# ClearView CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ClearView CRM Software - reviews, pricing plans, popular comparisons to other Donation Management products and more.

Source: https://www.capterra.com/p/201302/ClearView-CRM

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# 

 ClearView CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

ClearView CRM

## What is ClearView CRM?

Raise more and stress less with ClearView CRM, ClearView delivers a single source of accurate data and industry-leading tools to create and deliver high-impact targeted campaigns and raise more funds across every channel. Leading nonprofits including Dana-Farber Cancer Institute, AARP Foundation, Hadassah, Juvenile Diabetes Research Foundation, Catholic Relief Services, Lincoln Center and Rothko Chapel rely on ClearView as a trusted partner in fundraising.

## What is ClearView CRM used for?

[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)[Fundraising](https://www.capterra.com/fundraising-software/)

Top alternative

Featured

Overall rating

Based on 89 user reviews

Reviews sentiment

Positive

85%

Neutral

11%

Negative

3%

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ClearView CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.doubleknot.com&name=ClearView CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ClearView CRM

4.0 (89)

VS.

[4.8 (72)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/)

Starting Price

Contact vendor

Starting Price

$250

Other, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.9 (89)

Ease Of Use

4.6 (72)

Value For Money

3.7 (73)

Value For Money

4.8 (62)

Customer Service

4.2 (87)

Customer Service

4.9 (72)

## ClearView CRM alternatives

[4.5 (1,408)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/)

Starting price

$119.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.2 (418)](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

Starting price

$109.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.5 (183)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

API

Application programming interface that allows for integration with other systems/databases

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Committee Management

Manage a group of members established for coordinating plans, programs, or other initiatives

Contact Management

Manage, organize, and store contact information

Contribution Tracking

View donor contribution history, track how much money have been raised over time and measure progress

ClearView CRM 31 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage a group of members established for coordinating plans, programs, or other initiatives

Manage, organize, and store contact information

View donor contribution history, track how much money have been raised over time and measure progress

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Track and view detailed financial donation history made by contacts and members

Search 3rd party databases to identify potential donors

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Track and collect membership dues

Create and send email blasts/campaigns

Schedule and manage the logistics of activities and other gatherings

Manage tickets for specific events

Software specialized for non-profit organizations

Activities related to raising money for a specific cause

Ability to match gifts through the system

Monitor application statuses, proposals and award funds

Add, store and access information pertaining to members

Database of members to track personal information of individuals and families

Ability to make a donation from a mobile device/app

Create new forms and/or use ready-made online form templates

Outlet for members and visitors to submit donations electronically

Accept, record, and reconcile financial transactions

Track commitments to donate in the future

Upload, track, and submit receipts in a central database

Manage and track recurring gifts

View and track pertinent metrics to find patterns and gain insights from data

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Manage volunteer information and direct volunteer resources

Get Advice

We can help you find the software with the features you need.

Features

3.8 (84)

3.8

Based on 84 reviews

## Pricing

Value for money

3.7 (73)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

3.7 (73)

3.7

Based on 73 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.2 (87)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.2 (87)

4.2

Based on 87 reviews

## User reviews

Overall rating

4.0

Based on 89 reviews

Filter by rating

5(18)

4(58)

3(10)

2(3)

1(0)

Mentioned topic

Sorted by most recent

SP

Susana P.

Philanthropy Operations Analyst

Non-Profit Organization Management

### "It is what I know for CRM for non profits"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 27, 2019

I like Clearview as it is the only CRM tool for non-profits I have worked with. I can do my job and it is very intuitive once you get to start using it. Great for basic needs of a nonprofit organization, great customer support

Pros

it is good out of the box product, I like that the information is not clustered in one place. It is a good day by day tool. I like that in the case of my organization it is integrated with our finance and accounting system. I love the standardized address feature and you can save as much or as less data you have in hand. The customer Support from Clearview is really good, you are able to create rapport and share your needs

Cons

I still depend on Pledgemaker to do some of my work with it Reporting tools have a clunky user interface Hard to find merged records and search by similar sounding names or initials Needs better integration with Outlook Events Module needs improving

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MS

Mark S.

IT Business Analyst

Non-Profit Organization Management

### "ClearView CRM Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

March 22, 2019

Pros

The software is easy to access and pretty straight forward how to use.

Cons

I would like a way to be able to view the requests that I am copied on as opposed to seeing all my organizations requests. I have an option for My Requests, but this option appears to be or requests that I open only.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TC

Tonia C.

Director of Events & Business Partnerships

Non-Profit Organization Management

### "Clearview User Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 19, 2019

Clearview is great and has many more capabilities than we currently use. I would like to have better training on event, donor and prospecting tools that I know are available.

Pros

build my own reports. Easy to find donor history

Cons

I have difficulty pulling reports by appeal code

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MS

Mishelle S.

Development Director

Non-Profit Organization Management

### "Overall very helpful"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 15, 2019

I love using ClearView. Overall I like the functionality and capacity.

Pros

The search and entry features are easy to use. I like the ability to search by donation amount and donor name Integrated emails is also a great feature.

Cons

I would like to be able to cultivate targeted lists and have more simplicity for tagging donors. Duplicate entries are getting better, but there is still room to grow.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BB

Bob B.

National Director of Development Services

Non-Profit Organization Management

### "An Opinion on ClearView"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 12, 2019

Overall experience with ClearView CRM is positive. We are a national organization, that has six regional centers. I don't think our staff has fully utilized the software to our full advantage. The customer service provided has been excellent, and we've been able to shape the software to fit our organization's need. There is more give and take with this company and software than some of the larger companies that provide development software to non-profits.

Pros

It's pretty user friendly, clear dashboards, connection with WealthEngine, number of canned reports.

Cons

Doesn't integrate with our online product as much as we would like. Also, the reports in CV not as easy to write as we had anticipated.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VT

Victoria T.

Volunteer Coordinator

Non-Profit Organization Management

### "Can be helpful"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

March 12, 2019

Pros

Clearview made searching for donors within our organization and pulling up donor profiles very easy. When we had calls coming in, I could use the search engine with quickly and with ease.

Cons

Clearview's functionality was not so user friendly. it was difficult to navigate the many options in this database and some of the functions were clunky and cumbersome

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Janelle S.

Peer to Peer Fundraising Coordinator

Non-Profit Organization Management

### "Great product!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

March 12, 2019

Pros

Lots of capabilities for our business and great reports and tools to help us see how we're doing.

Cons

Takes a bit to learn but once you do it's great.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JW

Jaden W.

National Participant Experience Coordinator

Non-Profit Organization Management

### "Very User Friendly"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 12, 2019

My overall experience with CV has been very positive. I am a customer service and admin person and use this program daily. It is user friendly and accessible.

Pros

What I love most about this program is the detailed information we are able to record electronically regarding our constituents. I love that you can set the privacy settings, as well record whether someone is under 18 or deceased, etc. I love that this system automatically assigns constituents to their local chapters. It's very user friendly and accessible to use.

Cons

We have some trouble with reports due to syncing issues from other databases to CV. Also, many of the reports have to be run by the national office, and are not run locally.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CC

Cheryl C.

Sr Dir of Donor Relations

Non-Profit Organization Management

### "ClearView CRM"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 10, 2018

Action items were very easy to enter and retrieve and I used it as a true CRM, religiously. Continuing training would have been helpful; sharing best practices, etc.

Pros

Easy to use, easy to learn. Readability was good.

Cons

Never did figure out how or if I could set followups to a donor action that would pop up on my calendar. Google functionality from donor record could have been more user friendly. Why not populate donor's address in addition to their name - there are alot of donors with common names and would make look up of the donor from Google much faster.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 11, 2018

Hi Cheryl- Thank you for taking the time to review ClearView CRM! We have passed your feedback and suggestions along to our product development team.

KK

kate k.

Business Analyst

Fund-Raising

### "CV CRM"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

September 10, 2018

Pros

Look and feel breadcrumbs

Cons

Lack of documentation CASL requirements not easy to meet

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 11, 2018

Thank you for your feedback Kate; we will pass along to our team. Keep up the great work at JDRF!

[View all Reviews](https://www.capterra.com/p/201302/ClearView-CRM/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)