Case Study: Nonprofit Education and Information Organization achieves streamlined grant proposal tracking and more efficient fundraising with ClearView CRM

Nonprofit education and information organization manages foundation, corporate approaches with ClearView CRM

Nonprofit Education and Information Organization, which manages relationships with more than 600 active foundation and corporate donors, needed a fundraising system that could track the status of grant proposals by grant year and fund type. After evaluating options, the organization selected ClearView CRM to meet the key requirement of distinguishing requests across different grant years and to record proposal statuses (accepted, declined, under review, or not yet sent).

ClearView CRM implemented its major gift tracking feature as the core of the group’s fundraising workflow, enabling staff to use a single proposal record across multiple years, distinguish a dozen+ fund types, link gift records to proposals, and maintain contact history for planned follow-ups. As a result, ClearView CRM helped the organization streamline and standardize proposal tracking and donor contact management, making fundraising efforts considerably more efficient across its large donor base.