Easily add new or existing stakeholders via import templates, or bulk import from spreadsheets or emails (using built-in tools to clean up duplicates). With all your stakeholder contacts and interactions in one place, you’ll retain critical information even when staff changes occur.
Our Outlook/Gmail plugins enable teams to save emails, meetings,stakeholders, and complaints directly from their inbox. Assign tags, contact groups, confidentiality to keep your data private and organized. Automatically link data to existing records, create new contact records, detect issues and sentiment, and generate engagement insights.
See a complete history of your relationships and interactions across your entire organization to easily share information and intelligence between teams. Track internal relationships with stakeholders and link individuals to multiple companies, roles, and connections (unlike traditional CRMs).
Interaction History
Track your stakeholder interactions to build a complete history of your engagement, so you always have the context you need to continue conversations.
Attachments
Attach files to your stakeholders, projects, tasks, and interactions. Make your stakeholder register software your source of truth for your engagement.
Organize Lists into Groups
Segment your stakeholder lists into groups based on tags, interests, functional role, or other criteria. Target campaigns or generate reports based on groups.
Track What Matters with Tags
Tag people, interactions, tasks, documents, and even specific sentences within documents so that you can track issues, risks, and opportunities.
Save Time with Auto Tagging
Associate words or phrases with an issue you want to track. As interactions are added to your system, automatically tag them with the relevant issue or tag.
Find Information Quickly With Smart Search
Search through all your data to find anything using keywords. Easily find relevant stakeholders, interactions, or tasks that contain your search terms.
Simply Stakeholders sets you up for success with a dedicated Customer Success Executive — right from the start. Get set with our Core Plan in as little as 2 weeks, and hit the ground running with hands-on support, training, and templates.
Book a personalized demo to see the platform in action and qualify for your free trial, or contact our team to discuss your specific needs.
Use bulk import, manual import, or our plugins to add and organize all your stakeholder contacts.
Discover new insights each time you grow your stakeholder relationships and add new data to the system.
Use tags, linking, search, and interaction history to organize and use your stakeholder lists.
Corporate
Build better relationships for a competitive advantage.
Policy & Programs
Collaborate on engagements with a single source of truth.
Projects
Track and manage your mission-critical relationships.
