Bring Bloomerang with you wherever you go with the Bloomerang CRM mobile app.
When you’re onsite at events, at in-person meetings, and on the road, get quick access to constituent insights, monitor your fundraising, and manage tasks. Add donations, send video acknowledgements, and securely process card and cash payments with just a few taps.
How It Works
Download and install the free Bloomerang CRM mobile app from your device’s app store.
After you log in, the app connects to Bloomerang CRM. Donations and constituent account changes you make in the mobile app sync immediately to Bloomerang CRM.
The app includes essential features you’ll need while working from your mobile device.
Research Constituents
Research constituents to get real-time insights.
When you look up a constituent, you’ll see:
Giving information — Giving totals, summary, and history, plus engagement and generosity meters
Personal information — Contact information, social media, household, relationships, groups, and memberships
Communicate with Constituents
Call, text, or email from the constituent’s profile or from a task. After you communicate with the constituent, you’re prompted to create an interaction.
Respond to donations with personalized video acknowledgements.
View a list of first-time donors to call, and tap to quickly call or create a task.
Take Notes
Add notes and interactions to donor profiles. For example:
Add a note that captures important research about a donor.
Add an interaction after a phone call or meeting. Use Voice-to-Text to dictate a note in the interaction about the conversation.
Create Tasks
Create tasks to track your organization's to-do items. When you tap to view a task, you can:
Quickly contact the constituent.
Create an interaction after your conversation.
Create a follow-up task after you complete a task.
Fundraise On the Go
Add donations right from your mobile device:
Add one-time donations and in-kind donations.
Add payments for existing pledges and recurring donation schedules.
Accept donations from new or existing donors. When you add a Quick Donation, you can add a one-time donation and new constituent at the same time.
Process Payments
Accept many payment methods: Cards, digital wallets (Apple Pay or Google Pay), EFT, cash, checks, and in-kind.
Enter donations with Tap to Pay, a card reader, or manual entry.
Use a saved payment method if your donor has one.
Edit transactions.
Monitor Fundraising Activity
During an event, monitor donations in real time from the Activity Feed.
Monitor high-level metrics such as amount and number of donations (week, month, and fiscal year), campaign progress, and donor retention rate.