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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
Introducing a revolutionary set of AI-driven tools specifically designed for major gift fundraising. Utilize generative AI to draft emails in your unique voice and create donor plans tailored to your specifications. The system automatically tracks all interactions within your CRM, ensuring that donor plans can be developed swiftly and that communications resonate personally with each recipient. Our commitment is to guarantee that every donor is paired with a strategic plan that is executed effectively. Additionally, we seamlessly integrate all data into your CRM for your convenience. You can rest assured knowing that every aspect of your fundraising efforts is thoroughly managed. Leverage the capabilities of AI to enhance your portfolio management, discover your ideal fundraising rhythm, and optimize budgeting along with MGO assistance. Momentum is designed to equip each user with the essential tools they need to thrive. To facilitate the best use of Momentum's functionalities, we offer comprehensive training for your team. Our platform is compatible with a variety of CRMs, including Salesforce, Raiser's Edge NXT, Blackbaud CRM, Donor Perfect, Hubspot, and Bloomerang, ensuring flexibility and ease of integration for all fundraising needs. By streamlining these processes, we empower organizations to focus more on building relationships with donors rather than getting bogged down by administrative tasks.
API Access
Has API
No
API Access
Has API
No
Integrations
Agentforce 360 for Nonprofits
No
Blackbaud CRM
No
Blackbaud Raiser's Edge NXT
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Outlook
No
ProspectView Online
No
Sonant
No
Integrations
Agentforce 360 for Nonprofits
Yes
Blackbaud CRM
Yes
Blackbaud Raiser's Edge NXT
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Outlook
Yes
ProspectView Online
Yes
Sonant
Yes
Pricing Details
$800 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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)
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
Doubleknot
Country
United States
Website
www.clearviewcrm.com
Vendor Details
Company Name
Momentum
Country
United States
Website
www.givemomentum.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
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No
