<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1858399261104064&amp;ev=PageView&amp;noscript=1">
ClearView blog banner
20 November 2015

Go mobile on the go

Frontline fundraisers' best friend: ClearView CRM Mobile

If you're a frontline fundraiser who's often on the road, you have a powerful new ally in the mobile version of ClearView CRM, available for iPhones and iPads.

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 kinds of activities that are keys to fundraising success. With the new mobile app, you can:

  • 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.

Read more ...

22 September 2015

Ready for even more integrations?

ClearView CRM connects with even more software that nonprofits use regularly

New accounting software integration is system’s 14th

The list keeps growing. ClearView CRM from SofTrek Corporation added three more applications with which the system connects. The integrations, which allow the applications to “talk” to ClearView CRM directly, give SofTrek's nonprofit clients the flexibility to build a fundraising software system that exactly meets their organizations’ needs. 

The applications that newly connect with ClearView CRM include peer-to-peer and online event fundraising, in addition to the system’s 14th accounting software integration. They are:

Read more ...

Page 6 of 6