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Average Ratings 0 Ratings
Description
Maximize every chance with ClearView CRM, a donor management solution designed specifically by fundraisers for fundraisers. This software offers adaptable opportunity and moves management, comprehensive reporting, and insightful business intelligence, along with an array of powerful tools that assist fundraisers in overseeing and documenting every phase of the donor experience. Furthermore, ClearView is user-friendly and accessible across all devices, featuring mobile applications for gift officers in the field, as well as an event check-in and payments app that enables the recording of attendance and the collection of extra payments and donations. In addition, it provides in-depth reporting on all facets of your campaigns and programs, allowing you to monitor effectiveness, response rates, ROI, and more at every interaction. Gain the utmost value from your data through dashboards, standard reports, and built-in ad hoc reporting capabilities. The inclusion of support for text-to-give donations further streamlines the process, making it even more convenient for your donors to contribute their support. With ClearView, every donor interaction is optimized to enhance fundraising outcomes and strengthen relationships.
Description
As a team leader, coach, or director, you can begin by simply completing a straightforward online form—no app installation required! You’ll have the ability to invite team members, monitor progress, and make necessary changes directly from your mobile browser or computer. Adding team members is a breeze; just send them the unique campaign URL via email, and we’ll take care of the rest. To ensure donor confidence in the legitimacy of your campaign and the security of their contributions, all payments are processed through PayPal. You can even set up your organization's PayPal email account during registration, allowing funds to be sent directly to you without any delay. While there are no waiting periods for donations, you will need to manage any returns or charge-backs that may arise. Additionally, a portion of payments will be placed into an escrow account to maintain a campaign balance of $100, which helps cover expenses, returns, and commissions. This system is designed to streamline the fundraising process while keeping everything organized and secure for everyone involved.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$800 per month
Free Trial
Yes
Free Version
No
Pricing Details
5% of donations
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Doubleknot
Country
United States
Website
www.clearviewcrm.com
Vendor Details
Company Name
Fund Team
Founded
2015
Country
United States
Website
www.fund-team.com
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
No
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
No
Auction Management
No
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
No
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes
Product Features
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
Yes
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No