Canvass CRM
Built for doorknocking and events
Canvass was built with a key user in mind: community engagement specialists. A large, beautiful visual interface is a breeze to use when you're under pressure at events or pounding the pavement during doorknocking. Geolocated stakeholder results, synchronized event attendance counters and stakeholder history is just the start.
*Demonstration shown features Canvass UI 2.0, currently in closed-alpha design and development. Sequences shortened.
attendees counted
Still counting attendance on paper or manually entering data after-the-fact?
You know the story… You've just finished your event and it's time to count up your 5-slash attendance count. Or you've just finished a long day doorknocking and it's time to figure out who knocked where. Or you've got a pile of paper forms to manually enter into your CRM. Sound familiar?
Canvass is here to show there is a new way; a smarter way to engage. A way to improve your efficiency and give hours back to your team's weekly budget through digitising your data as it happens in the field.
Intelligent stakeholder match
Save your fingers and let your location find the stakeholders for you. With geolocation maps in Canvass Doorknocking, you can immediately find nearby stakeholders, as well as all the relevant info for the stakeholder at your current location.
When you need to search beyond your current location, our Intelligent Search functionality will find the most relevant stakeholders to your search. And if you start creating a new stakeholder that matches an existing one, Canvass will let you know — no more duplicate stakeholder entries!
Sync to and from Consultation Manager, Social Pinpoint, Borealis and other CRMs
Canvass can automatically sync stakeholders, engagements, events, subscriptions and more to and from Consultation Manager, Social Pinpoint or Borealis.
Use the benefits of Canvass in the field knowing that your data is being actively synced, created and updated for you in Consultation Manager or Social Pinpoint as you engage.
A full synchronisation from Consultation Manager, Social Pinpoint or Borealis to SEE allows SEE Portals to sync form submissions to existing stakeholders in and allows Canvass to provide Intelligent Search and geolocation search results on-the-fly.
If your project uses a different CRM please let your dedicated SEE success manager know and we'll do our best to accommodate your needs.
Other key Canvass CRM features
SEE Canvass CRM has even more to offer — here are just a few of the additional features available.
Secure, Australian hosting
SEE is Australian-owned, Australian-built, and hosted on secure private servers in Sydney. Our server engineers ensure data is encrypted in transit and at rest, meaning your data and those of your stakeholders is secure. Find out more at our dedicated privacy and data page.
Launch Portal sessions
Reduce risk by logging exactly what is shown to stakeholders when launching SEE Portal sessions directly inside your Canvass engagement. All actions — pageviews, video plays, map views and downloads — taken during that session will be logged against this stakeholder.
Full history and audit trails
Know your stakeholder's background before you knock on their door with full stakeholder history snapshots built-in to Canvass. And keep tabs on exactly who adjusted what with a stakeholder by viewing our detailed audit trails.
Completely customisable
Canvass CRM, as with Portal CMS, is built with flexibility in mind. Be it custom forms, unique engagement methods or new functionality, our SEE product team are available to customise Canvass to suit your project's needs.
Full CRM experience
When back from the field, take advantage of SEE's full CRM user interface. Search, filter, inspect, export and update your stakeholders, engagements and events.
Offline data capture coming soon
Somewhere with a spotty internet connection? In a near-future release of Canvass, your session data will be stored offline until you regain an internet connection.
Want to learn more?
Frequently asked questions
What information do you need?
Canvass can be started from scratch with no prior data. However, if you wish to bring your Consultation Manager data to Canvass CRM, you will need to provide certain Consultation Manager login and API credentials. Speak with your dedicated SEE success manager to learn more.
What will be synced to Consultation Manager and how often?
All stakeholder, event, engagement and subscription information is synced to and from Consultation Manager. Upstream syncs (from SEE to Consultation Manager) occur every 15 minutes. Downstream syncs occur once daily.
Can I create and update my own categories and forms?
Category and flow customisation functionality is on our Canvass development roadmap, but is not available at this time. We can, however, provide any customisation required through our Canvas development team as part of your SEE license fee.
Can I request a feature you don't currently support?
Absolutely! SEE has been built from the ground up with flexibility in mind. If you have a Canvass or admin functionality request please speak with your SEE success manager and we'll do everything in our power to accommodate your request as soon as possible.
In some cases, a requested feature may already be planned for a near-future release. If that occurs then we will do our best to increase the priority of that feature build.
Where is Canvass data hosted?
Our Canvass infrastructure, tracking data, and all of SEE is hosted on secure private Sydney-based cloud servers.
Is all data encrypted?
Yes. All interactions with Canvass, and all interactions in your SEE admin area, occur over an encrypted connection. All data is stored securely with multi-factor authentication and at-rest encryption ensuring data is kept secure.
Can your servers handle large volumes of traffic?
Yes. Our cloud servers are designed to seamlessly scale to meet the fluctuating needs of engagements, from small scale projects to large surges of traffic. Our active 24/7 monitoring triggers alerts to our server engineers when traffic or server demand is spiking beyond normal levels, ensuring there are resources allocated to serve the grow in demand.
Do you keep backups of data?
Yes. All data is regularly backed up and securely stored in daily snapshots and prior to any major functionality updates.
How do you handle security breaches and data theft?
Our server engineers employ the latest best practice in code and data management, our systems use the most up-to-date software, and 24/7 system monitoring ensures the integrity of all data associated with your account.
In the unlikely event of a breach or data theft our team has a clear procedure and policy on how breaches are identified and how we advise of these breaches. A copy of this policy and other vital policies can be provided by your SEE success manager.
What happens to data when a project ends?
At the end of your project's life there are several options for how your Canvass CRM data is retired. At your discretion your data can be exported and provided to you, and then all data on SEE servers permanently destroyed. Alternatively, your data can be "frozen" and your account suspended for later reference or use. Speak with your dedicated SEE success manager to learn more.
How much does Canvass cost?
Canvass CRM comes as part of a SEE license. SEE licenses are currently only available as enterprise plans. Details of costs are provided as part of your project quote. SEE licensing is a monthly fee, but can be billed in bulk or folded into your project's PO, if required.
How many users can I have with my SEE license?
Unlimited. We believe having a rich, accurate audit trail is vital, and knowing exactly who in your team did what is critical to that audit trail story. So, with SEE there are no user limit restrictions, meaning everyone can have their own unique user account without fear of tipping past an arbitrary user cap.
How are license fees applied?
Our licensing allows unlimited users per project, and as such license fees apply per project. Project B can not piggyback on Project A's SEE license. Speak with your dedicated SEE success manager to learn more.
What level of support is provided with a SEE license plan?
All SEE license plans include our industry-renown level of customer service. You will be provided with the direct contact information of your dedicated SEE success manager, and we aim to respond to all enquiries or requests for support within two hours.
Urgent bugs or updates are prioritised and are typically actioned within two hours of your SEE success manager notifying the SEE development team.
For further information about our SLA please speak with your SEE success manager.
Get even more out of SpatialEngage Enterprise
The power of SEE's Canvass CRM is only part of the story. Combine it with Portals and Analytics to take your engagement to the next level.
Learn why SEE is the right fit for your project…
Increase your project understanding
SEE Portals are the best way to convey complex project information to both internal and external stakeholders. PDF files, walls of text, and video animations can only do so much and often lead to more questions than answers. Portals increase project understanding by consolidating all material and presenting it in an engaging, easy-to-use, interactive format through before/after sliders, 360° experiences and dynamic maps that incorporate your custom project data and are designed to your style guide.
The new standard for digital EIS
Environmental Impact Statements are large, complex, and often ovewhelming for many stakeholders. SEE Portals break down these extensive (but important) documents into accessible chunks that stakeholders can access via specific chapter links, simplified map content, or a combination of both. With SEE EIS Portals successfully delivered for major NSW Government infrastructure projects, SEE has become the benchmark for how EIS information is presented to the public.
Passive, traditional and map-based feedback
SEE Portals offer three easy-to-use paths for collecting stakeholder feedback. Passive feedback is collected through Integrated Analytics reports detailing which content users engage with most. Tradtional form-based feedback provides form submissions direct to your project inbox, SEE dashboard and third-party CRM. Last, and certainly not least, map-based commenting allows stakeholders to place a marker anywhere on your project map and your team are notified to approve or reject their comment.
Goodbye to the pen and paper
Canvass CRM is built for where you want to use it: on the road, at events, doorknocking, in front of stakeholders. Designed for tablet-first experiences Canvass packs a powerful punch: all project and stakeholder data, intelligent searching, syncronised event attendance counting, engagements automatically assigned to the correct events and stakeholders, and more. And when you're done for the day, your data is already synced to your preferred CRM like Consultation Manager. Finish early today, Canvass has done all the work for you.
Capturing every detail
Imagine knowing a stakeholder's history with your project before knocking on their door. Or knowing if a stakeholder has viewed your SEE Portal and knowing exactly what they looked at. Or knowing what your colleague last presented to a stakeolder. Or knowing a stakeholder's sentiment trend change over the lifecycle of the project. Now, imagine all of this in one tool with a full audit log that captures every detail of a stakeholder's engagement history. Say hello to Canvass CRM.
More to the story
Comments from stakeholders vary from small bursts of frustration to deep essays on the meaning of life, with some nice words sprinkled in from time to time. Our Canvass CRM and Portal CMS form submissions show there is more to the story by presenting a user's complete portal browsing history along with their form submission. Did they just jump on for 30 seconds with limited project understanding, or have they explored the portal for 30 minutes? Our Form Submission+Session technology has the answer!
Let the data shed some light
Leverage the power of SEE's Integrated Analytics to understand your stakeholder sentiment spatially. Are there pockets of stakeholders on a particular street that all have negative sentiment towards your project? Which streets haven't been doorknocked yet? Where are stakeholders who attend your events located? Dive deeper on your data and make sure you're targeting the correct stakeholders.
Become as fluid as your stakeholders
It can be hard to predict the concerns of stakeholders, but with Integrated Analytics on your SEE Portal or through looking at insights into your Canvass CRM category engagements, you can better understand what stakeholders are most interested or concerned with. Does your SEE data show you have an unexpectedly high number of people concerned with a particular project feature? Augment your SEE Portal on the fly to provide more information or instruct staff to adjust their messaging on the road.
The more you know
How many visitors? Who clicked on which hotspots? What is the most popular postcode? Did that social media post generate a spike in traffic? Which addresses do users search for most? Which map layers are interacted with most? Which video is gaining the most traction? Answer these questions and more with Integrated Analytics dashboards reports that can be viewed in-browser, or exported as PDF or Excel documents.