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Donor Management Software on Salesforce

Causeview Overview

Causeview is a robust fundraising and donor management software, built on the Salesforce platform, tailored for non-profits and higher education institutions. Its integration with Salesforce makes it incredibly powerful for managing donor data, tracking donations, and segmenting contacts. The software offers streamlined processing of donations, pledges, and recurring gifts, enhancing fundraising efficiency. Causeview's event management features facilitate the smooth organization of fundraising events, from ticket sales to attendee tracking. Unique to Causeview is its ability to create personalized donor journeys, improving engagement and retention. The platform also includes comprehensive reporting tools, providing actionable insights into campaign performance. Ideal for organizations already using or familiar with Salesforce, Causeview offers a sophisticated, integrated approach to donor management and fundraising.

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Causeview Screenshot & Video

Contact Details

  • Vendor Name SofterWare
  • Founded 1981
  • Location Canada
  • Employees 11-50

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


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Causeview Features

  • Arrow Icon Contact Management
  • Arrow Icon Donation Tracking
  • Arrow Icon Campaign Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Real Time Notifications
  • Arrow Icon Email Marketing
  • Arrow Icon Donor Management
  • Arrow Icon Email Management
  • Arrow Icon Web Forms
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Task Scheduling
  • Arrow Icon Website Integration
  • Arrow Icon Grant Management
  • Arrow Icon Customer Database
  • Arrow Icon Credit Card Processing
  • Arrow Icon Membership Management
  • Arrow Icon CRM
  • Arrow Icon Accounting Integration
  • Arrow Icon Event Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Registration Management
  • Arrow Icon Fundraising Management
  • Arrow Icon Committee Management
  • Arrow Icon Volunteer Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Recurring Giving
  • Arrow Icon Online Giving
  • Arrow Icon Payment Processing
  • Arrow Icon Gift Matching Management
  • Arrow Icon Donation Tracking
  • Arrow Icon Activity Dashboard
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Mobile Giving
  • Arrow Icon Campaign Management
  • Arrow Icon Activity Tracking
  • Arrow Icon Event Ticketing
  • Arrow Icon Grant Management
  • Arrow Icon Donor Management
  • Arrow Icon Customizable Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Attendance Management
  • Arrow Icon Receipt Management
  • Arrow Icon Personalization
  • Arrow Icon Volunteer Management
  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Event Management
  • Arrow Icon Campaign Planning
  • Arrow Icon For Nonprofits
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Credit Card Processing
  • Arrow Icon Contact Management
  • Arrow Icon Pledge Management
  • Arrow Icon Registration Management
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Registration Management
  • Arrow Icon Pledge Management
  • Arrow Icon Campaign Management
  • Arrow Icon Membership Management
  • Arrow Icon Receipt Management
  • Arrow Icon Recurring Giving
  • Arrow Icon Mobile Giving
  • Arrow Icon Alumni Management
  • Arrow Icon Contact Management
  • Arrow Icon Volunteer Management
  • Arrow Icon CRM
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Event Management
  • Arrow Icon For Nonprofits

Causeview Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Causeview FAQs

Causeview is a robust fundraising and donor management software, built on the Salesforce platform, tailored for non-profits and higher education institutions. Its integration with Salesforce makes it incredibly powerful for managing donor data, tracking donations, and segmenting contacts. The software offers streamlined processing of donations, pledges, and recurring gifts, enhancing fundraising efficiency. Causeview's event management features facilitate the smooth organization of fundraising events, from ticket sales to attendee tracking. Unique to Causeview is its ability to create personalized donor journeys, improving engagement and retention. The platform also includes comprehensive reporting tools, providing actionable insights into campaign performance. Ideal for organizations already using or familiar with Salesforce, Causeview offers a sophisticated, integrated approach to donor management and fundraising.

  • No, Causeview does not offer a free version.

  • No, Causeview does not offer any free trial.

  • No, Credit Card details are not required for the Causeview trial.

  • No, Causeview does not offer an API.

  • Causeview offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Causeview offers training with the following options:
    • Webinar , Documentation

  • Causeview supports the following languages:
    • English

  • Following are the typical users of the Causeview:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Causeview supports the following deployment:
    • Cloud Hosted

  • Causeview supports the following devices and operating systems:
    • Web-Based