ClearView CRM: Capital campaign

As much a necessity as a case statement, a solid plan is the foundation for the success of your capital campaign. ClearView CRM offers a broad scope of capabilities that streamline the planning and implementation of your campaign.  From helping you easily identify and solicit donors with histories of support to engaging new donors, ClearView CRM gives fundraisers the donor-relationship management, tracking, reporting and other tools to manage a complex, lengthy capital campaign.

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Identify and engage constituents.

  • Personalize communications with donors
  • Identify and recruit potential campaign leaders
  • Stay connected to donors with email communications
  • Find prospects through wealth screening integrated with ClearView CRM
  • Import demographic research on potential donors

Easily and automatically manage all campaign-related activities.

  • Establish employee gift matching plans
  • Track specific naming opportunities
  • Understand quickly and easily the status of proposals
  • Transfer appointments to your calendar
  • Set up and track multi-year and one-time pledges and associated payments
  • Create pledge reminders and pledge billings
  • Establish automated payments via electronic funds transfer and credit card billing
  • Track pledges with open pledge-receivable reports
  • Categorize pledges by motivation, fund or campaign
  • Attach important electronic documents to donor records
  • Record detailed budget information to allow for comprehensive reporting