Causeview Reviews

Score 2.0 out of 10

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February 27, 2020

Causeview lags behind its competitors in many ways. Avoid it!

Verified User

Manager in Information Technology

Think Tanks Company, 11-50 employees

Score 2 out of 10

Vetted Review

Verified User

Use Cases and Deployment Scope

Causeview is being used by our fundraising department. We use it as an application within Salesforce.com that turns Salesforce into software for nonprofit donor management. We also use Causeview to host our donate pages.

Causeview is designed to turn Salesforce.com from a for-profit tool into a nonprofit tool by rearranging and renaming fields and objects within Salesforce and also creating new objects, fields, and workflows.

Pros and Cons

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

Causeview does not efficiently store data, which makes reporting difficult. They use three objects to store donation data, when one would suffice.
Causeview charges per user, which makes it expensive for larger companies with many users.

Likelihood to Recommend

Causeview is a bloated, outdated, and expensive tool that is not well suited for any scenario. Salesforce.com offers many better nonprofit and donor management applications at a better price.

Causeview's data model is rigid and does not match Salesforce's standard data model, which makes it difficult to add other apps and integrations to Salesforce.

Causeview's donate pages are bland and not very customizable. Also, Causeview's servers are not reliable and will go down unexpectedly, which also causes donate pages to go down. Last year, this happened on Giving Tuesday, a very important day for nonprofit fundraising.

Support Rating

7

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.

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July 17, 2018

We stay organized with Causeview!

Verified User

Manager in Research & Development

Civic & Social Organization Company, 11-50 employees

Score 9 out of 10

Vetted Review

Verified User

Use Cases and Deployment Scope

We currently use Causeview to track our fundraising and event registrations in the Development Department. We also use it to track revenue in our External Consulting practice. The entire organization uses Salesforce, but Causeview is used mostly by Development and Finance staff, as well as our External Trainers, who also track revenue generation.

Pros and Cons

Revenue tracking
Running reports
Keeping donor information in the same database as revenue.

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.

Likelihood to Recommend

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.

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What is Causeview?

Causeview aims to make donor management simple. This solution is built on the Salesforce.com platform and according to the vendor, this provides users with best in class fundraising, events, volunteers and payment processing tools on top of the world’s most popular CRM.

Categories: , ,

Track and manage every part of your supporter journeys

Simple creation of online donation, event registration and volunteer signup pages

Measure performance and generate insights with real-time reports & dashboards

Real-time payment processing that you can really trust

Integrated iATS Payments processing

Advanced fund accounting

Automatic receipting

Causeview Screenshots

Causeview Video

Causeview Overview Video

Causeview Integrations

Salesforce.com, iATS Payments, Mailchimp, Constant Contact, Conga Composer, RallyBound

Causeview Competitors

Raiser's Edge, Luminate CRM and Analytics, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Causeview Pricing

Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?Required

Edition	Pricing Details	Terms
Causeview	$60	per user

Included at no extra cost: support, unlimited access to the Causeview Knowledge Base, online training and Causeview Community Forum, online donation, event registration and volunteer sign-up forms, and ActionPages. Integrated iATS Payment Processing starting at 2.95% + $0.21 / transaction. Minimum 3 users.

Causeview Support Options

	Paid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Causeview Technical Details

Deployment Types:	SaaS
Operating Systems:	Unspecified
Mobile Application:	No
Supported Countries:	United States, Canada, UK, Australia, New Zealand
Supported Languages:	English, French