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Mobile Fundraising

Access the power of ClearView CRM anywhere! Our suite of mobile apps streamlines on-the-go fundraising and enables your team to manage events, collect donations and sell merchandise anywhere. And, our commitment to mobile-friendly design ensures that all of your supporter-facing pages display beautifully and operate correctly on any phone, tablet and computer.

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Empower Gift Officers & Executives with the ClearView Mobile App

  • Access and update crucial information anywhere
  • Plan and deliver strategy for off-site meetings and easily record the results
  • Create, manage and track opportunities and actions, notify colleagues and add photographs to donor files
  • Capture meeting notes immediately with voice-to-text transcription tools that automatically update the donor or prospect record
  • Stay in touch everywhere by importing donor data to your mobile phone’s contacts

Reach Mobile-First Donors with Text-to-Give Donations

  • Easily reach mobile-first donors who can initiate donations by texting “Give” or “Donate” to your organization’s unique phone number
  • Customize and display a responsive, mobile-friendly donation page
  • Donors can choose one-time or recurring donations
  • Automatically send an email confirmation, receipt and a signed and personalized acknowledgment message
  • On the back end, text-to-give donations can be assigned to a specific campaign, fund and appeal

Mobile Event Management, Payments and Donations

  • Reduce paper waste and empower attendees with digital and print-at-home event tickets
  • Check in individuals and groups with a simple scan that records attendance and updates the constituent record
  • Easily handle walkups, update registrations on the fly, and immediately collect the balance due with our secure credit card reader or automatically send a billing reminder later
  • Sell merchandise and collect donations throughout the event with confidence that all information is automatically recorded in the database