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ClearView CRM

Read 13 ClearView CRM reviews and testimonials from customers, explore 6 case studies and customer success stories, and watch customer videos to see why companies chose ClearView CRM as their Fundraising Management Software

ClearView CRM offers donor-relationship management, online marketing and operational tools; business intelligence and reporting; and professional services to help nonprofits of all types deepen donor relationships, manage fundraising activities and make informed decisions. Many nonprofit organizations have long relied on SofTrek’s expertise, products, services and support. Clients include Canine Companions, Catholic Relief Services, Cystic Fibrosis Foundation, Dana-Farber Cancer Institute, Lincoln Center for the Performing Arts, The Navigators, and The Trust for Public Land.

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Customer Rating Review Score based on 2538 reference ratings
4.8/5.0 (2538)
  • Spring 2026 Rising Star Fundraising Management Software
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  • Spring 2025 Rising Star Nonprofit CRM Software
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13Testimonials

  • "The net result is saving thousands of dollars."

    David Lopez Manager, Gift Processing

  • "The auto update feature saved us tens of thousands of dollars since we launched ClearView CRM. We have saved approximately $200,000 in postage fees within the first year alone."

    National Public Policy Think Tank Director of Information Services

  • "The system has been great for tracking interactions with participants. Being able to see who and when each person was last contacted has been valuable in streamlining interactions."

    JDRF Manager of Fundraising Development
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6 Case Studies

  • Think tank uses ClearView CRM to merge 200 databases, save thousands of …

  • Union Rescue Mission saves costs, gains accuracy with ClearView CRM

    David Lopez Manager, Gift Processing

  • Human services agency uses ClearView CRM to link multichannel fundraising efforts

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Additional ClearView CRM Information & Resources

Read ClearView CRM Reviews, Testimonials & Customer References from 13 real ClearView CRM customers.

Browse ClearView CRM Case Studies, Customer Success Stories, & Customer References from 6 businesses that use ClearView CRM.

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