ClearView CRM Finance

ClearView CRM is known for donor management, but also offers a finance module for nonprofits. This includes revenue tracking by campaign, automated receipts, and basic fund accounting. The system syncs donor and financial data, so gift entry updates the ledger immediately. ClearView’s pledge management feature ensures scheduled donations appear in financial projections. A simple chart of accounts handles restricted vs. unrestricted funds. This integrated approach suits organizations that want close alignment between fundraising, donor data, and accounting without toggling between separate systems.