# CivicTrack Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CivicTrack the right Social Work Case Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/189301/CivicTrack/reviews --- CivicTrack 4.1 (20) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CivicTrack Ease of use 4.0 Customer Service 4.7 ## Pros and Cons in Reviews CW Courtney W Office AssistantPolitical Organization, 11 - 50 employeesUsed the software for: More than 2 years. “The product is easy to use and has become compatible with meeting notes that I copy and paste there (it's no longer got question marks appearing in almost every blank space).“ August 30, 2022 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Chief of Staff Government Administration Used the software for: 1-2 years ### "Great value, easy to learn and deploy." August 10, 2023 4.0 It has been a very valuable tool for our office which is used daily to track calls, case files, correspondence. Pros Accessible via browser, easy to deploy and manage. Data input is a breeze with dragging emails to create cases. Access control very flexible and you can easily add/remove/modify rights for users as needed. Cons Some fields are broken down in weird combination - for example Area Code and Telephone number on exports come out as seperate fields which always need to be combined. A phone number in 2023 is 10 digit.No ability to enter foreign addresses and phone numbers for contacts outside of Canada. Would be nice to be able to assign a case to multipule constituents and thus save time in reentering data. Reason for choosing CivicTrack Cost and ease of deployment. Switched from [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[NationBuilder](https://www.capterra.com/p/130934/NationBuilder/) Complexity of the previous tool meant that staff were not using it. We combined our Maximizer and NationBuilder into this solution for CRM. Review Source RH Randy H. Constituency Affairs Advisor Government Administration Used the software for: 2+ years ### "Very pleased" August 3, 2023 5.0 easy to work with, unifies cases so that all staff can help each other and any staff can talk professionally to any constituent with background information. Pros It keeps the office unified and also provides a very good filing and tracking process of on going cases and also case history Cons It does not have spell check built in. It would be helpful to look professional Review Source JP Jaclyn P. Chief of Staff Government Administration Used the software for: 2+ years ### "CivicTrack for constituency office use" August 22, 2022 2.0 Pros The intergration was good. Customer service responds most times and is receptive to suggections. Cons I don't klike the profile page and feel that it could be a lot better if the name of the constituent and their contact info was more front and centre on their page. Review Source LK Linda K. Constituency Assistant Government Administration Used the software for: 2+ years ### "Overall use" July 25, 2023 4.0 Keeping overall track of my client files Pros Being able to search for a client by name and/or phone number. Being able to search by UCI number for IRCC cases would also be helpful Cons It would be very useful to be able to "drag" a document out of Civic Track and attach it to an email. Review Source Response from Momentuum BPO August 16, 2023 Thank you so much for your valuable feedback! We're delighted to hear that CivicTrack helps you in maintaining an organized record of your constituents. We're noting your suggestions for future improvements. Thank you again for being a part of the CivicTrack community! EH Eva H. Executive Assistant Public Policy Used the software for: 1-2 years ### "Civic Track is as Good As You Are" April 26, 2022 5.0 I have been able to manage a huge case load myself and stay totally organized. I like that my colleagues can see any file they may need to reference to avoid wasting time and repeating the same actions. It's very useful to run reports based on topic or specific street should there be a matter of interest that we need to gage and address many people at once. Pros The case load I receive daily overlaps with the files that are already open and waiting on responses and follow up. This CRM allows me to stay organized and not miss a thing. People really appreciate the follow up and know that details have not been missed and they receive the best possible outcome because of this. The data is only as good as you are at putting it in the system so it's important to know how to use the tools available. Customer service has been a great experience when I needed to learn the features that I needed. It's also great that I can assign files and tasks to other colleagues and then see exactly what has been done (or not) every step of the way. Cons Sometimes, I will search a name that doesn't show up and then when I search the address it will come up with that name originally not found. Minor problem. Review Source EL Eric L. Constituency Assistant Government Administration Used the software for: 6-12 months ### "Civic track review" August 22, 2022 4.0 It has been a fairly easy-to-use database for keeping track of our clients. Pros Case notes, uploading documents, chronological list of cased on home page Cons It is difficult to pull data out of our data base. For example, there is no easy way to generate an email list as a .csv file of ALL of our clients - the lists can only be generated by street, postal code. I would like to have a complete list in one file for use in email blasts. Also, it would be helpful if you would use tags in cases so that we can search by tags rather than by case codes. We have a fairly concise list of case codes for ease of use, but tags would be helpful for other criteria that don't qualify as a case code so that we can generate lists of clients related to that tag. Review Source WS Wanda S. Constituency Assistant Government Administration Used the software for: 1-2 years ### "One Improvement Would Change a Lot" August 3, 2023 5.0 Pros I like that you can be as general or specific with information as is required in the saving of information. It is fairly straightforward to learn. I'm nor highly technological but the system works well for me. Thanks. Cons When I am on the "Create a Case Item" screen, I would like to be able to minimize that box in order to check back on details from the case that have already been entered. I think this would make my job much easier and more efficient. Thanks. Review Source WN William N. Office Administrator Government Administration Used the software for: 6-12 months ### "Pleasure to use" August 16, 2022 4.0 Over all makes my work much easer, not have to make "hard" copies of everything Pros The general over all usability of the program Cons The least like feature of the program is the inability of going full screen (just where you type in your notes) while typing in details of the case, myself I would like to have the option of having the text window go full screen Reason for choosing CivicTrack On recommendations from other people in my line of work Review Source MG Madeleine G. Communications Coordinator Government Administration Used the software for: 2+ years ### "Good for casework; needs some big improvements" August 16, 2022 4.0 Pros Good for tracking interactions with individual persons. Cons \-needs to have a way to combat duplicates in the system -needs a way to export easily -smart search is needed, so that if I type in 'Madeline Gainey' my real name, Madeleine Gainey, would still show up even though I spelled it wrong. -needs better ways to access lists of contacts. I can only access a contact by searching up their exact name which is very limited. Review Source RS Ria S. Constituency Assistant Political Organization Used the software for: 6-12 months ### "Best app ever!!!" August 22, 2022 5.0 Wonderful app. Now we can't imagine our work without Civic Track. Pros It's easy to create cases in CT and there is no limit to that. If we need any information regarding any case we simply have to type in the name and whole case will be in front of us. Any kind of document can be uploaded as a evidence and it's simply an amazing app. Cons There's nothing I don't like about this app. Review Source NL Nicole L. constituent assisstant Government Administration Used the software for: 2+ years ### "Civic Track review" August 22, 2022 4.0 Pros The ease to maneuver around the site and the flexibility to go from page to another Cons Disappointed that the documents don't show on the client's profile just like case files do Review Source NT Neha T. Case worker Political Organization Used the software for: 2+ years ### "Very good. easy to us software. " September 16, 2022 5.0 Pros Good for data management. I like recent cases tab. Cons report population can be better with pie charts. Review Source MN Miriam N. Case Manager Political Organization Used the software for: 6-12 months ### "Civic Track Review" August 22, 2022 4.0 Allows me to easily keep track of constituent and their cases. Pros The program is easy to use. It provides accurate fields and good note taking abilities. Cons The dates are inconsistent. Sometimes it comes up as year/month/day. Sometimes day/month Review Source SD Sharon D. Constituency Assistant Political Organization Used the software for: Less than 6 months ### "Review of CivicTrack" August 30, 2022 3.0 Pros Documents feature works very well and is nicely laid out. Cons I would prefer to be able to access my Closed cases without doing a full search. They don't need to appear in my list; however, it would be nice if I could access them just by searching a last name (the same way I search open cases). There is also a strange glitch where the "Cancel or Leave" buttons pop up for no reason. Review Source SK Shaun K. EA Government Administration Used the software for: 1-2 years ### "Great CRM" September 1, 2022 5.0 Pros It keeps my notes organized for my whole office to pick up on. Nothing gets lost in translation Cons Wish it had a mobile app so I can see my case notes on the go Review Source AT Ashley T. Community Outreach Liason Government Administration Used the software for: 6-12 months ### "CivicTrace Review" August 22, 2022 4.0 Pros Easy to use and easy to upload emails onto CivicTrac Cons Sometimes when I try to add emails the screen goes blank. Review Source CW Courtney W. Office Assistant Political Organization Used the software for: 2+ years ### "Extremely Useful" August 30, 2022 3.0 Pros The product is easy to use and has become compatible with meeting notes that I copy and paste there (it's no longer got question marks appearing in almost every blank space). Cons When the Demographic info status is selected, I am not sure why some information that may have been entered in earlier as a profile is being created gets erased. Review Source SP Sarah P. President Consumer Services Used the software for: 1-2 years ### "Case Management Efficiency" May 4, 2022 5.0 Great. Pros Intuitiveness, adaptability, pricing, very easy to use. Cons Nothing to note at this moment.......... Review Source RR Ryan R. Senior Constituency Assistant Political Organization Used the software for: 6-12 months ### "Yes and No!" August 22, 2022 4.0 Pros Keeps track of everything! Easy to add new constituents and data is always readily available. Cons Not the most user friendly in terms of changing titles/less used features. Review Source AK Angela K. Constituency Assistant Political Organization Used the software for: Less than 6 months ### "CivicTrack Review" August 30, 2022 3.0 Pros The search feature. This helps searching for constituents contact information. Cons Would be nice if one could forward e-mails from Outlook directly to CivicTrack rather than having to copy and paste email. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.