Tractivity Stakeholder Management System features

The success or failure of a project often comes down to how well-managed you are with your stakeholders. Tractivity provides a complete range of features to help support a consistent approach to engaging with your stakeholders across projects.

Explore the features that will support effective stakeholder management and help you deliver more impact.

Tractivity API

Easily connect your website and a variety of business systems with Tractivity to streamline processes and improve productivity. Our fully documented API allows you to transfer data from your website such as enquiry or registration form to linking key CRM business systems.

Data Imports

Import all your existing stakeholder data into Tractivity using excel or CSV templates. End the multiple spreadsheets confusion, and consolidate all those spreadsheets into one single source of truth shared across your team and projects.

AI-Powered Stakeholder Detection

Automatically detect stakeholders from your emails with our MS Outlook plug-in and Shared Mailbox. Highlight unregistered contacts in Outlook and add them with a click, while the Shared Mailbox instantly alerts you to matches.

Multi-Project Management

Gain the ability to manage stakeholders and engagements across multiple projects. Easily assign users to projects and control their permissions. Giving you total control and them vital insights at their fingertips.

Data Management

Improve your data integrity and quality. Tractivity automatically tracks and notifies users of any changes in a contacts' data. Whether it be a potential double entry or an invalid email address from a stakeholder leaving an organisation - Tractivity keeps you informed and helps reduce duplication and email bounce backs.

Task Management

Coordinate all activities across your team and multiple projects and never miss a deadline. Improve efficiencies by assigning tasks to colleagues with action dates. Tasks will be highlighted to all users through the Tractivity dashboard and reminders, and updates will be emailed to avoid oversights.

Duplicate Record Prevention

Keep your database clean and accurate with AI-powered duplicate record prevention. When adding new contacts, Tractivity scans for existing matches across all databases, alerting you to potential duplicates. Review, merge, and update records effortlessly and ensuring data integrity.

User interface and accessibility

Flexible project structure with built-in accessibility

Tractivity uses a powerful project-based structure that allows organisations to segment and manage their engagement activity with complete flexibility. Projects act as secure workspaces, enabling data to be separated by project, programme, department, region, or any other organisational structure.

Role-based permissions provide granular control over access, allowing administrators to define which users can view or edit specific projects, modules, or even individual records. Reporting can be generated at the project level or aggregated across the entire organisation, giving teams both detailed insight and high-level oversight as required.

The Tractivity interface is designed with accessibility in mind, meeting WCAG 2.2 Level A accessibility standards, and is fully mobile-responsive, ensuring users can access and update information from any device with an internet connection. This supports field teams, remote workers, and on-the-go engagement activity without compromising usability or security.
We are currently working towards WCAG 2.2 Level AA compliance, to be launched this year (2026).

Customisation and scalability

Tractivity offers extensive configuration capabilities, allowing organisations to tailor the platform to their exact needs. This includes selecting which data fields to use, creating custom fields across multiple modules, defining bespoke categorisations, and setting up themed issues.

Role-based access controls ensure users only see what they are permitted to see. Access can be restricted at multiple levels, from specific projects and modules right down to individual data records, supporting confidentiality and secure collaboration across teams.

Engagement Portal

Enhance your engagement with stakeholders with our fully branded platform. Empower stakeholders to take part in surveys, register for events and raise their grievances and issues of all kinds. All information is automatically captured within Tractivity so you have complete control and can respond accordingly.

Engagements History

Track, save and share a history of all the engagements with any stakeholder, from telephone calls, meeting notes and events to marketing campaigns across the whole team. Engagements are displayed in date order and exportable, so you have the latest information at hand.

Central Mailbox

Connect your project mailboxes to Tractivity to share and view emails in a few clicks. With the drag-and-drop email technology, quickly transfer emails and attachments from Outlook directly to stakeholders held inside the database. Stakeholders are instantly matched to ensure there are no duplicates.

Communication Campaigns

Target your stakeholders with newsletter campaigns that are on brand and inform your audience about your consultation, projects and events. Choose to reach stakeholders by location or category-based filters and deliver unlimited and personalised emails that are tracked for your intelligence.

Surveys

Design meaningful and interactive surveys using an array of question types and logic. Email surveys to a panel of stakeholders, target stakeholders by location or publish surveys through to your engagement portal for the whole community to get involved. All responses are automatically captured with a range of pre-built reports readily available to use.

Events

Automate your event management process, free up vital time and grow your events with confidence. Setup, invite stakeholders and promote your events through our online engagement platform. Link your registration pages to your website or social media platforms and have the responses automatically rolled in. Fully integrated with Microsoft Teams

Custom Forms

Custom design forms to capture meaningful data from panel/membership registrations, filing grievances and feedback to newsletter signups. All this and more can be created and quickly embedded within your website or linked to social media without any involvement from your IT department.

Attachments Record

Attach any type of document against a stakeholder record, from paper-copy surveys and photos to site visit reports.
Tractivity safely stores all the evidence required for intelligence or as part of a consultation.

Feedback & Issue Management

Capture feedback, analyse sentiment and tag any issues identified, enabling improved planning, policies, programmes, and services. Report and act on the issues affecting your stakeholders so you demonstrate engagement on the matters that make a difference.

Land Parcels with Google Maps

A powerful combination of custom-drawn locations within Google Maps or added postcodes with socio-demographic data. Segment your communications effectively and benefit from detailed analysis, tracking survey responses, issues and sentiment.

Activities Calendar

Have a clear view of all the activities assigned to you, your team and per project with the Activity Calendar.
Create activities with reminders, start and end dates and more, and use a set of filters to search for activities by type, owner and status.

GDPR Compliance

Easily manage your stakeholders’ subscription preferences. All opt-ins and unsubscribes will be tracked automatically. Restrictions are in place to ensure you only communicate with the right stakeholders that have requested that line of communication, keeping you on the right side of GDPR.

AI-Powered Insights with Dashboards

View and analyse your stakeholder data intuitively with Tractivity's built-in interactive dashboards. Instantly access key metrics, track project progress, and observe trends over time. With AI-powered insights, quickly identify patterns and emerging stakeholder sentiments to support better decision-making. Whether monitoring engagement levels or project KPIs, our dashboards provide a clear, real-time view of your stakeholder interactions. Microsoft Power BI integration is due for release shortly, enabling clients to create custom dashboards and reports within their own private workspace.

Reporting and AI-Driven Analysis

Unlock access to over 150 pre-built reports, including data tables, matrix reports, and visual graphs you can filter and customise to match your needs. Reports can be run at the project level or globally across all projects, and exported in Excel, CSV or PDF formats. Custom reports can be created, saved and exported from each module, and our team can design bespoke reports on request. With automated survey response analysis, Tractivity automatically summarises and categorises feedback, helping you uncover key themes and trends faster.

Customer Support & Success

All onboarding and configuration are carried out online with your dedicated Customer Success Manager. We'll walk you through the setup, help import your data and schedule regular reviews.

We have team members accredited by The Consultation Institute (tCI), so you get guidance rooted in best-practice stakeholder engagement, not just software support. All services are delivered entirely from within the UK.

No hidden extras, limits or restrictions. All Tractivity features are included in our annual subscription fee, and there are no limits on the number of records we store. With Tractivity, you grow your results without growing your costs.

Data Security & Compliance

With Tractivity all your stakeholder data is secure and confidential.
We hold both ISO 27001:2022 and Cyber Essentials Plus accreditations and operate in a cloud-based, highly secure environment powered by Microsoft Azure.

Our system meets the latest HIPAA standards, complies with WCAG 2.2 Level A accessibility standards, and is monitored 24/7/365. Our default data centre is based in the UK, with alternative hosting regions available to meet your data sovereignty requirements.

Antivirus and malware protection
Intrusion Detection
Web Application Firewall (WAF)
Regular Vulnerability Scanning
OS file integrity monitoring
OS level patch monitoring
Managed portal & dashboard interface

Learn more about security and compliance

Tractivity Integrations

Tractivity enables seamless integration with a myriad of systems and applications:

Microsoft Teams - create and manage Teams Meetings
Microsoft Outlook - transfer emails and meetings
(with nightly updates)
Google Maps - display stakeholders on maps
Google Address Lookup - search for stakeholder addresses
Email Servers (including Office 365) - for emails or connecting to a mailbox
Royal Mail Address Lookup (UK clients) - search for stakeholder addresses
Calendar Applications - add event invitations to your calendar
Word / Excel / PDF - generate reports
API - create custom integrations with other systems

Software Updates

Tractivity systems are all upgraded on a regular basis, based on the feedback from our customers and developments that are brought by our expert development team.

Our large feature releases happen every 3 to 4 months, and smaller bug fix updates happen between these. The releases are always completed outside of working hours, usually starting after 7pm, and clients are always informed when their system will be unavailable.

We strive to provide you with the best and most up-to-date stakeholder management system to support your productivity so you can focus on delivering improved outcomes.

Find out more about updates and security

Access Real-Time Political Data With Mapolitical

Being able to find, maintain and target a list of high-influence political stakeholders can be both challenging and time-consuming.

Mapolitical is a leading political and media data source that allows you to reach the people that matter to you.

Map MPs, Councillors and Officers contacts down to street level and access their information directly within Tractivity.

Download the Tractivity Features Explained

Whether you’re streamlining your stakeholder engagement, researching the market, improving your processes or in need of rationalising your software portfolio, Tractivity is the system for all your stakeholder management needs.

Designed and built from the ground up to give you the necessary tools to excel in your role and communicate more efﬁciently within your stakeholder network.