Tailored for Your Municipality
Tailored to Your Municipality
Every Canadian municipality has unique engagement needs — from official plan reviews in rapidly growing cities to participatory budgeting in small townships. Civic Citizen Engagement provides a robust, compliance-ready foundation — then adapts to your specific consultation practices, stakeholder landscapes, and reporting requirements. With a full source code licence, your customization options are limitless.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Configuration Over Customization
Most municipal-specific requirements are addressed through configuration — not custom code. Engagement project templates, survey question libraries, map layer configurations, demographic collection fields, notification preferences, branding, and report templates are all configurable through the administration console without developer involvement. This keeps your total cost of ownership low and ensures you can modify your setup as engagement practices evolve.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Discovery & Engagement Audit
2–3 weeks of structured workshops with communications, planning, clerk's office, and IT to document current engagement practices, tool inventory, stakeholder landscape, reporting requirements, and success metrics.
Phase 1 · 2–3 weeks
Discovery & Engagement Audit
2–3 weeks of structured workshops with communications, planning, clerk's office, and IT to document current engagement practices, tool inventory, stakeholder landscape, reporting requirements, and success metrics.
Phase 2 · 4–6 weeks
Configuration & Build
3–4 weeks of platform configuration — engagement project templates, survey question libraries, map layer setup (GIS integration), demographic collection fields, notification templates, branding, CMS embed setup, and stakeholder registry population.
Phase 3 · 2–3 weeks
Data Migration & Integration
1–2 weeks of historical engagement data import (if applicable), stakeholder list migration from existing tools (Mailchimp, Constant Contact), CMS integration setup, and council agenda system linking.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by engagement staff using real-world project scenarios. Test participant experience across devices (desktop, mobile, tablet). Accessibility verification with screen reader testing. Issues triaged and resolved in-sprint.
Phase 5 · 2–3 weeks
Training & Pilot Launch
Role-based training followed by pilot engagement project launch. Dedicated support during the first 3 projects. 60-day hypercare period with accelerated response times. AI sentiment analysis models refined with real engagement data.
Phase 6 · Ongoing
Continuous Optimization
Quarterly reviews to assess engagement effectiveness metrics, identify workflow refinements, and plan tool enablement as your team's comfort and community participation grow. Source code access means optimization never requires vendor engagement.