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Economic Development CRM

"It's got to be easy"

Enjoy your own, personalized software experience - instant access to the data and tools you need.

Explore Based on Your Role

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

If your team uses Outlook or G-Mail everyday - our system works from within both. In fact, Outlook and G-mail get a Super-charge from our system too.

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 plan - your strategic plan with tasks and milestones lives in the system too.

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Marketing Director
"The right tools allow you to unleash your marketing magic and share your story with the world and your target markets - we'll even help you create content in your brand and voice"

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, promote events, email marketing, social, newsletters and more.

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Business Attraction
"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

 Business Retention & Expansion (BRE) Specialist 
"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. You'll be able to show your Impact to your team and to the Board - Key Stakeholders.

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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Investor Relations - Membership Coordinator
"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.

Economic Development Analyst - Research
"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.

Tom Wengler, founder, Convergence, LLC a HubSpot CRM partner focused on economic and workforce development

"Avoid Overwhelm - Keep It Simple

Tom Wengler, Founder

 

Contact us

Phone: 615-237-7752

Email: TomW@Convergence-crm.com 

Schedule a Quick Call Below to get the Conversation Started.

What We Deliver

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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