One record for every constituent relationship

Contact details, casework, consent and campaign history on one profile. When the ask is local, draw the streets from the same lists.

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  • One profile per person
  • Households and organisations
  • Live lists
  • Map carving
AS

Alexa Smith

14 Bridge Street · SW1A 1AA

OverviewHouseholdCasesCampaigns

Email

alexa.smith@email.com

Tags

HousingPetitionNorth ward

Quick stats

Total conversations6
Active cases1
Email subscribedOn

How it works

  1. The office memory, on one record

    Petition signs, casework and campaign replies attach to the same person — so you stop reconciling spreadsheets.

    14 Bridge Street

    3 people at this address

    • AS

      Alexa Smith

      Primary · housing case open

    • TS

      Tom Smith

      Partner · newsletter

    • MS

      Maya Smith

      Daughter · petition signer

    Open case #1842 · City Council Housing linked
  2. Draw a street, reach everyone in it

    Coffee mornings, pothole updates, a bench campaign — target from live addresses, not an exported CSV.

    Map carving

    North ward · drawn area

    412 residents

    Audience stays on live records

    Email this area
  3. Lists that stay true

    Segments, consent and tags live on the person. When they ask for a copy of their data, you can export it.

    North wardHousing+ Petition1,204 people
    NameWardTags
    Priya ShahNorthHousing
    James OkonkwoNorthHousing
    Ruth JordanWestPetition
    Claudia LoweNorthHousing

What's in it

  • One profile per person
  • Households
  • Organisations
  • Tags and topics
  • Live lists and segments
  • Map carving
  • Ward filters
  • Consent on the record
  • SAR-ready exports
  • Casework history
  • Campaign history
  • Merge fields

Unlike other software, CaseBase is actually built to engage with constituents. Targeting letters and emails is easy, and I can see previous correspondence before I reply.

Communications Officer

Want to see it in your office?

Start a trial, or book a demo and we'll walk through it with you.

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  • 14-day free trial
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Constituent CRM | CaseBase