ClearView CRM Mobile

ClearView CRM Mobile

by SofTrek Corporation

2 ratings
Free

Rating summary
2
0
0
0
0

Details

  • Released
  • Updated
  • November 17, 2015
  • September 14, 2020

Features

ClearView CRM Mobile screenshot #1 for iPhone
ClearView CRM Mobile screenshot #2 for iPhone
iphone
ipad
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About

Manage donor relationships and fundraising activities on the go. Access donor data, plan meetings, record calls, and update information directly from your mobile device.

Access donor demographics and gift history
Prepare for meetings with donor data
Record call information and meeting notes
Map efficient routes to donor locations
Update donor and opportunity information
Connect via phone, email, or text
Import/export contacts, add donor pictures
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What's New in ClearView CRM Mobile

1.7.3

September 14, 2020

Updated base URL to doubleknot.com

FAQ

What is ClearView CRM Mobile?

ClearView CRM Mobile is a business application designed to extend the functionality of ClearView CRM to mobile devices. It allows users to manage donor relationships, prepare for meetings, and update information while on the go.

What devices does ClearView CRM Mobile support?

ClearView CRM Mobile is available for iPhones and iPads. It is designed to work seamlessly on these Apple mobile devices.

How much does ClearView CRM Mobile cost?

ClearView CRM Mobile is available for free. There are no upfront costs to download or use the application itself.

Does ClearView CRM Mobile have ads?

ClearView CRM Mobile does not contain advertisements. Users can expect an ad-free experience while managing their fundraising activities.

What are the technical requirements for ClearView CRM Mobile?

ClearView CRM Mobile requires a ClearView CRM cloud subscription running the current release of ClearView CRM. It is optimized for use on iPhones and iPads.

How often is ClearView CRM Mobile updated?

The latest version of ClearView CRM Mobile is 1.7.3, last updated on September 14, 2020. Updates typically include improvements and new features based on user feedback and technical advancements.

Can I import and export donor information with ClearView CRM Mobile?

Yes, ClearView CRM Mobile allows you to import and export donor information to your device's contacts file. This feature facilitates seamless data management and integration with your existing contacts.

What is the age rating for ClearView CRM Mobile?

ClearView CRM Mobile has an age rating of 4+. This indicates it is suitable for users of all ages, with no mature content.