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While both systems offer a space to store data like contact information, overall, a CRM and an SRM are pretty different. CRMs are designed around the sales process to help an organization push its customers through the sales funnel. For managing your stakeholder engagement and consultation, using customer-focused software like a CRM doesn't make sense. An SRM is made specifically for managing stakeholder relationships and your history of engagement with these stakeholders, including any communications, issues, and commitments. For a more thorough explanation, see our blog 'SRM vs CRM: What's the Difference?'

We work tirelessly to keep your data safe and secure. We're ISO 27001: 2013 and ISO 27017: 2015 accredited and use SOC 2-compliant data centres to ensure the highest level of data security. 

Please visit our security page for more information.

Jambo data is stored in secure regional-based Amazon Web Services (AWS) data centres. With Jambo, you can choose from data centres in Canada, the United States, Australia, and Ireland. Your data remains stored within the data centre you've chosen.

Yes, we have successfully migrated customers and their data from various platforms, including spreadsheets, SharePoint, CRM systems such as Microsoft Dynamics, HubSpot, and Salesforce, and stakeholder relationship management software like StakeTracker, Borealis, and Tractivity. Our expert Customer Success team will guide you through the process to ensure seamless data migration, accuracy, and continuity.

Yes, standard existing or legacy stakeholder data (like stakeholder contact lists or communication records) can be imported into Jambo using our easy import templates. Your Customer Success representative can work with you to assist with importing existing data during the Jambo onboarding process.

If you have an extensive amount of stakeholder engagement records that you want to migrate, contact us to discuss your needs.

The number of stakeholders or communication records (sometimes referred to as interactions or activities) you can add to your Jambo account is unlimited.

Any data that you store in Jambo is owned by you. To ensure that your data is always protected, it is encrypted at rest and in transit. Even if you choose to end your subscription to Jambo, you can export everything from the platform, ensuring you always retain ownership of your data.

Yes, all your data is always secure. Your Customer Success representative can help restore deleted data. All changes are tracked in the ‘recent changes' feature that everyone can review (so you always know what was changed and by whom). Also, our project deletion process helps prevent the accidental deletion of projects.

As a company offering a SaaS product to customers, including those in the EU, we are subject to GDPR compliance. To maintain GDPR compliance, our company adheres to the following principles and requirements.

At our core, we deeply understand the paramount importance our customers attach to privacy and security. Our commitment to continually adapt and enhance our practices to meet legal obligations is fundamental to our daily operations. Moreover, assisting our customers in their compliance efforts is
integral to our approach.

The relationships we build with our customers and the trust they instill in us are the very essence of our business, and we never take them for granted. Embracing GDPR presents us with yet another opportunity to uphold our legacy of safeguarding customer data. If you wish to find out more information, please email privacy@jambo.cloud.

We have a comprehensive backup and disaster recovery process in place to secure data, recover quickly, and ensure business continuity, which includes running nightly backups to minimize the data lost between the last backup and the incident.

Yes, if you decide not to renew your subscription, you can easily export all your data out of Jambo.

Yes, you can increase your users at any time, contacts your Customer Success representative to discuss your needs.

While your account and the first project can be created in minutes, full setup and implementation for customers typically takes between 2-6 weeks. To make sure you get set up to get the most out of Jambo, our onboarding process includes a designated Customer Success representative who will give you a full tour of the system and help guide you through your first project creation. For a full explanation, check out our blog on Jambo’s Easy 5-Step Implementation Process.

Every situation is different, and every team has a different goal. Jambo pricing depends on several factors, including the number of users and projects and any extras you may need/like to include in your subscription like add-on Jambo Packs, enhanced training, or onboarding. We work with organizations and government departments of all sizes to deliver the most suitable product for their needs. Visit our pricing page for more information or contact us so we can provide you with an accurate quote based on your organization's needs.

Our Customer Support team is available during business hours. Customers can always log a ticket through the Helpdesk portal or via email. Once you become a Jambo customer, you join the Jambo community meaning you can access the Jambo knowledge library of how-to articles and videos designed to augment and reinforce your initial training. Also, we regularly run free customer training webinars to explore new features and updates, or deep dive into things like the Jambo reports module or issues management.