ClearView CRM Mobile 1.7.3

ClearView CRM Mobile 1.7.3

SofTrek Corporation  ❘ Freeware
iOS
Latest Version
1.7.3
Safe to install
EXCELLENT User Rating

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.

Overview

ClearView CRM Mobile is a Freeware software in the category Business developed by SofTrek Corporation.

The latest version of ClearView CRM Mobile is 1.7.3, released on 07/17/2025. It was initially added to our database on 07/17/2025.

ClearView CRM Mobile runs on the following operating systems: iOS.

Users of ClearView CRM Mobile gave it a rating of 5 out of 5 stars.

Pros

  • Mobile app allows for on-the-go access to customer data and CRM features.
  • User-friendly interface designed for mobile devices.
  • Integrated tools and features that streamline sales and customer management tasks.
  • Connectivity with backend systems for real-time data updates.

Cons

  • Limited functionality compared to desktop CRM versions.
  • Potential performance issues on older or less powerful devices.
  • Requires internet connection for most features, which can limit usability in areas without connectivity.
  • May have a learning curve for new users unfamiliar with CRM systems.

Screenshots (Click to view larger)

Related


AdvocacyDay

Streamline Your Advocacy Efforts with AdvocacyDay

Barcode Professional

Effortlessly Create Custom Barcodes with Barcode Professional

Black 2 Business

Black2Business is a comprehensive business directory designed to facilitate connections between consumers and Black-owned businesses and events in the Houston area and its surroundings.

Building Maintenance App

The Building Maintenance app offers a comprehensive solution for managing and organizing maintenance inspections of buildings.

Clearview Direct

Clearview Direct: Streamlining Direct Mail Management

Clearview Mobile App

Convenient Banking on the Go: Clearview Mobile App
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

Art Art
Unlock Your Creativity with Art by Fogware Publishing
8-Bit Armies 8-Bit Armies
Nostalgic Strategy Reimagined in 8-Bit Armies
boxes boxes
Innovative Design Tool for Efficient Organization
eduVPN Client eduVPN Client
Secure and Easy Access to Educational Networks with eduVPN Client
o2 Cloud o2 Cloud
Seamless Cloud Solutions with o2 Cloud by O2-De
G Gorn
Brutal Gladiatorial Combat in VR Delivers an Unforgettable Experience
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft OneDrive Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive

Latest Updates


Filecenter 12.0.29

Streamlining Document Management with Filecenter

AccessData FTK Imager 4.7.1.2

AccessData FTK Imager: Essential Forensic Imaging Tool

FreeFileSync 14.3

Effortlessly sync and backup your files with FreeFileSync!

Visual Studio Code 1.102.2

Powerful and Versatile: Visual Studio Code is a developer's best friend

Visual Studio Community 2022 17.14.10

Empower Your Coding Experience with Visual Studio Community 2022

Blender 4.5.0

Unleash Your Creativity with Blender by Blender Foundation