ClearView CRM

ClearView CRM

Doubleknot
+
+

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About

Manage the entire gift journey including gift processing with an app built on the Salesforce NPSP Platform. Recurring gifts allow your organization to more easily retain donors, grow overall revenue, and improve your long-term project planning. Causeview Fundraising makes recurring gift management a breeze. Gifts automatically process with integrated payment processing, and weโ€™ll notify you when a donorโ€™s credit card is about to expire. Recurring gifts can be created by supporters on a form or landing page, and you can manage them internally from the donorโ€™s profile to change donor or gift details. Causeviewโ€™s Gift Processing seamlessly integrates with your Salesforce database, helping you manage all aspects of gift processing and donor receipts. Causeview applications are built on the Salesforce platform. They provide the tools you need to manage all aspects of gift processing, donor receipts, and donor management.

About

Make the most of every opportunity with ClearView CRM: donor management software made for fundraisers by fundraisers. ClearView delivers flexible opportunity and moves management, reporting and business intelligence, and a range of powerful tools that help fundraisers manage and report on every step in the donor journey. ClearView is easy to use and available on every device, including mobile apps for gift officers in the field and an event check-in and payments app to record attendance and collect additional payments and donations. Detailed reporting on every aspect of your campaigns and programs. Track effectiveness, response rates, ROI and more at every touchpoint. Extract the greatest value from your data with dashboards, standard reports and embedded ad hoc reporting. Support for text-to-give donations makes it even faster and easier for your donors to show support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations that need donation and fundraising apps for Salesforce

Audience

Fundraiser organizations looking for a software solution to solve their record keeping, management and revenue needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version
Free Trial

Pricing

$800 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Causeview
Founded: 2009
Canada
causeview.com

Company Information

Doubleknot
United States
www.clearviewcrm.com

Alternatives

Alternatives

360MatchPro

360MatchPro

Double the Donation

Categories

Categories

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Ezidebit
Neon Fundraise
Salesforce
TntWare DonorHub

Integrations

Ezidebit
Neon Fundraise
Salesforce
TntWare DonorHub
Claim Causeview and update features and information
Claim Causeview and update features and information
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Claim ClearView CRM and update features and information