Apps Like ClearView CRM Mobile for iPhone and iPad
Access donor info and prepare for meetings
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
by Softrek Corporation★ 5.02 ratingsBusinessFreeData updated 2026-09-10
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
The app offers a tabbed reading experience for PDF, EPUB, CHM, MOBI, FB2, CBR, and CBZ files. Users can manage books on a shelf, add annotations, bookmarks, and search content across devices.
Manage campaign fundraising by calling, texting, or emailing contacts anytime. Access real-time contact information and use one-click templates for quick follow-ups. Coordinate with teams remotely and track progress.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Log surveys, track issues, and add volunteers, members, and donors to a central CRM. Capture data during events, on-street, or in-person. Gamify engagement to motivate participation and track progress.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.