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Causeview

Score2 out of 10

2 Reviews and Ratings

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What is Causeview?

Causeview aims to make donor management simple. This solution is built on the Salesforce.com platform and according to the vendor, this provides users with best in class fundraising, events, volunteers and payment processing tools on top of the world’s most popular CRM.

Categories & Use Cases

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Reviews

What users are saying about Causeview.
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Causeview lags behind its competitors in many ways. Avoid it!

Incentivized
Verified User
Manager in Information Technology (11-50 employees employees)

Pros

  • Causeview's support team is mostly helpful and quick to respond.
  • Causeview integrates event registrations within Salesforce.

Cons

  • Causeview does not efficiently store data, which makes reporting difficult. They use three objects to store donation data, when one would suffice.
  • Causeview charges per user, which makes it expensive for larger companies with many users.

Return on Investment

  • Negative: expensive per-license fee with no discount for added users.
  • Negative: unreliable servers that host donate pages.

Alternatives Considered

Salesforce.com and DonorPerfect

Other Software Used

Constant Contact, Upwork, Google Analytics

We stay organized with Causeview!

Incentivized
Verified User
Manager in Research & Development (11-50 employees employees)

Pros

  • Revenue tracking
  • Running reports
  • Keeping donor information in the same database as revenue.

Cons

  • 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.

Return on Investment

  • 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.

Alternatives Considered

Salesforce Analytics Cloud

Other Software Used

Salesforce Lightning, WordPress, Google Analytics

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