Help Desk

Web and Video Conferencing

Customer Support

AI Development

Beta Testing

Performance Testing

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Online Notary

Enterprise

Accounting

Accounts Receivable

Crypto Tax

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Custom Software Development Services

Data Deduplication

Data Science

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Intranet

Migration

Network Performance Monitoring

Open-Source Database

SaaS Management

Service Virtualization

Time Series Databases

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Banking

Digital Forensics

Equation Editors

Geographic Information

Hospital Management

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Medical Office EMR & EHR

Physical Therapy

Veterinary

Vertical-Specific

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Easy to use and customize: Many users have found the CRM to be easy to use and customize, allowing them to tailor it to their organization's specific needs. This indicates that the CRM offers a high level of flexibility and adaptability.

User-friendly interface: Several reviewers have appreciated the user-friendly interface of the CRM, mentioning that it is easy to read and navigate. They also mentioned that scrolling through pages is quick, indicating a smooth and efficient user experience.

Seamless integration with Salesforce: The integration with Salesforce has been praised by users, describing it as fantastic. This suggests that the CRM seamlessly integrates with Salesforce, enabling efficient data sharing and collaboration between the two platforms.

Cumbersome to understand and still being developed: Some users have found the product to be difficult to navigate and comprehend, expressing that it is still in the process of development.

Poor user experience for external facing pages: Several reviewers have mentioned that the user experience for external facing pages, such as donation pages and event registration, needs improvement. They specifically pointed out the lack of integration with Google Analytics e-commerce data.

Difficulty in reporting donor's total giving and absence of Address Verification program: A number of users have expressed frustration with reporting a donor's total giving, including soft credits, and highlighted the absence of an included Address Verification program.

Causeview

CORE

PLUS

Essentials

Impact

Empower

Neon CRM

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Learn how Causeview is improving pledge management with new donor management functionality for schools and nonprofits. Built for the Salesforce platform.

Causeview Pledge Manager Demo

Causeview Application Customizations

Likelihood to Recommend

Support Rating

<p>Causeview provides a CRM solution targeted for fundraisers.&nbsp;</p><p>Founded in 2009, Causeview is based in Ontario, Canada.&nbsp;</p>

Donor Management Made Simple - Causeview

With functionality for fundraising, events, volunteers and payment processing, learn how Causeview makes donor management simple for amazing nonprofit organizations.

Learn more at www.causeview.com.

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

Google Analytics

Upwork

Causeview 2020-02-25 12:02:08

WordPress

Mediafly

Salesforce CRM Analytics

Salesforce Lightning Platform- deprecated

Causeview 2018-07-16 07:24:04

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Event registration

Donation pages

E mail

Confusing to use

Difficult to find

Store data

Quick to respond

Running reports

Donor information

Support team

Helpful and quick

Home

Nonprofit CRM Software

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.

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.

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

Causeview

Overview

What is Causeview?