Capture the value
your team creates
Showcase your impact to individual stakeholders and your community.
A suite of tools to help you demonstrate value and win support.
Build your evidence base
Activities are a fundamental building block of our solution. They represent individual units of value that you create for your customers.
Activities might be interactions with stakeholders; benefits and services they redeem; jobs you do for them; events that provide support or promote opportunities to them.
Whatever they are, they can be recorded in the database and linked to the customers and contacts they have reached.
Our reports and individual customer timelines make it easy for you to keep stakeholders informed and engaged.
Capture value as it is created
Record work and tick off tasks in real time, and from anywhere, with our mobile tools.
The Vicinity CRM incorporates a number of features that are dedicated to your team members who are out-and-about, meeting customers and addressing their needs.
Users can easily view customer relationship histories before each engagement. The Activity Wizard helps users of all technical abilities to record what they have done. The Workbench provides a way to manage and review tasks they have been assigned. Our new reporting app helps to automate the process of reporting, tracking and fixing environmental issues, like broken street furniture.
Win support and secure your ballot
For BIDs and other ballot-based membership organisations, we created our Ballot Toolkit.
Get ready for your ballot from day one with a database designed for the process. Identify important people and create a plan to engage them.
Collect voter information, connect it to members, and track their voting intentions. Use the Ballot Insights report to monitor progress and predict results.
Export your data in a format ready for the ballot (compatible with election management services). Track turnout and manage the process to a successful finish with the Ballot Progress report.
Chris Bush, The York BID
“It has been really useful in the days leading up to the Ballot. It has given us the confidence that we are storing the correct information and gives visibility on who we need to submit a ballot paper to.”
Alex Volka, Reading Central BID and the Abbey Quarter BID
“The ballot report is a bit like an exit poll. It gives you an idea of where you are with your voters. The report it produced at the end mirrored within half a percent of the actual result. ”
Unrivalled support.
We’re always here to help
Supporting your team, understanding your needs and evolving our offer as they change, is a core part of our solution.