CRM for Economic Development and Site Selection
Manage every contact and interaction in one place
Track contacts, companies, site selectors, and stakeholders. Log every interaction and never lose context on a relationship.
Track
Centralize contacts, companies, and interactions
Maintain a unified database of companies, contacts, and stakeholders. We provide an ever-growing site selector database for EDOs and an economic developer database for site selectors, with emails and notes logged automatically.
- Unified contact and company database
- Automatic interaction logging from email
- Custom fields for industry, investment size, and more
- Relationship mapping between contacts and orgs
- Full activity timeline per contact
John Reynolds
VP of Operations, Acme Manufacturing
Recent Activity
Email sent
Follow-up on site visit proposal
Meeting scheduled
Q1 investment review call
Note added
Interested in expanding to second facility
Upcoming Follow-ups
This week
Call with Acme Manufacturing
Site visit follow-up
Email TechStart Inc.
Grant application update
Meeting with Regional Council
Q1 pipeline review
Send proposal to DataFlow LLC
4 follow-ups this week
Engage
Never miss a follow-up or touchpoint
Schedule follow-ups, set reminders, and track engagement across your portfolio. Smart suggestions surface contacts that haven't been touched in a configurable window.
- Scheduled follow-ups with reminders
- Smart suggestions for stale relationships
- Email templates for common outreach
- Bulk actions for outreach campaigns
- Engagement scoring per contact
Organize
Segment and tag contacts for targeted outreach
Create custom segments based on industry, geography, deal stage, or any custom field. Use tags, lists, and saved filters to keep your database organized.
- Custom tags and categories
- Dynamic segments with auto-updating membership
- Saved filters and smart lists
- Bulk import and merge duplicates
Contact Segments
Manufacturing Companies
42 contactsActive Site Selectors
330 contactsHigh-Priority Leads
23 contactsStale Relationships (180+ days)
15 contactsRelationship Analytics
Last 30 days
1,247
Total Contacts
342
Active Relationships
2.3 days
Avg. Response Time
94%
Follow-up Rate
Report
Measure relationship health and team activity
Track engagement metrics across your team—response times, follow-up rates, and relationship health scores. Identify at-risk relationships before they go cold.
- Team activity and engagement dashboards
- Relationship health scoring
- Response time tracking and benchmarks
- Exportable contact and activity reports
- Scheduled relationship summaries
Security & Compliance
Data Encryption
AES-256 at rest, TLS 1.3 in transit
Audit Trails
Every action logged with timestamp and user
Role-Based Access
Granular permissions by team and agency
FOIA Ready
Aligned with state retention policy
Data Sovereignty
Export your data for audits
Data Residency
US-based data storage and processing
Security & compliance
Security protocols built for public sector work
Economic development organizations handle sensitive business data. Incenti provides enterprise-grade encryption, complete audit trails, and role-based access controls—meeting the requirements of state and federal programs.
- End-to-end encryption for all data at rest and in transit
- Complete audit trails for every action and decision
- Role-based access controls across teams and agencies
- FOIA-ready data export and retention policies
“Before Incenti, our contact data was scattered across spreadsheets, email inboxes, and legacy non-industry CRMs. Now every interaction is logged, every follow-up is tracked and our team finally has a single source for our relationships.”
Ready to get started?
See how EDOS CRM fits your organization, or talk with our team about your specific needs.