System customization

Work closely with SofTrek to make sure ClearView CRM fundraising software performs exactly the way you need it to. Work with ClearView experts to customize your system, making it a tailored, easy-to-use tool in all of your fundraising activities.

 

Custom reporting

Custom reporting

Let ClearView experts help you design and create reports that measure and illuminate, including interactive reports, and drill-down charts and graphs that are understandable and easy to export.

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Conversions

Conversions

Efficiently move ClearView data into another system or vice versa. ClearView experts will develop a thoughtful conversion strategy, even making the core donor database the single source of data among several systems.

Custom programming

Custom programming

Integrate systems, develop special triggers, embed reports, add custom fields to screens, and much more.

Implementation

Implementation

Make sure ClearView fits the way your organization works--and that you work well with it--with a strategic implementation plan, software installation, and training.

Fundraising process consulting

Fundraising process consulting

Get help putting technology-enabled processes in place to manage your gift solicitation, manage membership, and manager campaigns effectively.