ClearView CRM Mobile 1.7.3

SofTrek Corporation ❘ Freeware ❘
iOS

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<p>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.</p>

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

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

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

<p>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.</p>

<h3>Technical Requirements</h3>

<ul>
<li>Compatible with ClearView CRM cloud subscriptions running the latest software release.</li>
<li>Available exclusively for iPhone and iPad platforms.</li>
</ul>

<p>For additional inquiries or technical support, please contact us at support@softrek.com or call 800.442.9211.</p>

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