Stakeholder information management software, built for the way engagement teams actually work

Tasks and reminders

Assign tasks to yourself or team members with due dates, auto-reminders, and completion tracking. 

Communication campaigns

Build contact lists and export them for use in mass-communication campaigns (email lists, newsletters, mail-outs).

Shared calendar

A shared calendar view of every planned communication, campaign, commitment, and task. Helps teams stay proactive, avoid scheduling conflicts, and strengthen relationships. 

Jambo for Outlook add-in (free)

Log communication records directly from Outlook. If you email someone who doesn't yet exist in Jambo, a new contact is created automatically.

Log Outlook meetings and events as communication records without leaving your inbox.

Project email address

Every Jambo project has a unique email address. Bcc or forward emails to it, and they're automatically logged as communication records for the right contact, including attachments.

Zapier integration

Connect Jambo to over 7,000 applications (Gmail, Typeform, SurveyMonkey, and more) without writing code, so all your stakeholder data flows into one place.

Public API

Connect Jambo directly to your other business applications.

Maps and geospatial tools

Track and map contacts and communications with precise address geocoding.

Define project area boundaries.

Filter engagement data on maps to identify hotspots and trends.

Integrate with Esri ArcGIS Pro through our free add-in.

Sub-projects and programs

Manage related projects under a parent program, with stakeholders shared across them, but engagement tracked at the sub-project level.

Critical for large infrastructure builds, federal cross-departmental work, and multi-phase developments.

Jambo AI Auto-Tagging

Jambo AI Auto-Tagging automatically applies tags to your records based on their content, so your data stays organized without manual tagging. 

Jambo AI Sentiment

Jambo AI Sentiment uses Jambo Secure AI to analyze the notes within your communication records and assign a negative, neutral or positive sentiment value with just one click.

You can enable automatic sentiment analysis to assign sentiment values continuously.

You can also enable automatic analysis of emails sent to Jambo via your unique project email address or the Jambo for Outlook add-in.

Jambo AI Summarize

Jambo AI Summarize is a powerful AI-powered tool that helps you uncover the full potential of your communication data.

It uses Jambo Secure AI to generate a clear and concise summary of your raw and detailed communication notes on an engagement record with just one click.

Role-based user permissions

Assign users specific roles and permissions per project. Give one person full admin access, another read-only access to a single project, and a third the ability to add records but not delete them. Everyone gets exactly what they need.

Confidential contractor access

Bring third-party contractors into Jambo without exposing sensitive projects, financial data, or internal notes. Their access is scoped to what they need.

Change history and audit trail

Complete record of who created, edited, viewed, or deleted every record, with timestamps and user attribution. Use with your SIEM software for information security compliance.

Activity logs

Jambo can keep records of activity, such as who created, edited, viewed, or deleted a record, including what changes were made to data, who made the change, when it was made, etc.

Use activity logs with your SIEM (Security Information and Event Management) software to help your organization maintain information security.

Account activity logs API

Pull your account activity logs into your own systems using the Account Activity Logs API, so your security team can monitor Jambo activity alongside the rest of your infrastructure.

Single Sign-On and Multi-Factor

Authentication SSO available via SAML and OIDC providers. MFA available for all users. Both can be enforced at the account level for enterprise security policies. 

ISO 27001 and ISO 27017 certified

Certified to the international standards for information security management and cloud-specific security. Most SRM vendors hold one, we hold both.

GDPR and UK GDPR compliant

Manage subscription preferences and opt-in/opt-out status. Handle information requests easily with all data centralized.

Easy contact importing

Upload multiple contacts at once with our Excel template. Duplication checks prevent duplicate contacts from being created. 

Bulk operations

Bulk add, edit, or remove tags and custom fields. Select data directly in grid views for one-click export to Excel or CSV.

Custom fields and configuration

Add custom fields, tags, and categories to fit your work. Customize grid views. Reorganize or hide cards in contact and communication records.

Available in English and French

Change language with one click. All interface elements switch, including in-app notifications and emails.

International support

Set default country codes, phone number formats, currencies, and numeric formats per account. Supports addresses from all over the world via Esri Geocode Addresses.