ClearView CRM: Fundraising software features

Administration

  • Organization defined
    • Labels
    • Menus
    • Views and data
    • Codes
  • Virtual private databases

Business intelligence and reporting

  • Reports: operational, fundraising, analytic
  • Standard, custom, ad hoc reports
  • Dashboards
  • Auto report-scheduling
  • Data warehouse
  • Reports library
  • Report export (PDF, MS Excel, Flash, others)
  • Query builder
  • Geocoding

Constituent relationship management

  • Opportunity management
  • Activity management
  • Prospect research
  • Major giving
  • Planned giving
  • Demographic data appends
  • Address standardization
  • Duplicate management
  • Configurable views
  • Analytic reporting

Dashboard management

  • Dashboard personalization
  • Panel management
  • Panel libraries
  • Organization-defined panel library
  • Charts and graphs
  • Filtered data views
  • System activity notifications
  • User-definable lists
  • RSS newsfeeds

Database

  • Data import/export
  • Fine-grained security configuration
  • Full-featured API
  • Scheduled jobs

Management

  • Fundraising campaign management
  • Capital campaign management
  • Event planning and management
  • Volunteer tracking and management
  • National/chapter organization management
  • Membership management
  • Subscription management
  • Committee management
  • Order management

Marketing

  • Direct mail
    • List segmentation
    • List validation
    • Suppression
    • Caging service integration
    • Finder file handling
  • Donor portal
  • Email
  • Online giving
  • Online event registration and team management
  • Personal fundraising pages

Operations

  • Mass data update utility
  • PCI-compliant credit card storage
  • Hotkey data entry
  • Duplicate checking
  • Gift processing
    • Credit card, EFT, ACH
    • Batch entry for all monetary transactions
    • Acknowledgements and receipting
    • Tribute gift handling
    • Matching gift handling
    • Pledge management
    • General ledger integration
  • Inventory management

Third-party integrations

  • Accounting
    • (The) Financial Edge
    • FundWare
    • JD Edwards Enterprise One
    • Lawson Financial Management Software
    • Microsoft Dynamics GP
    • Oracle E-Business Suite Financials
    • PeopleSoft Enterprise General Ledger
    • QuickBooks
    • Sage 50
    • Sage PFW
    • Sage Pro ERP
    • USL Financials Accounting Suite
  • Application Programming Interface (API)
  • Credit Card
    • SofTrek Vaulting Services
    • iATS Payments
    • TransFirst TransactionExpress Service
  • Giving Analytics
    • PG Calc
    • Targetbase
  • Prospect Research
    • Google Maps
    • Google News
    • Google Search
    • National Weather Service
    • WealthEngine
  • Reporting
    • Jasper Business Intelligence (BI) Suite
    • Oracle Reports
    • SAP Business Objects
    • Talend Data Warehouses
  • Standardization
    • Address verification by MelissaDATA
    • NCOA
    • Name parsing
  • Other
    • Adobe
    • Cervis
    • Constant Contact
    • Convio
    • DonorDrive
    • Grizzard Sales Software
    • iCalendar
    • Microsoft Excel
    • Microsoft Word
    • Mosaic Software
    • Oracle Database

Supported Browsers

  • Internet Explorer 9
  • Firefox 8+
  • Chrome 15+

Previous versions of Internet Explorer, Firefox and Chrome, as well as the Safari browser, have not been tested and are not officially supported.

Workstation Requirements

To obtain the best performance results with ClearView CRM, users’ workstations should have the following features (at minimum):

  • Intel Core 2 Duo or equivalent
  • 2GB of RAM
  • 1280x1024 desktop resolution
  • Broadband Internet connection (business-level DSL, cable, fiber-optic, etc.)