I have been able to manage a huge case load myself and stay totally organized. I like that my colleagues can see any file they may need to reference to avoid wasting time and repeating the same actions. It's very useful to run reports based on topic or specific street should there be a matter of interest that we need to gage and address many people at once.

The case load I receive daily overlaps with the files that are already open and waiting on responses and follow up. This CRM allows me to stay organized and not miss a thing. People really appreciate the follow up and know that details have not been missed and they receive the best possible outcome because of this. The data is only as good as you are at putting it in the system so it's important to know how to use the tools available. Customer service has been a great experience when I needed to learn the features that I needed. It's also great that I can assign files and tasks to other colleagues and then see exactly what has been done (or not) every step of the way.

Sometimes, I will search a name that doesn't show up and then when I search the address it will come up with that name originally not found. Minor problem.

It has been a very valuable tool for our office which is used daily to track calls, case files, correspondence.

Accessible via browser, easy to deploy and manage. Data input is a breeze with dragging emails to create cases. Access control very flexible and you can easily add/remove/modify rights for users as needed.

Some fields are broken down in weird combination - for example Area Code and Telephone number on exports come out as seperate fields which always need to be combined. A phone number in 2023 is 10 digit.No ability to enter foreign addresses and phone numbers for contacts outside of Canada. Would be nice to be able to assign a case to multipule constituents and thus save time in reentering data.

The intergration was good. Customer service responds most times and is receptive to suggections.

I don't klike the profile page and feel that it could be a lot better if the name of the constituent and their contact info was more front and centre on their page.

Keeping overall track of my client files

Being able to search for a client by name and/or phone number. Being able to search by UCI number for IRCC cases would also be helpful

It would be very useful to be able to "drag" a document out of Civic Track and attach it to an email.

easy to work with, unifies cases so that all staff can help each other and any staff can talk professionally to any constituent with background information.

It keeps the office unified and also provides a very good filing and tracking process of on going cases and also case history

It does not have spell check built in. It would be helpful to look professional