- Browser-based CRM
- Fully customizable
- Press and social media management
- Crowded user interface
- Newsletter editor costs extra
intertrac is one of several government CRM platforms available to Capitol Hill offices. The application is a browser-based multi-faceted platform that features tools that can streamline your office’s various workflows.
The real nuts and bolts
The real highlight is intertrac’s ability to be fully customized to the needs of a member’s office. Correspondence can be sorted and color-coded, casework and other workflow can be prioritized, and all data and records retained in the CRM can be manipulated to fit the needs of a particular task or project.
This prioritization protocol can also be used to place levels of importance on specific incoming communication. For example, the color coding and prioritization features can differentiate between a “threat” (i.e., a disgruntled constituent) to your office in red or a VIP contact (close friend to the member, colleague legislator, etc.) in gold. intertrac features some AI-based functionality which helps batch emails, and is currently working to partner with IBM Watson to fully leverage AI.
Almost every piece of information input to the CRM can also be tracked and represented as data and analytics. The database of reports can provide users with various perspectives on data, including geomapping, graphs, and raw XLS/CSV data files.
External integrations and communication tools
intertrac has a brilliantly integrated Microsoft Office API that automatically generates form letters, digital correspondence, and other types of written media. Constituent records and other data in the CRM can be exported to Microsoft Word, for example, and be edited live on the intertrac server.
For constituent engagement, you can create and send newsletters to email lists, manage constituent meetings with the calendar features integrated with Outlook, and monitor and schedule posts on social media. The built-in email newsletter editor is also a “drag-and-drop” setup, like Mailchimp, with inline text editors, customizable fields, and panes for source code editing.
Casework workflows can be automated while users can build their own custom process in the CRM. Caseworkers can personalize the existing casework to display a “custom view” specific to their current, future, and past cases and projects.
The user interface and UX
The intertrac UI can become busy due to packing so much functionality into a platform, so navigating and using intertrac for the first time could be a daunting task for a new user. However, intertrac dashboards can be customized for each user, removing a huge amount of clutter for most lower-permission users. Regardless, there is a clear logic to the interface and each feature serves a useful purpose for your office. In fact, the interface looks a bit like Salesforce, so anyone who has used the industry-leading CRM would likely make quick work of onboarding with intertrac.
intertrac is offered to member offices at the same base price across the board. The only additional costs come with the inclusion of email newsletter functionality. Besides that, intertrac is an all-in-one CRM solution with pricing comparable to its competition.
What we think
intertrac should be considered a serious option for your office. The CRM offers automation and streamline functionality to your workflow and existing office processes. While most features are not unique to intertrac, and pricing is in-line with other industry options, we found built-in press and social media management features as well as color-coded contact tagging unique benefits.