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While both Stakeholder Relationship Management (SRM) and Customer Relationship Management (CRM) systems store contact information, they serve very different purposes and workflows:

• SRM software is designed specifically for managing stakeholder engagement. It helps organizations track relationships, communications, issues, and commitments with stakeholders over time. SRMs are ideal for those focused on engagement and consultation activities.
• CRM software is built primarily for sales and marketing teams to manage customer interactions and move prospects through a sales funnel. CRMs focus on deal tracking, lead generation, and customer service.

Using a CRM for stakeholder engagement management is usually ineffective because you're engaging with stakeholders, not selling to customers. For a deeper dive, see our blog, 'SRM vs CRM: What's the Difference?'

Jambo employs robust, enterprise-grade security measures to ensure your stakeholder data is protected:

• AWS cloud storage: Your data is safely stored in Amazon Web Services regional SOC 2-compliant data centres used by leading regulated organizations worldwide.
• ISO 27001:2013 and ISO 27017:2015 certified: Jambo meets international information security and cloud data protection standards.
• Encryption: Data is encrypted both at rest and in transit.
• Role-Based Access Controls (RBAC) and permissions: Configure user roles and restrict access to sensitive data or projects, including confidential contractor access.
• Multi-Factor Authentication (MFA): Adds an extra layer of security to safeguard user accounts.
• Single Sign-On (SSO): SSO integration enhances enterprise clients' security and user access management.
• Regular external penetration testing: Yearly audits protect against cybersecurity threats.
• Dedicated Information Security Officer: Our security team oversees continuous monitoring, updates, and improvements.

Jambo is trusted by government agencies and leading organizations across North America and Europe, reflecting our high security standards. Please visit our security page for more information.

All Jambo data is stored securely within Amazon Web Services (AWS) data centres. You can select the regional data centre location that best fits your compliance requirements, including Canada, the United States, Australia, and Ireland. This regional choice helps you comply with data sovereignty regulations and ensures your data always remains stored within your chosen data centre.

Jambo fully complies with the European Union's General Data Protection Regulation (GDPR). As a SaaS provider serving customers in the EU and beyond, we take data privacy and security very seriously and have built our platform and processes to meet strict GDPR requirements.

Jambo supports GDPR compliance, including:

• Providing tools to manage stakeholder subscription preferences, including opt-ins and opt-outs.
• Enabling easy handling of data subject access requests (like FOIP or FOI requests) so you can respond promptly to individual privacy inquiries.
• Implementing strong data handling, encryption, and storage protocols to protect personal data.
• Offer granular user roles and permission controls to restrict access and safeguard sensitive data.

At Jambo, we understand that privacy is not just a legal requirement but a fundamental promise to our customers. We continually review and improve our practices to ensure ongoing compliance and support your organization in meeting its GDPR obligations.

If you have any questions or want more information about our privacy practices, please contact our Privacy Officer at privacy@jambo.cloud.

Jambo is built on a resilient, secure infrastructure designed always to protect your data. In the unlikely event of an incident or service disruption, your data remains safe thanks to our comprehensive backup and disaster recovery processes.

We perform nightly data backups to minimize potential loss and ensure that recent changes are securely preserved. All data is encrypted in transit and at rest, providing additional protection.

Our rapid recovery procedures and business continuity plans enable us to restore access quickly, minimizing downtime and ensuring your stakeholder information remains available when needed. Simply put, your data's safety and accessibility are our top priorities, even in the face of unexpected events.

Yes! We have successfully migrated customers and their data from various systems, including Excel spreadsheets, SharePoint, Microsoft Dynamics, HubSpot, Salesforce, and other SRMs like StakeTracker, Tractivity, and Borealis. If you have existing contact lists or engagement records and are concerned about the batch importing of stakeholder data, we can assist you with the bulk transfer of data using our straightforward data import templates. Our expert Customer Success team will guide you through the process to ensure seamless data migration, accuracy, and continuity.

Absolutely. Using our easy-to-use data import templates, you can import legacy stakeholder data such as contact lists or communication records. Your Customer Success representative can assist you with importing and validating your existing data during onboarding.

For large or complex datasets, we can provide tailored support. Contact us to discuss your needs.

Add unlimited stakeholders or communication/engagement records (sometimes called interactions or activities) to your Jambo account.

You always own your data. Jambo acts as a secure platform to store and manage your information, but should you stop using Jambo, you can export your data, maintaining complete control over your stakeholder records.

Yes. Jambo maintains nightly data backups and comprehensive disaster recovery protocols to protect your information. If data is accidentally deleted, your dedicated Customer Success representative can assist you in restoring it.

Additionally, Jambo tracks all changes through the Recent Changes feature, allowing your team to review what was modified and by whom, ensuring transparency and accountability. To further safeguard your work, our project deletion process includes safeguards to help prevent accidental deletions.

Yes. If you decide not to renew your Jambo subscription, you can easily export all your data, enabling you to retain all stakeholder information offline or migrate to another system.

Jambo offers two main subscription plans:

• Jambo Professional: It starts at $995/month and includes up to 5 users and 20 projects, unlimited contacts, standard features like reporting, commitment and issue tracking, access to Outlook add-in, and Jambo Secure AI tools.
• Jambo Enterprise: Includes all Professional features plus campaign management, subprojects, API access, SSO, and advanced integrations like Zapier and ArcGIS Pro.

Tailored packages and add-ons are also available to meet your unique needs. Please see our pricing page for more information.

Yes, you can increase the number of users at any time. Contact your Customer Success representative to discuss your needs.

Jambo's implementation process is designed to be quick, efficient, and tailored to your organization's unique needs. While your account and first project can be created in minutes, complete setup and implementation typically take up to six weeks, depending on the complexity and scope of your projects. However, we've had some teams up and running in as little as two weeks.

Most customers complete onboarding and are fully up and running within this timeframe. A dedicated Customer Success representative is your partner throughout the process - providing a full tour of the system, guiding you through project setup, assisting with data imports, and delivering hands-on training tailored to your team.

This personalized support ensures a smooth transition so you can maximize Jambo's value from day one. For a deeper dive into the process, check out our onboarding and support page.

Our onboarding includes an initial assessment of your goals, account and project setup, tailored hands-on training (live and recorded), and data import assistance. This structured approach gets your team confidently using Jambo from day one.

Post-implementation, you receive ongoing support through our helpdesk for ticket logging, live phone/email/video/chat support, quarterly check-ins with your Customer Success representative, and access to a knowledge base and monthly webinars.

Your dedicated Customer Success representative is a stakeholder engagement expert with deep knowledge of challenges. They provide hands-on training and ongoing expert guidance to maximize your success using Jambo.

Jambo offers a user-friendly interface, clear import templates, and dedicated, expert support to facilitate quick and effective onboarding. Our team provides step-by-step assistance, helping you configure your Jambo account and projects to your needs and ensuring your team quickly gains confidence managing stakeholder data.

Jambo is currently available in English and French; you can switch to your preferred language with just one click. Changing the language updates all interface elements, such as page headers, field names, and system messages, to your chosen language. Once you select your preferred language, all in-app notifications and emails from Jambo will be delivered in that language.

In addition to language preferences, Jambo offers localization options, including settings for currency, number formats, and phone number country codes. Our platform supports international addresses through the integrated Esri Geocode Addresses tool, which recognizes various international address formats, making adding locations worldwide easy.

Additional languages and localization features are being expanded.

Jambo offers a range of integrations to help you streamline workflows and connect with your existing tools:

• Jambo for Outlook add-in: Easily log emails and calendar events directly from Outlook into Jambo.
• Jambo-Zapier Integration: Connect with over 7,000 apps such as Gmail, SurveyMonkey, and Typeform to automate data transfer into Jambo without coding.
• Public API: Build custom integrations to connect Jambo with your internal systems and other software.
• Jambo for ArcGIS Pro add-in: Add geospatial mapping and location-based stakeholder data from ArcGIS Pro to Jambo.
• Single Sign-On (SSO): Seamlessly integrate Jambo with your organization's identity management systems for secure, streamlined enterprise authentication.

These integrations help centralize your stakeholder engagement data and improve team efficiency.