About ClearView CRM
ClearView CRM is a customer relationship management software from Doubleknot that supports managing client interactions and data. It includes contact management, sales tracking, and reporting functionalities so organizations can maintain strong client relationships. This software helps users to track communication history, monitor sales performance, and generate insightful reports. ClearView CRM is designed for businesses of all sizes looking to improve client engagement and sales effectiveness. Key capabilities: contact management sales tracking reporting user-friendly interface data analytics Best for: businesses that need to manage customer relationships and sales processes effectively.
ClearView CRM by Doubleknot is a fundraising-focused donor management platform built to give nonprofits a single source of truth for constituent data, multichannel outreach, and major-gift / moves-management workflows. Its primary purpose is to help organizations centralize gift processing, segment and steward donors, and run targeted campaigns with analytics-driven insight. The vendor emphasizes practical fundraising features—donor profiles, opportunity tracking, wealth indicators, and mobile tools for frontline fundraisers—positioning ClearView as a specialist CRM for development shops seeking deeper fundraising functionality than generic CRMs. The user interface balances data density with role-focused clarity. Dashboards present fundraising KPIs, pipeline opportunities and recent activities so gift officers and operations staff can jump straight into stewardship tasks; record pages organize interactions, gifts, pledges and relationships in tabs that reduce clutter. Users report that the UI is functional rather than flashy—built for campaign and gift-centered workflows—so there’s a modest onboarding curve for teams migrating from lightweight tools, but that the layout supports efficient day-to-day fundraising work. ([G](https://www.g2.com/products/clearview-crm/reviews?utm_source=chatgpt.com) Functionality is where ClearView earns its keep.
Pros & Cons
- +A powerful, all-in-one fundraising and donor solution.
- +Offers excellent business intelligence and reporting tools.
- +Includes a convenient mobile app for on-the-go access.
- +Centralizes all donor data for a comprehensive view.
- +Provides robust support for various types of nonprofits.
- −The system can be complex, requiring training to use.
- −Some users report that reports can be slow to generate.
- −Integration with some external tools could be improved.
- −Initial implementation and costs might be high.
- −The interface may feel a bit outdated to some users.
Features
Key features
- Integrated CRM
- A powerful, all-in-one solution that integrates all fundraising and donor activities into a single, unified database.
- Business Intelligence and Reporting
- The software uses data-driven insights to help organizations make informed decisions and predict donor behavior.
- Mobile App
- Provides a convenient mobile application for staff to access vital information and manage events, payments, and donations from anywhere.
- Membership Management
- Automates communication and renewals, and offers a self-service portal to maximize member experience and foster retention.
- API and Integrations
- Features an open API that allows for customization and integration with other necessary tools for fundraising operations.
- Event and Registration Management
- Streamlines event registration, provides payment security, and includes capabilities for tracking, reporting, and waitlist management.
Additional features
- Fundraising Solutions
- Provides integrated solutions designed to boost engagement and increase donations.
- Donor Management
- Manages campaigns to ensure the right message reaches the right audience at the right time.
- Integrated CRM
- Consolidates donor and fundraising activities into a single location for a 360-degree view of constituent data.
- Business Intelligence and Reporting
- Empowers organizations with data and insights for decision-making and predicting donor behavior.
- Mobile App
- Offers a mobile app for staff to access information and manage tasks while in the field.
- API and Integrations
- Provides an open API for customization and integration with other nonprofit industry tools.
- Batch Processing
- Improves efficiencies for payment and mail management using templates and bulk processing.
- Timely Financials
- Gives insights into the financial health of the organization and helps reconcile revenue faster.
- High-Quality Fundraising
- Uses insightful reporting to enhance ticket sales and donations.
- Membership Management
- Maximizes member experience with automated communication, renewal, and a self-service portal.
- Event Management
- Streamlines registration, tracking, reporting, and payment for events.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About ClearView CRM
ClearView CRM is a customer relationship management software from Doubleknot that supports managing client interactions and data. It includes contact management, sales tracking, and reporting functionalities so organizations can maintain strong client relationships. This software helps users to track communication history, monitor sales performance, and generate insightful reports. ClearView CRM is designed for businesses of all sizes looking to improve client engagement and sales effectiveness. Key capabilities: contact management sales tracking reporting user-friendly interface data analytics Best for: businesses that need to manage customer relationships and sales processes effectively.
ClearView CRM Details
ClearView CRM's In-App Market Place
Does ClearView CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- A powerful, all-in-one fundraising and donor solution.
- Offers excellent business intelligence and reporting tools.
- Includes a convenient mobile app for on-the-go access.
- Centralizes all donor data for a comprehensive view.
- Provides robust support for various types of nonprofits.
- The system can be complex, requiring training to use.
- Some users report that reports can be slow to generate.
- Integration with some external tools could be improved.
- Initial implementation and costs might be high.
- The interface may feel a bit outdated to some users.
ClearView CRM's Support Options
Email Address
solutions@doubleknot.comContact
(408) 971-9120ClearView CRM's Alternatives
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