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Who is this System for?
CRMunicipal is the First CRM system of its kind, designed and built for Municipalities everywhere. “Constituent Relations Management” (the “CRM” in our name) is an important part of every city and town's daily work, and CRMunicipal is built around that concept. The system doesn't stop there, though. Budget season, the work of Finance Committees, Department Heads and Town Accountants, and the general development of shared policy planning are as integral to a city and town's regular work as is the daily management of town affairs. CRMunicipal is built to facilitate that shared work as well.
Every municipality has to resolve constituent complaints, and the system is designed for that task with a dedicated tracking feature. More, though, every municipality prepares an annual budget, and all department heads participate in that process. CRMunicipal is a perfect tool for that project, with its Project and Task Management features, its shared documents and files features, its shared common calendar, and its secure internal messaging system. The same would hold true, frankly, for any short- and long-range planning project, no matter the nature of that project - - building, property maintenance, zoning, licensing, you name it.
The First Release Version of CRMunicipal is available now. If you are interested in a demonstration, please contact us by email to info@crmunicipal.com. |
| View Feature: Home Page | Projects | Files | Calender | Messages |
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Home Page
Your Day Ahead
Upon logging in, your appointments for the day are listed, along with the Project connected to each of those meetings. Your Home Page has a standard left sidebar menu, and a listing of all other system Users who are online at that moment. The last three updated Projects are also listed, along with the update notes. You'll be given a quick glance at your own To Do List, too. A list of the last three updated Files, along with the who and the what of the updates is shown. Finally, the Complaint Tracker list will show the last three complaints to be filed, as well as the time of filing and the name of the constituent who filed it.
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Projects
Your Work
Active Projects to which you have been assigned are presented, along with the Tasks given to you for those Projects. Tasks are given Due Dates, and check boxes for when they have been completed. Each Project has a Notes feature for those who are working on it, and all notes for a Project will be listed on this page, too. The same applies to Files that have been uploaded for each Project. In short, everything you need, and need to know, is presented to you on each Project page.
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Files
Project Resources
All Files uploaded to the system will be displayed, along with the Project they accompany. Each File will have a Tag, something to identify it and the Project to which it has been uploaded, all for ease of finding when needed. The name of the person who uploaded the file, or who edited a file, and the date and time of uploading/editing, are also noted. This ensures that all actions taken with and on Files are noted for accountability.
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Calender
Your Planning Tool
Appointments for the day and week are noted on the Calendar. Events can be added to the Calendar, and assigned to the appropriate person(s) and Projects. Repeating events can be set up, also, for weekly, monthly or yearly scheduling. If an Event is scheduled to which you have been assigned, that will be noted on the Event listing for you, as well as on your Home Page Calendar of Appointments.
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Messages
Your Communications Tool
The system has a secure internal Messaging system. It is ever available in the right sidebar on each page. Messages can be sent to any system user, and each message is logged. Your messages are displayed in the typical fashion - - your Inbox. Messages can be stored and archived, or deleted, as you see fit.
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