Organizer Experience & Follow-Up Tools

Organize Smarter and Build Deeper Connections With Every Supporter

Smart routing, automatic logging, and real accountability; the tools organizers need to build lasting relationships with supporters.

Track Every Conversation, Build Trust with Supporters

Organizing is all about relationships, but keeping track of every conversation can be overwhelming. When supporters reach out, they expect to talk to someone who remembers them; not start from scratch every time.

Smart Call & Text Routing

Supporters call or text your shared number, and Solidarity Tech instantly routes them to the right organizer; the person who already knows their history. Calls roll over if needed, and voicemails get logged and transcribed with full context.

Dedicated chapter phone numbers
Each chapter gets its own local phone number that becomes your consistent identity for all communications. Supporters recognize it as "the union number" and can save it in their contacts.
Automatic agent routing
When someone calls or texts, the system checks if they have an assigned organizer and routes the conversation accordingly. No more "who's this again?" moments.
Voicemail that works
Incoming calls go to voicemail with your custom greeting, and the recording is instantly available in the call inbox. The right team member gets notified immediately.
Branded caller ID
Register your organization's name to appear on supporters' phones when you call, even if they haven't saved your number yet.

No Extra Work Logging Calls & Texts

Every call, text, and follow-up is automatically tracked, so organizers spend less time logging interactions and more time actually organizing. When a call comes in, the full history is already there; past texts, event RSVPs, donations, and notes.

Automatic conversation history
Every text and call is logged to the supporter's profile automatically. No manual entry needed.
Activity timeline
See a chronological feed of every interaction, when they signed a petition, attended an event, called in, or made a donation, all in one place.
Call AI transcription
On Professional plans, calls over 90 seconds are optionally, automatically transcribed and summarized. Team members can quickly scan what was discussed without listening to recordings.
Engagement analytics
The system tracks talk/listen ratios and engagement scores for calls, helping organizers improve their conversation skills.

One Inbox for Every Organizer

All messages from assigned supporters land in a single thread, keeping outreach personal and easy to track.

Unified text inbox
Manage all text conversations in one place, with filters for unread messages, starred conversations, and assigned contacts.
Call inbox integration
Voicemails appear right in the conversation thread alongside texts, creating a complete picture of your communication.
Quick response templates
Save common replies as templates to respond quickly without typing the same messages repeatedly.
Multi-language support
The system tracks each supporter's preferred language, so you can communicate with them effectively.

Follow-Ups That Get Done

Set follow-up tasks straight from a conversation and trust the system to keep you on top of them. With automatic reminders, you start every day knowing exactly who to reach out to; no more scrambling or missed opportunities.

One-click task creation
Add follow-up tasks directly from supporter profiles or conversations with just a few taps.
Morning task emails
At 8 AM, team members receive a roundup email with all tasks due that day, no excuses for forgetting.
Push notifications
Set optional reminders that send push notifications before the task is due.
Task dashboard
Easily view all tasks for today, upcoming tasks, and completed tasks in one organized interface.

Scheduled Calls Without the Back-and-Forth

Assign organizers scheduled supporter calls. Supporters pick a time that works for them, and Solidarity Tech handles reminders so everyone shows up.

Supporter self-scheduling
Create a "Schedule a Call" page where supporters can book time with an organizer at their convenience.
Availability management
Team members set their available hours in the app, and the system only shows those slots to supporters.
Automatic assignment
When someone schedules a call, the system assigns an available team member and sends notifications to both parties.
Reminder system
Supporters get confirmation emails and day-before reminders; organizers get notifications when calls are assigned to them.

Leadership Development & Accountability Dashboard

See how the people you're training are growing. Track volunteer and worker engagement; who's making calls, following up, and stepping up into leadership. Keep accountability in check while fostering real distributed organizing.

Team activity reports
Track how many calls, texts, and follow-ups each team member completes, helping identify both stars and those who need support.
Call performance metrics
Monitor average call length, miss rates, and engagement scores to coach team members effectively.
Trainer assignments
Assign experienced organizers as mentors to new team members, with alerts if their mentees miss scheduled calls.
Coverage heatmap
Visualize when you have team members available (by time and language) to identify gaps in your coverage.

Seamless Organizer Handoffs

Easily reassign relationships when team roles shift. All past texts, calls, and notes stay intact, so transitions are smooth.

One-click reassignment
Transfer a supporter to a new organizer with a single action, maintaining the complete conversation history.
Bulk reassignment
When an organizer leaves or roles change, quickly reassign all their contacts to other team members.
Conversation continuity
The new organizer sees the full history of interactions, so nothing falls through the cracks during transitions.

Trusted by teams at hundreds of leading labor & progressive organizations

SUPPORT

FAQs on Organizer Follow-Up Tools

Everything you need to know about the product and billing. Can't find the answer you're looking for? Please chat with our team.

How does the system handle high call volumes during campaigns?

During busy periods, calls that can't be immediately routed to the assigned organizer will roll over based on your settings. Battle-tested in high-volume campaigns with thousands of simultaneous calls, our system maintains reliability even under extreme pressure. You can also set up custom voicemail greetings for specific campaigns to manage expectations and provide immediate information to callers.

Can we limit which team members have access to certain supporter conversations?

Yes. Permission settings allow you to control which team members can view and interact with different supporters. This is especially useful for sensitive organizing campaigns or when working with different chapters.

How do we handle urgent inbound communications outside of business hours?

You can set up an after-hours voicemail greeting and configure notifications to alert specific team members about urgent messages. For textbanks, phonebanks and automations, you can also set communication hours to respect supporters' time.

Can we integrate external calling tools with Solidarity Tech?

Solidarity Tech's calling features are built-in and designed to work seamlessly with the rest of the platform. This integration ensures all call data is automatically logged to supporter profiles without needing third-party tools or manual data entry.

Get started now

Sign up to begin using the all-in-one organizer toolkit

Sign Up Now

Talk to a real human

Get the gist of Solidarity Tech with a guided demo

Schedule Call