An Introduction to Causeview
Causeview is the UK's first out-of-the-box Salesforce CRM app for fundraising, events and volunteeringBorn in Canada and already used by 130 charities across North America, Australia and now in the UK, Causeview is smart, focused and intuitive.
Perfect for small to medium sized fundraising teams, the app offers exceptional reporting, smart gift aid and direct debit functionality, online forms, a neat way to manage your volunteers and fantastic event features.
Seeing is believing!
Join us a cuppa and a croissant and see for yourself how Causeview can support you to do your day-to-day tasks, and give you the information and insight you need to develop and deliver your fundraising strategy.
Our short demo gives you a quick view of Causeview and what it can offer, as well as a quick introduction to Salesforce for those who haven't seen it or used it before. We'll show you how Causeview can solve key integration challenges faced by many non-profits by demonstrating Direct Debit, donations and web sign ups.
This demo will be hosted by Keith, our Sales Director and Ian our Lead Consultant for Causeview.
Who should attend
This event is suitable for those looking at CRM now or in the medium term. Our events are small and we have limited places, so we restrict places to staff, volunteers and trustees of charities and non-profits.
If you do not fit that criteria, please ask (via firstname.lastname@example.org) before registering for the event.