For the people running the trail, not another generic CRM.
Campaign managers, field directors, and small staff teams use Handshake to Signal when contacts start as conversations — at doors, dinners, and town halls — and need to become outreach that actually happens.
Good intentions get lost in the chaos.
Supporters are ready to help — but without a system, that energy slips away.
In-person lead capture via text
01
Capture fast
Text a photo of a signup sheet or business card. Contacts land in your campaign dashboard without retyping names at midnight.
02
Follow up cleanly
Keep consent, texts, chat invites, and newsletter tasks next to each person — so outreach is a click, not a scavenger hunt.
03
Work as a campaign
Share one workspace with your staff. Everyone sees the same contacts, flags, and next steps instead of competing spreadsheets.
From the handshake to the follow-up — same day.
Meet someone at an event. Get their info into the system. Send a consent link or chat invite. Flag anyone who needs a second look. No export, no merge, no “we’ll put them in the sheet later.”
One click from casual supporter to informed volunteer.
Add contacts to your newsletter and group chat from the same onboarding checklist — progress stays visible until the job is done.
Choose the integrations your campaign already uses.
Connect newsletters and chat apps once — then onboard contacts into the channels your team actually runs.
Text from the app — and share contact cards with staff.
Quick actions keep outreach next to each person: send a message from your campaign number, or text a saveable contact card to a teammate.
Put tonight's handshakes in a system your team can use tomorrow.
Set up your campaign workspace in minutes. Invite staff when you're ready.