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.
BM
Becky M.
Executive Administrative Receptionist/Data Entry at Downtown Rescue Mission - Huntsville, AL
I haven't viewed it yet but I hear there are many reports that can be generated using the Pledgemaker joined with ClearView.... I love the on line training sessions for ClearView.
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