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Economic Development CRM Features-Benefits

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100+
Economic Development Teams run HubSpot for Economic Development
24/7
Live, free phone support
40
States and Provinces
2,000+
Existing Integrations
CRM in Orange Star

This is a CRM & a Marketing - Platform connected to your website

Custom built, industry solutions from smaller companies are fine. But platforms like Salesforce and HubSpot are designed so that Partners (like Convergence), can upload industry templates.

We can tailor the system for your unique needs without having to go through the software development team, system architect, and product teams.

HubSpot's marketing platform keeps you from bolting multiple, disconnected systems to your CRM.

hubspot logo

Built on HubSpot - this provides more flexibility than "point solutions"

Orange Star Words Project

Economic Development Projects

Orange Star with BRE Letters

Annual BRE

outlook app

BEST Outlook and Teams tools - this works from within Outlook

Be sure to compare HubSpot's Outlook Add-In vs. others. There's a big difference in how easy this is with HubSpot.

In fact, HubSpot works from within Outlook.

hb + gmail

Integrates with Google - g-mail and the G-suite of products

Be sure to compare HubSpot's G-mail Add-In vs. others. There's a big difference in how easy this is with HubSpot.

HubSpot works from within G-Mail.

economic development ebook

Create Custom Reports - export to excel, .pdf and to power point

We include custom reports and you can easily create your own with the HubSpot reporting tool. 

Export reports and dashboards to excel, .pdf and powerpoint.
assistance provided

Assistance Tracking is built right in

Track assistance and outcomes - our custom reports at a big hit with the board and city council - investors - stakeholders. 
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Project Management and Checklist tools are included.

Yes, a complete project management system is included with both Gantt Charts, Excel View and Table View (kan-ban * drag and drop).
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Add, edit and adjust the system on your own - no need to hire expensive developers

You don't have to have programming skills to make HubSpot work for you.

If you want to add 3 data points to your BRE visits, 10 minutes and you're done. No programmers - no invoice - no delay. 

 

Modern Orange Building

Sites and Buildings database - multiple uses

Use sites and building inventory to:

  • submit sites to RFI's and projects

  • track tours and visits

  • manage leases

  • for property development - redevelopment

  • schedule maintenance if you own the buidling
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View Projects and more on a Map

HubSpot recently added mapping capabilities.

Get www.sitehunt.io for even more power. 

hubspot logo

Backed by HubSpot (Ticker: HUBS) with fortune 500 security

Several smaller economic development CRM companies have gone out of business over the last few years, forcing EDC's to scramble for an alternative only to start over.

HubSpot is publicly traded (HUBS) and has over 280,000 paying customers.   

HubSpot is low risk - high reward.

 

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Easy to use - easy to learn - award winning user interface

When you get your hands on HubSpot, we'll let you drive the Ferrari at Full Speed.

HubSpot is fast, handles well and you'll have the ride of your life!

mobile app

Mobile app - dictate your notes and your cell phone camera becomes a business card scanner

Use Case - dictate BRE notes into your phone via voice to populate the system.

Use the built-in AI assistant to analyze the notes and then fill in the BRE visit for you.

"Can we combine templates for our organization? Answer: Yes! Example: an economic development organization may run a business incubator and have investors while providing traditional economic development services.