--- description: Review of ClearView CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClearView CRM | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Fundraising & Donor Management Software](/directory/417/fundraising-software/software) > [ClearView CRM](/software/2320/pledgemaker) # ClearView CRM Canonical: https://www.softwareadvice.co.uk/software/2320/pledgemaker Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.uk/software/2320/pledgemaker?page=2) > 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. > > Verdict: Rated **4.0/5** by 89 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 89 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.8/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Doubleknot - **Location**: Saratoga, US - **Founded**: 1998 ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Pricing information is provided on request by Doubleknot. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - CRM - Campaign Management - Committee Management - Contact Management - Contribution Tracking - Dashboard - Donation Tracking - Donor Discovery - Donor Management - Dues Management - Email Marketing - Event Management - Event Ticketing - For Nonprofits - Fundraising Management - Gift Matching Management - Grant Management - Member Database ## Category - [Fundraising & Donor Management Software](https://www.softwareadvice.co.uk/directory/417/fundraising-software/software) ## Related Categories - [Fundraising & Donor Management Software](https://www.softwareadvice.co.uk/directory/417/fundraising-software/software) - [Donation Management Software](https://www.softwareadvice.co.uk/directory/418/crm-software/software) - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) - [Fundraising Software](https://www.softwareadvice.co.uk/directory/1543/online-fundraising-platforms/software) - [Charity Software](https://www.softwareadvice.co.uk/directory/4280/nonprofit/software) ## Alternatives 1. [DonorPerfect](https://www.softwareadvice.co.uk/software/389956/donorperfect) — 4.5/5 (1384 reviews) 2. [Donorbox](https://www.softwareadvice.co.uk/software/380685/donorbox) — 4.8/5 (624 reviews) 3. [Neon CRM](https://www.softwareadvice.co.uk/software/3122/neoncrm) — 4.3/5 (613 reviews) 4. [DonorSnap](https://www.softwareadvice.co.uk/software/2048/donorsnap) — 4.6/5 (405 reviews) 5. [MonkeyPod](https://www.softwareadvice.co.uk/software/107235/monkeypod) — 4.8/5 (100 reviews) ## Reviews ### "An Opinion on ClearView" — 4.0/5 > **Bob** | *12 March 2019* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: It's pretty user friendly, clear dashboards, connection with WealthEngine, number of canned reports. > > **Cons**: Doesn't integrate with our online product as much as we would like. Also, the reports in CV not as easy to write as we had anticipated. > > Overall experience with ClearView CRM is positive. We are a national organization, that has six regional centers. I don't think our staff has fully utilized the software to our full advantage. The customer service provided has been excellent, and we've been able to shape the software to fit our organization's need. There is more give and take with this company and software than some of the larger companies that provide development software to non-profits. ----- ### "It is what I know for CRM for non profits" — 4.0/5 > **Susana** | *27 March 2019* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **Pros**: it is good out of the box product, I like that the information is not clustered in one place. 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. I love the standardized address feature and you can save as much or as less data you have in hand. The customer Support from Clearview is really good, you are able to create rapport and share your needs > > **Cons**: I still depend on Pledgemaker to do some of my work with it Reporting tools have a clunky user interface Hard to find merged records and search by similar sounding names or initials Needs better integration with Outlook Events Module needs improving > > I like Clearview as it is the only CRM tool for non-profits I have worked with. I can do my job and it is very intuitive once you get to start using it. Great for basic needs of a nonprofit organization, great customer support ----- ### "Still waiting" — 2.0/5 > **Dene** | *7 September 2018* | Nonprofit Organization Management | Recommendation rating: 5.0/10 > > **Pros**: I can sign in outside of our cloud network > > **Cons**: It doesn't do everything I need it to do. The program closes after inactivity. ----- ### "Very User Friendly" — 4.0/5 > **Jaden** | *12 March 2019* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: What I love most about this program is the detailed information we are able to record electronically regarding our constituents. 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. It's very user friendly and accessible to use. > > **Cons**: We have some trouble with reports due to syncing issues from other databases to CV. Also, many of the reports have to be run by the national office, and are not run locally. > > My overall experience with CV has been very positive. I am a customer service and admin person and use this program daily. It is user friendly and accessible. ----- ### "It has potential. Self-hosted product was better than PMOL." — 4.0/5 > **Gary** | *17 August 2017* | Religious Institutions | Recommendation rating: 8.0/10 > > **Pros**: Overall quality is good and so it's ease of use and functionality. We were always very happy with Pledgemaker and PMOL retains many of the self-hosted features we were accustomed too. If anything, there are too many features, but since everyone is free to pick and choose, you can keep it simple or pile on the features\! > > **Cons**: 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. It's hard to run a lot of SQL reports in a timely manner. I don't know what the problem is here. I'm glad I have Business Objects and can run that. Customer support is okay. This department could certainly be beefed up. > > 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. Things seem to have changed since then. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.uk/software/2320/pledgemaker?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/2320/pledgemaker) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data