What Clearview CRM does

ClearView CRM is a US-based, cloud-delivered fundraising and donor-management software platform purpose-built for nonprofit and cultural organizations. Operated by Doubleknot LLC (formerly SofTrek) and owned by the TogetherWork conglomerate of nonprofit software brands, the platform provides a single unified database that consolidates donor profiles, gift history, volunteer records, event activity, and financial transactions into a 360-degree constituent view. The product suite spans a core CRM module, donations and donor management, fundraising events and ticketing, reporting and business intelligence, membership management, mobile fundraising (including a dedicated mobile app and text-to-give), an open API with dozens of off-the-shelf integrations, and the proprietary SofTrek Merchant Services payment processor that natively reconciles donor transactions into the platform's subledger.

The platform is sold to mission-based customers across six primary verticals: medical and scientific research organizations (e.g., Cystic Fibrosis Foundation, Dana-Farber Cancer Institute, JDRF-Canada), advocacy and legislation organizations (e.g., AARP Foundation, Trust for Public Land), hospital foundations (e.g., Niagara Falls Memorial Medical Center, Shaare Zedek Medical Center), arts and culture organizations (e.g., Lincoln Center, United Performing Arts Fund), disaster relief and human services (e.g., Catholic Relief Services, Downtown Rescue Mission), and faith-based nonprofits. Marquee logos and the company's "hundreds of nonprofit organizations" claim indicate a broad, vertically diversified installed base spanning local, regional, and national organizations across the United States, with select international usage.

ClearView operates an enterprise field-sales motion with no publicly disclosed pricing; prospects must request a demo to receive a custom quote, and the company emphasizes long-term partnership, dedicated account management, and domain expertise cultivated over 30+ years. Revenue is generated via annual or multi-year subscriptions to the core CRM platform, with additional fees from add-on integrations, specialty tools, and the embedded payment-processing take rate from SofTrek Merchant Services. Headquarters are in Atlanta, Georgia (with the original SofTrek operations in Amherst, New York), the company is privately held with no external funding rounds disclosed, and ClearView and ClearView CRM are registered trademarks of Doubleknot LLC.

Name

Clearview CRM

Legal name

Doubleknot LLC

Website

https://clearviewcrm.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

ClearView CRM is a US-based, cloud-delivered fundraising and donor-management software platform serving hundreds of nonprofit and cultural organizations across medical research, advocacy, hospital foundations, arts, human services, and faith-based verticals with a unified constituent database, embedded payment processing, and open-API integrations.

Ownership category

akta.pro rank

Product category

Nonprofit CRM and Fundraising Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industries

Customer Success & Account Management CRM (HDAEAFAD), Data & Analytics for CRM (Attribution, BI, Predictive) (BPAFAFAE)

Keywords

• Nonprofit CRM software
• Donor management software
• Fundraising software platform
• Constituent relationship management
• Membership management software

Headquarters

HQ city

Saratoga

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription-based CRM Software: Annual or multi-year subscription licensing model for access to fundraising CRM platform, donor management, reporting tools, and core platform features. Additional fees may apply for add-on integrations and specialty tools.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

ClearView CRM is a cloud-based constituent relationship management platform built for nonprofit organizations. It provides fundraising, donor management, and business intelligence tools that help nonprofits manage donors, gifts, and campaigns across their lifecycle.

Product overview

ClearView CRM is a single unified nonprofit fundraising and donor management platform that integrates donor data management, donations processing, fundraising events and ticketing, reporting and analytics, membership management, and mobile fundraising capabilities. The core ClearView CRM platform serves as the central hub, supplemented by an open API for custom integrations. The product suite includes specialized modules for nonprofit CRM, donor management, event management, business intelligence, membership software, and mobile fundraising including a dedicated mobile app and text-to-give functionality.

Differentiator

Problem solved

Functional benefit

Brands

• SofTrek Merchant Services: Proprietary payment processing service integrated with ClearView CRM for donor transactions and financial reconciliation.

Products and services

• ClearView CRM A cloud-based constituent relationship management platform for nonprofit organizations, offering fundraising, donor management, and business intelligence capabilities including a 360-degree constituent view, mobile access, reporting, major gifts stewardship, and integrated payment processing.
• SofTrek Merchant Services Proprietary payment processing integrated with the ClearView CRM platform, enabling nonprofits to process donations and payments (including text-to-give) within their CRM environment.

Quantifiable outcome

• Renewal rates as high as 89% with strategic second mailing approach
• +2 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature8 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Blackbaud: Blackbaud is the largest dedicated nonprofit-software provider, offering Raiser's Edge NXT, Luminate, eTapestry, and other fundraising/donor-CRM products. It directly competes with ClearView in the mid-market and enterprise nonprofit CRM segment with a similar vertical specialization and customer base.
• Bonterra: Bonterra (combining Network for Good, GivingDays, and other nonprofit brands) is a dedicated nonprofit fundraising and CRM platform serving similar verticals to ClearView, including small and mid-sized nonprofits, with comparable donor-management and campaign capabilities.
• Neon One: Neon One provides an all-in-one CRM, fundraising, events, and marketing platform purpose-built for small and mid-sized nonprofits. It directly competes with ClearView in donor management, membership, and event ticketing for mission-based organizations.
• Bloomerang: Bloomerang is a donor management and fundraising CRM focused on small-to-mid-sized nonprofits, emphasizing retention, reporting, and online giving. It is a direct alternative to ClearView for organizations with simpler integration needs.
• DonorPerfect: DonorPerfect is a long-standing nonprofit donor management CRM serving thousands of small and medium nonprofits with fundraising, event, and membership features. It overlaps with ClearView in mid-market donor database functionality.

Broad incumbents

• Salesforce (with Nonprofit Cloud / NPSP): Salesforce's Nonprofit Cloud and the Nonprofit Success Pack (NPSP) target the same nonprofit donor-management buyer with a horizontal CRM platform and an extensive AppExchange ecosystem. It is the primary enterprise incumbent ClearView must displace in larger-deal competitions.
• HubSpot (with nonprofit solutions): HubSpot's CRM and Marketing Hub, combined with its nonprofit pricing and integrations, compete for smaller nonprofits seeking marketing automation alongside donor management. It is a horizontal incumbent that overlaps with ClearView's marketing/communications capabilities.

Emerging players

• Funraise: Funraise is a modern, cloud-native nonprofit fundraising platform with strong online giving, peer-to-peer campaigns, and CRM capabilities. It targets growth-oriented nonprofits that may otherwise evaluate ClearView, particularly those prioritizing UX and digital-first experiences.
• Givebutter: Givebutter is a fast-growing online fundraising and donor management platform popular with small and emerging nonprofits. It is an emerging alternative to ClearView in the lower-end of the market where modern UX and free-tier pricing matter.
• Airtable: Airtable is a low-code platform that nonprofits increasingly use as a lightweight CRM and donor database. While not a vertical-specific fundraising platform, it is a substitute some smaller organizations choose over ClearView.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/clearviewcrm
• Facebookfacebook.com/ClearViewCRM
• LinkedInlinkedin.com/company/softrek

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clearview CRM