If your nonprofit works with volunteers, has members, or both, ClearView CRM gives you some essential tools for managing your organization's relationships with these key constituent groups. ClearView's volunteer tracking and membership management features help you carry out and plan your work with people who are often the lifeblood of an organization.
Enter gift data–transaction, gift date, gift amount and appeal–quickly and efficiently. Add new prospects quickly by inputting basic information in one place.
Make batch entry of gifts, pledges and payments to ensure the efficiency of this essential part of donor services. Define templates, set defaults and organize batches for greater speed and accuracy.
Process credit cards and electronic fund transfers (EFT). Organize your organization’s electronic needs from setting up accounts and procedures and automating processes, to reconciliation and resolution. Add another level of security to your credit card transactions with vaulting, which stores card numbers in a secured, separate location, reducing the chance of comprising your donors' information.
Send accurate, prompt gift acknowledgements to your donors to boost retention and help with IRS reporting needs. Track the donor recognitions your organizations makes--from naming rights to plaques, bricks and more--as well as identify custom inscriptions or store authenticity certificate information.