Solutions — Why EDOS
The Economic Development Operating System your organization needs
EDOS connects every workflow, team, and stakeholder — from business attraction to program management — in one unified platform.
The challenge
Economic development shouldn't run on duct-taped spreadsheets and siloed tools
Most EDOs use 10+ disconnected tools— Legacy CRMs, expensive custom software, spreadsheets, email threads, shared drives, PDF forms. Data is siloed across departments, workflows are manual and error-prone, and leadership lacks a single source of truth to make decisions.
Critical information gets lost between handoffs, compliance tracking is reactive, and proving impact to stakeholders means weeks of manual report assembly. EDOS replaces this chaos with one integrated platform purpose-built for the industry.
One Source of Truth
Unified data connecting every prospect, project, program, and outcome
Stop switching between legacy CRMs, overspending on expensive custom tools, spreadsheets, shared drives, and email to piece together a complete picture. EDOS connects prospects, projects, programs, relationships, and outcomes in a single data layer—so every team works from the same truth.
- Prospects, contacts, and organizations linked to every project
- Projects tied to programs, incentives, and compliance records
- Relationship history spanning every interaction and touchpoint
- Outcome data connected to the activities that drove results
- No more reconciling data across disconnected systems
Relationships
2,340 records
Projects
187 records
Programs
24 records
Forms
56 records
Dashboards
18 records
Outcomes
1,205 records
First Inquiry
Lead captured via form or site selector
Prospect Qualification
AI grading scores and prioritizes the lead
Project Kickoff
Project created with linked contacts and sites
Application & Review
Incentive applications submitted and scored
Program Enrollment
Approved projects enrolled in incentive programs
Compliance & Closeout
Track milestones, verify compliance, close program
End-to-End Workflows
From first inquiry to program closeout—every step connected
No more jumping between tools for each stage of economic development. EDOS chains every workflow together—lead capture, qualification, project management, application processing, program enrollment, compliance tracking, and closeout—in one continuous flow.
- Leads flow automatically from inquiry to qualified prospect
- Projects inherit all contact, site, and relationship data
- Applications link directly to the projects they support
- Program enrollment triggers compliance milestones automatically
- Closeout reports pull data from every upstream stage
AI That Learns Your Organization
AI that improves as your data grows
Because EDOS captures structured data across every workflow, AI models get smarter over time. Lead scoring improves with each closed deal, the assistant learns your organization's terminology, and insights surface patterns you'd never find manually.
- AI grading models calibrated to your organization's deal history
- Contextual assistant trained on your programs and policies
- Pattern detection across projects, industries, and outcomes
- Recommendations that improve with every interaction
Prospect “Acme Mfg” scores 94/100
Matches advanced manufacturing priority · 200+ jobs · Target county
“3 similar projects closed in Q3 with avg. 18-month timeline”
Based on your organization's historical deal data
Food processing inquiries up 40% this quarter
Recommend updating target industry marketing materials
Built for the Economic Development Industry
Purpose-built for EDOs—not adapted from sales software
Generic CRMs weren't designed for incentive compliance, legislative reporting, site selector engagement, or interagency coordination. EDOS was built from the ground up for the unique workflows of your organization—so you never force-fit your work into someone else's tool.
- Data model built around projects, programs, and incentives
- Workflows designed for economic development lifecycles
- Reports formatted for legislators, boards, and teams
- Terminology and defaults that match how EDOs actually work
- No expensive customization to make it fit your needs
How it works
A unified workflow for your entire EDO
EDOS connects every stage of economic development into a single platform—from attracting businesses to proving impact.
Attract
Win businesses with AI-scored leads, site selector portals, and relationship tracking that keeps your pipeline full and prioritized.
Process
Streamline intake with digital forms, automated application routing, and AI-assisted review that cuts processing time dramatically.
Manage
Administer programs with compliance tracking, milestone management, and cross-agency coordination built into every workflow.
Prove
Demonstrate impact with real-time dashboards, legislative-ready reports, and outcome data that connects results to activities.
Products used
Eight products. One operating system.
Relationship Management
Track every contact, organization, and interaction across your economic development ecosystem.
Project Management
Manage projects from first inquiry to closeout with shared timelines, milestones, and task tracking.
Program Management
Administer incentive programs with compliance tracking, enrollment workflows, and outcome measurement.
Forms
Build digital intake forms, applications, and surveys that route data directly into your workflows.
AI Grading
Score and prioritize leads automatically using AI models calibrated to your region's priorities.
AI Assistant
Get instant answers, draft communications, and surface insights from your region's data.
Dashboards
Visualize pipeline health, program performance, and regional impact in real-time dashboards.
Reports
Generate legislative-ready reports, board presentations, and compliance documentation automatically.
“We evaluated CRMs, project tools, and grant platforms separately. Then we found Incenti and realized we needed an operating system, not more point solutions. It changed everything about how we work.”
Related solutions
Explore more use cases
Business Attraction
Win more projects with AI-scored leads, site selector engagement tools, and a pipeline built for economic development.
Learn moreProgram Administration
Manage incentive programs, track compliance, and administer benefits across your entire portfolio.
Learn moreReporting & Accountability
Demonstrate impact with real-time dashboards, automated reports, and audit-ready data.
Learn moreReady to unify your EDO?
See how EDOS brings every workflow, team, and stakeholder together in one platform, or talk with our team about your specific needs.