FEATURES

There’s so much happening behind the scenes of CivicTrack to ensure you receive the most useful and time-saving features possible. We’ve outlined the key features below so you can learn the benefits you’ll receive when you choose to use CivicTrack.

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CASEWORK MANAGEMENT

End-to-end tracking, so nothing falls through the cracks

  • View all constituent case files at a glance on your personal dashboard

  • Robust tracking options

  • Assign and share case files with your colleagues

  • E-mail notifications for created and updated case files

  • Follow-up reminder notifications

  • Provides management reports on constituent and office activities

  • Upload attachments

  • Drag & drop Outlook e-mails

  • Integrates with Google Maps

ENHANCED CONTACT LIST MANAGEMENT

For your constituents, businesses, and other stakeholders

  • We'll preload your account with any existing lists and databases you have

  • Duplicate detection system

  • Easy to us de-duplicate button

  • Manage non-constituent records  such as businesses, associations, and etc

  • Customized group tagging of constituents or businesses

  • Associate constituents by address

  • Automatic linking of household members

  • Google Address Complete

  • Create Microsoft Word letter templates

  • Create Microsoft Word envelope labels 

  • Export lists to Microsoft Excel
  • Provides individual reports from any designated fields

  • E-mail blast using SES

  • Flag constituents as Do Not Call, Do Not Email, or Do Not Mail 

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FULL DOCUMENT MANAGEMENT

Store and management important documents for your constituents

  • Upload and manage scanned letters, photos, emails and more

  • In-built PDF, Word, and Excel editors

  • Version Tracking

  • Unlimited storage capacity

  • No file type restrictions

  • Provides and enforces consistent file naming conventions

VERSATILE AND SECURE

Certainty of delivery and extensive flexibility

  • Web-based constituency management

  • Access your information from any device and any OS

  • Share one platform with office and remote staff

  • Widely used and proven by Canadian Municipalities and Federal MP’s

  • Permission based access per user

  • High degree of customization to meet your needs

  • Information stored on secure, redundant Canadian servers

  • Secured through 2048-bit SSL encryption
  • No need to download updates

  • Available 24/7

  • Support included
  • Training provided

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