CRM & Case Management Integration for Stakeholder Tracking

Stakeholder engagement is an ongoing process, but many organisations lack a centralised system to track consultation history and interactions. By integrating Citizen Space’s API with a CRM system (e.g., Salesforce, Dynamics 365, HubSpot), teams could:

• Track participant engagement history across multiple consultations
• Automate follow-ups based on previous responses
• Generate reports on stakeholder interactions over time

Example: A UK public sector organisation linked their consultation platform with a CRM, allowing them to manage participant relationships more effectively.

Without CRM integration, consultation data often remains siloed, making it difficult to track ongoing engagement. This solution would:
✅ Strengthen relationships by keeping a complete engagement history
✅ Improve efficiency with automated follow-ups and tracking
✅ Support evidence-based decision-making by analysing long-term engagement trends

Would this integration benefit your organisation? Share your feedback or suggest another API use case!