Описание ClearView CRM
Cloud-based ClearView CRM is fundraising software that supports nonprofits' efforts to raise money and manage donor services departments. It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection, and gift processing; wealth screening; and a mobile app for frontline fundraisers.
Features
--Powerful constituent relationship management: complete profiles--with touches and contacts, giving history, interests, demographics and more--coupled with opportunities management to coordinate and automate activities, communications and other efforts in pursuit of donations, including major and planned gifts.
--Operational tools like list selection/segmentation for large, complex online and offline direct-mail campaigns, gift processing, data import/export and more.
--Hundreds of built-in reports on gifts, donors, pipelines, trends, and more, and intuitive ad hoc reporting and business intelligence tools that let organizations
--Free mobile app, ClearView CRM Mobile.
