Aside from the report feature, the product is fairly easy to use with frequent helpful updates to the software. The NPE team seems to be responsive to what users need and want.

The process was simple and everyone there responded quickly. It was very simple to raise money for a good cause.

The ability to pop in to the online in-person help session is a special feature, even if we don't use it very much. The monthly help sessions are valuable, especially for new users.

Overall, I am very impressed with Fundly and would highly recommend it to other businesses.

I've found it extremely difficult to report on data after it's entered in the system. The reporting tool is not intuitive.

My experience with Fundly is great and I would highly recommend it to any other nonprofit looking for a CRM option.

I'm still discovering new things I can do with Nonprofit Easy and they keep adding features, like text to give. The cost is reasonable and any additional fees for processing are minimal.

Great for managing our events. Peace of mind knowing that support is available and responsive.

Fundly makes it easy to access everything regarding our contacts and forms that may be sent to them upon donating for a convenient use.

We continue to have problems that have lost us thousands of dollars. The response we get from company reps is more about protecting Fundly than solving problems.

Every piece of data we could dream of associating with a donor is all in one place, is customizable, and is integrated with their entire donation history.

I love all the all-in-one aspect of the software. I dont have to go to one place to organize volunteers, another for donation and fundraising, etc.

NPE has been a useful and reliable tool to help us keep a contact database of our community as well as providing the streamlined tools we need to accept and process our donations.

The best thing about Fundly is their customer support.

Overall, we have had a great experience with Fundly. Lots of great features and amazing support.

The pain point of every nonprofit is recurring donations, and Fundly helped us to streamline that process.

We do events nearly every week and have to field dozens of calls and emails each week from people who are not able to register due to confusing user experience, timeouts, and technical issues.

The entire tech support  team has been FANTASTIC. I was against a deadline, and they provided the assistance to answer all my questions.

The ease of starting the fund, it was easy to start up and upload pictures.

Finally, NPE’s outstanding Support Team is knowledgeable and attentive, and always willing to go the extra mile to help and guide.

No way to withdraw funds. Unable to send response when they email.

I started a campaign in January hoping to cash our funds in March for an emergency trip. It is now May and they aren’t able to get me the money because “something went wrong in the system.

However, any hiccups we had - Fundly offered us the support we needed. We like the user friendly platform and the immediate support answers most.

We like that the two databases are integrated, it allows for additional segmenting and targeted communication.

I run into many errors and can't seem to get the reports to pull the information I want, especially in fairly straightforward scenarios.

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.

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.

My main complaint is that I continue to have to use Pledgemaker and a FTP site.

Great for basic needs of a nonprofit organization, great customer support.

Support staff is always friendly and knowledgeable. Always a great experience.

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.

We also need to track a lot of data such as magazine subscriptions, volunteers, field offices (units), pledges, memberships, and most importantly, donor prospects.

Generating targeted mailing lists is a bit difficult.

It has so many features we don't know how to use them all. It is great project if you want to use data to improve youe fundraising.

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.

I love the folks at Softrek Support, they're always quick to respond and wonderfully helpful. Customer Support is good.

It's pretty user friendly, clear dashboards, connection with WealthEngine, number of canned reports.

Still have some trouble generating some reports.

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

Overall I like the functionality and capacity.

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

The software is easy to access and pretty straight forward how to use.

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.

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.

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.

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.

It is good out of the box product, I like that the information is not clustered in one place.

US Dollar

Everything nonprofit teams need to engage donors, manage events, and increase fundraising. NonProfitEasy (formerly Fundly CRM) was designed by leaders in the nonprofit industry with the goal of creating an easy-to-use platform. Eliminate messy databases and excel worksheets with no hidden fees, so you have more money for your mission.

NonProfitEasy is an all-in-one records management system that helps small to mid-sized nonprofits manage their contacts, donors, members, events, pledges, grants, & program recipients. Includes automated workflows, native newsletter functionality, integrations for online transactions, integrated e-store, Point-of-Sale app, & more.  

Integrates with more than a dozen third-party apps including QuickBooks, Zoom, UJoin, Google Calendar, U.S. Geocoder & Smarty Streets, Double the Donation, Auction Frogs, and Museum Anywhere.  

Built in Smart Dashboards, 170+ default reports, and robust custom reporting give users access to key analytics in all areas.  

Live support (never an AI chatbox or scripts!) via email and drop-in help sessions, plus live webinars and training. A truly “does it all” solution for an affordable price. 

LongDescription

Recurring Giving

Online Giving

Committee Management

Payment Processing

Dues Management

Contribution Tracking

Social Media Management

For Nonprofits

Member Database

Accounting

Contact Management

Email Marketing

Gift Matching Management

Grant Management

Mobile Giving

Membership Management

Fundraising Management

Volunteer Management

Event Management

Auction Management

Receipt Management

Pledge Management

Reporting/Analytics

Alumni Management

Donation Tracking

Donor Management

Campaign Management

Electronic Payments

Personalization

Recurring/Subscription Billing

Customizable Reports

Access Controls/Permissions

Activity Tracking

Ad hoc Reporting

Credit Card Processing

Attendance Management

Registration Management

Customizable Fields

Data Import/Export

Campaign Planning

Email Templates

QuickBooks Integration

Mobile Access

Event Scheduling

Forms Management

Event Ticketing

Email Management

Website Integration

Activity Dashboard

Reporting & Statistics

Accounting Integration

Contact Database

Campaign Analytics

Summary Reports

Third-Party Integrations

Online Forms

Email Reminders

PCI Compliance

Alerts/Notifications

Dashboard

Goal Setting/Tracking

Real Time Analytics

Document Storage

Communication Management

Reminders

Customizable Templates

Real Time Reporting

Customizable Forms

Drag & Drop

No monthly fees. Transaction fees on funds raised only. Contact us. 


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

NonProfitEasy

Live Online

Webinars

Documentation

Videos

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. 



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