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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.

Causeview screenshot & Video

Contact Details

  • SofterWare
  • 1981
  • Canada
  • 11-50

Support

  • Email
  • Phone
  • Chat
  • Knowledge Base

Training

  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

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

Language Supported

English

Causeview Features

  • Contact Management
  • Donation Tracking
  • Campaign Management
  • Interaction Tracking
  • Real Time Notifications
  • Email Marketing
  • Donor Management
  • Email Management
  • Web Forms
  • Access Controls/Permissions
  • Task Scheduling
  • Website Integration
  • Grant Management
  • Customer Database
  • Credit Card Processing
  • Membership Management
  • CRM
  • Accounting Integration
  • Event Management
  • Document Storage
  • Forms Management
  • Social Media Integration
  • Registration Management
  • Fundraising Management
  • Committee Management
  • Volunteer Management
  • Electronic Payments

Causeview Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Causeview FAQ's

  • 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