Political CRM

Our SaaS platform allows you to manage, update and query your voter, donor and volunteer data using the Salesforce.com platform. 

 

Customization and Flexibility is a foundational principle of PolCRM

Tell us about your organization and schedule a free discovery session today.

Integregration

View your data the way you want and integrate the 3rd party vendors and tools you're already using.

Customizations

Append and enhance your data with custom fields and tags. Track anything from party affiliation, issues, donation history, and calculate voter history scores automatically.

Workflows

We'll upload your data and work with your team to configure fields, layouts and workflows that meet your preferences.

Users

Create staff hierarchies and custom user permissions to give varying degrees of data functionality to those who need it.

Reports 

Our drag-and-drop report builder allows you to create complex logic conditions and produce comprehensive reports and dashboards without code.

Comprehensive Dashboards and Smart Visualizations

We are data agnostic and will work with the data you are currently using or will help you obtain new data if you are starting from scratch.

After we configure your database and identify the fields and tags you want to track, you will be able to run reports and create lists on demand.

From there, you can build automatic visualizations and maximize decision making through data-driven dashboards.  You can also schedule reports and dashboards to be sent to your team at predefined times.  (i.e. Daily, Weekly, Monthly)

Work with the world's most trusted CRM platform

"The Salesforce Platform empowers developers to quickly build and deploy trusted cloud applications that are rock solid, secure, and scalable without worrying about hardware provisioning or application stacks. To get started immediately, the Platform delivers out-of-the-box tools and services to automate your processes, integrate with external applications, provide responsive layouts and more."

-https://developer.salesforce.com/platform

Schedule a learning session today!

We can chat about your organization and show you around our product interfaces.

LINKS
PRODUCTS

info@polcrm.com

Tel: 347-738-2436

54 West 40th Street

New York, NY 10018

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