Curious about how we’re different from a CRM like Hubspot, Salesforce, or Dynamics? Simply Stakeholders is purpose-built for managing complex stakeholder relationships.
For long-term engagement, not sales pipelines
Track and manage complex relationships
Understand issues, sentiment, and relationship health
While CRMs can track basic contact details and interactions, they lack the specialized features and insights that come with purpose-built stakeholder software like Simply Stakeholders. For example, you can’t use CRMs for stakeholder mapping or to track multiple stakeholder roles.
In stakeholder management, you need to track long-term engagement data and mapping criteria (like influence, impact, and criticality) across all your stakeholder groups, not just customers. You often need to track stakeholder involvement (sometimes in different capacities) across multiple projects and areas of your business. You won’t find these capabilities in a CRM that’s built to track customers through a linear pipeline process with an endpoint. You need software like Simply Stakeholders.
While CRMs can track interactions, they can’t analyze stakeholder sentiment, issues, priorities, or relationship health. Simply Stakeholders delivers actionable insights through multi-dimensional stakeholder mapping, sentiment analysis, and relationship scoring so that you can understand what truly matters to your stakeholders — and which stakeholders you need to engage with next.
CRMs limit contacts to single roles and companies, but real stakeholder relationships are multi-dimensional. Simply Stakeholders lets you track multiple roles, multiple associations, complex one-to-many relationships, and more. Get relationship insights that unlock collaboration opportunities, smarter decisions, and better project outcomes.
Although most CRMs are packed with features for managing customers, they lack most of the features needed to manage stakeholders. Trying to customize a CRM for stakeholder relationship management will make it even more complex to use, as well as costly. Instead, you’ll get better results and better value from Simply Stakeholders.
When it’s time to upgrade from your CRM, Simply Stakeholders will help you make the leap.
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Easily add, import, and export stakeholders |
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Track simple stakeholder data, including role, organization, contact information, file attachments, and more |
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Create stakeholder segments or contact groups |
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See an interaction history that includes who your stakeholders have talked to in your organization, and what was said |
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Track and organize complex stakeholder data to create a complete history of your engagement, including relationships, multiple roles and organizations, and more |
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Create dynamic, visual stakeholder charts and analyses, including stakeholder maps, 3D stakeholder network maps, geographical mapping, stakeholder priority graph, and relationship health scores |
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Analyze stakeholder sentiment and issues in real-time using AI |
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Get real-time alerts to see where to focus your efforts |
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Flexible data capture, including custom fields and the ability to assign fields as mandatory/optional |
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Create customizable dashboards |
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Easily find data with universal Smart Search and filters |
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Distribute information via built-in tools, including email and SMS outreach |
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Collect feedback via embeddable web forms and surveys |
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Run sophisticated reports to analyze data ranges, segments, and interaction summaries |
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Streamline data input via integrations with other platforms via APIs, Zapier, and email plugins |
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Streamline work with workflows, triggers, and Kanban task tracking |
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Stay on top of tasks and relationships with real-time alerts, automatic reminders, and complaints/commitments tracking tools |
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Tag people, tasks, documents, and even specific sentences within documents — then use filters to show all the records for a specific tag |
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Link projects to multiple organizations and individuals |
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Link individuals to multiple organizations, business units, roles, and other individuals |
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Create multiple projects, workspaces, and records |
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Access stakeholder data on-the-go via a mobile-friendly platform |
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Multiple languages |
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Set up multi-factor authentication (MFA) and single sign-on (SSO) |
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SOC2 compliant and ISO27001 certification, with detailed audit trails |
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Keep data private and secure with role-based permissions management |
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Comprehensive onboarding and training |
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Dedicated account manager |
Exploring options to upgrade your current stakeholder toolkit? Learn more about our platform or request a personalized demo to see Simply Stakeholders in action.
