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
View your data the way you want and integrate the 3rd party vendors and tools you're already using.
Append and enhance your data with custom fields and tags. Track anything from party affiliation, issues, donation history, and calculate voter history scores automatically.
We'll upload your data and work with your team to configure fields, layouts and workflows that meet your preferences.
Create staff hierarchies and custom user permissions to give varying degrees of data functionality to those who need it.
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."