Case Study: Large Human Services Agency achieves streamlined multichannel fundraising and unified donor management with ClearView CRM

Human services agency uses ClearView CRM to link multichannel fundraising efforts

Large Human Services Agency faced fragmented donor data and growing complexity as its fundraising expanded across mail, events, online, social and phone channels — with donation volumes sometimes tripling during emergencies. About 10 years ago the organization selected ClearView CRM (formerly PledgeMaker) from SofTrek to unify gift processing, donor records and multichannel campaign management.

ClearView CRM centralized segmentation and direct-mail fulfillment, provided an online donor portal, processed donations in real time with encrypted card “vault” storage, and automated acknowledgement triggers while enabling mobile access for development staff. As a result, the agency now handles thousands of donations, sends hundreds of thousands of mailings monthly, reuses complex segments instead of rebuilding them, and reliably processes spikes in giving—streamlining operations, improving data accuracy and speeding donor communications.