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Causeview

Causeview is fundraising and advancement software for nonprofit and higher-education teams using Salesforce.

Place
#24 of 35
Score
6.3
Causeview's website

What Causeview is

Causeview is fundraising and advancement software for nonprofit and higher-education teams using Salesforce. Causeview Fundraising runs on Salesforce NPSP, while Causeview Advancement is designed for the Salesforce.org EDA platform. The system supports one-time and recurring donations, tributes, pledges, split gifts, fund accounting and event tickets with discount codes. Gift tools include quick or batch entry, pledge management, recurring-gift automation, gift splitting and donor acknowledgements. Impact Designer creates responsive donation forms and landing pages with editable amounts and allocations linked to Salesforce. Event features cover registration, ticket discounts, table or foursome grouping, budgeting, and volunteer skill and availability tracking. An iOS Events app supports smartphone check-in. Causeview Donations costs $1,800 a year, requires Salesforce NPSP, adds a $750 setup fee and uses a three-year initial license term. Processing and receipt fees are extra, and Receipt Manager receipts cost 25 cents each.

Good

  • Supports recurring and split donations
  • Responsive forms link to Salesforce
  • Event registration and ticket discounts
  • iOS check-in app
  • Premium support and training included

Watch out

  • No free plan or trial
  • Salesforce platform requirement
  • $750 setup fee
  • Processing and receipt fees extra

Who it suits

It suits nonprofit fundraising teams and higher-education advancement teams already using Salesforce. Organizations needing donor, gift, event and volunteer management can use its Salesforce-based products.

Verdict

Causeview provides Salesforce-based tools for donor records, gift processing, forms, events and volunteers. Confirm platform requirements, merchant-account needs and additional fees before selecting a plan.

Plans and prices

From Causeview's own pricing page, checked 8 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Causeview Donations$1,800 a yearSalesforce NPSP required · $750 set up fee · processing and receipt fees extra · three-year initial license term · per year
Advancement for Higher EducationPriced on requestBuilt for advancement teams using Salesforce · EDA certified · Speak to sales for a custom quote
Fundraising for NonprofitsPriced on requestBuilt for fundraising teams using Salesforce · Speak to sales for a custom quote
Gift ProcessingPriced on requestSalesforce gift processing service · Speak to sales for a custom quote

The facts

Each one read from Causeview's own pages, with the date it was checked.

What it does

Donations
It supports one-time and recurring donations, tributes, pledges, split donations, fund accounting, and event tickets with discount codes.checked 8 Oct 2026
Events and volunteers
Event features include registration forms, ticket discounts, table or foursome grouping, event budgeting, and volunteer skill and availability tracking.checked 8 Oct 2026
Gift management
Features include quick or batch gift entry, pledge management, automated recurring gifts, gift splitting, and donor acknowledgements.checked 8 Oct 2026
Implementation
Causeview says installation includes standard layouts, donation and event forms, receipt templates, payment gateway setup, and up to 12 hours of online training.checked 8 Oct 2026
Integrations
The maker lists Salesforce.org, SafeSave, iATS Payments, RallyBound, and Salesforce implementation partners among its partners.checked 8 Oct 2026
Notable fees
The Donations subscription page lists $750 for setup, says processing and receipt fees are extra, and prices Receipt Manager receipts at 25 cents each.checked 8 Oct 2026
Online forms
Impact Designer provides customizable, responsive donation forms and landing pages with editable donation amounts and allocations linked to Salesforce.checked 8 Oct 2026
Payment compliance
Causeview says its iATS integrated payment solution supports PCI Level 1 compliance.checked 8 Oct 2026
Payment processing
The implementation requirements page identifies iATS Payments as the approved integrated payment processing service and says customers need a merchant account.checked 8 Oct 2026
Purpose
Causeview builds solutions to help fundraisers retain donors and manage gift processing, donor receipts, and donor relationships.checked 8 Oct 2026
Security
Causeview’s privacy policy says it uses restricted access, passwords, and encryption safeguards to protect personal information.checked 8 Oct 2026
Support
The included Premium Client Success Plan lists weekday Eastern business-hours support, an initial response within 48 hours, help articles, videos, a Q&A forum, and online training.checked 8 Oct 2026
Who it serves
Causeview says its products serve nonprofit fundraising teams and higher education advancement teams using Salesforce.checked 8 Oct 2026

The company

Headquarters
Markham, Ontario, Canadachecked 28 Sep 2026

Where it runs

Mobile event app
Causeview’s Events app for iOS supports event check-in from a smartphone.checked 8 Oct 2026
Salesforce platform
Causeview Fundraising is built on Salesforce NPSP, while Causeview Advancement is for the Salesforce.org EDA platform.checked 8 Oct 2026

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