One CRM, every capability your campaign needs. Every plan includes every feature — from school-board to statewide.
Voters, donors, volunteers, lobbyists, and committees in one place. Smart lists, colored tags, relationship edges (spouse-of, donor-to, works-for), full communication history, donor capacity estimates, and an outreach status that goes from New through Engaged to Do Not Contact.
Pledged → Committed → Received → Deposited. Per-donation compliance status (Clear / Warning / Blocked). Per-contact caps default to $6,800 and customize per race. Election-cycle tracking, donor ratings, and goals at every cadence: annual, quarterly, monthly, custom.
Auto-loaded call sheets sorted by capacity or recency. Quick-log outcomes — Pledged, Voicemail, No Answer, Declined, Call Back, Wrong Number, Already Gave. Session timer. Auto-advance. End-of-session summary (“45 min · 23 calls · $12,400 pledged”) ready to paste into Slack. Pause and resume mid-session if a fire drill happens.
Photo, donation history, relationship map, last interactions, talking points (editable by anyone on the team). Pre-event briefings export confirmed RSVPs as a single PDF packet. The candidate gets it on the way to the event; nobody is reading it on a laptop in the green room.
Create an event, share a link or QR code, and watch RSVPs roll in. Statuses: invited, confirmed, checked-in, declined, no-show. Seating charts with table assignments. Host management. A full activity timeline. CSV export for the day-after thank-you note marathon.
A public sign-up flow with a shareable link. Skill and availability tagging. Shift scheduling with capacity limits, server-enforced so you don’t wake up to twelve people for a four-person canvass. Hours tracking and volunteer leaderboards so the people who show up get noticed.
Day, week, and month views layered with events, volunteer shifts, task due dates, and campaign deadlines (filings, debates, FEC reports). Filter toggles for any subset. iCal subscription URL for the candidate’s spouse, the consultant, and anyone who refuses to download another app.
Voter-contact goals. New-contact goals. Volunteer recruitment. Event attendance. Outreach velocity. Org-wide or per-staffer. Daily, weekly, monthly, quarterly. Live thermometers on the dashboard that move the moment a record changes — no refresh required.
Auto-enroll on tag, donation, RSVP, or tag-change events. Each step generates a task with merge-field templates ({{first_name}}, {{company}}, {{last_gift_amount}}). Pause, resume, cancel, or bulk-assign across smart lists. Built so a finance director can ship a sequence without filing a ticket.
New donation logged. Task assigned to you. Task overdue. Event RSVP threshold hit (50+). Daily morning digest of yesterday’s activity. Per-user preferences with timezone-aware quiet hours, because nobody wants a 2am pledge ping.
Cached contact, donation, and event data works offline. Mutations queue locally and sync when you’re back on signal. Optimistic UI everywhere, so the volunteer at the door gets instant feedback. Conflict review surfaces only what actually needs human judgment.
A Mapbox-powered view of every contact, color-coded by outreach status. Geo clustering by city, precinct, or state. Donor density heat maps. Event location markers. Tap a cluster, drill in, and plan a canvass route in three taps.
Permissions like can_export, can_view_donations, can_delete_events, can_manage_tags, can_invite_users, and can_manage_volunteers. Custom role creation with a per-role permission matrix. The intern doesn’t need export rights and the spouse doesn’t need donor data.
Auto field-detection plus manual mapping. Save mapping templates for the next list. Upsert / create-only / update-only modes. Pipe-, comma-, or semicolon-separated tag parsing. Bulk address geocoding. Per-row error reports so a single bad email doesn’t blow up the import.
Switch orgs in one tap. Each org has its own data, branding, billing, and team. Common for consulting shops and party committees managing several races at once. No data leaks between orgs — ever.
The Command Center indexes every contact, donation, event, RSVP, task, and tag. Type any fragment — first name, phone digits, employer, partial address — and the right record is at the top. Results respect role permissions, so a volunteer can’t accidentally surface donor data they aren’t entitled to see.
Direct and group threads inside the app for staff, volunteers, and trusted advisors. Conversations are scoped to the organization, included in the audit log, and inherit the same permission model as the rest of the workspace. No outside accounts to manage, no PII leaving your org, no off-platform messaging policy nightmares.
A per-org activity feed records who created or modified each contact, donation, event, task, RSVP, tag, and smart list. Per-contact timelines show every interaction across calls, texts, emails, meetings, and donations. Indispensable when an FEC filing question lands or a staffer leaves and you need to understand what happened.
One tap. Wipes the account and any orgs you alone admin. Co-admin orgs transfer ownership before deletion. We confirm the action twice and email you a summary — nothing else.
Start a 14-day free trial and import your contacts in five minutes. No credit card.