Base Product Features

Keep an up-to-date catalog of every constituent, colleague, agency liaison, staff, intern important to your office. intertrac associates every transaction you have with a person to the contact record. Additional functionality tracks intern applications and emergency contact information for staff. Incident reports give you a way to track abusive or threatening contacts, and to flag every incoming transaction for a POI.  With intertrac, your staff always have a full 360° view of your relationships right at your fingertips.

Manage all of your constituent communications — letters, email, web mail, faxes, CWC, and bulk mail — in one central location. intertrac integrates with Microsoft Word for best-in-class word processing. Automated workflows and tools are customized for the high volumes of a Congressional Office, like MailTAG which sorts messages before they hit the inbox, and the Smart Merge utility which automatically merges a reply and sends it out the door. From intake to outreach, intertrac will help you manage your mail more efficiently.

intertrac Casework helps you collect and aggregate crucial data in one electronic folder, keeping each and every agency, key contact, meeting, call, communication, file, or form in the case history. Easily promote calls or letters to a case as they come in the door, update status, assign tasks, and keep contacts connected and informed. You’ll save time and effort and you’ll never have a case fall through the cracks.

Send email your constituents will actually open! With intertrac, you can quickly build a professional looking newsletter and send it to your audience. Provided as a CRM or standalone solution, the Newsletter Builder brings you drag and drop editing, custom templates, surveys and polls, and A/B testing. And because it’s integrated with rest of the intertrac system, the Newsletter uses your existing contact records to build mailing lists, track activity, and update opt-ins and subscriptions.

Tightly integrated with other CRM features, the intertrac Scheduling solution is a robust set of calendars for managing appointments, meetings, activities, and events. Your office can maintain Executive calendars, staff calendars, group calendars, conference room and resource calendars. . .as many schedules as you need to keep your office moving smoothly.

Constituent Services is a big part of what your staff does every day. Whatever your constituents request, intertrac has you covered. Whether it’s flying a flag over the Capitol, arranging a White House tour, nominating a candidate for West Point, or granting their organization needed funding, intertrac has sensible forms, built-in calendars, and on-point communications help you keep track of it all. Additional office features help you manage internal projects, keep track of votes, and follow up on appropriations.

When you need to get your message out to the world, the intertrac Press Management solution helps you take a release from draft to distribution to your media contacts. Manage all aspects of your media relationships. Take advantage of MS Word features for drafting a press release and tracking changes. Press specific review cycles help you move a release through the proper channels before sending to targeted lists of your media contacts. intertrac makes it easy!

When hot button issues change faster than the news cycle, you need tools designed to capture constituent position and manage the incoming calls. Front desk tools help your staff track incoming opinions and calls on hot topics in real time. Phone scripts help them stay on message as they prepare responses or email pre-packaged information materials. You can even integrate your Facebook and Twitter accounts to capture what’s trending right now.

Included with every intertrac system, you’ll get full-text searching, wizards, and administrative tools for managing your users and system configuration. The built-in Knowledge Center is designed to store shared office documents, such as training manuals, policies and procedures, and constituent information packets. intertrac is supplied with a full library of reports, including turnaround, summary, ranked, trend, heat map, and choropleth map reports. You even have the option to create ad hoc or custom reports. And any report can be scheduled so intertrac automatically generates and delivers the data to the people who need to see it most.