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clg-crm

A constituent record that builds itself.

Every feedback submission, document download, project subscription, and meeting signup lands on the right contact's timeline automatically. Staff get a genuine 360° view of each resident — with zero manual data entry.

Try Crumina Civic All modules
Highlights

Know your residents, respect their choices

Segments that update themselves

Define a rule set once — "zip code 55901 and consented to email" — and the segment stays current as contacts change. No stale mailing lists, no manual re-pulls before every newsletter.

  • Rule-based dynamic segmentation engine
  • Live-updating contact groups, not static lists
  • Bulk actions: export, opt-out, and tagging

Segment: District 3 email list

1,842 contacts · live
District = 3andEmail consent = yes
andActive in last 12 months

Updates automatically as contacts change

Import contacts.csv

Rows processed3,614 / 5,020
Duplicates found112 — review: merge / skip / keep both

Runs as a background job — safe to leave the page

Imports without duplicate chaos

CSV import runs as a background job with progress polling, detects duplicates as it goes, and lets staff decide: merge, skip, or keep both. Thousands of legacy contacts come in clean.

  • Duplicate detection with merge / skip / keep-both handling
  • Background processing with live progress
  • Source tracking on every imported contact

Consent and privacy, wired into the platform

Separate email and SMS consent flags gate whether any module may contact a resident — Feedback's reply-to-constituent checks them before sending. Every contact edit is audit-logged, and per-contact export and erasure are one click.

  • Consent flags enforced across all modules
  • Per-contact data export and full audit history
  • Explicit, auditable erasure across all CRM tables
Reply allowed. This contact has consented to email.
Reply blocked. No email consent on file — sending is disabled.
Everything in the module

The full CRM feature set

Complete contact directory

Name, email, phone, address, language, district, source, notes — with separate email and SMS consent flags.

Dynamic segmentation

Rule sets auto-populate live-updating contact groups — not just static lists.

CSV import with dedupe

Duplicate detection with merge, skip, or keep-both — running as a background job with progress polling.

Bulk actions

Export, opt-out, and tagging across any selection or segment.

Cross-module activity capture

Feedback, downloads, subscriptions, and meeting attendance logged to the timeline automatically.

Consent gating

Consent flags decide whether other modules may email a contact — enforced, not advisory.

Privacy-request ready

Per-contact data export and full audit history — answer records requests in minutes.

Auditable erasure

Explicit data-erasure workflow across all CRM tables, with the platform's dry-run count preview.

Try it

See the CRM module in action

Follow a demo resident through the platform — subscribe, download, comment — and watch their timeline assemble itself.