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Make the most of every opportunity with ClearView CRM nonprofit fundraising software from SofTrek. With donor relationship management, reporting and business intelligence, and operational tools, ClearView CRM is easy to use and available on every device.
ClearView CRM is based on a philosophical commitment to sharing data and processes among other systems clients use. Take advantage of SofTrek’s experience working closely with other vendors to integrate your systems from finance to online, content management and more.
Help your systems talk to one another with ClearView CRM.Learn more
The key to effective major and planned gift solicitation is having a full picture of a prospective major giver’s relationship with your organization. ClearView CRM includes comprehensive constituent relationship management to support annual and long-term development efforts for major and planned gift programs, including tools for forecasting, reporting and analysis.
See how ClearView CRM can support your planned and major gift solicitation efforts.Learn more
Constituents who feel your organization knows them are far more likely to offer their support. With ClearView CRM’s comprehensive opportunities-management tools, you can craft exactly the right approach based on in-depth knowledge of your constituents’ interests, preferences, giving history and more.
Find out how to grow your constituents’ devotion to your cause.Learn more
Conducting major direct mail and email appeals?
ClearView CRM ably, efficiently and accurately handles large complex direct-mail segmentation. Linking online and offline channels through its core donor database, it also connects directly with your direct agency, caging service or printer.
Discover how your organization can boost direct marketing with ClearView CRMLearn more