Economic Development
Business Retention and Expansion. New Business Attraction. Local Business Support. Includes all the tools you need to drive results.
Economic Development CRM
🚫 STOP logging into 5-15 software tools.
Our system works from within Outlook and G-mail.
Clean. Easy. Fast.
Includes Your Own Assistant ❤️
Everything Connects
Marketing and Communications
From email marketing to social media, tools for your marketing genius work with the CRM data and with your website.
A CRM Database
Manage your Companies, Contacts, Local Business, Prospects, Partners, Allies, Site Selectors and more.
Project Management Software
Manage Projects - Gannt Charts, Strategic Plans, Internal Projects, Milestones and more.
Website - Blog - Landing Pages - Podcasts
Built it all here - your digital presence in 1 place. And yes, we can connect to your current website too.
Marketing Content Creation
Create Content in with your brand, in your brand voice. Generate great content to share your message with your target markets.
Your Individual 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".
Mobile App
Dictate meeting notes into your mobile app - have the Assistant summarize the notes and generate tasks to follow up. Scan business cards with your phone's camera.
“Yes, you can 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.”
Sites and Buildings
Track sites - buildings, submissions on RFI's, leases, rent, invoicing, maintenance, property development, real estate development.
Grants and Incentives
Application - Compliance - Reporting. Performance Agreements, Automation, Online Applications and Customer Portal. Grant Management.
Grants - Grant Management
Get grant funding and report to grantors. Allocate and distribute grant funds.
Manage Your Programs
Track program effectiveness, KPI's, participation and Goals.
Incubators - Accelerators
Application to Engaged Client - track KPI's that matter.
How is this possible?
Answer: In 2018 and we partnered with HubSpot (Ticker: HUBS) -the HubSpot engine allowed us to create a Purpose-Built Solution that understands adn supports teams working in any aspect of Economic Development.
100+
Communities Use This System Across North America.
24/7
Live Unlimited Phone Support, Online Academy, User Community, Online Training Courses
2,000+
Existing Integrations
40
States - Provinces
Suggested Next Steps...
Schedule Your Personal Tour - Workshop
You'll complete a short form to tell us about your goals, vision, and how you operate.
We will deliver a personalized tour and we'll even show you one of your local businesses or prospects on the call.
You'll walk away practical ideas and strategies that you can use - even if you stop here.
Explore Options
We will give you a menu-based list of options. Start light or go "all in".
Right-size the solution to fit your budget and price point. No awkward conversations about your budget.
Once that's set, we will be clear on the project deliverables and we'll be fully aligned. You are days away from getting started now.
Buy & Go Live - Enjoy Improved Efficiency and More Time Doing What You Love
We configure your software based on our agreement. Typically this is a 2-3 day "push". This is the heavy-lift that happens behind the scenes.
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Training - Coaching follows and includes our In-App Training System so you can learn "in the app"
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Data Import - Connect to Email, and your Website
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Go live and fine tune the system as you go.
- Reports populate as data flows in.
- Bask in the glory of your success and you'll start to wonder "how did we do this before we met Convergence?"
- You'll start to hear this phrase often when your team encounters a new challenge or has an idea - "I bet HubSpot could do that".
"Your team doesn't need more software - you need a system."
Tom Wengler, Founder