SofTrek’s New ClearView for PledgeMaker Donor Management Software

Written by Karen Corey

Monday, 08 June 2009 21:36

SofTrek is releasing its new web technology, ClearView for PledgeMaker, which allows you to better access information in PledgeMaker. This application allows the nonprofit organization users to design their own workspaces. All of the key information and fundraising tools are easily accessible from one location.

This software is being released at the end of June and will enhance the powerful PledgeMaker Software, which is a robust, comprehensive donor management system. It allows any size nonprofit organization to cultivate prospect, retain donors and increase productivity. The combination of the two applications makes for a dynamic donor management system with endless possibilities.

Technology employed
PledgeMaker can be installed or accessed online through SaaS. Hardware requirements for the installed version on workstations are a Pentium IV or higher processor, 512 MB of Ram, 90MB of available hard disk space. The server requirements are 8GB RAM plus 2MB per user and 3 GB available hard drive space.

For SaaS workstations need Pentium IV or higher processor, 512 MB RAM or greater, and 90MB of available hard disk space. Also needed are Windows 2000 or XP Professional, Internet Explorer or Mozilla Firefox and Adobe Acrobat Reader.

Ease of use, configuration, and deployment
ClearView for PledgeMaker is easy to use, configure and deploy. This software is very user friendly and has a dashboard and other innovative tools to create and modify records, fundraising, actions and communication features. There are tools for gift tracking, pledge tracking, mailings and queries and reports.

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Recap
ClearView is an innovative way to access all information contained in the PledgeMaker database. It has a personalizable interface to make donor management effortless; dashboards and views are tailored to the user’s specific needs. There are single search capabilities, favorite links which allow instant access to websites, lists, and important donors. ClearView is fully integrated with PledgeMaker, Microsoft Office, Google Maps, PG Calc, WealthEngine and Business Objects. This is a versatile all in one complete donor management system.

There are two options available; the installed version starts at $8,325 and the SaaS version starts at $50 per month per named user. As I stated above, this is new technology that is just being released and the screenshots are from the Beta program and may vary slightly from the product when it is released at the end of the month.

Advantages

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Innovative Technology
Easy to Use and Learn
Personalizable Dashboards
Customizable Information Views

Disadvantages

Additional services or hardware may boost the cost of the system

My Opinion
ClearView for PledgeMaker is amazing high-tech software that allows the user to do a multitude of tasks in one application. The associates at SofTrek spent a lot of time and energy to make this system user friendly and the options are endless. This software has so many features and tools that it is impossible for me to describe all of them in one review. ClearView was design by using feedback from nonprofit organization to create a system that was designed to be easy to use, customizable, and have integrated features for searching and accessing donor information. I can’t say enough about this product, I was amazed at all it could do. This is software that I highly recommend for any size nonprofit organization.

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Dianne Crampton is Group Development Consultant and Leadership Coach. For the past twenty years she has helped not-for-profit leaders and their teams learn how to work well together to consistently achieve goals with high levels of group and individual satisfaction.

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