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 - Dashboard
 
  • ClearView CRM - Dashboard
    Dashboard
  • ClearView CRM - Online marketing suite
    Online marketing suite
  • ClearView CRM - Track major giving activity
    Track major giving activity
  • ClearView CRM - Summary giving report
    Summary giving report
  • ClearView CRM - Opportunity management
    Opportunity management
Supported Operating System(s):
Web browser (OS agnostic)

78 Reviews of ClearView CRM

Showing 1-20 of 78

 

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May 2018

May 2018

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

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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.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

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!

 

Nikki from NYCRM

May 2018

May 2018

ClearView helps me accurately track and manage my donor data in a user friend manner.

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Wonderful donor tracking management.

Pros

I love that everything is so easy to manage, and the reports I am able to create are thorough and detailed. It is very customizable to what we need.

Cons

Sometimes I wish the search results were not so sensitive. It can be difficult to locate certain donors based on information given.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Nikki,

Thank you for sharing your ClearView experience. We are glad that you find ClearView easy to manage and that our customization options are working well for you. Hearing that our database helps nonprofits like NYC Rescue Mission do more good, makes our day!

We have passed along your suggestion about search results to our product development team.

Thank you for the review; keep up the great work!

 

Nicolette from Catholic Relief Services
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2018

May 2018

Comprehensive Donor Database. Very intuitive. Very User Friendly.

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Pros

We like that we are able to store all of our necessary donor data in one system and that it is very intuitive and user friendly.

Cons

We are still waiting for all functionalities that were found in the old interface of the system to be built out and completed in the new interface of the system. I also am not a fan of the reporting tool that comes with this interface. The reporting tool is very limiting in comparison to the one that we had been using, and still primarily use for our reporting needs. Especially the Ad Hoc reporting.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Nicolette,

Thanks so much for posting your thoughts on ClearView. We try to make sure the database is as user friendly and intuitive for our users, and are happy to see that ClearView makes things easy for you!

We are have been regularly implementing the remaining functionalities from operational tools into ClearView, so please continue to monitor the release notes to see all the new changes when they occur.

Thank you again for your review and for all the great things that you and your team does at CRS!

 

Amanda from Cystic Fibrosis Foundation

May 2018

May 2018

Nice overlay of data with user-friendly reports and customizable views

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Pros

Still figuring out all the pros and cons, but I appreciate the extend of reporting and ways to customize dashboard. Still have to get this set up.

Cons

I wish there was a way to catch duplicate records or at least make suggestions on what to merge based on multiple matching fields like address, phone, email, last name, etc.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Amanda,

Thank you for sharing your thoughts on ClearView. We are happy to hear that our reporting tools and customized dashboards are helpful to your team at CFF.

I have shared your comment about duplicate records to our product development team for future release consideration.

Thank you again for your feedback and for being a great partner of ours!

 

Rebecca from The Salvation Army
Number of employees: 10,000+ employees Employees number: 10,000+ employees

May 2018

May 2018

This was a intergrated system we use to convert from a DOS based software program to Salesforce.

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The ability to do my job during software transition.

Pros

It gets the job done, I am sure it was no easy task to merge data from our old software to this so we can end up in Salesforce.

Cons

The reports are not easy to produce, you really need above average IT knowledge to produce reports we utilize regularly.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Thank you for posting your comment and for being a ClearView user! We are proud that we are able to help great organizations like The Salvation Army with their donor relations-- keep up the great work!

 

Kathy from JDRF

May 2018

May 2018

Intuitive, easy to navigate

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Pros

The reports are great and the simple search functions are easy to use and navigate. It provides information in real time.

Cons

Could use a freshening up in appearance. Would like to see a simpler dashboard with customized information and exported reports with direct links to CV numbers.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Kathy,

Thanks for sharing your thoughts on ClearView! We are glad that you find the reports to be very valuable and easy to access. I have passed your feedback and suggestions along to our product development team.

Thank you again for posting your comment and for the incredible work you and your team does at JDRF!

 

Kristen from The Navigators

May 2018

May 2018

I've never had a bad experience, and when I get locked out, customer support is quick and helpful.

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Pros

This software is very easy to use and has good features. I can usually find what I need and the reports are very helpful.

Cons

I used to use Pledgemaker and the transferring over of functionalities is taking a long time--lockbox specifically for what I need.

Review Source: Capterra

  Response: SofTrek, SofTrek Corporation

Date: May 2018

May 2018

 

Hi Kristen,

Thank you for sharing! We are so happy to hear that you have had nothing but good experiences with ClearView!

We are continuing to transfer functionalities from PledgeMaker to ClearView, so please keep checking the release notes to see when such features are based in the ClearView interface.

Thank you again for your comment and for the great work you do with The Navigators!

 


April 2018

April 2018

I have used this program for about two years, and it is fairly easy to operate and meets our needs.

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Pros

It is fairly easy to use and navigate, I like the custom dashboards and prospect profiles. I also like the feature for recording actions with prospects.

Cons

It is hard to get responses from the support team, I have had many tickets that took over a week to be answered. Most of them simple tickets such as "add a new user".

Review Source: Capterra
 

Liz from VOA

February 2018

February 2018

Easy and Reliable

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Pros

The ease of navigation and I like how you really cannot make permanent mistakes. I really would recommend to another organization.

Cons

A lot of the fields do not pertain to what I am trying to accomplish. Slows down a lot in the afternoon.

Review Source: Capterra
 

Jo Anne from The Salvation Army

February 2018

February 2018

When using it off site from work it has a tendency to be slow and the information loads slowly.

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Pros

Once you learn what the different categories are it gives a good glimpse of your donor and their tendencies.

Cons

I entered gifts into the database and gift entering is bulky and very time consuming. It seems like some of the steps could either be consolidated or eliminated.

Review Source: Capterra
 

Sarah from Food Bank of WNY

February 2018

February 2018

Often find issues and lack of functionality

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Cons

Limited functionality and customization. Does not allow for multiple contacts in an organization record. Reporting is clunky and the query function is nearly useless.

Review Source: Capterra
 

Jessica from Volunteers of America Western Washington
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Overall I think that clearview is a good system. There are many features that make tracking easy.

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Pros

The software is fairly easy to navigate and has the ability to add much detail to the prospect file.

Cons

Running reports can be challenging. I find that sometimes data is pulled that was flagged to omit. The prospect search function is not broad enough. You pretty much have to use the exact way that the prospect is entered. It would be nice if it was a little smarter. I often search by name then by address or other information that I have just to ensure I am not creating a prospect for someone that is not a new donor. Often I will do this search with no results, create a new prospect and then only after I have gone through the process of entering all the information, the system will tell me it is a duplicate.

Review Source: Capterra
 


February 2018

February 2018

I don't find it user friendly

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

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.

Review Source: Capterra
 

Jessica from The Salvation Army
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

CV Handles many functions in tracking information on a donor.

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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.

Review Source: Capterra
 

Ben from The Navigators

February 2018

February 2018

Positive experience overall

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Pros

The software meets the needs of my role. It is easy to navigate, and the customer service has been great.

Review Source: Capterra
 

Elizabeth from Volunteers of America

February 2018

February 2018

Easy and Functional

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Pros

I like how easy the navigation is and how you can figure out what you need to do. There are a variety of reports to use.

Cons

I wish everything could be done in Clearview instead of some stuff having to be done in Pledge maker such as payment transfers.

Review Source: Capterra
 

Beatrice from Open Door Mission
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

The interface is nice, mostly user-friendly, but the reports break often.

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More user friendly, so more staff can pull reports (instead of only one staff member pulling everyone's reports).

Pros

The looks of the software are top-notch. When working, reports are easy to pull, which allows more staff to pull their own reports.

Cons

The customer service seems to be lacking - canned reports will be broken, and when we ask for help, ClearView already knows what's wrong, but hasn't done anything to fix it. Then it takes a long while to fix reports.

Review Source: Capterra
 

Laura from Buffalo City Mission

February 2018

February 2018

Clearview is a nice tool for donor management

Ease-of-use

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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.

Review Source: Capterra
 

Bill from The Salvation Army

February 2018

February 2018

This is a great tool to use in tracking donors.

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Pros

The ease of viewing history. I am able to track a donor's history with one touch of button. This is helpful in fundraising campaigns.

Cons

I do not have any cons at this time. The only downfall is the information is only as good as the information that is entered.

Review Source: Capterra
 


February 2018

February 2018

ClearView covers most of our needs as an organization.

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

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.

Review Source: Capterra
 
 
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