“With ClearView CRM Mobile fundraising software, fundraisers now have great support for their solicitation efforts when they’re out of the office,” said Robert Girardi, SofTrek’s president and CEO.
Buffalo, N.Y. (PRWEB) December 01, 2015
Fundraisers who spend time on the road have a powerful new ally: the mobile version of fundraising software ClearView CRM from SofTrek Corporation. Available as an app for iPhones and iPads, ClearView CRM Mobile helps make fundraisers’ work-lives more efficient and effective.
“With ClearView CRM Mobile, fundraisers now have great support for their solicitation efforts when they’re out of the office,” said Robert Girardi, SofTrek’s president and CEO. “They can easily plan their strategies for those all-important prospect meetings, get the donor info they need right on their device and so many other key activities.”
With ClearView CRM Mobile, fundraisers can
--Work with prospects by creating and tracking opportunities, capturing meeting notes with their phones’ voice-text tools and prepping for meetings.
--Stay connected with donors by making calls or emailing directly from the app, updating donor data as soon as they learn new info, and importing donor info to a device contacts file.
--Immediately handle tasks like creating and tracking actions to take, sending notifications to colleagues, and capturing and connecting pictures to donor files.
ClearView CRM Mobile is available free of charge for anyone whose nonprofit uses the cloud-based version of ClearView CRM fundraising software. For more information, contact SofTrek at 800.442.9211 or info(at)softrek.com.
SofTrek (softrek.com) has nearly 30 years’ experience successfully helping nonprofits raise money. Its flagship product, easy-to-use ClearView CRM, offers constituent-relationship management, operational tools and reporting that helps nonprofits deepen constituent relationships, manage fundraising activities, and make informed decisions. Clients include Canine Companions, Catholic Relief Services, Cystic Fibrosis Foundation, Dana-Farber Cancer Institute, Lincoln Center for the Performing Arts and The Trust for Public Land.