Outreach CRM

Every contact. Every program. One timeline.

Track outreach across all your programs in one place. Log site visits, calls, and emails. See complete contact history for any business—regardless of which program touched them first.

app.citycycle.app/sites/acme-restaurant
ACME Restaurant
123 Main St, San Mateo • Food Service
SB 1383 Green Business Energy Watch
Contact History (All Programs)
Site Visit SB 1383

Verified organics service in place. Owner has questions about contamination.

Dec 10, 2025 • Sarah Chen

Phone Call Green Business

Discussed certification renewal. Scheduling energy audit for January.

Dec 5, 2025 • Mike Johnson

Email Sent Energy Watch

Sent rebate program info for lighting upgrades.

Nov 28, 2025 • Lisa Wong

Everything You Need for Outreach

Track contacts, manage follow-ups, and coordinate across programs.

1

Multi-Program Tracking

Organize outreach by program—SB 1383, Green Business, Energy Watch, Foodware. See all contacts on one entity timeline.

2

Log Every Contact

Record site visits, phone calls, emails, and letters. Attach photos, notes, and compliance status changes.

3

Follow-Up Scheduling

Set follow-up dates that appear on your dashboard. Never let a lead go cold.

4

Bulk Email Campaigns

Send templated emails to filtered site lists. Track opens, clicks, and bounces.

5

Team Activity Feed

Real-time view of all outreach activity across your team. Know who contacted what, when.

6

Cross-Program History

When you visit a site, see if they've been contacted by other programs. Full context at a glance.

One CRM for All Your Programs

Track outreach across every sustainability initiative.

SB 1383 Education
Initial compliance outreach for commercial generators
Green Business Program
Certification and renewal outreach
Food Recovery
Tier 1/2 generator onboarding
Foodware Ordinance
Restaurant compliance education
Energy Watch
Utility rebate and audit coordination
Community Events
Workshop invitations and RSVP tracking

Ready to unify your outreach?

See how CityCycle can track all your programs in one place.

Schedule a Demo