Client support

SofTrek client support is centered on you and your organization. Our knowledgeable Client Services team has years of fundraising software experience under its belt and is ready to help you make the most of ClearView CRM.
Contact us via the method that’s easiest for you.


Call Client Services


Client Services hours are 8:30 a.m. to 5:30 p.m. ET (Eastern Time), Monday through Friday (excluding holidays).

Call us via our toll-free number, 800.442.9211.

Request Support


Email your product questions and support issues directly to the Client Services team.

Include as much detail as you can to help us provide a quick resolution to your issue.

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Tailor Your System


Call the ClearView CRM experts who can help you tailor your system exactly the way you want it to be--with triggers, procedures, and other custom services.

More information