ClearView CRM fundraising software: List Manager

Easily build and use targeted lists of your donors and other constituents with ClearView CRM’s list manager. This tool lets you create just the list you need for solicitation efforts, communications, direct marketing and more. You can easily and precisely define the audience you want to reach, making your communication precise and effective.

 

List Manager offers you multiple ways to work with your lists.

  • The basic List Manager function lets you filter by a number of attributes like tags, location, events, and more.
  • If you know SQL, you can use list manager's query tool to write their own query statements.
  • Save both lists and queries for future use. You can also export your lists to Excel.
  • You can add any list to a panel and include it on a dashboard so you have your lists always at your fingertips.