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Powerful nonprofit fundraising software: ClearView CRM

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.

  • Target Direct Mail
  • Engage Constituents
  • Integrate Systems
  • Accelerate Development

Direct marketing for nonprofits, targeted direct mail for nonprofits, mailing list segmentationCreate effective appeals with targeted direct marketing from ClearView CRM

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 CRM

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Constituent relationship management, donor relationship managementGrow constituent devotion with powerful tools and data from ClearView CRM

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.

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Integrated fundraising, nonprofit systems integrationClearView CRM connects all your fundraising channels for maximum effectiveness

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.

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Major gift development, planned gift developmentClearView CRM gives you support and tools to expand planned and major giving

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.

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ClearView CRM Blog

ClearView CRM nonprofit RFP checklist9 Must-ask Questions for Your Nonprofit CRM RFP (Part 2)

By Steve Birnbaum

These final four questions continue the process of digging deeply into the vital strengths and weaknesses of any system you’re considering.

Go to blog.

Make raising money easier!

Build devotion with ClearView CRM fundraising softwareWatch Video

 

ClearView CRM

Fundraising software to grow donor devotion—and dollars--for your cause.

See donor management software in action!

ClearView CRM donor management software demo Sign Up

 

Free Demo

See how ClearView CRM donor management software can help you meet your goals!

 

Donor Management Software | Nonprofit Fundraising Software

List validation

Having an accurate, up-to-date donor database is a necessity if your organization wants to reach its fundraising goals. With ClearView CRM fundraising software, you’ll have a multitude of tools to validate your data, improve accuracy and increase the overall quality of your database.

Comprehensive list validation allows you to improve and strengthen donor relationships and communications, maximize campaign effectiveness and improve your decision-making process.

Fundraising software, nonprofit software, donor relationship management software

 

Duplicate resolution

Eliminate existing duplicate records in your database and resolve future duplicate problems. SofTrek database experts provide a thorough analysis and work with you to understand patterns of duplicate creation, the exact number of duplicates on file and the impact of these duplicates. ClearView CRM duplicate resolution tools allow your organization to save time and money, avoid embarrassing errors and simplify database maintenance.

 

Email validation

Email validation improves the reliability of your contact information by correcting common typographical errors and standardizing email addresses in your database. SofTrek works with Melissa Data to offer access to the most accurate data available for more than 100 million email records. Email validation helps you maximize campaign effectiveness by correcting syntax and spelling errors, fixing improper email address formats and standardizing letter case.

 

Geocoding

Connect to your donor community more easily with access to geocoding’s mapping, logistics, navigation and demographic plotting tools. With the accurate data you obtain, you can more efficiently target donors to plan strategic development activities. ClearView CRM’s geocoding tools allow you to:

  • Link to available census data
  • Pinpoint and analyze information by location to better plan your activities
  • Append latitude and longitude coordinates
  • Improve decision-making by knowing where top donors are located

 

Name parsing

Effectively target your market with name parsing tools that create personalized salutations, identify the gender makeup of your constituency and automatically correct errors in data entry. ClearView CRM offers a programming library to make these tools easy to use. Name parsing tools allow you to:

  • Correct misspelled names
  • Catch vulgar words
  • Set proper capitalization
  • Consistently organize your data
  • Identify gender make up and append gender codes

 

National Change of Address (NCOA)

ClearView CRM’s National Change of Address (NCOA) capability substantially reduces undeliverable and duplicate mail pieces by identifying and correcting addressing errors. All your constituent records are compared against the United States Postal Service’s NCOA file to ensure addresses are standardized for issue-free delivery. With NCOA tools you can:

  • Maintain a current address for all your donors (including Canadian addresses)
  • Lower mailing and production costs
  • Enable compliance with USPS Move Update program standards
  • Speed delivery of direct mail pieces by eliminating forwarding

 

Phone validation

Get access to a database of 110 million residential households compiled from more than 40 data sources for U.S. or Canadian telephone numbers. SofTrek's partnership with Melissa Data makes easy the process of verifying existing phone numbers and appending missing or different phone numbers. ClearView CRM’s phone validation tools allow you to:

  • Identify if a number is a cell, landline or VOIP
  • Identify if a number is a residence, business or home office
  • Add geographic and demographic information to phone numbers
  • Validate toll-free numbers

  

Systems integration consulting

Many nonprofit organizations use a variety of systems and tools to keep track of various kinds of data. When these systems and tools don’t talk to one another, however, challenges arise. Management can’t get data when they need it. Staff enter the same information into multiple systems. The organization as a whole doesn’t have current information on donors, fundraising activities and more. Problems emerge with donors and others if vital information is missing, inaccurate or delayed in getting into your primary database.

This lack of communication and connection among your systems ultimately hinders your organization’s ability to work as a unit and get the full picture of your donors, fundraising activities and results.  ClearView CRM fundraising software provides the basis for a unified approach to fundraising and a culture of philanthropy.  To achieve those goals, SofTrek offers professional, expert systems integration consulting.

Fundraising software, nonprofit software, donor relationship management software

 

SofTrek nonprofit technology experts can help your organization develop an integration plan to attack these problems.

Drawing on our expertise in various platforms and software applications, SofTrek will work with you to develop and implement a strategy that ensures your data is accurate and timely and enables communication among your donor database, software applications and other databases. The basis for this integration is ClearView CRM fundraising software’s powerful core donor database that easily connects via an API to online, financial, ticketing, patient census and other key nonprofit systems.

Advantages of integrating your systems include the ability to

  • Access information from across your organization with a quick, single search
  • Use all the information your organization collects on donors, prospects and others to help manage your relationships with them
  • Efficiently maintain your information and mine data

Systems integration also helps your organization avoid the very real costs involved in training staff members in multiple software applications and staff gathering information from multiple systems. The result: You’ll be better equipped to take advantage of the information and intelligence you have available across your entire organization. 

 

ClearView CRM fundraising software:  Operational tools

In addition to ClearView CRM’s fundraising and donor relationship management tools, you’ll find the essential operational and administrative capabilities that keeps your donor services department moving smoothly. The benefits range from greater efficiency and automation to secure payment processing and more accurate data.

 

Fundraising software, nonprofit software, operational administrative tools

 

Gift/Data Processing

gift processing, donation processing

Gift/data processing

Gift entry and data entry

Enter gift data–transaction, gift date, gift amount and appeal–quickly and efficiently. Add new prospects quickly by keying basic information on a single screen.

 

Batch handling

Make batch entry of gifts, pledges and payments. Define templates, set defaults and organize batches for maximum efficiency.

 

Secure credit card processing

Process credit cards and electronic fund transfers (EFT). Organize your organization’s electronic needs from setting up accounts/procedures and automating processes, to reconciliation and resolution.

 

Management Tools

campaign management, data import, membership management

Management tools

Event set-up and management

Plan and manage multiple events, from registrations and seating charts to volunteer assignments, auction purchases and pledges. You can also budget and track expenses, organize in-kind gifts and other key tasks.


Find out more

 

Campaign management

Manage all tactics related to your organization’s fundraising and capital campaigns, including budgets, cultivation opportunities, payments, prospect research and more. Integrate events, communications and electronic records with campaign activities.


Find out more 

 

Volunteer tracking

Manage your volunteers as an integral part of your constituency. Combine the information on your volunteers' activities with their gifts, event attendance and membership activities.


Find out more

 

Importing/Exporting

data import, data export in fundraising software

Importing/Exporting

Data import/export

Process standard functions including NCOA updates and CASS certification, donor mailing lists and online gifts. Export records via standard export functions or custom reports. Schedule imports and exports to run on a one-time or recurring basis to meet your organization’s needs.


Find out more

 

Auto updates

Globally update large numbers of records. Select records from your database to be updated with given values, for example, creating a contact for every prospect selected. If you like, SofTrek can work with you to define and write queries for selecting records and run the process.

 

Duplicate checking

Check automatically for duplicate identification and resolution.

 

Lockbox

Import data from caging services or other sources into ClearView CRM’s core donor database with the powerful lockbox tool. Import data correctly, with all validations and business rules consistently applied.

 

 

 

 

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"Dana-Farber has used [ClearView CRM] since 2001 and continues to find that it meets our needs for a powerful, stable and full featured fundraising application. Our Development staff of 150+ rely on various modules and reports to track and plan fundraising activities on a daily basis. It is a vital tool in the efforts to raise substantial funds in support of the Dana-Farber campaign to conquer cancer."

Mary C. Meadows
AVP - Development Information Systems

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