Fundraising on the go: ClearView CRM Mobile

Anyone who spends a lot of time on the go knows that being efficient and effective can be a real challenge. That's why ClearView CRM Mobile helps with the activities that are your keys to fundraising success:

  • Staying connected with donors
  • Accessing key donor information
  • Planning meeting strategy using data at your fingertips
  • Calling prospects from within the app, then record info on the call
  • Easily updating donor and opportunity records

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ClearView Mobile Search ClearView Mobile Prospect Summary ClearView Mobile Opportunities ClearView Mobile Actions ClearView Mobile Notifications

 Take ClearView CRM's power and ease of use on the road. 

Make your fundraising life on the go efficient and effective:

  • Work with prospects by creating and tracking opportunities, capturing meeting notes with their phones’ voice-text tools and prepping for meetings.
  • Stay connected with donors by making calls or emailing directly from the app, updating donor data as soon as they learn new info, and importing donor info to a device contacts file.
  • Immediately handle tasks like creating and tracking actions to take, sending notifications to colleagues, and capturing and connecting pictures to donor files.
  • Even more support for your out-of-office solicitation efforts: Easily plan your strategies for those all-important prospect meetings right in ClearView CRM Mobile.

Download ClearView CRM Mobile app for iPhones, iPads and Android devices.