Mobile Fundraising
Access the power of ClearView CRM anywhere
ClearView CRM’s suite of mobile apps streamlines on-the-go fundraising and enables your team to manage events, collect donations and sell merchandise anywhere. And, our commitment to mobile-friendly design ensures that all of your supporter-facing pages display beautifully and operate correctly on any phone, tablet and computer.
Empower Gift Officers and Executives with the ClearView Mobile App
- Access and update crucial information anywhere
- Plan and deliver strategy for off-site meetings and easily record the results
- Create, manage and track opportunities and actions, notify colleagues and add photographs to donor files
- Capture meeting notes immediately with voice-to-text transcription tools that automatically update the donor or prospect record
- Stay in touch everywhere by importing donor data to your mobile phone’s contacts
Reach Mobile-First Donors with Text-to-Give Donations
- Easily reach mobile-first donors who can initiate donations by texting “Give” or “Donate” to your organization’s unique phone number
- Customize and display a responsive, mobile-friendly donation page
- Donors can choose one-time or recurring donations
- Automatically send an email confirmation, receipt and a signed and personalized acknowledgment message.
- On the back end, text-to-give donations can be assigned to a specific campaign, fund and appeal
Mobile Event Management, Payments and Donations
- Reduce paper waste and empower attendees with digital and print-at-home event tickets
- Check in individuals and groups with a simple scan that records attendance and updates the constituent record
- Easily handle walkups, update registrations on the fly, and immediately collect the balance due with our secure credit card reader or automatically send a billing reminder later
- Sell merchandise and collect donations throughout the event with confidence that all information is automatically recorded in the database
