Stay on top of relationship building and engagement activities with built-in task management via Kanban boards, shared calendars, and Dashboard overviews. Link tasks to stakeholders, properties, and interactions for complete context and easy collaboration. Create Custom Dashboards that display open tasks and use automatic notifications and reminders so you don’t miss a single deadline.
Automate engagement processes with trigger-based workflows. For example, you can create tasks automatically based on complaint submissions, time intervals, or negative relationship scores for consistent stakeholder management. Let the system monitor for updates and set tasks so you can focus on connecting with stakeholders when it matters most.
Set up recurring tasks to help you consistently engage with stakeholders, such as:
Notifications
Support your team to stay on top of the priority actions they need to take and meet response time KPIs with email notifications and due date reminders.
Task Assignment
Assign tasks to specific team members so you always know who is responsible for what actions.
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.
Add any tasks from your stakeholder management plan to a dedicated Kanban Task Board.
Define rules or triggers to automatically assign a task or send an email.
Create a reporting Dashboard to track progress and key activities specific to your stakeholder management plan.
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.
