Tailored for Your Municipality
Tailored to Your Municipality
Every Canadian municipality has its own tax sale policies, council resolutions, interest rate schedules, cost structures, and notice templates. Civic Tax Sale provides a compliant foundation — then adapts to your specific requirements. No two deployments are identical because no two municipalities operate identically. 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 municipality-specific requirements are addressed through configuration — not custom code. Interest rate schedules, cost templates, notice letter templates, cancellation price components, tender terms, newspaper publication requirements, reporting periods, and statutory holiday calendars are all configurable through the System Configuration Console without developer involvement. This keeps your total cost of ownership low and ensures you can modify your setup as legislation or council policies 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 & Requirements Mapping
2–3 weeks of structured workshops with the Tax Collector, Treasurer, Municipal Solicitor, Clerk, and IT to document current tax sale processes, by-law requirements, interest rate schedules, notice templates, integration requirements, and success metrics.
Phase 1 · 2–3 weeks
Discovery & Requirements Mapping
2–3 weeks of structured workshops with the Tax Collector, Treasurer, Municipal Solicitor, Clerk, and IT to document current tax sale processes, by-law requirements, interest rate schedules, notice templates, integration requirements, and success metrics.
Phase 2 · 4–6 weeks
Configuration & Build
3–5 weeks of platform configuration — interest rate schedules, cost templates, notice templates, cancellation price components, tender terms, reporting periods, statutory holiday calendar, RBAC roles and permissions, and integration setup with your property tax system.
Phase 3 · 2–3 weeks
Data Migration & Integration
2–3 weeks of historical tax sale data import from legacy systems with field mapping and validation. Integration setup with property tax system (arrears sync), Land Registry Office (Teraview where available), Active Directory (SSO), and financial systems (GL posting).
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by department champions using real-world scenarios — full tax sale lifecycle from arrears identification through surplus distribution. Statutory deadline calculations, notice generation, cancellation price accuracy, and tender procedures verified against actual cases.
Phase 5 · 2–3 weeks
Training & Go-Live
Role-based training for Tax Collector, Treasurer, Solicitor, Clerk, and IT Admin followed by go-live. Dedicated support during the 90-day hypercare period with accelerated response times. Historical cases available for reference from day one.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess recovery rates, process efficiency, deadline compliance, and user adoption. Identify workflow refinements, policy adjustments, and feature enablement as your team's experience grows. Source code access means optimization never requires vendor engagement.