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Multichannel fundraising made possible

Lots of nonprofits use multichannel fundraising. How many can say their multichannel efforts communicate with one another and benefit from the same, accurate donor information? 

With ClearView CRM fundraising software, your organization can capture the elusive goal of true multichannel fundraising. That’s because the ClearView CRM system is built around a powerful core donor database that works and communicates with any number of applications, making true multichannel fundraising truly possible.

In addition to its main donor-relationship management and administrative capabilities, the system offers tools designed specifically for your key fundraising channels.


Online marketing and giving

Fundraise online and engage your donors with SofTrek's online marketing and giving tools. Build stronger one-to-one relationships with:

  • Donor portal—a safe, easy-to-use channel for donor connection with targeted, relevant information and valuable tools
  • Online events—self-service event registration, social networking and viral marketing applications, and reusable, customizable event templates to support events like -thons, tournaments and galas
  • Personal fundraising—effortless, effective tools that allow donors to fundraise and advocate for your organization by connecting with friends, families, and social networks
  • Online giving—simple, secure donation forms so donors can give to your organization through your website, with the transactions instantly recorded in your database

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Event management

Galas. Receptions. Golf tournaments. Walk-a-thons. Events can raise significant funds and awareness for your organization, but the logistics of event planning are challenging. ClearView CRM's event management tool helps you plan and manage multiple events more efficiently and successfully.

  • Manage all event activities including registrations and payments, participants’ preferences, fees, seating charts, volunteer assignments, auction purchases and pledges
  • Budget and track organizational expenses, sponsorships, premium distributions and receivables
  • Process payments securely online
  • Send emails and automatic event notices to invitees, and generate automatic email confirmations to registered attendees
  • Organize in-kind gifts and sponsorships

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Email marketing

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ClearView CRM integrates automatically with Constant Contact, the industry-leading email marketing service. Working together, they allow your organization to carry out effective email campaigns that create awareness, raise funds and help retain donors.

  • Easily create branded, personalized emails with Constant Contact’s customizable design templates
  • With ClearView’s powerful segmentation tool, build mailing lists for 10—or 10,000—people, targeting your list to the most appropriate audience for your solicitation, newsletter or other communication
  • Send your mailing list directly to Constant Contact—no syncing required
  • Use Constant Contact to send out your email and track the results

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Direct marketing

Traditional direct mail marketing remains a key channel for nonprofits of every stripe. ClearView CRM’s segmentation tool is the start of selective, highly targeted direct campaigns that can, among other positives, offer measurable ROI and build donor relationships. 

  • Achieve multichannel campaign integration by conducting online and offline campaigns at the same time.  You can also compare the performance of your multichannel marketing activities to calculate ROI
  • Plan, budget, execute and manage multiple direct marketing campaigns simultaneously
  • Manage multiple mailing lists from various sources
  • Easily connect with direct mail agencies and caging services
  • Maintain your database’s integrity with automatic duplicate resolution

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Multi-Department Nonprofit Software

nonprofit system collaboration


Fundraising software allowing all departments to collaborate as one.

Discover how ClearView CRM allows you and your team to work together towards organizational success.

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