The GUI is so well done and intuitive making daily use of the program a pleasure to use. Unlike other systems I've used over the years, both server and cloud-based presented so many challenges that using them was anywhere from uncomfortable to dreadful. Clearview makes it easy to navigate to find the information we need to do our job easy and fast. I would recommend Clearview to anyone who asks my opinion about donor management programs.

Easy to use which increases the likelihood that I will. Use it that is.

Not enough training both live and archived (at least I haven't been able to find any). It would be helpful to have a series of videos online in 30 minutes time frames taking the new user through the features of the program. Live webinars would also help. The monthly webinars currently offered do not always match what I need to know.

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

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.

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. )

There are 5 of us here in our office using Clearview at the same time. We all experience different issues when it comes to how fast Clearview processes. One person is fine but then someone else can go get a cup of coffee and come back and Clearview is still processing and showing the spinning circle. We constantly ask it to check the workstations the internet connection and we are told they are fine. No one can give us answers.

Versatility

Speed. It varies day by day.

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.

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!

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.

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

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

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