Civly Connect — Your Built-in CRM
A brand new contact management system right inside Civly. No more switching to HubSpot or spreadsheets.
- Contacts list with search, filters by status, and source tracking
- Contact detail pages with notes, activity history, and tasks
- Donor dossiers on contact profiles showing giving history, party alignment, key topics, news, and personality insights
- Auto-sync with Prospecting: save a donor and they become a CRM contact automatically
- Bulk import from saved prospects, dossiers, or CSV files
Unified Social Media Analysis
One tool to search and analyze social media across Facebook, Truth Social, YouTube, and more.
- Search by person or by topic across platforms
- Get a briefing-style summary highlighting cross-platform themes
- Save analyses to your vault with citations for later reference
People Search — State and Federal Data in One Place
A unified profile pulling together state and federal records:
- Federal profiles with five tabs: voting record, FEC contributions, stock trades, election history, and pay-to-play
- State campaign finance data from 7 states (AL, CA, CO, MI, NC, PA, TX) alongside federal FEC records
- Party alignment percentages and improved committee lookups using FEC candidate linkage
Briefing Room Improvements
- Action cards now display relevant images alongside each briefing item, making it easier to scan and recognize stories at a glance
- Improved image quality: filtered out low-resolution cached thumbnails so you only see clear, relevant visuals
- Better fallback handling when images aren't available, so cards still look clean
Simplified Help and Chat
The individual chatbots from across the platform are now consolidated into a single help button on the side of the screen. One chat widget, available from any page, that adjusts to where you are and what you need help with.