We stay organized with Causeview!
July 17, 2018

We stay organized with Causeview!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Causeview

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.
  • 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.
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.