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Nonprofit CRM and Donor Data Management

Access complete consolidated data and engagement tools for every donor and prospect.

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High-Quality Donor Database

Your fundraising efforts are only as good as the quality of your CRM. ClearView CRM provides you with a 360-degree view of constituents, prospects, and donors so you can:

  • Track message engagement and results
  • View connections and relationships
  • Integrate with wealth screening and data enrichment services

All-in-One Donor Management

Streamline your data and operations in a single CRM with:

Insightful Reporting and Analytics

Gain insights to inform your fundraising and membership strategies with a CRM that allows you to:

  • Model and identify new segments
  • View dashboards with standard, custom, and ad-hoc reports
  • Track effectiveness, engagement, responses, and ROI

Real-Time Financials and Accounting

ClearView CRM provides immediate insight into financial health and:

  • Powers secure payment processing and automatic deposits
  • Supports accounting best practices
  • Generates a fully automated audit trail
  • Acts as a subsidiary to the general ledger

Streamline Batch Processing

Your CRM should streamline your operations, not complicate them. With ClearView CRM, you can perform batch and bulk tasks and:

  • Improve speed and accuracy
  • Control batch templates, defaults, and structure
  • Eliminate workday interruptions with automation and scheduling