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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.
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
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
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
By ClearView CRM
Has your organization taken a hard look at which donors in its current list are active and which are lapsed? Analyzing your list helps ensure data reaps the benefits . . .
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.
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 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.
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:
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:
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:
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:
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
Check automatically for duplicate identification and resolution.
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.