Worker to Worker and Relational Organizing Tools

Empower Your Members and Supporters to Lead the Movement

Transform your rank-and-file members and supporters into powerful organizers with tools designed specifically for distributed leadership campaigns. Our worker-to-worker organizing tools put relationship-building at the center of your movement, whether you're organizing workers in a workplace or supporters for a political cause.

When Members Lead, Movements Win

Your most valuable organizing resource isn't software; it's your people. Our relational organizing tools help you activate your base by giving worker-leaders and supporters the tools they need to organize their peers effectively.

Worker-Focused Agent System

Route incoming calls and texts to the appropriate worker-organizer based on workplace, shift, or any other property.

Smart routing
When a worker calls or texts your organization's number, our system automatically connects them with the right organizer based on custom criteria you define.
Contact ownership
Assign specific contacts to team members as their "agent," ensuring consistent relationship management.
Flexible call handling
Incoming calls ring directly to the assigned organizer, but automatically roll to voicemail with instant notifications if they're unavailable, ensuring supporters always get a response while protecting team members' personal numbers.
Unified communication
All texts and calls use your organization's dedicated phone number, maintaining a consistent identity regardless of which team member responds.

Granular Permissions Structure

Give organizers access to exactly the tools and data they need while protecting sensitive information.

Role-based access
Create custom permission sets for different types of organizers, from chapter leaders who need broad access to workplace captains who only need to see their specific area.
Customizable access controls
Set permissions that determine exactly what information each team member can view, ensuring organizers only access the supporter data they need for their role while protecting sensitive information across your database.
Team member groups
On Professional plans, create groups of team members for easier permission management and activity tracking.

Scheduled Calls & Member Outreach

Streamline supporter onboarding: allow new supporters to schedule one-on-one conversations with your worker-organizers who've set their availability, creating meaningful first connections while developing your organizers' leadership skills.

Availability management
Worker-organizers can set their availability in the mobile app or dashboard, showing when they're free to take scheduled calls with members.
Automated notifications
Team members receive "Agent call notice" emails when a call is scheduled, and supporters get confirmation emails and day-before reminders.
Call accountability
Track which calls were completed, missed, or rescheduled, with color-coded indicators for team members who miss too many calls. Our live call coaching feature lets campaign leaders monitor calls in real-time, providing private guidance only your volunteer can hear, turning every interaction into a training opportunity.
Trainer assignment
Assign experienced "trainers" or "call deputies" to new callers, who get alerted if the newbie misses a call. This mentorship approach ensures quality control while developing your organizing team's leadership pipeline.

Relationship Mapping

Automatically track and visualize worker networks and relationships to identify potential leaders, with options for manual tracking and updates.

Activity tracking
The system records all interactions (calls, texts, event attendance, etc.) in each person's profile, building a comprehensive engagement history.
Wall Chart visualization
Use the Wall Chart feature to graph your people by attributes like Chapter or Assessment score, broken down by secondary attributes like language or referral source.
Contact relationships
Map the real-world connections between your supporters with bi-directional relationship tracking. Easily document who's roommates, cousins, coworkers, or neighbors, creating a powerful social map that helps organizers leverage existing networks for more effective outreach and community building.
Custom properties
Create unlimited custom fields to track relationship data specific to your organizing model.

Distributed Leadership Tools

Maintain accountability with organizer-specific metrics, goals, and progress tracking.

Team Activity reports
Filter and customize data columns to show exactly which metrics matter for your organizing program.
Period comparisons
Compare current activity to prior periods to track improvement and identify trends.
Coverage Graph
View a heatmap showing when you have team members available for calls, helping identify gaps in coverage.
Chapter-based reporting
Switch between viewing team activity by individual or grouped by the chapter they're organizing.

Organizer Performance Dashboard

Track each worker-organizer's follow-up completion rate, conversation quality, and relationship-building success to identify and develop reliable leaders.

Call metrics
Track each organizer's assigned vs. completed calls, miss rate, and average call length.
AI call analysis
On Professional plans, automatically transcribe calls and generate summaries, plus calculate talk/listen ratios and engagement scores.
Text response tracking
Monitor how promptly and effectively organizers handle incoming text messages.
Task completion
See which follow-up tasks have been completed, are overdue, or still pending.

How Worker-to-Worker Organizing Works in Practice

01

Set up your structure

Define chapters, teams, and permission levels that match your organizing model.

02

Onboard worker-organizers

Invite leaders to become organizers and set them up with the mobile app or web dashboard access.

03

Create outreach workflows

Set up scheduled call programs, phonebanks, or textbanks for worker-organizers to use.

04

Enable peer communication

Worker-organizers make calls, send texts, and track conversations with their coworkers.

05

Coach and develop

Use the Team Activity reports to identify coaching opportunities and recognize successful organizers.

Trusted by teams at hundreds of leading labor & progressive organizations

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FAQs on Relational Organizing 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 do we track whether worker-organizers are actually making their scheduled calls?

The Schedule Calls section under the "Voice" tab provides comprehensive accountability tools. You can see each organizer's completion rate, average call length, and miss rate with color-coded indicators. For calls over 90 seconds on Professional plans, AI transcription and summaries provide insight into call quality without requiring manual review.

Can we customize which data columns appear in the Team Activity reports?

Yes, you can select the "Layout" tab to customize exactly which data columns are displayed in the Team Activity table. This allows you to focus on the metrics most relevant to your organizing program.

How does the Coverage Graph help with scheduled calls?

The Coverage Graph provides a heatmap visualization showing when you have team members available to take scheduled calls. This helps you identify times when you have plenty of coverage (e.g., weeknights in English) versus times with gaps (e.g., weekends in Spanish), allowing you to recruit or adjust availability accordingly.

Can we filter Team Activity reports by date range?

Yes, you can filter the date ranges considered when displaying your Team Member data and even compare the activity to prior periods. This helps you track progress over time and identify trends in organizer performance.

How do we view activity by chapter rather than by individual organizer?

From the Team Activity page, you can click the "Activity by Chapter" button in the top right to switch to a view where you can see all team member activity grouped by the Chapter of the contacts they have been interacting with, rather than by individual team member.

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