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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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 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.