A constituency office is a decade-long relationship with the same streets. pplCRM keeps every case, call and clinic on the resident’s record — and when an election comes, the campaign runs beside the office in its own context.
Connect the office’s Gmail or Microsoft mailbox and mail flows both ways. Every message gets an owner and a service-level clock, and one click turns it into a task with a due date — so nobody writes to the office twice about the same pothole, and nobody’s request dies in a personal inbox.
Add the published riding map in a click and every geocoded household shows which riding — yours or a neighbour’s — before staff reply. Smart lists answer “everyone in the riding who raised transit” in one rule.
Cases are tasks with owners, statuses and histories on the resident’s record. When a caseworker leaves, the next one starts from the record, not from a goodbye email — the activity log keeps who did what and when.
Events take registrations online; door outreach cuts the riding into walkable routes with printed sheets and the phone companion. An office does not fundraise by default — its donations module starts off, because the riding association does that job.
Open an election campaign beside the permanent office context. It gets its own supporters, consent, mail and turfs against the same shared rolodex — and admins decide who works in which. The office’s casework never leaks into the campaign’s mail.
A resident who emailed the office about a pothole is not a campaign subscriber. Newsletter consent lives per campaign, and the campaign context starts with its own list — that is a feature, not a gap.
Mailbox sync needs the Grassroots plan or higher. The free plan still holds the people, households, cases and events.
Door-knocking routes, walk sheets and the companion are Movement-plan modules. The demo workspace unlocks them all for a real trial.
Your free workspace opens with sample people, households, turfs and an inbox already in it. Nothing you break is real. No card, no time limit.