- Collaborative casework interface
- Integration with Microsoft Word
- Produces reports and analytics on demand
- One of the most expensive data exit conversion prices in the House
iConstituent has put everything they have behind their flagship product–a web-based constituent management tool that simplifies external outreach and most digital processes. iConstituent serves as a frothy competitor in a condensed market; however, it isn’t perfect.
iConstituent in your office: Casework
iConstituent is a functional constituent management tool built to streamline workflows on all fronts of a Congressional office. In particular, the tool specializes in offering caseworkers with front-to-back solutions facilitated by click reduction, collaborative, and share task management features.
All open and closed cases are tracked with “case history.” This history includes a rundown of every time a particular constituent or case subject has been contacted by the office via incoming and outgoing communication methods. Search features are added with capabilities to search for names and a series of filters for terms. Plus caseworkers and supervisors can program automatic due dates, follow updates, and correspondence parameters to keep cases on track.
Aside from dealing with requests, the platform can also sort incoming advocacy email or bulk mailings. The CRM also presorts most forms of incoming electronic communication. Additionally, constituent information can be exported into raw data files (CSV) and micro-targeted.
Other outreach functions and external integrations
Any meticulous constituent management system wouldn’t be complete without additional outreach tools and integrations. Notably, iConstituent can generate form-letters via Microsoft Word’s mail-merging features. Similar to the letter creating functions built on intertrac (a competing product from ComputerWorks), this integration can produce various form documents in bulk and is backed by your constituent information repository and database.
Direct mail, therefore, can be streamlined and digitized like an email newsletter program. iConstituent is built with an in-platform e-newsletter integration to augment digital outreach strategy. Reporting and analytics populate in several predetermined displays so that management can track performance and other vital metrics.
UI and experience
The iConstituent user experience is one of the most welcoming, with a modern user interface. All functions are populated under a few select navigation tabs on the top ribbon with a particular features sidebar functions accessed on the left. The search bar, user information, and the settings and customer support buttons are marked with the top ribbon, as well.
The functional setbacks
[See author’s note at the bottom of the page.]
Pricing for deployment
A House office can deploy iConstituent for $1,780 per month with unlimited user licenses. Or, if cost is an issue with your organization’s budget, iConstituent offers a plan of 7 user licenses for $1,250 per month. This particular plans also includes five intern accounts for an additional $95 per month with each additional user license. The costs for additional accounts under this plan cannot exceed $1,780.
There are start-up fees; however, those don’t apply to unlimited plans. Data conversion is free while exit conversion is $2,500–one of the highest rates for this service on the Hill. Intranet Quorum costs more at $2,600 while Fireside21 and HouseCall IT cost substantially less at $500. Software updates are free as long as you use the platform, as well.
What we think
Like its competitors, iConstituent is one of several solutions for automating and streamlining your office’s constituent management functions. From the reduction of casework clicks with an integrated collaboration process to the constant free updates, there isn’t much disqualifying the platform as a reliable one. It does its job, and then some, as one of the most advanced CRM systems on the Hill.
Notice: This review is based on publicly available information only. We’ve worked to facilitate a demo session with this company; however, one never occurred. Keep in mind that some of this information may be outdated and is due to change.