Causeview

Score2 out of 10

2 Reviews and Ratings

Community insights

TrustRadius Insights for Causeview are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Easy to use and customize: Many users have found the CRM to be easy to use and customize, allowing them to tailor it to their organization's specific needs. This indicates that the CRM offers a high level of flexibility and adaptability.

User-friendly interface: Several reviewers have appreciated the user-friendly interface of the CRM, mentioning that it is easy to read and navigate. They also mentioned that scrolling through pages is quick, indicating a smooth and efficient user experience.

Seamless integration with Salesforce: The integration with Salesforce has been praised by users, describing it as fantastic. This suggests that the CRM seamlessly integrates with Salesforce, enabling efficient data sharing and collaboration between the two platforms.

Reviews

2 Reviews

Causeview lags behind its competitors in many ways. Avoid it!

Rating: 2 out of 10

Incentivized

February 27, 2020

Use Cases and Deployment Scope

Causeview is being used by our fundraising department. We use it as an application within Salesforce.com that turns Salesforce into software for nonprofit donor management. We also use Causeview to host our donate pages.

Causeview is designed to turn Salesforce.com from a for-profit tool into a nonprofit tool by rearranging and renaming fields and objects within Salesforce and also creating new objects, fields, and workflows.

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.

Likelihood to Recommend

Causeview is a bloated, outdated, and expensive tool that is not well suited for any scenario. Salesforce.com offers many better nonprofit and donor management applications at a better price.

Causeview's data model is rigid and does not match Salesforce's standard data model, which makes it difficult to add other apps and integrations to Salesforce.

Causeview's donate pages are bland and not very customizable. Also, Causeview's servers are not reliable and will go down unexpectedly, which also causes donate pages to go down. Last year, this happened on Giving Tuesday, a very important day for nonprofit fundraising.

Verified User

Manager in Information Technology (11-50 employees)

Vetted Review

2 years of experience

We stay organized with Causeview!

Rating: 9 out of 10

Incentivized

July 17, 2018

Use Cases and Deployment Scope

We currently use Causeview to track our fundraising and event registrations in the Development Department. We also use it to track revenue in our External Consulting practice. The entire organization uses Salesforce, but Causeview is used mostly by Development and Finance staff, as well as our External Trainers, who also track revenue generation.

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.

Likelihood to Recommend

I think Causeview is well suited for those who are looking to track revenue and donor information in the same place. It is good to have your database with all of your contacts integrated with the same system that you use to process things such as donations and event registrations, so it saves time and we don't have to maintain separate systems for our development work and our other revenue-generating strategies. We also use reports to pull up information about donors and use that information for fundraising -- for example, donor history and things like that.

Verified User

Manager in Research & Development (11-50 employees)

Vetted Review

3 years of experience