# Page 2 | ClearView CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of ClearView CRM ## Showing most helpful reviews Showing 26-50 of 89 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NR Nicolette R. Donor Database Manager Non-Profit Organization Management Used the software for: 2+ years ### "Comprehensive Donor Database. Very intuitive. Very User Friendly." May 15, 2018 5.0 Pros We like that we are able to store all of our necessary donor data in one system and that it is very intuitive and user friendly. Cons We are still waiting for all functionalities that were found in the old interface of the system to be built out and completed in the new interface of the system. I also am not a fan of the reporting tool that comes with this interface. The reporting tool is very limiting in comparison to the one that we had been using, and still primarily use for our reporting needs. Especially the Ad Hoc reporting. Review Source Response from Doubleknot May 21, 2018 Hi Nicolette, Thanks so much for posting your thoughts on ClearView. We try to make sure the database is as user friendly and intuitive for our users, and are happy to see that ClearView makes things easy for you! We are have been regularly implementing the remaining functionalities from operational tools into ClearView, so please continue to monitor the release notes to see all the new changes when they occur. Thank you again for your review and for all the great things that you and your team does at CRS! SP Susana P. Philanthropy Operations Analyst Non-Profit Organization Management Used the software for: 1-2 years ### "It is what I know for CRM for non profits" March 27, 2019 4.0 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 JW Jaden W. National Participant Experience Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Very User Friendly" March 12, 2019 4.0 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 GS Gary S. Administrator Religious Institutions Used the software for: 2+ years ### "It has potential. Self-hosted product was better than PMOL." August 17, 2017 4.0 Overall, I have been a pleased customer for 23 years. I feel like the company worked better when Dave Spacone was running it day-to-day. Things seem to have changed since then. Pros Overall quality is good and so it's ease of use and functionality. We were always very happy with Pledgemaker and PMOL retains many of the self-hosted features we were accustomed too. If anything, there are too many features, but since everyone is free to pick and choose, you can keep it simple or pile on the features! Cons I'm disappointed, of course with the cost since our annual bill for moving from self-hosted to PMOL will eventually jump by ten times! The report function is pitiful. It's hard to run a lot of SQL reports in a timely manner. I don't know what the problem is here. I'm glad I have Business Objects and can run that. Customer support is okay. This department could certainly be beefed up. Review Source LO Laura O. Development Coordinator Used the software for: 2+ years ### "Clearview is a nice tool for donor management" February 2, 2018 5.0 Pros It seems to have a lot of functionality and makes donor management much easier to process. It's definitely a more streamlined version of its predecessor PledgeMaker. I like that every record is visible in certain views and pulling reports is also fairly easy. Cons As like much software, the updates are designed to make the software easier to use but I still find there's a lot of clicking from one page to the next to get to different elements within the same records. You need to leave one page to access something else entirely and I feel like it would be much simpler if everything were accessed on one page without all the extra clicks. Review Source DL Dennis L. Director of Database Management Used the software for: ### "Clearview CRM Review " October 8, 2013 4.0 ArtsWave has used Pledgemaker since the early 90's. During this time we primarily used the accounting side of the software to track pledges, pledge payments, and donations. We also used the database to drive acknowledgement mailings. During this time the database has proven to be rock solid. Over the last five years or so we have continued to expand the use of the database to drive targeted emails and appeals as well as analyze trends. With the implementation of Clearview CRM we have again been able to expand our use of the data into the area of donor relationship management. The software now allows us to track every meeting or correspondence with our donors. This is very convenient and has allowed us to share this information easily with others in our company, much easier than sharing spreadsheets or personal notes. We have also been able to for the first time in recent years manage our entire campaign with one product. By integrating our employee pledging tool with Clearview CRM and making full use of both opportunity management and JasperSoft reporting, we have been able to produce meaningful real time reports detailing how the campaign is progressing on multiple levels against projections and goals. The JasperSoft reporting package is very nice. We have one developer license, and with that are able to develop complex reports that are driven by user input parameters. This is a vast improvement over the previous reporting package associated with Pledgemaker. The reports can be exported in excel, word, or PDF format, and can be simple lists or complex pixel perfect reports. The reports can be scheduled and emailed automatically as .PDF files also which can widen the audience without the need for additional licenses. Clearvew CRM is a big improvement over the previous generation Pledgemaker product. If it's been a while since you've considered Softrek for your fundraising and CRM software, you might want to give it a look. Review Source MC Marian C. Director of Development Non-Profit Organization Management Used the software for: 2+ years ### "One of my most relied upon tools, used daily. I depend and can depend on ClearView!" August 17, 2017 4.0 daily reference Pros Very intuitive, easy to navigate, non-ambiguous descriptors and terms. Fast login and most excellent, responsive customer service/help desk system when necessary (and that's just when running reports). Also wish things were relative so we could use browser of choice, not just Explorer. Cons The only cons I have are related to the structure/access that must be in place for downstream users such as myself by our corporate headquarters. I cannot make simple address, spelling or phone number changes for my donors, but that is not ClearViews issue. I also only wish I had more time to dig in, play around and let the system flex its muscles for our Corps! Review Source CC Cheryl C. Sr Dir of Donor Relations Non-Profit Organization Management Used the software for: 2+ years ### "ClearView CRM" September 10, 2018 4.0 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 Response from Doubleknot 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. JR Jessica R. Manager of Donor and Data Services Non-Profit Organization Management Used the software for: 2+ years ### "CV Handles many functions in tracking information on a donor." February 2, 2018 4.0 Pros We use quite a few features in the system including recording gifts, tracking grants, recording event attendees and who they sat with. We are working to build our relationships between different organizations on companies. The software allows us to handle these and the soft credits when gifts from in from employees of companies. Cons Some of the set up of a report is difficult. You have to have a domain set up in order to select the correct fields. Some of the domains are preset. It would be nice of there were more preset so you didn't have a build a complex domain in order to do a full report on a donor. Review Source AZ Amanda Z. Director of Individual Giving Used the software for: 2+ years ### "Nice overlay of data with user-friendly reports and customizable views" May 15, 2018 4.0 Pros Still figuring out all the pros and cons, but I appreciate the extend of reporting and ways to customize dashboard. Still have to get this set up. Cons I wish there was a way to catch duplicate records or at least make suggestions on what to merge based on multiple matching fields like address, phone, email, last name, etc. Review Source Response from Doubleknot May 21, 2018 Hi Amanda, Thank you for sharing your thoughts on ClearView. We are happy to hear that our reporting tools and customized dashboards are helpful to your team at CFF. I have shared your comment about duplicate records to our product development team for future release consideration. Thank you again for your feedback and for being a great partner of ours! CT Charlie T. Major Gifts Officer Philanthropy Used the software for: 1-2 years ### "Clearview: The easiest to use donor relationship software I've used in my 25 years of development!" December 15, 2016 5.0 The GUI is so well done and intuitive making daily use of the program a pleasure to use. Unlike other systems I've used over the years, both server and cloud-based presented so many challenges that using them was anywhere from uncomfortable to dreadful. Clearview makes it easy to navigate to find the information we need to do our job easy and fast. I would recommend Clearview to anyone who asks my opinion about donor management programs. Pros Easy to use which increases the likelihood that I will. Use it that is. Cons Not enough training both live and archived (at least I haven't been able to find any). It would be helpful to have a series of videos online in 30 minutes time frames taking the new user through the features of the program. Live webinars would also help. The monthly webinars currently offered do not always match what I need to know. Review Source KM Kristen M. Donor Response Manager Used the software for: 2+ years ### "I've never had a bad experience, and when I get locked out, customer support is quick and helpful." May 15, 2018 4.0 Pros This software is very easy to use and has good features. I can usually find what I need and the reports are very helpful. Cons I used to use Pledgemaker and the transferring over of functionalities is taking a long time--lockbox specifically for what I need. Review Source Response from Doubleknot May 22, 2018 Hi Kristen, Thank you for sharing! We are so happy to hear that you have had nothing but good experiences with ClearView! We are continuing to transfer functionalities from PledgeMaker to ClearView, so please keep checking the release notes to see when such features are based in the ClearView interface. Thank you again for your comment and for the great work you do with The Navigators! BB Bob B. National Director of Development Services Non-Profit Organization Management Used the software for: 2+ years ### "An Opinion on ClearView" March 12, 2019 4.0 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 NB Nikki B. Volunteer Manager Used the software for: 2+ years ### "ClearView helps me accurately track and manage my donor data in a user friend manner. " May 15, 2018 5.0 Wonderful donor tracking management. Pros I love that everything is so easy to manage, and the reports I am able to create are thorough and detailed. It is very customizable to what we need. Cons Sometimes I wish the search results were not so sensitive. It can be difficult to locate certain donors based on information given. Review Source Response from Doubleknot May 21, 2018 Hi Nikki, Thank you for sharing your ClearView experience. We are glad that you find ClearView easy to manage and that our customization options are working well for you. Hearing that our database helps nonprofits like NYC Rescue Mission do more good, makes our day! We have passed along your suggestion about search results to our product development team. Thank you for the review; keep up the great work! VM Vicky M. Community Engagement Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Great database that is always increasing in ease of use and functionality" December 6, 2016 4.0 Clearview is always being improved upon. User suggestions and requests are always considered during the upgrade process which makes for a product that is always meeting and exceeding user expectations. Support staff is always friendly and knowledgeable. Always a great experience! Pros the way the data is tied together across modules, ability to make changes and corrections, merging profiles Cons some of the reporting is a bit cumbersome. not always easy to go back and change an existing report Review Source MS Mishelle S. Development Director Non-Profit Organization Management Used the software for: 1-2 years ### "Overall very helpful" March 15, 2019 5.0 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 DL Deanna L. Administrative Assistant Non-Profit Organization Management Used the software for: 2+ years ### "EXCELLENT CUSTOMER SERVICE" January 24, 2017 5.0 I recently phoned the representative at Softrek regarding a problem in entering a pledge payment which was rejected when I wen to post it. I received prompt and courteous service, and the issue was resolved by her within 12 minutes of my call. Thank you Clearview and Softrek! Pros It is simple to use while giving you a wide variety of reports and tracking of donations. The training sessions are extremely informative. Cons I can't think of a negative. Review Source PA Pat A. ML Supervisor Used the software for: 2+ years ### "I have been using this software since the transition from PMOL. " August 17, 2017 3.0 Pros Many updates have been made to accommodate our particular ministry making retrieving and updating donor information easier and quicker. Jill Lemme is an excellent trainer. I've attended many of her webinars. Cons We've had lots of trouble with reports: running slowly or not running at all (particularly on dashboards). Getting problems resolved quickly has also been a problem. Review Source JT Jessica T. Development Manager Non-Profit Organization Management Used the software for: 2+ years ### "Overall I think that clearview is a good system. There are many features that make tracking easy." February 5, 2018 4.0 Pros The software is fairly easy to navigate and has the ability to add much detail to the prospect file. Cons Running reports can be challenging. I find that sometimes data is pulled that was flagged to omit. The prospect search function is not broad enough. You pretty much have to use the exact way that the prospect is entered. It would be nice if it was a little smarter. I often search by name then by address or other information that I have just to ensure I am not creating a prospect for someone that is not a new donor. Often I will do this search with no results, create a new prospect and then only after I have gone through the process of entering all the information, the system will tell me it is a duplicate. Review Source RQ Rebecca Q. Donor Relations Associate Non-Profit Organization Management Used the software for: 6-12 months ### "This was a intergrated system we use to convert from a DOS based software program to Salesforce. " May 15, 2018 3.0 The ability to do my job during software transition. Pros It gets the job done, I am sure it was no easy task to merge data from our old software to this so we can end up in Salesforce. Cons The reports are not easy to produce, you really need above average IT knowledge to produce reports we utilize regularly. Review Source Response from Doubleknot May 22, 2018 Thank you for posting your comment and for being a ClearView user! We are proud that we are able to help great organizations like The Salvation Army with their donor relations-- keep up the great work! RK Rob K. Regional Development Director Fund-Raising Used the software for: 2+ years ### "Awesome software for fundraisers" December 6, 2016 5.0 We switch to donor-centric platform and worked with the Clearview staff to design the system and train all the fundraisers. They were awesome and the system is up and running and already paying dividends. Pros A systematic process to capturing data and the ability to combine its capability with other fundraising tools. Cons The reports section could be more user-friendly Review Source JD Jack D. Data Entry Used the software for: 2+ years ### "One of the better sites dealing with donation software" August 17, 2017 5.0 Pros The best part of the software is the up time. It is rarely down. Also the support is one of the best. The screens are really easy to follow and match. Also the search of prospect has gotten a lot better. Cons There are still a handle of functions that are still only on Pledge maker and not ported over to Clearview Review Source RS Rohit S. Philanthropy Operations Manager Non-Profit Organization Management Used the software for: 2+ years ### "I think ClearView is an excellent system. I have used a number of other CRM's for donor management." August 17, 2017 4.0 Great customer support. Pros I like how flexible the system is. We can configure labels and VAE screens easily for our needs and create new tabs/dashboards as well. Cons My main complaint is that I continue to have to use Pledgemaker and a FTP site. Once we are off these platforms and just on CV, things will greatly improve. Review Source KG Kathy G. Sr P2P & CE Used the software for: 6-12 months ### "Intuitive, easy to navigate " May 15, 2018 4.0 Pros The reports are great and the simple search functions are easy to use and navigate. It provides information in real time. Cons Could use a freshening up in appearance. Would like to see a simpler dashboard with customized information and exported reports with direct links to CV numbers. Review Source Response from Doubleknot May 22, 2018 Hi Kathy, Thanks for sharing your thoughts on ClearView! We are glad that you find the reports to be very valuable and easy to access. I have passed your feedback and suggestions along to our product development team. Thank you again for posting your comment and for the incredible work you and your team does at JDRF! FW Filadelfa W. National Data Entry Clerk Non-Profit Organization Management Used the software for: 1-2 years ### "Speed of Clearview" December 15, 2016 3.0 There are 5 of us here in our office using Clearview at the same time. We all experience different issues when it comes to how fast Clearview processes. One person is fine but then someone else can go get a cup of coffee and come back and Clearview is still processing and showing the spinning circle. We constantly ask it to check the workstations the internet connection and we are told they are fine. No one can give us answers. Pros Versatility Cons Speed. It varies day by day. Review Source Similar Products Featured