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CRM

Make the most of every interaction

Send tracked emails, write notes, create tags, and track activity and interactions with policymakers using our comprehensive, fully-integrated CRM platform.

photograph of David Scott, Director of Corporate Affairs, Morrisons
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PolicyMogul helps us ensure our engagement with stakeholders is more focused and effective

David Scott, Director of Corporate Affairs, Morrisons

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Frequently asked questions, answered

PolicyMogul offers a fully integrated CRM dedicated to managing and engaging with political stakeholders. It includes features to create notes, log activities, add tags, export data and send tracked emails.

Our CRM also integrates seamlessly with our stakeholder mapping feature, allowing you to  filter and engage with policymakers on the basis of their interest, influence or sentiment in relation to any issue.

PolicyMogul’s CRM is designed for flexibility. The ‘Groups’ feature enables you to organise stakeholders into either static or dynamic groups. Dynamic groups automatically update according to the filters you set, ensuring they stay relevant as new data comes in. This allows you to segment contacts based on engagement, demographic or interests, making it easier to deliver more personalised and targeted communication.

There is no limit to the number of policymakers you can include in an email campaign on PolicyMogul’s CRM. However, most organisations find that they have more impact by sending separate tailored email campaigns based on factors such as relevant recent contributions in Parliament. 

Our lobbying platform also allows you to put news releases, briefings and other lobbying material in front of relevant policymakers without contacting them directly.

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Lobbying platform used by hundreds of policymakers

Create or add research or briefing material for hundreds of policymakers who use the platform.

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Create beautiful PDF reports in seconds

PolicyMogul’s report-builder enables you to generate a custom-designed PDF reports.

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Research platform and dedicated research team

In addition to the UK’s most advanced political research portal.

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See how it all comes together