Causeview vs. DonorSearch

I think Causeview is well suited for those who are looking to track revenue and donor information in the same place. It is good to have your database with all of your contacts integrated with the same system that you use to process things such as donations and event registrations, so it saves time and we don't have to maintain separate systems for our development work and our other revenue-generating strategies. We also use reports to pull up information about donors and use that information for fundraising -- for example, donor history and things like that.

Incentivized

When doing research, it's been very helpful to see real estate ownership along with SEC holdings in one spot which has been helpful in leads. However, with the real estate, at times it doesn't match the names on the property records which adds an additional step on my end to complete

Incentivized

• Causeview's support team is mostly helpful and quick to respond.
• Causeview integrates event registrations within Salesforce.

Incentivized

• Broad inclusion of information
• Prior giving records
• Address information

• Event registration and donation pages could be better designed - not up to par with sites such as Eventbrite
• I would like to have the option for people to register with more than one e-mail address instead of creating a duplicate record each time someone uses a different e-mail.
• Some of my coworkers find Causeview confusing to use or difficult to find information.

Incentivized

• Too many names included even when the correct address has been provided for the initial query
• Not providing total clarity about DonorSearch specific definitions
• Providing too much info from low-quality profiles

Very clean interface and easy to navigate based on labeling. Also, the onboarding process is very easy to follow and understand! DonorSearch also does weekly webinars that help and are insightful when looking to learn new things about the system

Incentivized

Causeview's support is a lone bright spot. They are often quick to respond. They are generally helpful, although brief in their answers and explanations. I would appreciate more detailed answers to technical problems, but I do appreciate their support's problem solving ability

Incentivized

I did not personally select Causeview for my organization, but I have found it easy to use in comparison with other similar systems. The fact that Causeview can be added to Salesforce, and hop on our existing database, is very important to us and is one of the main reasons we continue to use the service.

Incentivized

DonorSearch was the first product we onboarded for our donor research and haven't left them because of the success we have had with them so far!

Incentivized

• Negative: expensive per-license fee with no discount for added users.
• Negative: unreliable servers that host donate pages.

Incentivized

• There has not been a negative impact
• We have been able to get a jumpstart on many leads
• We are able to see whose giving aligns with our organization