Incenti EDOS for Local EDOs
Streamline local economic development from inquiry to impact
Local EDOs are on the front lines — handling business inquiries, managing local incentive programs, coordinating with city and county leadership, and reporting outcomes to their community. Incenti gives your team a single platform to do it all.
The Challenge
Local EDOs do more with less every day
Managing inquiries with limited staff
Business inquiries arrive via phone, email, and walk-ins. With a small team, leads fall through the cracks and follow-up is inconsistent.
Tracking incentive compliance manually
Tax abatements, TIF districts, and local grants each have different reporting requirements. Tracking compliance in spreadsheets is time-consuming and error-prone.
Reporting impact to city/county leadership
City council and county commissioners need clear, concise impact reports. Pulling data from multiple sources for board presentations takes days of staff time.
Coordinating with regional and state partners
Local EDOs need to share project data upward to regional and state partners, but disconnected systems make collaboration manual and slow.
Capabilities
Everything a local EDO needs, in one platform
Inquiry Management
Capture and track every business inquiry
Never lose a lead again. Every business inquiry — whether it comes by phone, email, web form, or walk-in — is captured in one centralized system. Track follow-ups, assign team members, and move prospects through your pipeline.
- Centralized intake from all inquiry channels
- Automated follow-up reminders and task assignments
- Pipeline stages customized to your local process
- Full history of every interaction with each business
Web Form
Phone
Referral
Local Incentive Tracking
Manage tax abatements, grants, and TIF districts
Track every local incentive agreement from approval through compliance. Monitor tax abatement schedules, grant disbursements, TIF district performance, and other local programs in one unified tracker.
- Tax abatement and grant lifecycle tracking
- TIF district performance monitoring
- Milestone deadlines with automated alerts
- Compliance documentation in one place
Community Reporting
Board-ready reports for city council and county
Generate polished reports for city council meetings, county commission presentations, and community stakeholder updates. Pull live data from your projects and programs — no more assembling spreadsheets the night before a board meeting.
- Pre-built templates for council and commission reports
- Live data from projects, incentives, and outcomes
- Export to PDF, PowerPoint, or share via link
- Scheduled delivery for recurring board meetings
City Council Quarterly Report
$48M
Capital Invested
320
Jobs Created
12
Projects Won
Upward Reporting
Share data seamlessly with regional and state partners
Local EDOs are part of a larger ecosystem. Incenti makes it easy to share project updates, pipeline data, and outcome metrics with your regional and state partners — without re-entering data or emailing spreadsheets.
- One-click data sharing with regional and state systems
- Controlled access so partners see only what they need
- Activity feeds for real-time project coordination
- Standardized data formats for upward reporting
Submitted quarterly data to regional partner
Acknowledged data receipt and flagged for review
Approved incentive extension request
Requested updated employment figures
Impact
Trusted by local economic development organizations nationwide
Platform
The complete platform for local EDOs
Every module works together so your team can manage inquiries, incentives, and community reporting without switching tools.
Dashboards
At-a-glance KPIs and pipeline metrics for your team and city/county leadership.
Project Management
Track every business inquiry and project from first contact to close.
Program Management
Administer tax abatements, TIF districts, and local grant programs with compliance tracking.
Forms
Custom intake forms for business inquiries, incentive applications, and compliance submissions.
Reports
Generate city council reports, county presentations, and community impact summaries from live data.
Relationship Management
Manage contacts across businesses, developers, chambers, and partner agencies.
Success Story
Before Incenti, I was managing our entire incentive portfolio in a spreadsheet and pulling data from three different systems to prepare council reports. Now everything is in one place. I can generate a board-ready report in minutes instead of spending two days on it. For a small team like ours, that's a game changer.
Ecosystem
Connected to the partners that matter most
Local EDOs are the connective tissue of economic development. Incenti links your team with the regional partners, state agencies, chambers, businesses, and community stakeholders you work with every day.
Regional EDOs
Share pipeline data and coordinate on projects
State EDOs
Upward reporting and data aggregation
Chambers
Align on business retention and attraction
Community
Transparent impact reporting for residents
Local
EDO
Get Started
See how Incenti works for local economic development
Get a personalized walkthrough tailored to your city or county's programs, incentive portfolio, and reporting needs. Our team understands local EDO operations inside and out.
Dedicated onboarding
Our implementation team has deployed Incenti at local EDOs across the country. We handle data migration, user training, and partner connectivity setup.
Tailored configuration
Your incentive programs, reporting cadence, and workflows are unique. We configure Incenti to match your city or county structure.
Ongoing support
A dedicated customer success manager plus priority support to keep your small team productive after launch.