flexible!

Ease-of-use

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As a product, Clear View is chock full of goodies that allows you to build your CRM the way you want.

Pros

Flexibility - you can build it they way you want

Cons

Flexibilty - what you want to build, isn't necessarily best practice

Advice to Others

You should offer best practice guidelines on how to achieve the best results. A user steering committee for enhancements may also be helpful to bring more common functionality to the customers.

Source: Capterra
 

Adam from The Navigators

February 2017

February 2017

Use it Every Day

Ease-of-use

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I have enjoyed clearview and think it is very useful. I would recommend this software to any else in my field.

Source: Capterra
 

Sara from Volunteers of America of Indiana
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Novice at Database Work

Ease-of-use

Functionality

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Value for Money

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I am not a master database user so I know the system has the power to do way more than what I have done with it. I like the dashboards and the reports I do know how to run are very useful. We use it in coordination with our national office and our staff member there helps us make better use of the program.

Pros

Dashboards and ability to favorite reports that we run frequently.

Cons

There are some ways I would like to pull data but I can't do it without getting help from others.

Advice to Others

no.

Source: Capterra
 

Danielle from The Salvation Army of Massachusetts
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

If only ClearView could do.....

Ease-of-use

Functionality

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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.

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.

Advice to Others

The batching process of the gift data is so removed from the data that the front line fundraisers use that they do not typically see the duplicates they create or inconsistencies in the data they enter. I wish there was a way for the batching/uploading process to somehow be more intuitive to avoid duplicates, or create records/populate fields more consistently.

Source: Capterra
 

Bob from Canine Companions for Independence
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

ClearView CRM and Canine Companions

Ease-of-use

Functionality

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Ease-of-use
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I use PledgeMaker more frequently than ClearView, but find the reports in CV to be especially helpful and pretty easy. Our customer service is excellent -- Customer service representative provides great support to us. She's knowledgeable, prompt, courteous, professional.

Pros

User-friendly, it's made to adapt to our needs.

Cons

Some of the reports are a bit clunky and don't provide the information as easily as I might like.

Source: Capterra
 

Deanna from Providence Ministries, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

EXCELLENT CUSTOMER SERVICE

Ease-of-use

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Quality

I recently phoned the representative at Softrek regarding a problem in entering a pledge payment which was rejected when I wen to post it. I received prompt and courteous service, and the issue was resolved by her within 12 minutes of my call. Thank you Clearview and Softrek!

Pros

It is simple to use while giving you a wide variety of reports and tracking of donations. The training sessions are extremely informative.

Cons

I can't think of a negative.

Advice to Others

I can't think of anything. I used Pledgemaker for 3 years, then upgraded to Clearview. It is a wonderful vehicle in keeping our data base updated. We have thousands of donor names in our data base.

Source: Capterra
 

Laura from Buffalo City Mission

January 2017

January 2017

Easy to use but falls somewhat short

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Report pulling is straightforward and easy to manage. Processing donations through batch is somewhat laborious if any corrections need to be made. There are too many steps to take to make changes in a batch and there is no F6 function like there is in PledgeMaker.

Source: Capterra
 

Shelina from JDRF Canada
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Simple and straight forward

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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I've been happy about the interactive and intuitive that Clearview has to offer. I look forward to the next steps of being able to run reports for future analysis. The customer service has been top notch. Thank you.

Pros

intuitive
Responsive and friendly customer service
multiple features

Cons

I have not been able to run reports just yet so looking forward to that
Some data on my dashboard is not relevant to my work so still working out the kinks

Advice to Others

nothing

Source: Capterra
 

Cindy from JDRF Canada

December 2016

December 2016

My CV Review

Ease-of-use

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I find Clearview very easy to use & fairly self-explanatory. It is easy to navigate through to what information I am seeking.

Source: Capterra
 
 
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