CRM Portal Update
Join us for our CRM Webinars
Hear from our company leaders directly about these important updates.
June 9, 2026
4:00 PM EST
Sign me upJune 9, 2026
4:00 PM EST
June 11, 2026
11:00 AM EST
Contact Support
This release brings a refreshed citizen experience. Residents can now manage their requests, explore community topics, and stay informed more easily than ever before. Improved flows help reduce duplicate submissions and encourage more sign-ups, while flexible embed options let you bring the CRM Portal directly onto your website for a seamless citizen experience.
Highlights
Everything Citizens Need in One Place
Give citizens a single destination to explore city information, get instant answers, and submit service requests in moments—streamlining how your community connects with you.
Knowledge Base
Give residents instant access to clear answers. The new knowledge base turns common questions into organized, searchable guidance—helping citizens find what they need, creating more accurate requests and fewer misroutes.
View and Manage Requests
Residents can now log in to view all their submitted requests, check real-time status updates, and manage their account details — keeping everything organized and accessible from one place.
Responsive
Improved mobile layout and responsive design for better accessibility
User and Mobile Friendly Request Submission
Faster, Smarter Submissions - The new step-by-step request form guides citizens through the process with clear inputs and smart validation, reducing confusion and helping requests reach the right department faster.
Smarter Duplicate Detection
Fewer Repeats, More Clarity - Duplicate request detection has been rebuilt to help citizens find existing reports before submitting new ones. Residents can now choose to follow similar requests instead of creating duplicates.
Mobile App Promotions
Drive More Engagement - Get more residents connected with built-in signup prompts and app ads on the portal. Encourage account creation and app downloads right where citizens are already engaging.
Website Embeds for Every Purpose
From department-specific news feeds to simple contact forms and service request widgets, embeds can be tailored to fit your city’s needs. Easily display only the topics or forms that matter most—like fire department updates or public works requests—all powered by your CRM system.
Embeds that seamlessly match your site’s style
New JavaScript-based embeds adapt to your site’s colors, fonts, and layout—making CRM forms and widgets feel like a natural part of your city’s website.
