The software is easy to navigate, the webinars are very helpful, and the staff is super upbeat and responsive. I feel very organized and on task managing all of my grant-related work.

The reporting and dashboard are user friendly and gives us a clear and simple way to share progress and opportunities across our team and with our board.

I am a small non-profit organization with over 150 volunteers who participate in delivering the programming. The cost per month is high and could be lower for us.

I love the beautiful simplicity of Instrumentl. It's extremely intuitive and easy to train other team members on using the software.

The product is super easy to use and very user friendly.

It is very user-friendly and customer service is amazing. I love the grant writing training and resources they offer without a subscription.

Instrumentl has kept us on track with deadlines and has made it simple to find strong-fit matches on grant funding opportunities. Instrumentl is a great product at a reasonable price.

This company has the BEST customer service, is VERY user friendly, and offers MANY features to help with grants management.

Great customer service, great functionality, worth every penny.

We love the easy to use and understand platform, the layout and the grant each tools.

I love the grant tracker, it is very intuitive and easy to use.

Having one place where we can run (and save!) searches for grants, get a great initial research-overview on the prospect, and manage the grantseeking process is truly beneficial.

The software is very user friendly, easy to navigate and ability to customize which allows us to invest our time in our mission.

I would recommend Instrumentl to any nonprofit that is looking to invest in its development team and looking to take the next step to elevate in their grants space.

I especially like the emails sent from Instrumentl that share new grant funding opportunities that fit our projects.

Cheaper options can be difficult to navigate. Instrumentl is expensive, but you get what you pay for.

We have been in the midst of a capital campaign, while still working hard to retain operational funding.

What I love about Instrumentl is the extensive research database, ease of use, the fact that you can create and manage your Grants calendar via the application.

The only thing missing is I can't filter my funders by state - that is a key search criterion when looking for new funders.

Space is limited if you are serving a lot of different clients.

I highly recommend Instrumentl to any organization interested in applying for grants.

Customer service has always been great. They are communicative, helpful, and very knowledgeable about their software.

My experience has been excellent -- from the quality of the product to the accessibility and responsiveness of Instrumentl's customer service team to the free educational webinars.

The integration of the data bases of grant funding sources to allow for more effective pursuit of highly targeted opportunities.

Instrumentl is doing amazing things in grant management and funder prospecting.

Being able to have my three grant writers coordinate their grant writing and integrate into one place.

Impressed with the wonderful, attentive customer service. It is absolutely great to be able to search for new opportunities and do the research using Instrumentl's tools.

It has saved me time which in turn has saved us money. The new updates have made it even more useful by adding other parameters I can use like LOI and reporting deadlines.

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.

The user interface is very friendly and intuitive. There are a ton of ways to find the information you need and built in tools to make your research more effective.

Each company has its own set of business rules. Sometime that can be confusing to know that everyone is following the same rules.

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.

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.

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

It's hard to run a lot of SQL reports in a timely manner. I don't know what the problem is here.

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

Instrumentl is a web-based grant management solution that helps nonprofit organizations handle grants, projects and donors via a unified platform. The centralized dashboard enables employees to manage upcoming and historical grant opportunities, track deadlines and generate custom reports.

Features of Instrumentl include activity tracking, analytics, contact management, custom matching and more. The application allows users to streamline active funding processes and receive automated alerts for grant updates from federal and state funding sources. 

Pricing is available on a monthly or annual subscription and support is extended via phone, email and other online measures.


LongDescription

Activity Tracking

For Nonprofits

Contact Management

Grant Management

Activity Dashboard

Reporting & Statistics

Contact Database

Deadline Management

Status Tracking

Application Management

For Grantseekers

Due Date Tracking

Customizable Reports

Access Controls/Permissions

Applicant Tracking

Categorization/Grouping

Calendar Management

Customizable Fields

Collaboration Tools

Data Import/Export

Role-Based Permissions

Email Reminders

Workflow Management

Alerts/Notifications

Reminders

Administrative Reporting

Grant Award Tracking

Monitoring

Third-Party Integrations

Grant Discovery

Document Management

Search/Filter

Document Storage

Compliance Management

Grant Application Management

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Basic - $179/month (billed annually) or $195/month
Standard - $326/month (billed annually) or $299/month
Professional - $499/month (billed annually) or $544/month
Custom - Please contact Instrumentl directly

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Instrumentl

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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