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features
design
support

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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

Every tool utilized within a contact center offers a unique insight into the operational health, each insight prompting a specific action to be taken. ClearView stands as the unified source of truth for these varied insights, enabling you to dedicate less time to report generation and more time to achieving tangible results. Just like when you're multitasking by driving, conversing on the phone, and enjoying a breakfast burrito—it's easy to lose focus and veer off course; the real-time alerts from "rumble strips" help you make necessary adjustments. In a similar fashion, ClearView acts as a virtual rumble strip for employees, notifying them of unproductive habits to maintain team focus. Historically, reports were exclusively directed toward management and then slowly filtered down to agents, often treated as an afterthought. In contrast, today’s call center agents not only have the capability to read reports but also thrive on constant updates. With ClearView, agents remain consistently informed about their performance, allowing you to concentrate on the most critical aspects of your operation. This shift ensures that teams are more engaged and proactive in their roles, ultimately driving better outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Doubleknot

Country

United States

Website

www.clearviewcrm.com

Vendor Details

Company Name

ClearView

Founded

2012

Country

United States

Website

clearviewlive.com/dashboards/

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

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Alternatives

Alternatives

ClearView CRM Reviews

ClearView CRM

Doubleknot