Introducing Keela Mobile: Our Mobile-Friendly CRM For Fundraisers On-The-Go

Samantha Lego • Jul 27, 2020
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As a busy nonprofit professional, it’s common for you to wear many hats in your organization. From jumping from meetings, connecting with your donors, setting up events, and everything in between, you can spend a lot of your day outside of the office.

This makes it difficult to keep track of your donor interactions or the latest happenings on your current fundraiser. Back at your computer, you have to scroll through your phone notes and through your bag to find that scrap of paper you used at the restaurant to write down those contact details. Are you sure you didn’t forget anything?

What’s the point in having a robust CRM if you’re going to have to revert back to manual note-taking anyways?

We heard you loud and clear, which is why we’re very excited to announce that Keela 2.0 is now friendly across desktop, tablet, and mobile!

First, an important distinction:

For full access to Keela’s features and tools, you will need to log in using a desktop or your tablet. For specific functionality designed to help with logging interactions, checking up on campaign activity, and managing contacts and to-dos, users can now access Keela from their smartphones. 

What Is Keela Mobile?

Keela Mobile is a Progressive Web App (PWA) that users can access via their smartphone or tablet. Rather than download it from the iOS App or Android Store, you simply open it in your browser and save it to your home screen. For more information on setting up and accessing your Keela Mobile account, please refer to this Knowledge Base article.

The biggest benefit of using a mobile-friendly CRM is the ease of accessing your organization’s data while out in the field between meetings and community events. This makes connecting with new donors a breeze, saving you time, and decreasing your administrative tasks after a day away from your desk.

Keela’s Mobile-Friendly CRM Features

Dashboard 

Keep your finger on the pulse of your organization. It doesn’t matter whether you’re on the train, in line at a coffee shop, or taking a walk over your lunch break. Accessing Keela Mobile’s dashboard will give you a clear overview of your organization’s activity over the past 30, 60, or 90 days. You’ll be given a snapshot of how many contacts, new donations, and new revenues were added based on your chosen timeframe.  

Quickly navigate to your fundraising activity to monitor your progress on active campaigns. With a list of recent transactions, as well as a live update bar for your donation goals, it’s easy to stay connected, wherever you are, through your mobile devices. 

Contacts

How many times have you met a potential donor while you’re out and about, only to misplace their business card, forget an important detail they mentioned, or even forget how to properly spell their last name? 

Now was that Jacobson or Jacobsen? 

With Keela’s mobile CRM platform, you’ll be able to add, edit, search for, and sort your contact database. This will give you the upper hand in your fundraising efforts. You’ll be able to prepare for your meeting by scrolling through your contact’s general updates section that highlights their total donations, revenues, and volunteer hours, or quickly log interactions and add additional fields as they happen so you never miss an important detail. This syncs across your Keela account so everything is up-to-date and relevant whenever you need it. Get more done in less time while building authentic, accurate relationships with your constituents. 

Plus, you can call directly from within Keela Mobile. 

To-Do’s

Checking items off your to-do list is scientifically proven to release endorphins. We would never want to deny you of that rush, which is why our mobile CRM tool comes fully-equipped with robust project management tools. Keep your team on track by adding and assigning to-dos for your team, as well as keep track of your own to-dos, allowing you to be proactive, even when you’re out of office. 

Email Inbox

Access your Keela inbox anywhere, any time. You can send, receive, and search for emails from within Keela’s mobile app and upload attachments straight from your phone. More than that, you’ll be able to see your inbox messages as a thread, similar to how you digest text messages. Keep yourself organized with not just the inbox’s clean look and feel, but by adding to-dos straight to your emails in order to remind yourself to follow up later.

Settings & Notifications

Stay up to speed with recent activity from Keela’s notification center. If you’re assigned anything new, or there’s an update on a campaign you’re a part of, you’ll get a notification letting you know what’s happened.

Access resources on the go with quick links to Keela’s Help Center, Portal, and Blog. Otherwise, you can view and edit important account information through your Personal Settings or Organization Profile. Check-in on your billing information and manage your team and permissions from within your smart device. 

With a wide scope of editing and publishing features, Keela Mobile makes it easier than ever to stay connected and up-to-date on your organization’s mission. It’s a powerful tool that lives right in your pocket for when you’re in meetings, at events, or even from the couch when you want to catch up on your inbox.  

Accessible from any smart device including mobile and tablet, Keela’s latest development is meant for busy fundraisers on-the-go, or for Executive Directors and Board Members who want to keep tabs on an organization’s progress. If you’re ready to dial into Keela Mobile, experience a demo to see how our entire CRM software works to further your mission. 

Fundraise on-the-go  with Keela Mobile