Centralize engagement data across teams, projects, and business units. Share information securely instead of using spreadsheets or keeping data siloed in individual email accounts. Support collaboration and knowledge retention — even when team members come and go.
Coordinate your team’s engagement activities with a complete, shared history of your interactions and relationships — including who else in your organization is interacting with the same stakeholders. With a more united approach that builds on previous engagement knowledge, you’ll improve your stakeholder experience and never have to start from scratch.
Use Simply Stakeholders to standardize engagement processes across all your teams and projects.
Capture and share your organization’s approach to stakeholder engagement via shared stakeholder lists, feedback forms, issues lists, templates, and automated workflows.
User Roles
Set up and manage flexible user roles with access levels based on your requirements. Easily assign access to individuals or teams.
Confidentiality
Securely store confidential contacts and interactions without risking the wrong person inappropriately interacting with a stakeholder or accessing information.
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.
To get started with Simply Stakeholders, reach out to the team or request a personalized demo.
Get set up with the precise user roles you need. Or add/manage user roles and confidential access at any time (with admin access).
Establish what data you want to share across some or all projects — and what you’d like to keep private.
Collaborate across projects with shared visibility, assigned tasks, workflows, and reminders.
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.
