ClearView CRM Reviews & Product Details

ClearView is great as a visually pleasing, easy way to look at a large amount of prospect data. The landing page is customizable, and prospect summary page provides a quick overview of your prospect, actions, etc. The ease of pulling reports is great, and the amount of fields are sufficient for our needs. CRM Mobile is nice but needs improvement. Review collected by and hosted on G2.com.

Canned reports are lacking. We have a team that works on creating custom reports so that is very helpful for us. At year end, we often have too many users logged in, so you have to wait a few minutes during peak times. I keep getting logged out of the mobile app but find it a bit difficult to navigate as well. Review collected by and hosted on G2.com.

I like that all of our information for donors is in one place, however I do not find that all the information is accurate. I wish that some of the info were merged because a lot of donors come up for one search. Review collected by and hosted on G2.com.

I do not find this software user friendly. The information per donor is not concise and each screen is hard to navigate. It seems that the screen I am brought to under each donor does not have the most useful information and each page takes a long time to load. Review collected by and hosted on G2.com.

List Manager, Mobile App, & dashboard. I also like the Siri Dictation options for notes. Call from App option. Review collected by and hosted on G2.com.

Reports don't always populate as I'd expect. Not as intuitive on back end as other CRM's I've used to make Queries, etc. Run into password issues quite often. Have password log on issues from time to time, even though correct password is used. Review collected by and hosted on G2.com.

Clear View is a powerful CRM tool that allows you and your teams to customize your interaction with donors for your fundraising endeavors. From front end dashboards and customized donor views to multiple reporting tools, Clear View aims to give full control and analytics to it's users to maximize fundraising efforts. Review collected by and hosted on G2.com.

Those migrating from SofTrek's previous CRM "PledgeMaker" may find certain features haven't migrated to Clear View yet. However, it is only a matter of time. Review collected by and hosted on G2.com.

Clearview has a lot of useful fields for prospect records, as well as when entering gifts. The dashboards and scheduled reports of some of my favorite features because they help to engage the whole team, even if they are not familiar with Clearview. Review collected by and hosted on G2.com.

The report building in business intelligence sometimes seems quite limited, and is not always user friendly. There was a very important report our organization needed for major gifts, and we were told the report could not gather some of the information. I have also have a few problems with customer service, sometimes it has taken nearly two weeks to get a response on tickets. Review collected by and hosted on G2.com.

The dashboards are very helpful in tracking how we have done. Review collected by and hosted on G2.com.

The relationship management is not very good. I can not tell how many people work at a company very easily or their role in the organization. Review collected by and hosted on G2.com.

The inputting of donations. I think the batching seems to be fairly easy compared to what we are using now. Review collected by and hosted on G2.com.

The ability to do my own thank you letters and not have to pull everyones at the same time. Review collected by and hosted on G2.com.

I can't think of anything really that I like best. Review collected by and hosted on G2.com.

I dislike how much I have to go back and forth from the mouse to the keyboard, and how much scrolling is necessary in the batching process. Review collected by and hosted on G2.com.

I have found it fairly easy to move around the database. I use it every day. Review collected by and hosted on G2.com.

I cannot always find certain functions on the database and I don't like the fact that I have to keep signing in and out of the system when I'm using the internet. Review collected by and hosted on G2.com.

It'sit easy to navigate around the donor records and throughout the system. It has a nice interface that is visually pleasing. The ability to easily customize a lot of the screens is great. They've also built several different ways to interact with a donor record (Eg more than one way to create a contact record) which allows users to find a way that makes sense to them and use it. Review collected by and hosted on G2.com.

They haven't built out all of the features in ClearView that my organization needs. They are going so slowly that I'm afraid by the time they finish they will be so far behind the curve that they will never catch up compared to things that other CRMs already do . In addition, the training resources and documentation is incredibly lacking. I frequently have to contact customer support to get answers to questions which usually takes a few days. Last, the ad hoc reporting tool is confusing and not powerful enough to allow users to answer basic data questions. It leaves an organization having to rely solely on users who know SQL and can use the more powerful Jasper reporting tool. Review collected by and hosted on G2.com.