Company Overview

About ClearView CRM

ClearView CRM Details

Founded

1987

Revenue

$13M

Team Size

20

What SIA Thinks

ClearView CRM is thoughtfully designed to help nonprofits manage their donor relationships more effectively. This easy-to-use software simplifies the complex process of fundraising, allowing your organization to focus more on your mission and less on managing data.

With ClearView CRM, tracking donations, managing campaigns, and keeping in touch with supporters becomes a straightforward process. All donor information is stored in one place, so you have everything you need at your fingertips. The software offers tools to segment your donor base, send personalized communications, and analyze the success of your fundraising efforts. This makes it easier to understand and engage your donors, thus fostering stronger and longer-lasting relationships.

For those who manage events, ClearView CRM offers functionalities to handle event logistics smoothly. From sending out invitations to tracking RSVPs and managing on-the-day check-ins, the software helps ensure each of your events, whether big or small, runs without a hitch.

Moreover, ClearView CRM integrates with various other tools and platforms, so it can fit seamlessly into your existing technology setup. This means you can combine data from your CRM with email marketing tools, accounting software, and more, streamlining your operations and making your life easier.

Transparency and security are also top priorities with ClearView CRM. You can trust that donor data is secure and can monitor who has access to what information within your team.

In essence, ClearView CRM is about making nonprofit management as efficient as possible so you can direct your energy where it’s needed most. Whether your organization is large or small, this software’s features are versatile enough to support your unique needs and help your mission thrive.

Metrics History

7/22 - 6/24

Trending up by 5.2% this month
Showing teamSize history

Pros and Cons

Pros

  • Customizable reports
  • Data integration
  • Good support
  • User-friendly interface
  • Mobile access
  • Customizable options
  • User-friendly interface
  • Time-saving features
  • Good customer support
  • Efficient reporting

Cons

  • High cost
  • Complex setup
  • Slow updates
  • Limited scalability
  • Limited features
  • Occasional bugs
  • High initial cost
  • Limited mobile app
  • Complex setup
  • Limited integrations

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