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.