Research tools to discover your best prospects

We all know that developing a true understanding of each of your prospects is essential to successful fundraising. ClearView CRM’s prospect and donor research tools help you:

• Easily gather, interpret and analyze prospect and donor data
• Import research from an unlimited number of internal or external sources
• Assign donors to categories based on their giving history
• Update and verify prior research on an immediate, ad hoc basis
• Maintain a history of your research activities for each donor or prospect

All of your organization’s prospect information is housed in the core donor database so fundraisers can take full advantage of invaluable research data.

Seamless integration with wealth screening services

ClearView CRM offers fully integrated prospect research and wealth identification services so you can: Use results of wealth screenings to segment and run lists from your database Maintain a history of activities for each donor or prospect Get real-time verification and updates of giving potential Access additional relationship mapping information and review the sources used during the screening process