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CaseMate review

#6 of 26 in Public Sector CRM Software

A focused UK council CRM combining casework, constituent records, email and campaigns.

8.9/10Editor score
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

CaseMate is a cloud-based casework and constituent-management platform for UK councillors, individual users and small teams. Its core workspace covers case lifecycle tracking, resident and constituent profiles, contact and organisation management, email processing, tasks, journals, documents and reporting. Electoral-register importing and resident search support council-focused workflows, while political casework adds document uploads, actions, AI research assistance and an audit trail. The platform is UK-hosted and GDPR compliant, according to its product description.

Pricing is structured across Quiet, Active, Campaigner and Hero. Quiet starts at £15 per user per month, or £165 per user per year, and includes daily journals and tasks, an AI Writing Assistant, electoral-register import, a public website builder, custom domains and campaign tools. Active is £25 per user per month or £293.75 per user per year, while Campaigner is £30 per user per month or £330 per user per year. Hero costs £50 per month or £550 per year and is priced per month rather than per user. The published plans include a 14-day free trial, but there is no free plan, and prices exclude VAT.

CaseMate’s breadth is its main distinction. Alongside CRM and case management, it provides email sending and receiving, automatic case linking, forwarded-email processing, a public website CMS, election and campaign tools, and AI features supported through OpenAI, Anthropic Claude and Azure OpenAI. Exchange and Gmail integrations support common email environments. The product is a strong fit for councils that want casework, outreach and public-facing content in one web platform. Organisations seeking a free option, non-web deployment or a narrower tool focused only on constituent records may prefer a simpler alternative.

CaseMate pros and cons

  • Where it wins
    • Tracks cases, documents, tasks, statuses, priorities and reporting
    • Links constituent profiles with case histories and electoral-register imports
    • Combines email workflows, political casework, CMS and campaign tools
  • Where it doesn't
    • No free plan is available
    • Web-only deployment limits platform choice
    • Prices exclude VAT and higher tiers cost more per user

CaseMate fact sheet, pricing and score →

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