ClearView CRM Mobile vs ClearViewPlan

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.

Clear View Plan app is useful to view your plan document in multiple tabs and set properties, share the sheet with different users and download the loaded document. However, It is dependent on Clear View Cloud app which is for project management.