ClearView CRM Mobile

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Welcome to ClearView CRM Mobile 
Documentation

Here you will find quick overviews and ready-to-follow instructions to grow your productivity and comfort with 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.

With ClearView CRM Mobile, you can: 

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

 

Getting Started

ClearView CRM Mobile is available to organizations using ClearView CRM in the cloud.  ClearView CRM Mobile is not available to self-hosted clients at this time.  If you are unsure if your organization is cloud- or self-hosted, contact your organization's ClearView administrator or SofTrek's support team.

If you are a ClearView CRM cloud user, your organization's ClearView administrator must give you permission to access ClearView CRM Mobile.  Once you have permission, download the Apple app or Android app onto your device and use your regular ClearView login credentials to sign in.

ClearView CRM Mobile is available for iPhone, iPad and iPod Touch devices that are running iOS 6.0 or later, and for Android devices that are running Jellybean 4.0 or later.  Learn more about other technical requirements.

{slider=Where do I go to get the ClearView CRM Mobile app?}

For Apple device users, download ClearView CRM Mobile onto a compatible device for free from the iTunes App Store.  You will need an Apple ID account.  Contact Apple for help if you forgot your Apple ID or Apple password.

For Android device users, install ClearView CRM Mobile on your device for free from the Google Play Store.

ClearView CRM Mobile is designed with the on-the-go user in mind.  Explore this ClearView CRM Mobile Help site to help you get started.  You will be making phone calls, locating prospects and logging your call notes in no time, among using other time-saving features.

Before a ClearView user can login to ClearView CRM Mobile, a ClearView administrator has to grant the user permission to access the application.  ClearView administrators can also configure certain parts of ClearView CRM Mobile.

Learn more about ClearView CRM Mobile administration, or contact support for help.

Users need a ClearView account to login to ClearView CRM Mobile.  If you need to have new user accounts set up, contact support to discuss your needs.

While ClearView CRM Mobile is in use by a ClearView CRM user, a ClearView license is in use.  As when using the main ClearView application itself, if ClearView CRM Mobile is inactive for ten minutes the license is released.

If you have questions about your organization's licensing agreement or how using ClearView CRM Mobile affects usage, contact support


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