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# Citizen Request Management

Best Practices for Admins: Configuring SeeClickFix 311 CRM for Success

Learn how to configure your SeeClickFix 311 CRM system for optimal performance. This session will guide admins of all experience levels through set-up best practices, helping you create efficient processes for staff and deliver a seamless experience for residents.

Wednesday, September 3, 2025, at 1 p.m. CT (11 a.m. PT | 12 p.m. MT | 2 p.m. ET)

Register to Attend

From initial configuration to fine-tuning workflows, the way your SeeClickFix 311 CRM system is set up can make a major difference in how effectively your team responds to resident requests. Without clear processes and optimized settings, staff can face bottlenecks, missed updates, or inconsistent reporting.

In this session, we’ll walk through proven setup strategies that help admins of all experience levels create an efficient, organized, and user-friendly system. You’ll learn how to configure categories, routing rules, and communication templates to streamline service delivery, improve response times, and keep residents informed. Whether you’re launching SeeClickFix 311 CRM for the first time or refining an existing setup, you’ll leave with actionable tips and a clearer path to operational success.

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Meet Your Speaker

Brian McCormick Headshot

Brian McCormick

CivicPlus® Implementation Consultant

CivicPlus® Implementation Consultant Brian McCormick specializes in the SeeClickFix 311 CRM product. He has been with CivicPlus for nearly six years, with the last four dedicated to the SeeClickFix 311 CRM Implementation team. Outside of work, Brian enjoys all things fitness, spending quality time with his family, and exploring his goal of becoming more of a foodie.