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Economic Development CRM

In the hyper-competitive world of economic development... our software gives you a competitive advantage while reducing your workload.

Minimize Data Entry

HubSpot fills in company and contact data for you automatically.

Your AI Assistant is Built-In

"Create a report that shows me all projects by stage in the Aerospace Industry Cluster".

Automation

"When a business attraction project is won, change company to Local Business, Assign the account to our BRE Leader, and send a thank you note to the site selector".

Dictate Your Notes - Mobile App

Dictate meeting notes into your mobile app - have the Assistant summarize the notes and generate tasks to follow up.

“Run your economic development organization from one connected system.” “Manage projects, business retention, incentives, investors, marketing, reporting, and outreach in a CRM built for economic developers.”

How We Help Your Team

President, CEO, Director, COO
"I need a system that my team will actually use so we get the reports I need to stay on course"

If your team uses Outlook or G-Mail everyday - our system works from within both. In fact, Outlook and G-mail get a Super-charge from our system too.

1. Industry Best Practice Reports lead to data driven decisions.

2. Reports flow into PowerPoint - you're ready to tell your story to the board and stakeholders. 

3. Execute your strategic plan - your strategic plan with tasks and milestones lives in the system too.

2 custom reports from HubSpot

dpp dashboard 2

Marketing Director
"The right tools allow you to unleash your marketing magic and share your story with the world and your target markets - we'll even help you create content in your brand and voice"

1. Replace multiple tools with 1 system.

2. Create and Segment your audience - send the right messages, to the right people at the right time.

3. Generate inbound leads, promote events, email marketing, social, newsletters and more.

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Business Attraction
"I want a system that allows me to do what I do best - connect with people so they can explore our community and invest here"

1. Reduce RFI Workload - your rapid response tools are handled, in part, by your new best friend; your built-in Assistant works to help you minimize data entry.

2. See Everything - all projects by stage, next steps. Spend more time working deals and delivering wins for your community. 

3. Timing is Everything - book a demo to learn about how we deliver "deep insights" where you find yourself in the right place, at the right time, with the right message.

project pipeline

 Business Retention & Expansion (BRE) Specialist 
"My passion is to connect with local companies and partners - our successful business support role creates magnetism and momentum"

1. Become the Great Connector. Track all services provided to local businesses. You'll be able to show your Impact to your team and to the Board - Key Stakeholders.

2. Get A complete, modern BRE Program built to support your vision and goals.

- Assistance Tracking

- Annual BRE visits

- Expansion Projects

- Surveys and more

3. Local Industry Reports showcase your impact. 80% of job growth comes from your efforts.

image-png-Sep-16-2022-06-26-22-89-PM

bre 2

Investor Relations - Membership Coordinator
"Investor Relations - for me, it's about networking, supporting and connecting executives, entrepreneurs, and business owners so they can play and active and engaged role in our community"

1. Attract new investors.

2. Manage investor renewals and engagement.

3. Sponsorship Sales 

As a revenue generator for your team, our system helps you reach investors (active and prospects - you'll work closed with Marketing to accomplish this). 

Manage the sales process and the relationship - track investor engagement and deliverables based on investor level.

Invoice from the CRM, and integrate with your financial software.

Economic Development Analyst - Research
"I enjoy solving puzzles, researching and learning about new companies, contacts and opportunities, the putting the information together for my team"

We'll help you identify companies that are "in market" and in "research mode". 

Read that twice. 

The secret lies in our ability to surface Intent Data and we'll show you how this works when we meet for a demonstration.

Other systems attempt to provide you with a list of local companies. With us, it's local companies and contacts PLUS our prospect research tools.

Share your research with your team, and let your marketing magician run target marketing campaigns.

100+
Communities Use This System Across North America.
24/7
Support includes Live Unlimited Phone Support, Online Academy, User Community, Online Training Courses with Certifications
2,000+
Existing Integrations that connect in minutes
40
States - Provinces

Success Through Simplicity

Because your team is probably overwhelmed.  

REPLACE multiple tools so you can Simplify and Save $$$

  • mailchimp
  • constant contact
  • survey monkey
  • monday.com 
  • eventbrite

*Note: we integrate with all of these tools (and more), if you really love or need to keep them for some reason. 

You can give your coworkers access to the tools they need based on the way they work... 

Each person gets to configure their own menu - so their software feels "right for me". 
Schedule Your 1:1 Demo and see how HubSpot can help you

 

Tom Wengler, founder, Convergence, LLC a HubSpot CRM partner focused on economic and workforce development

"Your team doesn't need more software -  you need a system." 

Tom Wengler, Founder

 

Contact us

Phone: 615-237-7752

Email: TomW@Convergence-crm.com 

Schedule a Quick Call Below to get the Conversation Started.

Learn More about Economic Development CRM

Economic Development

Business Retention and Expansion. New Business Attraction. Local Business Support. Includes all the tools you need to drive results.
 
 

 

Sites and Buildings

Track sites - buildings, submissions on RFI's, leases, rent, invoicing, maintenance, property development, real estate development.

Learn More

Incentive Programs

Application - Compliance - Reporting. Performance Agreements, Automation, Online Applications and Customer Portal.

Learn More

Grants - Grant Management

Get grant funding and report to grantors. Allocate and distribute grant funds. 
 
 

 

Membership - Investors

Leads, Sales, Engagement, Renewals, Sponsorships, Events and more.

Learn More

Event Management

Market your events, registrations, invoicing and KPI's.

Learn More

Manage Your Programs

Track program effectiveness, KPI's.
 
 

 

Incubators - Accelerators

Application to Engaged Client - track KPI's that matter.

Learn More

Tourism - CVB - DMO's

Attract Tourists - Events to your community. 

Learn More