Pour qui ?

Nonprofits: annual revenues more than $5 million; international/national in scope; decentralized; strong in direct marketing/major giving; cultural, faith-based, health/human services are key markets.

Notes moyennes

91 avis
  • Note globale 4 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4 / 5
  • Fonctionnalités 3.5 / 5
  • Rapport qualité-prix 3.5 / 5

Informations sur le produit

  • À partir de 800,00 $US/mois
  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • SofTrek
  • https://www.clearviewcrm.com
  • Fondé en 1987

En savoir plus sur ClearView CRM

SofTrek has 30 years' experience helping nonprofits raise money. Its ClearView CRM product offers donor-relationship management; online marketing and operational tools; BI/reporting; and services to help nonprofits deepen relationships, manage fundraising activities and make informed decisions. Organizations that rely on SofTrek expertise include Canine Companions, Cystic Fibrosis Foundation, Dana-Farber Cancer Institute, Lincoln Center, The Met, Navigators and Trust for Public Land.

ClearView CRM - Fonctionnalités

  • CRM
  • Don récurrent
  • Dons par SMS
  • Découverte de donateurs
  • Gestion des abonnements
  • Gestion des bénévoles
  • Gestion des campagnes
  • Gestion des donateurs
  • Gestion des dons
  • Gestion des enchères
  • Gestion des promesses de don
  • Gestion des subventions
  • Gestion des événements
  • Gestions des anciens élèves
  • Suivi des contributions
  • Traitement des paiements
  • Base de données de donateurs
  • Dons en ligne
  • Dons en nature
  • Dons jumelés
  • Dons par SMS
  • Dons récurrents
  • Gestion des bénévoles
  • Gestion des cadeaux
  • Gestion des campagnes
  • Gestion des promesses de don
  • Gestion des subventions
  • Gestion des événements
  • Reçus et relevés
  • Suivi des dons
  • Base de données de membres
  • Comptabilité
  • Gestion des abonnements
  • Gestion des bénévoles
  • Gestion des collectes de fonds
  • Gestion des comités
  • Gestion des cotisations
  • Gestion des donateurs
  • Gestion des médias sociaux
  • Gestion des événements

Avis les plus utiles sur ClearView CRM

If only ClearView could do.....

Traduire avec Google Translate Publié le 24/01/2017
Danielle D.
Director of Development and Community Relations
Gestion d'organisme à but non lucratif, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
4 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We have a unique situation in that our direct marketing vendor sourced ClearView for us originally and at that time they "Shutoff" much of the functionality that makes a CRM like Clearview most effective. As we turn back on those functions we appreciate the system more. However, there are always seems to be limits - for example there is no easy way to link a gift to solicitation or an action; Opportunities' reporting is limited; you can't edit a connection; aliases have to be exact which limits the capacity to use this function to eliminate creating duplicate records and more easily finding records. ClearView doesn't allow you to pull one mailing list with organization names in a separate column while the org contact lines up with the individual record names. When you export a report to excel, there doesn't appear to be away to remove the auto link to ClearView, which can be very frustrating when our working solely in the spreadsheet. Perhaps there is a way but I wish it was more obvious.

Avantages: User friendly, mostly obvious what fields you need to view to find data, easy to make a donor profile report, relatively easy to run program summary reports. Varying levels of my staff have been able to figure it out...

Inconvénients: The payments versus gifts tabs - there is no one place where it seems like you find out the balance of a pledge or total pledge amounts while also seeing all the gift information in one place; organizations typically have more than one contact person and there is no place for this information. Searching for records is challenging because Aliases have to be created exactly the way someone might search instead of just looking for records that may contain the information.

Has lots of potential but current version needs someone with high level of SQL knowledge.

Traduire avec Google Translate Publié le 17/08/2017
Matthew H.
Fund Dev Serivces Manager
Collecte de fonds, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It stores tons of donor information and is very customizable.
Valuable reporting features.
Great dashboards.

Avantages: Almost every screen is customizable. Dashboard doesn't fit your needs? Create a new one. Need to track different KPI's? Make a report and import it in your Dashboard. View only the most relevant gift info. Create tabs for donors that display only the info (and calculations) you want. Great stuff.

Inconvénients: The software is currently in a great state if you have someone who's a high-level SQL programmer. It's in a decent state if you don't. This is especially true with regard to reporting, and it is not wholly user-friendly to those without software/database experience. To counter this, the ClearView staff have provided several "safe" domains wherein any user can create an accurate report, however they are very simple. All that said, the basic reporting module is limited. I don't know SQL and I've run up against limitations in this module. (An advanced version of the reporting module exists, however it is for those fluent in SQL. )

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