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Stakeholders

Stakeholder relationship management, without the spreadsheets

No more countless Excel sheets that nobody understands. One record of people and organisations that keeps itself up to date while you work, and remembers what was said.

Stakeholder relationship management

No more countless Excel sheets that nobody understands

One stakeholder relationship manager for the whole project. Every person and organisation, every invitation, every meeting and what was said, in one record that keeps itself up to date.

  • ✓Institutional memory that stays. Notes from missions, meetings and sessions stay on each person, even when colleagues leave.
  • ✓Records that fill themselves. Invitations, check-ins and logged meetings add to them while you work.
  • ✓Bring your spreadsheets once. Import them, duplicates matched by email, and never maintain them again.
  • ✓Find anyone in seconds. By country, sector, organisation or tag, or save a list that updates itself.

Milica JovanovićMinistry of Interior, Serbia
Note · 15 SepAgreed to share the risk register templateFollow-up 3 Oct
Regional workshop, SkopjeSpeaker, session 2Confirmed
ListsBorder police heads · Skopje speakers2 lists
Copy 36 emails for a BCC in one click

What you can do

In plain terms, day to day.

01

Keep the record

  • People and organisationsPositions, countries, sectors and tags, the way you report on them.
  • Records that fill themselvesInvitations, check-ins and logged meetings add to them.
  • Bring your spreadsheetsImport once; duplicates matched by email.
02

Find and invite

  • Search and filterBy country, sector, tag or activity.
  • Saved listsRule-based lists that update themselves, for inviting a group at once.
  • Invite to any activityOne person or a whole list; on hold only when the activity needs approval.
03

Remember

  • Notes and follow-upsNotes from missions, meetings and calls on each person, with a next step, an owner and a date.
  • Engagement over timeEvery activity someone joined, and in which role.
  • Organisation recordsEveryone from one ministry or partner, in one view.
04

Lists and tags

  • Mailing listsCopy every email in a list for a BCC in one click, or combine lists into a new one.
  • Your own tagsTag groups you set up yourself, used in filters, lists and Analytics.
  • Consent from the RSVPPeople who register through an RSVP give their consent there, with the date on file.

How it connects

ActivitiesLists of participants come from here; attendance and notes come back.
AnalyticsReach and disaggregation by gender, country and type.
ReportingParticipant numbers for your indicators, without counting by hand.

See it with your own project

Thirty minutes, with a project like yours.

Book a demoStart onboarding

More of the suite

ActivitiesExpertsAdministration and reportingAnalytics and reporting