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What is Causeview?

Causeview aims to make donor management simple. This solution is built on the 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…

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Recent Reviews

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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 …
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per user

Entry-level set up fee?

  • Setup fee required
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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Causeview Application Customizations


Causeview Pledge Manager Demo

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Product Details

What is Causeview?

Causeview aims to make donor management simple. This solution is built on the 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.

Causeview Features

  • Supported: Track and manage every part of your supporter journeys
  • Supported: Simple creation of online donation, event registration and volunteer signup pages
  • Supported: Measure performance and generate insights with real-time reports & dashboards
  • Supported: Real-time payment processing that you can really trust
  • Supported: Integrated iATS Payments processing
  • Supported: Advanced fund accounting
  • Supported: Automatic receipting

Causeview Screenshots

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Causeview Video

Causeview Overview Video

Causeview Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, Canada, UK, Australia, New Zealand
Supported LanguagesEnglish, French
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

Attribute Ratings


(1-2 of 2)
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Score 2 out of 10
Vetted Review
Verified User
Causeview is being used by our fundraising department. We use it as an application within that turns Salesforce into software for nonprofit donor management. We also use Causeview to host our donate pages.

Causeview is designed to turn 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.
Causeview is a bloated, outdated, and expensive tool that is not well suited for any scenario. 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.
  • Negative: expensive per-license fee with no discount for added users.
  • Negative: unreliable servers that host donate pages.
Causeview does not stack up well against its competitors, and my organization regrets its decision to purchase Causeview.'s Nonprofit Success Pack is a much better donor management tool. It comes with 10 free licenses (Causeview offers zero free licenses), uses a smart data model that integrates with all apps, and has a better interface and easier-to-use reporting tools.
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.
Score 9 out of 10
Vetted Review
Verified User
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.
  • 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.
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.
  • Able to track donor behavior and relationships with different corporations
  • Helped us to track our corporate fundraising strategy -- which companies are we cultivating, which have we had success with, etc.
  • Overall Causeview is an effective way for us to keep track of all of our donor information.
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.
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