Fundraising Software and Solutions
ClearView CRM supports your organization's unique fundraising processes
Spend less time locating and validating data and more time identifying and acting on trends and opportunities.
Powerful Nonprofit CRM
- Unify all donor and fundraising activities and data in a single location
- 360-degree view of constituents with no data silos or gaps
- Flexible moves and opportunity management
- Complete corporate and constituent householding
Fundraising & Donor Management
- Support major gifts, planned giving, donor engagement and campaigns of any size
- Multichannel fundraising tools and tracking
- On-the-go mobile app for frontline fundraisers
- Streamline activities with custom business rules, workflows and triggers
Prospecting & Donor Research
- Easy access to aggregate and detailed records
- Identify and nurture current and prospective donors with comprehensive segmentation, source codes and tracking
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Open API and off-the-shelf integration with DonorSearch and Wealth Engine
- Mobile app delivers complete and current data to gift officers in the fiels
Business Intelligence, Reporting & Analytics
- 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
Moves Management
- Organization-wide collaboration allows your team to work together
- Easy to enter donor activity
- View detailed and accurate prospect history at a glance
- Qualify, cultivate, and steward your donors
Mobile Fundraising
- Stay connected with donors
- Access key donor information
- Easily update donor and opportunity records
- Call prospects from the app and immediately update information
- Plan your meeting strategy using data at your fingertips
Campaign Management
- Create, manage and track omnichannel appeals including direct mail, call centers, email, personal outreach and more
- Create and manage multiple touchpoints, payment types & delivery methods
- Personalize outreach to deliver the right message in the right way at the right time
Membership Management
- Track and maintain membership activity and history
- View individual membership history and identify trends
- Evaluate the effectiveness of renewal campaigns
- Support for text-to-give donations makes it even faster and easier for your donors to show support
Event Registration & Ticketing
- Customize ticket tiers and sponsorship levels with support for discounts, upsell and add-on donations
- Scan tickets, manage walkups, record attendance & collect donations or payments with mobile app
- All event data is automatically updated in the constituent record
Timely Financial Data
- Immediate insight into financial health without spreadsheets or additional reporting
- Reconcile revenue and close the books faster
- Integration with major accounting solutions
- Secure payment processing and records
API & Integrations
- API allows one-way or two-way communications to make sure you capture and accurately record data
- Connect all your fundraising channels for maximum effectiveness
- Integrate your systems from finance to online, content management and more
Batch Processing
- Bulk processing features
- Mail management
- Make batch entry of gifts, pledges and payments
- Define templates, set defaults and organize batches for greater speed and accuracy
