CiviMobile has a user identification system that allows a secure connection between your device and a CiviCRM system. For your convenience, you use the same login information as for a web version. If your CiviCRM has a distributed access control, it will be supported in the mobile application too.
Just imagine that you can find the right contact in your CRM system and dial it right away! You may search for the right contact by name or surname, as well as look through all CiviCRM contacts to find the one you need. Have met a new volunteer or subcontractor? Create a new contact of any type in the system on the go. No more notes or typing phone numbers from a PC screen – with CiviMobile, a comprehensive contact book is already on your device.
The mobile app for CiviCRM will allow you to view and edit the profiles of individual members, households and branch organisations. Members’ profiles display comprehensive information about the contacts: what organisations they belong to, their addresses, phone numbers and links to websites and social media profiles. The ability to update the data allows keeping it up to date and having a handful of ways to reach out anywhere and anytime.
Stay on top of your schedule with CiviCalendar, which will display all of your events, activities and cases in a user-friendly format. Calendar is implemented as a dashboard so that you will see it first any time you open a mobile app for CiviCRM. You may also use a filter and view only the events you are subscribed to or the activities/cases you are engaged in for better visibility.
Using CiviMobile app, you can view all of the organisational events and subscribe for the one you want to attend. An ability to filter all events by type, date or title will certainly make the choice easier for you. What is more, immediate access to all of your past and future events will make sure you can easily view their details on the go. In addition, the app allows sharing the event and switching to navigation to easily find the event’s location.
CiviMobile will help you find direction to organisational offices and events’ locations. All you have to do is just to click on the map displaying the addresses in the CiviMobile app. Choose the best route and receive turn-by-turn guidance to easily reach the necessary location.
CiviMobile allows to view your current membership statuses and membership statuses of your contacts. Once the membership is about to expire, you can renew it in one click using your mobile phone so that you never lose the associated befits or privilege.
View and create new relationships directly though the CiviMobile app to establish a clear connection between contacts. What’s more, this feature helps to easily access all contacts you are related to via cases.
Do you want to know how much you have actually spent on membership dues, donations or events? CiviMobile gives a quick access to the history of your contributions showing details on the date, the amount and the type of your payment. The app has also got totals and averages calculated for you.
View all the cases you are working on or find a particular one filtering all the options by title, type or date. You can access detailed information on each case immediately during the fieldwork and see who else is working on it for effective cooperation. Update the activities and assign them to responsible persons for successful and timely resolution of each case.
With CiviMobile, you can view activities and details on them, update activity information, as well as add a new activity to the case. Assign or reassign activities to particular users right away to make sure the work is done in time. Keep track of the priority status for effective time management anywhere and anytime.
A Settings screen allows customizing the CiviCRM application to your needs and preferences. For example, you may choose a language of your app so that it does not have to be a default mobile phone language. You may also choose a start screen that you will see first when opening the app.
CiviMobile allows all the mentioned features regardless internet access availability. Being offline, you will work with cached data. All the updates you make will be stored in the cache and merge with CiviCRM database immediately after the connection resumes.
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