ClearView CRM Mobile 1.7.3

The functionality and user-friendly design of ClearView CRM are well recognized; now, these capabilities extend to mobile platforms through ClearView CRM Mobile. Simply downloading the application enables users to streamline their fundraising activities while away from the office.

• Facilitates preparation for meetings and maintains connectivity with donors.
• Provides quick access to essential donor information, including demographics, gift histories, memos, and additional data.
• Allows users to create and review actions, notifications, and opportunities associated with their portfolio of contacts.

ClearView CRM Mobile offers practical features to support out-of-office engagement, enhancing your solicitation efforts:

• Enables strategic planning for meetings through immediate access to summarized and detailed donor data.
• Permits making calls directly from the app on your mobile device, with the ability to record relevant details during the call.
• Includes voice-to-text functionality for capturing meeting notes conveniently.
• Assists in locating prospects and generating the most efficient route for visits.
• Allows real-time updates to donor profiles and opportunities as new information becomes available.
• Supports direct communication via phone, email, or text messaging.
• Facilitates importing and exporting donor contact information between the app and device contacts.
• Utilizes the device camera to capture and associate images with donor profiles, such as profile pictures.

Designed for optimal performance on iPhone and iPad devices, ClearView CRM Mobile offers customization options within the ClearView CRM administration interface, ensuring a tailored user experience.

Technical Requirements

• Compatible with ClearView CRM cloud subscriptions running the latest software release.
• Available exclusively for iPhone and iPad platforms.

For additional inquiries or technical support, please contact us at [email protected] or call 800.442.9211.