State Senate Campaign Consolidates to Single Platform

Challenge: A competitive state senate race was managing voter files, donor data, field operations, and compliance across 8 different platforms—none of which talked to each other.

Solution: The campaign migrated to Civitas during the primary, consolidating all operations into one unified platform.

Results:

  • 42% increase in voter contacts over previous cycle
  • Eliminated 15+ hours/week of manual data entry
  • Zero compliance issues through general election
  • Reduced monthly software costs by 63%

The Challenge

When the campaign launched, they inherited a tech stack assembled over several cycles. They had:

  • One platform for voter files
  • A separate CRM for donors
  • A mobile canvassing app that barely worked
  • Spreadsheets for compliance tracking
  • Email lists in yet another system
  • Field operation coordination via group texts

Staff spent more time managing tools than actually running the campaign. Data lived in silos, creating constant synchronization headaches.

The Decision to Switch

Halfway through the primary, the campaign manager made a bold call: consolidate everything onto Civitas despite the disruption of switching platforms mid-campaign.

The decision was driven by a simple calculation: the ongoing costs of fragmentation exceeded the one-time cost of migration.

The Migration

Civitas handled the data migration over a single weekend:

  • Voter files imported with complete contact history
  • Donor records merged and deduplicated
  • Historical field data preserved
  • Compliance records transferred with audit trails intact

By Monday morning, the campaign was operating on a single platform.

The Results

Increased Voter Contact

With real-time field operation coordination and optimized turf cutting, the campaign knocked 42% more doors than the previous cycle—with the same number of volunteers.

Eliminated Manual Work

Staff no longer spent hours moving data between systems. That time went directly into voter contact and fundraising.

Perfect Compliance

Built-in FEC tracking meant no more deadline scrambles. Reports generated automatically with complete accuracy.

Cost Savings

Replacing 8 separate subscriptions with one unified platform reduced software spending by 63%.


Key Takeaways

  1. Mid-campaign platform switches are possible with the right partner
  2. Consolidation pays for itself quickly in recovered staff time
  3. Real-time data synchronization transforms field operations
  4. Built-in compliance eliminates one of the biggest campaign headaches

Ready to simplify your campaign operations? Contact us for a demo.