# ClearView CRM Mobile

> Mobile CRM for fundraising and donor relationship management. (iPhone/iPad app by SofTrek Corporation.)

- Source: https://appshunter.io/ios/app/clearview-crm-mobile/id1018223410 (this page in markdown: same URL + `.md`)
- Developer: [SofTrek Corporation](https://appshunter.io/developer/1018223409)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 59 MB
- Languages: American English, Dutch, French (France), German (Germany), Italian
- Released: 2015-11-17
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/clearview-crm-mobile/id1018223410/reviews.md

## What is ClearView CRM Mobile?

Love the power and ease of use of ClearView CRM? Now you can take it on the road with ClearView CRM Mobile. Simply download the app to make your fundraising life on the go more efficient and effective.

--Prepare for meetings and stay connected with donors.
 
--Easily access key donor information like demographics, gift history, memos and more.
 
--Create and see actions, notifications and opportunities related to everyone in your portfolio.

Take advantage of ClearView CRM Mobile to easily handle the vital out-of-office activities supporting your solicitation efforts:

Plan your meeting strategy using summary and detailed donor data at your fingertips.
Call prospects on your mobile phone from within the app, then record info on the call.

Capture meeting notes using the voice-text capability of your phone.

Locate the donor you want to visit, and map the most efficient route to get there.

Update information on your donors and opportunities as soon as you learn new information.

Connect with your donors via phone, email or text.

Import and export donor information to your device contacts file.
Use the camera on your device to capture pictures and associate them with your donors, adding profile pictures, for instance.

ClearView CRM Mobile looks and work great on your iPhone and iPad. Even better, you can tailor how ClearView CRM Mobile works for you by configuring the application in ClearView CRM administration.

Technical requirements

--ClearView CRM Mobile works with ClearView CRM cloud subscriptions running the current release of ClearView CRM.
--ClearView CRM Mobile is currently available for iPhones and iPads.

For further questions, please email us at support@softrek.com or call 800.442.9211.

## Key features

- 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


## Frequently asked questions about ClearView CRM Mobile

### 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.

## Version history (last 5 releases)

### 1.7.3 — 2020-09-14

Updated base URL to doubleknot.com

### 1.7.2 — 2020-03-04

- Bug fixes

### 1.7 — 2019-06-10

Single Sign On support for Microsoft Azure. Contact your account manager for more information.

### 1.6 — 2017-02-08

ClearView CRM Mobile version 1.6 offers the following improvements:
- Administrators, you can now set the logout frequency for ClearView CRM Mobile so the application logs out users at regular intervals.
- If your phone has the capability, you can now stay logged into ClearView CRM Mobile via thumbprint recognition..
- ClearView CRM Mobile’s login page now defaults to your user name, organization, and URL so so only need to add your password to log in.

### 1.5 — 2017-01-06

What's new in the ClearView CRM Mobile app?
  - The Events Registration and Groups functions are available to make Events in Mobile even more useful. Manage participant registrations, set up group structures and members, and more.
  - The function that allows you to add constituent profile photos now works with phones using Android version 6.0 and higher.

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## Related topics

[clearview crm mobile](https://appshunter.io/ios/topics/clearview-crm-mobile) · [clearview](https://appshunter.io/ios/topics/clearview) · [clearview flex](https://appshunter.io/ios/topics/clearview-flex) · [clearview direct](https://appshunter.io/ios/topics/clearview-direct) · [card defense](https://appshunter.io/ios/topics/card-defense)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-11.*