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Engage for Mobile gives you the freedom to travel knowing that you’ll have all the information you need for donor meetings at your fingertips. Notes entered on your phone are updated immediately in the database, and gifts or other information entered by your team back at the office is available to view right away on your phone.

Constituent / Donor Profiles

Search the database by name, ID, address or phone number
Access full demographic data
Birthday, spouse information
Constituent type, interest areas
Employment, education
Volunteer hours
View contact information to make calls, send texts or emails
See details on event attendance and responses to direct mail appeals
Review your donor’s full gift history, including details on open pledges
View details and notes on recent major gift ‘asks’
Enter visit notes using talk-to-text
Constituent / Donor Profiles
Funds and Scholarships

Access fund details including type, goal, and last gift received
Check the amount raised to date
View scholarship details, including recipient names and amounts
Review the full list of gifts, including details on open pledges
Integrated Map Tool

Map your location and get directions to your next meeting
Find constituents nearby, and view their profiles
Filter search results based on interests, lifetime giving, and more