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Economic Development CRM

The most complete system designed to support teams operating in the world of economic development - easy, simple, streamlined, and fully connected.

Explore by Role

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

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 plandpp dashboard 2

"If I had the right tools I could unleash marketing magic and share our story with the world"

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

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"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

"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.

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.

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bre 2

"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.

"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
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 

REPLACE and SAVE

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

BUILT FOR PEOPLE:

ACCESS What You Need for YOUR ROLE

  • CRM
  • Marketing
  • Social Media
  • Project Management Software
  • Blog - Landing Pages 
  • AI - it's built in
  • Reporting
  • Email marketing & surveys
  • Event Management
  • Invoicing (if you need it)

Overwhelmed by Tech?

Maybe you have too many software tools that don't work well together. Or, your team is trying to survive on Outlook and Excel - so you add Files, Folders and more subscriptions?

THE CURE

This system works from within Outlook / G-Mail.

ONE, FULLY CONNECTED SYSTEM 

Everyone deserves our free AI Assistant to help you 

  • minimize data entry

  • automate routine tasks

  • surface insights and business intelligence

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

 

"I didn't think we could combine project management software and CRM and marketing and invoicing, and customer support on one platform - then I found Convergence" - Executive Director, February 2026

Contact us

Phone: 615-237-7752

Email: TomW@Convergence-crm.com 

Schedule a Quick Call Below to get the Conversation Started.

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. 

Learn More