Economic Development Management Solution

Our comprehensive economic development management solution allows you to efficiently update and manage business profiles.
Track a company’s development stage, assign NAICS, CAE, or custom codes, and get a complete overview of its activities and projects.
You can also manage funding requests and organize contact groups for email communications or subcommittee coordination.

Our CRM makes it easy to manage business operations — from tracking project requests and assigning departments to budgeting time and reviewing the full history of project-related activities.

With our management solution, you’ll be able to track funding requests along with their status, amount, and source — all in one place.

Our solution enables comprehensive activity tracking — including tasks, communications, and meetings — all centralized within a single platform to support streamlined operations and informed decision-making.

One of the key features of our CRM, designed specifically for economic development centres, is the ability to match mentors with mentees over a defined period.
This functionality allows you to track the different stages of the relationship — such as trial period, active, or completed — and ultimately report on the outcomes of the mentorship activity.

This feature, developed specifically for your needs, allows you to categorize interventions, time spent by activity, and assign entries to an account, project, department, or activity type.
Time tracking is automatically synchronized between interventions and appointments, enabling the transformation of Excel reports into fast, detailed pivot tables.