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G2 Crowd User in Information Technology and Services

ClearView CRM

over 1 year ago

What is ClearView CRM, anyway?

Vendor Responses

Response by ClearView CRM

over 1 year ago

Cloud-based ClearView CRM is fundraising software that supports your efforts to raise money and manage your donor services activities. It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection and gift processing; wealth screening; and a mobile app.

--Offers powerful constituent relationship management: complete profiles--with touches and contacts, giving history, interests, demographics and more--coupled with opportunities management to coordinate and automate activities, communications and other efforts in pursuit of donations, including major and planned gifts.

--Handles operational tasks like list selection/segmentation for large, complex online and offline direct-mail campaigns, gift processing, data import/export and more.

--Offers hundreds of standard reports on gifts, donors, pipelines, trends, and more, and intuitive ad hoc reporting and business intelligence tools that let organizations easily schedule and access their most-used reports; build customized dashboards with at-a-glance panels of KPIs and other relevant information; and create ad hoc, up-to-the-minute views of data that can help reveal operational issues, identify trends and offer other useful insights.

--Offers a free mobile app, ClearView CRM Mobile.