One Connected System for Every Resident Need
Residents can log in anytime to check the status of their applications, review past requests, and get updates—no need to call or wait. Residents get self-service without confusion. Your team gets fewer calls, and everyone gets answers faster.
Unified Insights from Every Interaction
With our constituent relationship manager, staff can view and analyze data from every resident interaction. Whether it starts in Voice AI, Chat, Search, or a Workflow. See exactly what questions are being asked, uncover problems, and spot trends to improve service delivery. Your team gets clearer insight and the tools to act faster. Residents get better service before they even ask.
Increased Insights for Increased Service Levels
Track Progress
Residents always know what’s happening with their application; no follow-up call needed.
See the Full History
Did I remember to .... ? Every question, every form, every step—easy to review anytime.
Get Answers Anytime
Whether it starts with a chat, a call, or a form, residents get consistent, connected support.
Access to Documents
Access PDFs of permits and licenses anytime. No office visit or email required.
Save Time
Eliminate duplicate data entry and scattered systems. Many teams save 10+ hours a week per staff member with our CRM. Plus, easily coordinate across teams.
Act Faster with AI
Get smart to-do lists and reminders based on resident needs and workflow activity. Plus, see what residents are asking across AI, then act on it.
Knowledge Retention
Retain institutional knowledge in our CRM that stores legacy information, so you don't grind to a halt when someone retires or goes on vacation.
Reduce Redundancy
Are you copying and pasting from one system to the next? No more switching between tools or retyping the same information across departments.
Analytics on Processes
Track how many applications are received and completed. Have actual numbers on time to complete steps, staff and department performance to turn into reports. Be empowered to make decisions based on data.
Trusted By Hundreds of Agencies
Check out just a few of our game-changing customers.








Connected by Design
The CRM is the central hub of the Polimorphic platform, connecting all our products. Whether it's a chat, a form submission, or a phone call, every resident interaction flows into the CRM, giving your team a complete, real-time view that turns siloed inputs into coordinated, real-time service.
That means one place to track status, spot patterns, and take action, whether a resident called, clicked, or submitted a form.
That means one place to track status, spot patterns, and take action, whether a resident called, clicked, or submitted a form.
Go Automatically from Data to Action
Polimorphic's CRM doesn’t just store information. It turns it into next steps.
Personalized To-Do Lists
Using agentic AI, Automatically assigned based on resident activity and workflow triggers
Timely Notifications
Stay on top of follow-ups, deadlines, and approvals
Live Case History
Every interaction, update, and submission in one continuously updated record
Endless Integration Possibilities
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