Nonprofit CRM and Donor Data Management
Access complete consolidated data and engagement tools for every donor and prospect.
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High-Quality Donor Database
Your fundraising efforts are only as good as the quality of your CRM. ClearView CRM provides you with a 360-degree view of constituents, prospects, and donors so you can:
- Track message engagement and results
- View connections and relationships
- Integrate with wealth screening and data enrichment services
All-in-One Donor Management
Streamline your data and operations in a single CRM with:
- Built-in support for donations, events, and fundraising
- Complete membership management including automatic benefits and entitlements
- Easy-to-use online portals for supporters and members
Insightful Reporting and Analytics
Gain insights to inform your fundraising and membership strategies with a CRM that allows you to:
- Model and identify new segments
- View dashboards with standard, custom, and ad-hoc reports
- Track effectiveness, engagement, responses, and ROI
Real-Time Financials and Accounting
ClearView CRM provides immediate insight into financial health and:
- Powers secure payment processing and automatic deposits
- Supports accounting best practices
- Generates a fully automated audit trail
- Acts as a subsidiary to the general ledger
Streamline Batch Processing
Your CRM should streamline your operations, not complicate them. With ClearView CRM, you can perform batch and bulk tasks and:
- Improve speed and accuracy
- Control batch templates, defaults, and structure
- Eliminate workday interruptions with automation and scheduling
Manage Your Donors with an All-in-One Platform
Get a demo to see how you can access complete consolidated data and engagement tools for your donors and prospects.
