Using Qomon for Case Management
Whether you’re an elected official, NGO, or advocacy organization, Qomon’s case management tools help you handle interactions, follow-ups, and issues effectively — keeping every relationship organized and every concern addressed.
📊 Database Management
Build a well-structured database to track your constituents and stakeholders.
Import Contacts
Import contacts from spreadsheets, CRMs, or other tools directly into Qomon.
Categorize Constituents
Label contacts by type or support level (e.g., Citizens, Businesses, Supporters).
Use tags or custom fields to segment your audience with dynamic lists for future communication or analysis.
Track official roles with Terms & Offices:
Attach official roles/mandates to contacts (title, organization, start/end dates) so you can filter and engage the right people at the right time.
See examples
See examples
View your map by support level:
Create lists based on database criteria (lists are dynamic, so matching contacts are added automatically):
📝 Logging Interactions
Logging interactions ensures continuity in communication and gives your team full visibility into constituent history.
Record Interactions
Open a contact’s profile, head to the Interactions section and click + Log.
Include Key Details
Type of interaction (e.g., meeting, phone call, email).
Date and a short summary of what was discussed.
Attach relevant files or notes for context.
Visibility
All logged interactions are visible to your team, helping maintain a unified record of communication. You can also choose to make interactions visible only to administrators if needed.
📋 Task Assignment and Follow-Ups
Keep your team organized and responsive with Qomon’s task management tool.
Assign Tasks
After logging an interaction, create a Follow-Up Task. Customize your task channels to assign them to a team member:
Track Progress
Monitor task completion and progress directly from your Qomon dashboard.
Use advanced filters to identify pending tasks or overdue follow-ups.
See examples
See examples
Your task setup is fully customizable (e.g., by follow-up needed, by assigned users, etc.):
Take action right away — Create a follow-up action or send an email/SMS to contacts who need follow-up:
Once you’ve completed actions and tasks, you can track progress directly from your dashboard:
🗣️ Communication
Reach out to constituents easily using Qomon’s built-in communication tools.
Send Targeted Messages
Send personalized emails, SMS, or calls to specific groups based on tags, categories, or issues.
Engage Through Surveys and Petitions
Collect feedback or gauge public opinion on local initiatives with surveys or petitions.
Email Integration
Integrate your inbox with Qomon to automatically log email threads in contact profiles.
👉 Related articles:
📈 Analysis and Reporting
Use Qomon’s analytics tools to measure engagement and follow-up success.
Analyze Data
Review key engagement metrics and monitor constituent participation trends.
Dashboard Reports
Visualize interaction history and task completion to guide future communication and outreach strategies.
🧩 Example Use Case
An elected official receives a complaint from a citizen about a water bill issue.
The official logs this as an interaction on the contact’s profile, adding notes and details.
A follow-up task is created and assigned to a staff member.
The staff member resolves the issue and updates the task status.
Later, the official reviews all resolved cases to ensure proper handling and communication.
✅ This structured workflow helps maintain clear records, improves responsiveness, and builds stronger trust with constituents.
🌐 Additional Tools to Enhance Engagement
Action Hub – Mobilize Your Supporters Online
The Action Hub is a shareable web page to promote your ongoing initiatives (events, petitions, or campaigns).
Accessible via a public link.
Displays selected actions for engagement.
Offers customizable branding and domain options (depending on your plan).
Helps centralize your digital engagement strategy.
Action Flows (Coming Soon)
Action Flows will let you automate post-action engagement. Example: Automatically send a confirmation email to a supporter after they fill out a petition form. This helps maintain timely communication and streamline your workflows.
💬 Have Questions?
Reach out to support via the live-chat or email [email protected].