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Keela on a Mobile Phone or Tablet

Thomas
  • Updated

One of the most common pieces of feedback that we've received about the living room (aside from the need for more puppy photos - coming soon!) is the need for it to be accessible on the go.

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!

Keela Mobile is a Progressive Web App (PWA) that you can access via your 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.

How to Access Keela Mobile

Open an internet browser on your mobile or tablet > Type in the Keela URL for your server (Note: it's slightly different to the desktop URL that you use on your computer):

USA => m-usa.keela.co

CAN => m-can.keela.co

AUS & NZ => m-aus.keela.co

Enter the same login details that you use for Keela on your desktop computer > Click Login

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And you're in! Welcome to the Keela Mobile home screen:

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  Don't Stop There! For full mobile functionality (including full navigation) make sure you save the site using the instructions below.


How to Save Keela's Mobile Site

Keela Mobile is a Progressive Web App (PWA) which means that it can be accessed by any mobile or tablet, without needing to download an app from your app store! Let's take a look at the steps that you can follow to save this PWA to your phone so that you can access it quickly, whenever you need it.

iPhone

Safari 

If you are using Safari browser, when you are logged into Keela, click the share button in along the bottom of the screen and click Add to Home Screen. 

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Chrome

If you are using Chrome browser, you will not be able to add Keela to your iPhone home screen, however, you can add it as a bookmark. When you are logged into Keela, click the button with the three dots at the bottom right of your browser and select Bookmarks. 

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Android

A banner will be placed at the bottom of your Home screen that will allow you to save this website as an App on your Home screen > Click Install to do this.

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What's Included in the Mobile/Tablet version?

Here at Keela, our goal is to make our software accessible for everyone and most of all easy to use. This is our first version of the app (more is coming!), so here's the rundown of what you can use in this version, based on user testing and survey feedback (thank you!) that we've received:

Dashboard

Last 30 days

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.

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Grab a clear overview of your organization’s activity over the past 30, 60, or 90 days!

  • New Contacts
  • New Donations
  • New Revenue

Hint: Click on the Calendar to change the time period that you're viewing from 30 days to 60 or 90.

Activity

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.

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Use these quick links to navigate and view the below information:

  • Fundraising Activity
  • Active Forms
  • Active Campaigns

 

Contacts

Add, edit, search for, and sort your contact database. Prepare for your meeting by scrolling through your contact’s Profile and make any updates as you go, such as logging interactions and adding and editing fields, so you never miss an important detail.

Tools:

  • Contacts (add contacts)
    • Interactions (create, view)
    • Fundraising Overview
  • Companies
  • Households
  • Tags
  • Segments
  • Sort- alphabetically, oldest to newest/newest to oldest

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To-Do

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.

Tools:

  • View and schedule

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Emails

Access your Keela inbox anywhere, any time. Send, receive, and search for emails from within Keela’s mobile app and upload attachments straight from your phone. 

Tools:

  • View and send
  • Create To-Dos

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Account

Stay up to speed with recent activity by managing your notifications while also viewing and editing important account information through your Personal Settings or Organization Profile.

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Tools:

Personal Settings

  • Update Profile Photo
  • Edit Password and Personal Info
  • Update Email Settings and Signature

Organization Profile

  • Update Profile Photo
  • Edit Organization Info and Public Information
  • Update Email Settings

Team Members

  • Invite Team Members
  • Edit Team Members Permissions

Plan and Billing Information

  • Review Plan Information
  • Edit Credit Card and Billing Details
  • Download Invoices

Notifications

  • Update Notification Settings

 

Would you like to see a New Feature/Process Added?

We love feedback! If you would like to request a new feature or process be added to this mobile-friendly version of Keela, head over to our Product Portal to send your feedback directly to our Product Manager.

Hint: Find details on how to log new feature requests in the Product Portal here.