# ClearView CRM Software Reviews, Demo & Pricing - 2026

> Review of ClearView CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/nonprofit/pledgemaker-profile

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ClearView CRM

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Overview

[Reviews](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/reviews/)[Alternatives](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/alternatives/)

# ClearView CRM 2026: Benefits, Features & Pricing

Wondering if ClearView CRM is right for your organization?

Our Donation Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

ClearView CRM

4.0

[(89)](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/reviews/)

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...

giving.

Wondering if ClearView CRM is right for your organization?

Our Donation Management Software selection experts can help you in 15 minutes or less.

## ClearView CRM User Interface

## Popular ClearView CRM Alternatives

Main Product

ClearView CRM

4.0

[(89)](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/reviews/)

Ratings Breakdown

-   3.87Ease of use
-   3.74Value for money
-   4.20Customer support
-   3.75Functionality

Pricing

Available upon request

Get Price

Alternative Product

[DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)

4.5

[(1438)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/)

Ratings Breakdown

-   4.34Ease of use
-   4.52Value for money
-   4.76Customer support
-   4.34Functionality

Pricing

Starting at $119.00 per month

Get Price

Alternative Product

[Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)

4.8

[(625)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.61Value for money
-   4.71Customer support
-   4.61Functionality

Pricing

Starting at $150.00 per month

Get Price

Alternative Product

[Neon CRM](https://www.softwareadvice.com/nonprofit/neoncrm-profile/)

4.3

[(619)](https://www.softwareadvice.com/nonprofit/neoncrm-profile/reviews/)

Ratings Breakdown

-   4.06Ease of use
-   4.28Value for money
-   4.30Customer support
-   4.16Functionality

Pricing

Starting at $99.00 per month

Get Price

Alternative Product

[DonorSnap](https://www.softwareadvice.com/nonprofit/donorsnap-profile/)

4.6

[(414)](https://www.softwareadvice.com/nonprofit/donorsnap-profile/reviews/)

Ratings Breakdown

-   4.40Ease of use
-   4.77Value for money
-   4.78Customer support
-   4.31Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[Keela](https://www.softwareadvice.com/nonprofit/keela-profile/)

4.3

[(314)](https://www.softwareadvice.com/nonprofit/keela-profile/reviews/)

Ratings Breakdown

-   4.30Ease of use
-   4.39Value for money
-   4.46Customer support
-   4.02Functionality

Pricing

Starting at $160.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

5

20%

4

65%

3

11%

2

3%

1

0%

Secondary Ratings

Ease of Use

3.9

Value for money

3.7

Customer support

4.2

Functionality

3.8

BB

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

4

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

4

Ease of use

4

Value for money

5

Customer support

3

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.

Read More

SP

Susana P.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2019

It is what I know for CRM for non profits

4

I like Clearview as it is the only CRM tool for non-profits I have worked with. I can do my job and it is very intuitive once you get to start using it. Great for basic needs of a nonprofit organization, great customer support

Ratings Breakdown

3

Ease of use

5

Value for money

5

Customer support

3

Functionality

Pros:

it is good out of the box product, I like that the information is not clustered in one place. It is a good day by day tool. I like that in the case of my organization it is integrated with our finance and accounting system. I love the standardized address feature and you can save as much or as less data you have in hand. The customer Support from Clearview is really good, you are able to create rapport and share your needs

Cons:

I still depend on Pledgemaker to do some of my work with it Reporting tools have a clunky user interface Hard to find merged records and search by similar sounding names or initials Needs better integration with Outlook Events Module needs improving

Read More

DC

Dene C.

Non-Profit Organization Management

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed September 2018

Still waiting

2

Previously 3

Ratings Breakdown

2

Ease of use

Previously 3

2

Customer support

Previously 4

3

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.

Read More

JW

Jaden W.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Very User Friendly

4

My overall experience with CV has been very positive. I am a customer service and admin person and use this program daily. It is user friendly and accessible.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

What I love most about this program is the detailed information we are able to record electronically regarding our constituents. I love that you can set the privacy settings, as well record whether someone is under 18 or deceased, etc. I love that this system automatically assigns constituents to their local chapters. It's very user friendly and accessible to use.

Cons:

We have some trouble with reports due to syncing issues from other databases to CV. Also, many of the reports have to be run by the national office, and are not run locally.

Read More

GS

Gary S.

Religious Institutions

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2017

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

4

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.

Ratings Breakdown

4

Ease of use

1

Value for money

2

Customer support

2

Functionality

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.

Read More

LO

Laura O.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed February 2018

Clearview is a nice tool for donor management

5

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

It seems to have a lot of functionality and makes donor management much easier to process. It's definitely a more streamlined version of its predecessor PledgeMaker. I like that every record is visible in certain views and pulling reports is also fairly easy.

Cons:

As like much software, the updates are designed to make the software easier to use but I still find there's a lot of clicking from one page to the next to get to different elements within the same records. You need to leave one page to access something else entirely and I feel like it would be much simpler if everything were accessed on one page without all the extra clicks.

Read More

DL

Dennis L.

Used unspecified for unspecified

Review source

Reviewed October 2013

Clearview CRM Review

4

ArtsWave has used Pledgemaker since the early 90's. During this time we primarily used the accounting side of the software to track pledges, pledge payments, and donations. We also used the database to drive acknowledgement mailings. During this time the database has proven to be rock solid. Over the last five years or so we have continued to expand the use of the database to drive targeted emails and appeals as well as analyze trends. With the implementation of Clearview CRM we have again been able to expand our use of the data into the area of donor relationship management. The software now allows us to track every meeting or correspondence with our donors. This is very convenient and has allowed us to share this information easily with others in our company, much easier than sharing spreadsheets or personal notes. We have also been able to for the first time in recent years manage our entire campaign with one product. By integrating our employee pledging tool with Clearview CRM and making full use of both opportunity management and JasperSoft reporting, we have been able to produce meaningful real time reports detailing how the campaign is progressing on multiple levels against projections and goals. The JasperSoft reporting package is very nice. We have one developer license, and with that are able to develop complex reports that are driven by user input parameters. This is a vast improvement over the previous reporting package associated with Pledgemaker. The reports can be exported in excel, word, or PDF format, and can be simple lists or complex pixel perfect reports. The reports can be scheduled and emailed automatically as .PDF files also which can widen the audience without the need for additional licenses. Clearvew CRM is a big improvement over the previous generation Pledgemaker product. If it's been a while since you've considered Softrek for your fundraising and CRM software, you might want to give it a look.

Ratings Breakdown

4

Ease of use

4

Customer support

Read More

MC

Marian C.

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2017

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

4

daily reference

Ratings Breakdown

4

Ease of use

4

Customer support

5

Functionality

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!

Read More

CC

Cheryl C.

Non-Profit Organization Management

10000+ employees

Used daily for more than 2 years

Review source

Reviewed September 2018

ClearView CRM

4

Action items were very easy to enter and retrieve and I used it as a true CRM, religiously. Continuing training would have been helpful; sharing best practices, etc.

Ratings Breakdown

5

Ease of use

5

Customer support

4

Functionality

Pros:

Easy to use, easy to learn. Readability was good.

Cons:

Never did figure out how or if I could set followups to a donor action that would pop up on my calendar. Google functionality from donor record could have been more user friendly. Why not populate donor's address in addition to their name - there are alot of donors with common names and would make look up of the donor from Google much faster.

Vendor Response

Hi Cheryl- Thank you for taking the time to review ClearView CRM! We have passed your feedback and suggestions along to our product development team.

Replied September 2018

Read More

JR

Jessica R.

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Review source

Reviewed February 2018

CV Handles many functions in tracking information on a donor.

4

Ratings Breakdown

3

Ease of use

2

Customer support

5

Functionality

Pros:

We use quite a few features in the system including recording gifts, tracking grants, recording event attendees and who they sat with. We are working to build our relationships between different organizations on companies. The software allows us to handle these and the soft credits when gifts from in from employees of companies.

Cons:

Some of the set up of a report is difficult. You have to have a domain set up in order to select the correct fields. Some of the domains are preset. It would be nice of there were more preset so you didn't have a build a complex domain in order to do a full report on a donor.

Read More

Showing 1 - 10 of 89 Reviews

[See All Reviews](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/reviews/)

## ClearView CRM Popular Comparisons

[Blackbaud Raiser's Edge NXT vs ClearView CRM](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/vs/the-raisers-edge/)

[Compare All Alternatives](https://www.softwareadvice.com/nonprofit/pledgemaker-profile/alternatives/)

## Other Top Recommended Donation Management Software

[Neon CRM](https://www.softwareadvice.com/nonprofit/neoncrm-profile/)

**4.3** (619)

Recently recommended **122** times

[DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)

**4.5** (1438)

Recently recommended **101** times

[Charityproud](https://www.softwareadvice.com/nonprofit/charityproud-profile/)

**4.7** (88)

Recently recommended **93** times

[Bloomerang](https://www.softwareadvice.com/nonprofit/bloomerang-profile/)

**4.7** (1287)

Recently recommended **92** times

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