A Modern Constituent Relationship Platform Designed For Efficiency

Digitized Forms

Turn PDFs and paper forms into an online application process accessible on mobile. Have internal processes and forms? You can do that too. Have it live on your site in less than an hour.

Payments to Delight Residents

Collect payments by credit card, ACH and E-checks as part of an application process. Your residents will like having options. Even better, tie the payment history to a contact.

Automatic Document Generation

Populate information from a form into a document or certificate with one click. No more re-typing permits and licenses one by one. Your custom document is ready to email or print out.

Analytics on Processes

Track how many applications are received and completed. Have actual numbers on time to complete steps, staff and department performance to turn into reports. Be empowered to make decisions based on data.

Relationship Management

Populate information from a form into a document or certificate with one click. No more re-typing permits and licenses one by one. Your custom document is ready to email or print out.

Simplified Case Management for Staff

Staff automatically receive notifications and see their assigned tasks and what cases need attention on their dashboard.

We help you improve efficiency and record institutional knowledge by standardizing processes and workflows.

Features

Most Competitors

Manage and track cases

Collect payments online

Notifications and scheduled reminders

Email client

Task management

AI Search

AI Voice opens cases for follow-up

View interaction history on contacts

Citizen portal

Auto-generate legal documents

Issue tagging

Geocoding & maps

Manage and track cases

Collect payments online

Notifications and scheduled reminders

Email client

Task management

AI Search

AI Voice opens cases for follow-up

View interaction history on contacts

Citizen portal

Auto-generate legal documents

Issue tagging

Geocoding & maps

Most Competitors

Manage and track cases

Collect payments online

Notifications and scheduled reminders

Email client

Task management

AI Search

AI Voice opens cases for follow-up

View interaction history on contacts

Citizen portal

Auto-generate legal documents

Issue tagging

Geocoding & maps

Integrations & Partnerships

CRM & Workflows

Gaston County, NC, Department of Social Services

The Gaston County DSS strives to protect, care for, and empower children and adults who are temporarily or permanently unable to care for themselves. In this vital work, the hard-working team faced challenges across three key processes: handling day sheet audits, managing adoption specialty referrals, and processing foster interest notifications and applications.

Read Case Study

CRM & Workflows, AI Search & Chat

Village of Bayside, WI

As with many other communities across the country, Bayside was feeling the squeeze of increasing service demands with limited resources. As well as a high number of retiring employees, leading to the loss of institutional knowledge and complicating efforts to maintain service levels. The team was spread thin as they worked to meet the growing expectations of their community.

Read Case Study

City of Tangent, OR

Improving Citizen Engagement through Enhanced CRM. City officials can better manage citizen interactions and maintain comprehensive records, leading to improved community engagement and service delivery.

Read Case Study

How Can We Optimize Your Local Government?