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

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.

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.

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.

daily reference

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.

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!

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.

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

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.

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.

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.

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.

Our organization started using ClearView in the last year. The system has been great for tracking interactions with participants. Being able to see who and when each person was last contacted has been valuable in streamlining interactions. Being able to create and assign tasks/action items is also great because you can see when they have been completed or if more follow-up is needed. There are much more great functions that I am still learning to use. The training and support provided have been in-depth and easy to understand. As with anything, there is a learning curve, but overall a great program!

Ability to track, assign and schedule tasks.

Continually created duplicates while interacting with DonorDrive. Lack of ease to input mass completed actions.

I love using ClearView. Overall I like the functionality and capacity.

The search and entry features are easy to use. I like the ability to search by donation amount and donor name Integrated emails is also a great feature.

I would like to be able to cultivate targeted lists and have more simplicity for tagging donors. Duplicate entries are getting better, but there is still room to grow.

I love how user-friendly it is. As well very clear view to use. It is easy to find and change information with just a few clicks.

Mobile App.

Follow up on Actions. Have to enter a second contact/action.

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.

intuitive Responsive and friendly customer service multiple features

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

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.

Dashboards and ability to favorite reports that we run frequently.

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

all in one place Good action and tracking

too many reports means too many to chose from it appears overwhelming

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

Clearview is great and has many more capabilities than we currently use. I would like to have better training on event, donor and prospecting tools that I know are available.

build my own reports. Easy to find donor history

I have difficulty pulling reports by appeal code

Clearview made searching for donors within our organization and pulling up donor profiles very easy. When we had calls coming in, I could use the search engine with quickly and with ease.

Clearview's functionality was not so user friendly. it was difficult to navigate the many options in this database and some of the functions were clunky and cumbersome

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.

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.

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

Although I am still learning the program, the screens are easy to navigate and the support has been great.

All information about a constituent is in one place so anyone can pick up the file and continue if required

The program is creating a lot of duplicate records which eats up a lot of my time.

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.

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

Lots of capabilities for our business and great reports and tools to help us see how we're doing.

Takes a bit to learn but once you do it's great.

I use CV as a programmer, providing support to our end users. I customize reports, run data imports/exports, do data updates, troubleshoot for users, etc. I find the functionality of CV to be comprehensive and flexible, lending itself to new functionality and changes. The support staff at Softrek is top notch - competent and responds to needs promptly!

Powerful.

The Very intuitive program, you do not need to be a techie to make it work for you. We have changed the look of panels, had the ClearView team create need panels for specific needs. The customer service is outstanding. All development databases are very similar but ClearView sets itself apart by the quality of its customer service.