Civio Connect
Stakeholder management

Every stakeholder, conversation and commitment in one place

Connect gives government and project teams one shared record of who they’re working with, what has been discussed and what needs to happen next.

Illustration of a Civio Connect stakeholder list showing influence and sentiment for each person, with a follow-up task due Friday

Stakeholder management built for community engagement teams.

Connect is a stakeholder relationship management (SRM) system for councils, government agencies and major projects.

It brings the details kept in spreadsheets, inboxes and people’s heads into one register your whole team can use. Run it on its own, or alongside Civio Engage so your consultations and your relationships share one platform and one login.

One record for every stakeholder

Contact details, organisations, groups and the projects each person is involved in, kept together. Track influence, interest and sentiment so you know who carries weight and how they feel.

The whole story on one timeline

Calls, meetings, emails, notes, issues and tasks sit on the stakeholder’s timeline, so anyone can pick up where the last person left off.

Keep track of every promise

Turn conversations into follow-ups and commitments, each with an owner and a due date. Raise issues and see them through to resolution.

See where to focus

Dashboards show the stakeholders who need attention, the issues going nowhere and your own tasks, so the next conversation is the right one.

Relationships shouldn’t live in someone’s inbox

Engagement teams speak with residents, businesses, community groups and industry bodies every week. When those conversations live in spreadsheets, personal inboxes and memory, history is lost each time someone changes roles, and commitments are easy to miss.

Connect gives your team a shared, searchable record of every relationship, so you can show what was said, who said it and what happened next.

The Civio dashboard showing visitors and visits alongside stakeholders, issues, stakeholder relationship health and stakeholder mapping

What makes Civio Connect different

Stakeholder management designed around the way government and project teams engage

Built for community engagement

Stakeholders, organisations, issues, commitments and initiatives, in the language engagement teams use. Not a sales CRM bent to fit.

On its own or with Civio Engage

Use Connect as a standalone stakeholder register, or alongside Civio Engage. Together they share one platform, one login and one set of records, with no integration to set up.

Your data, your structure

Add your own fields to stakeholders, organisations and initiatives, then use them in filters, columns, exports and survey forms.

Access by role and team

Stakeholder Manager and Stakeholder Viewer roles, scoped to teams, decide who can see and edit each record. Give oversight without the risk of accidental changes.

A woman with shoulder-length hair working on a laptop at a desk in a modern office setting.

Built for accountability

Every interaction is recorded with who added it and when, and a record’s activity can be exported for handovers, reviews and evidence trails.

A group of professionals engaged in a meeting, focusing on a tablet being held by one participant.

Reporting that answers real questions

Dashboard widgets from relationship health to stakeholder mapping by influence and interest, plus a spreadsheet export of any list.

Fits the way you work

Bring the data you already have
Import your stakeholders and organisations from the spreadsheets and mailing lists you use today, then tidy them up in bulk.

Capture stakeholders from surveys
With Civio Engage, a survey can create or update a stakeholder record when a signed-in person submits it, so sign-up forms and expressions of interest go straight into your register.

Connect to your other systems
The Civio API lets the other tools your organisation uses read and write stakeholder data.

Individual with glasses focused on a computer screen in an office setting.

Stakeholder mapping

Plot your register by influence and interest to see who to keep close and who to keep informed.

Bulk updates

Filter any list and update many records at once, from assigning groups to changing owners.

Organisations and groups

Link people to the organisations they represent, with their role at each, and group them in the ways that suit your work.

Email the right people

With Civio Engage, send one email to a stakeholder group and your project’s followers together.

Secure and accountable by design

Stakeholder data deserves the same care as your community’s.

Role-based access
Stakeholder Manager and Stakeholder Viewer roles, scoped to teams, control who can see and change each record.

A full activity history
Every interaction, issue, task and note is recorded with who added it and when.

Enterprise-grade infrastructure
Connect runs on the Civio platform, with ISO 27001 certified infrastructure, an AI web application firewall and DDoS protection.

Encrypted data
Data is encrypted in transit and at rest.

Secure sign-in
Enforced two-factor authentication and single sign-on keep accounts protected.

See Connect working for your team

Try Connect free for three months.

Tell us about your team and we’ll send you a pricing proposal.

A woman and a man discussing something on a smartphone while standing on a city street.