# ClearView CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClearView CRM the right Donation Management solution for you? Explore 89 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/201302/ClearView-CRM/reviews --- ClearView CRM 4 (89) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ClearView CRM Ease of use 3.9 Customer Service 4.2 ## Showing most helpful reviews Showing 1-25 of 89 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elizabeth P. Gift Administration Manager Used the software for: Less than 6 months ### "Easy and Functional " February 2, 2018 4.0 Pros I like how easy the navigation is and how you can figure out what you need to do. There are a variety of reports to use. Cons I wish everything could be done in Clearview instead of some stuff having to be done in Pledge maker such as payment transfers. Review Source DD Danielle D. Director of Development and Community Relations Non-Profit Organization Management Used the software for: 2+ years ### "If only ClearView could do....." January 24, 2017 4.0 We have a unique situation in that our direct marketing vendor sourced ClearView for us originally and at that time they "Shutoff" much of the functionality that makes a CRM like Clearview most effective. As we turn back on those functions we appreciate the system more. However, there are always seems to be limits - for example there is no easy way to link a gift to solicitation or an action; Opportunities' reporting is limited; you can't edit a connection; aliases have to be exact which limits the capacity to use this function to eliminate creating duplicate records and more easily finding records. ClearView doesn't allow you to pull one mailing list with organization names in a separate column while the org contact lines up with the individual record names. When you export a report to excel, there doesn't appear to be away to remove the auto link to ClearView, which can be very frustrating when our working solely in the spreadsheet. Perhaps there is a way but I wish it was more obvious. Pros User friendly, mostly obvious what fields you need to view to find data, easy to make a donor profile report, relatively easy to run program summary reports. Varying levels of my staff have been able to figure it out... Cons The payments versus gifts tabs - there is no one place where it seems like you find out the balance of a pledge or total pledge amounts while also seeing all the gift information in one place; organizations typically have more than one contact person and there is no place for this information. Searching for records is challenging because Aliases have to be created exactly the way someone might search instead of just looking for records that may contain the information. Review Source VR Verified Reviewer Database Coordinator Religious Institutions Used the software for: 1-2 years ### "I have used this program for about two years, and it is fairly easy to operate and meets our needs. " April 19, 2018 3.0 Pros It is fairly easy to use and navigate, I like the custom dashboards and prospect profiles. I also like the feature for recording actions with prospects. Cons It is hard to get responses from the support team, I have had many tickets that took over a week to be answered. Most of them simple tickets such as "add a new user". Review Source VR Verified Reviewer Business Consultant Used the software for: 2+ years ### "Great product - Fresh and easy to use" January 31, 2018 4.0 Pros Love the look and feel and how easy it is to navigate and hop around without having to drill all the way back out. CV is an excellent product. The ability to label fields, hide fields, sort fields, etc.. as well as the screen configuration features is such a great selling point. Cons Software shouldn't hold you hostage. Allowing more flexibility in updating, inserting and deleting data (especially in bulk) should be easier. I am happy to hear lockbox and auto update improvements are on the horizon (already signed up to beta test). Would also like to see some new aggregates offered as standard features (on the screen) like: How much an event raised, how much a team raised, raised vs goal, event raised by year (same event held over multiple years) would be fantastic as would some list manager enhancements to really allow users to rely on it. Review Source MH Matthew H. Fund Dev Serivces Manager Fund-Raising Used the software for: 2+ years ### "Has lots of potential but current version needs someone with high level of SQL knowledge." August 17, 2017 4.0 It stores tons of donor information and is very customizable. Valuable reporting features. Great dashboards. Pros Almost every screen is customizable. Dashboard doesn't fit your needs? Create a new one. Need to track different KPI's? Make a report and import it in your Dashboard. View only the most relevant gift info. Create tabs for donors that display only the info (and calculations) you want. Great stuff. Cons The software is currently in a great state if you have someone who's a high-level SQL programmer. It's in a decent state if you don't. This is especially true with regard to reporting, and it is not wholly user-friendly to those without software/database experience. To counter this, the ClearView staff have provided several "safe" domains wherein any user can create an accurate report, however they are very simple. All that said, the basic reporting module is limited. I don't know SQL and I've run up against limitations in this module. (An advanced version of the reporting module exists, however it is for those fluent in SQL. ) Review Source VR Verified Reviewer National Operations Chair Used the software for: 2+ years ### "Easy to learn and use. Have had a great experience with Clearview. " May 18, 2018 4.0 Pros I find Clearview to be extremely easy to use. It does not have a big learning curve. Great product!! Cons System can sometimes be slow but that may be because of the amount of data we have to parse. That's all. Review Source Response from Doubleknot May 21, 2018 Thank you for sharing your thoughts on ClearView CRM- we are happy to hear there was a small learning curve when first using the database and that program is easy to use! VR Verified Reviewer Community Outreach Coordinator Used the software for: 1-2 years ### "ClearView covers most of our needs as an organization." February 1, 2018 4.0 Concise reporting, an expansive database that makes it easy to log most of your donor information. Pros There are a lot of layers to the data that you see, and the reporting feature on the dashboard easily keeps track of YTD, MTD, and recent donations in a concise manner that makes reporting easy. Cons This program has most of what we need, but finding exactly where the information is or how best to utilize it can be difficult. Review Source VR Verified Reviewer Philanthropy Coordinator Used the software for: 1-2 years ### "I use Clearview on a daily basis for tracking relationships for fundraisers." October 13, 2017 4.0 Pros The system is fairly intuitive and easy to use. SofTrek works closely with our database team to offer customization and is always looking for ways to improve. Cons Sometimes the language is not consistent - you may see something called one in a section, but called something different in another area. Review Source VR Verified Reviewer Database and Annual Appeals Manager Used the software for: 6-12 months ### "I don't find it user friendly" February 5, 2018 4.0 It was an interim software we are using until we switch over to a New Database. Pros Writing List Queries. I find it easy to select the data that I want for the output. I also find it easy because the output comes in an excel spreadsheet. Cons It's reporting functions. It doesn't seem to have good report features I want to be able to compile a report and have it come out in a more readable format that I can present to people other then in an excel spreadsheet. Review Source VR Verified Reviewer Office Administrator Used the software for: 6-12 months ### "Great experience with ClearView" January 31, 2018 5.0 The look of the software could be more appealing but I think that is the only thing I would change right away. Pros The software is easy to work with and understand. It also is able to gather and track important information. Review Source CD Charwin D. Manager, Fundraising and Development Fund-Raising Used the software for: 6-12 months ### "New ClearView User" December 15, 2016 5.0 Our organization started using ClearView in the last year. 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. Being able to create and assign tasks/action items is also great because you can see when they have been completed or if more follow-up is needed. There are much more great functions that I am still learning to use. The training and support provided have been in-depth and easy to understand. As with anything, there is a learning curve, but overall a great program! Pros Ability to track, assign and schedule tasks. Cons Continually created duplicates while interacting with DonorDrive. Lack of ease to input mass completed actions. Review Source AB Ana B. Community Relations Manager Non-Profit Organization Management Used the software for: 2+ years ### "My Experience with CV" December 6, 2016 4.0 As part of a Development Department, I have used the database to enter new donors, batch donations, track in-kind donations, pull reports, etc. My experience has been good although the report functionality has been a bit of a challenge for us. We work closely with your support team on a monthly basis to constantly update our records and figure out how to pull more accurate reports. Pros The new donor profile look is easy to navigate. Cons Volunteer tracking is still something I would love to see. Review Source AM Amanda M. Donor Services Non-Profit Organization Management Used the software for: 2+ years ### "Clearview is Clear" December 6, 2016 5.0 I use Clearview mostly for reporting. The reports are easy to use and manipulate. The customer support response is relatively quick and easy. Pros The ease of use for the reporting. Cons It is a little slow in pulling up the reports. Review Source KV Kathy V. Accounting Non-Profit Organization Management Used the software for: 2+ years ### "Meets our needs" December 6, 2016 5.0 Clearview meets the need to track our donors with useful tools. Report writing also is easy can be customized for each need in our organization Pros Easy to use Review Source SD Shelina D. Fundraising Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Simple and straight forward" January 23, 2017 3.0 I've been happy about the interactive and intuitive that Clearview has to offer. I look forward to the next steps of being able to run reports for future analysis. The customer service has been top notch. Thank you. Pros intuitive Responsive and friendly customer service multiple features Cons I have not been able to run reports just yet so looking forward to that Some data on my dashboard is not relevant to my work so still working out the kinks Review Source SP Sara P. Director of External Affairs Non-Profit Organization Management Used the software for: 2+ years ### "Novice at Database Work" February 2, 2017 4.0 I am not a master database user so I know the system has the power to do way more than what I have done with it. I like the dashboards and the reports I do know how to run are very useful. We use it in coordination with our national office and our staff member there helps us make better use of the program. Pros Dashboards and ability to favorite reports that we run frequently. Cons There are some ways I would like to pull data but I can't do it without getting help from others. Review Source RW Rebecca W. National Assistant - Donor Database Non-Profit Organization Management Used the software for: 6-12 months ### "Awesome support" December 15, 2016 4.0 I love the folks at Softrek Support, they're always quick to respond and wonderfully helpful. Customer Support is good. Pros I love that I can access it from anywhere, so I can work from home Cons I came from a Raiser's Edge environment, and there are some things that RE can do that CV cannot, it would be nice to see some additional functionality Review Source BB Ben B. Development Director Used the software for: 1-2 years ### "Positive experience overall" February 2, 2018 4.0 Pros The software meets the needs of my role. It is easy to navigate, and the customer service has been great. Review Source CC Charles C. Business Solutions and IT Analyst Fund-Raising Used the software for: 6-12 months ### "Great CRM tool that is flexible!" February 6, 2017 4.0 As a product, Clear View is chock full of goodies that allows you to build your CRM the way you want. Pros Flexibility - you can build it they way you want Cons Flexibilty - what you want to build, isn't necessarily best practice Review Source SH Sandra H. Donor relations assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "I use Clearview mainly to review major donor records and run reports" August 17, 2017 3.0 I am a view only user. I viewing this data base several times a day, viewing major donor records to provide information to the direct mail coordinator to enter data, update and edit. Pros Being a view only user, I have limited access to the actual functionality of the data base and therefore am unable to project what I like most. Cons There are too many steps to get to a report. As a view only user I have to compile the same report daily. I do not have permission to save it. To get a complete donor record, one needs to copy 3 pages, cumbersome to work with Review Source BC Bernice C. Corps and Donor Office Assistant Religious Institutions Used the software for: 1-2 years ### "Dayton Kroc - Dayton, OH " September 10, 2018 4.0 System is broader on information as far as what can be researched for reports etc. Still in learning stage and hope to learn even more to benefit our location, and program reports just to our needs. Pros Clear process. Easy to review donor history. Cons Still in the learning process, would like to learn more on back end of program. Review Source Response from Doubleknot September 11, 2018 Thank you for your review Bernice! PB Paul B. Donor Relations & Capital Campaign Associate Used the software for: Less than 6 months ### "Great product, takes about a 3 month learning curve" January 30, 2018 4.0 Pros The user interface is very friendly and intuitive . There are a ton of ways to find the information you need and built in tools to make your research more effective. Cons Because it does so much, it takes a very long time to load some information. This is to be expected from a piece of software this large but it still feel a bit TOO slow. Review Source NL Nicolette L. Donor Database Manager Used the software for: ### "CRS Review of CV CRM Product Suite" October 15, 2013 5.0 I have always found the database system itself very user friendly and easy to understand. It's also fairly easy to train users in, and in my role as the Donor Database Manager I do 99% of the training and I appreciate that! I really like the recent updates to the CV interface and think that our users will like it also. I prefer the Business Objects reporting tool to the Business Intelligence reporting tool, but feel that the product has improved and hope it will continue to improve as time goes on. Review Source JL Jeanine L. Used the software for: ### "CV - the only choice" December 6, 2016 5.0 I use CV as a programmer, providing support to our end users. I customize reports, run data imports/exports, do data updates, troubleshoot for users, etc. I find the functionality of CV to be comprehensive and flexible, lending itself to new functionality and changes. The support staff at Softrek is top notch - competent and responds to needs promptly! Pros Powerful. Review Source BJ Ben J. Used the software for: ### "Good if you use it" December 6, 2016 4.0 Our non profit uses clearview to manage our donnor database. It has all the features we need. It has so many features we don't know how to use them all. It is great project if you want to use data to improve youe fundraising Pros Featurea, that it is webbased Cons More triaining on how to create reports and segment donnors Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.