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SofTrek ClearView CRM Review

Product Snapshot

Product Pricing

Minimum fee of $500 plus $50 per user per month.


Product is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with nonprofits with a contribution revenue of over $5 million and national chapter organizations as well as cultural, healthcare, human services, faith-based or community nonprofits.

Select Customers

Dana-Farber Cancer Institute, Catholic Relief Services, Buffalo City Mission, Canine Companions, BBYO


About SofTrek ClearView CRM

SofTrek ClearView CRM SofTrek ClearView CRM provides constituent relationship management, reporting, online marketing and operational tools for your nonprofit organization. ClearView CRM not only tracks meaningful donor information — it follows campaign activities, manages opportunities, and helps plan strategies to take advantage of those opportunities. Business intelligence and reports are detailed, allowing users to track and grow donor relationships. ClearView CRM also manages staff in addition to anything pertaining to fundraising efforts. ClearView is available as a web-based or mobile solution, with customizable dashboards.

About the Company

SofTrek was founded in 1987 and is headquartered in Amherst, New York. The company provides technology to nonprofit organizations such as donor CRM, online marketing and professional business services.


SofTrek ClearView CRM Key Features

  • Opportunities management to coordinate activities, communications and other efforts in pursuit of donations
  • Donor and prospect profiles with information on touches and contacts, giving history and other details that help determine appropriate fundraising approaches
  • Helps manage opportunities and relationships, and carry out and measure fundraising efforts
  • Tracks fundraising activities
  • Handles tasks like list segmentation, gift processing, events and membership management
  • Provides reports and BI on donors, fundraising activities and
    staff efforts
  • Enables multichannel marketing by linking fundraising efforts in various channels through a core donor database


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