Don’t let critical information walk out the door when staff move on — or fall behind because you can’t locate important records.
Easily add stakeholders and capture important information about them. Use the built-in import templates to add your existing stakeholder contact lists and clean up duplicates. Bulk import your existing list from spreadsheets or your emails — or manually add your stakeholder data inside the software at any time.
Use the Outlook or Gmail plugins to track and organize stakeholders directly from your inbox. With these plugins, your team can:
The plugins make it easy for your team to build a complete shared history of your engagement — while keeping the data organized and enabling instant insights into the issues that matter to your stakeholders and project.
See everyone you know at an organization in one place, along with their full history of interactions — even if they’ve had staffing changes.
Track which members inside your organization have a relationship with stakeholders and see a full history of that relationship across your own organization.
And unlike CRMs (where each contact can only be assigned to one role at one company), Simply Stakeholders lets you link individuals to multiple companies, business units, roles, and even other individuals.
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.
To get started with Simply Stakeholders, reach out to the team or request a personalized demo.
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.
