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Economic Development CRM

In the hyper-competitive world of economic development... you need the right software to give your team a competitive advantage.

You can get all of these tools - in 1 surprisingly affordable platform

Marketing and Communications Tools

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.

Content Creation Tools

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.”

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.

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Incentive Programs

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

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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.

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Event Management

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

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Manage Your Programs

Track program effectiveness, KPI's.
 
 

 

Incubators - Accelerators

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

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Tourism - CVB - DMO's

Attract Tourists - Events to your community. 

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How is this possible?

Answer: This is a Labor of Love - we've enjoyed building this with all types of economic development teams right here, in the USA since 2018 and we didn't build it from scratch. Instead, we partnered with HubSpot (Ticker: HUBS) - company is the engine and support crew behind this. Enterprise Class Power at a Surprisingly Affordable Price.

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

Suggested Next Steps...

Schedule a Working Session

You'll complete a form to tell us about your goals, vision, and how you work.

Based on this, we'll give you a personalized tour and we'll even show you one of your local businesses or prospects during the demo.

You'll walk away practical ideas and strategies that you can use - even if you stop here.

Choose Your Options

We will give you a menu based list of option. Start light or go "all in".

This determines the investment cost and you get to right-size this for you needs and budget. 

Once that's set, we will be clear on the project deliverables and we'll be fully aligned. You're days away from getting started now.

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.

  • Training - Coaching follows and includes our In-App Training System so you can learn "in the app"

  • Data Import - Connect to Email, and your Website

  • Go live and fine tune the system as you go.

  • Reports populate as data flows in.
  • Bask if 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, let's call Convergence and find out"

 

Contact us

Phone: 615-237-7752

Email: TomW@Convergence-crm.com 

 

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