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Average Ratings 0 Ratings

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ease
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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$800 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Product Features

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

Alternatives

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