The Easiest and Most Comprehensive System on the Market Today.

Community Development CRM


Companies, Contacts, Investors, Projects, Programs, Action Committees, Strategic Alliances, and more..


Increase Your Exposure.     Events, Surveys, Social, email Marketing, Web Site Landing Pages, Online chat, Marketing Automation.

Service - Assists

Use Tickets to track customer service and all assistance provided across your projects and programs.

 Executive Director

  • Keep your fingers on the pulse of the organization as you drive results.
  • Know where you stand with Projects, Initiatives, Investors, Marketing Efforts, and more.
  • Manage and Report on project status, impact and results.
  • Raise more money - fundraising.
  • Extract data to report back to grantors.


  • Track progress with grant applications.
  • Follow up and never miss a beat.
  • Handle RFP’s with ease and insight - intelligence tools that other CRM systems can’t even comprehend.
  • Grant reporting - track the data your grants require.

Master Marketing 

  • We also offer marketing services - outsource some of all of your marketing efforts to our team of pro’s
    • Social ads to generate leads
    • Audience building
    • Creative campaigns
    • Drip campaigns - lead nurture
    • Creative content
    • Web design (boutique sites and we have an EDO WordPress template)
    • Membership directory (2 options)
    • Marketing Strategy
  • Drive leads, engagement, promote your organization and good works with the marketing suite
  • Show ROI on marketing dollars spent.
  • We train you to use the HubSpot tools to your advantage.
  • Lead Scoring - Investor Scoring.
  • Marketing Automation.

What makes Community Development Challenging - and How Do We Simplify This With HubSpot?

  • Your assignments are diverse.
  • Unlike economic development projects - you need to capture data that may be unique to every engagement.
  • Now, HubSpot allows you to track projects at a High Level for visibility.
  • Use Sections to capture data for specific efforts and projects.
  • Track your volunteers - allies and project leaders.
  • If you need to track time and expenses and billing rates by role - we've got that covered too.
  • Interfaces to QuickBooks and other systems.


  • Real-time dashboards and reports.
  • Quickly find info stored in the HubSpot system. 
  • Add your research to projects - your research is often instrumental in getting to win.
  • Import and export data to other systems.
  • Interfaces to PowerBI, Zapier, more.
  • Event Registration and Event Promotion

Community Development organizations often run too many disparate systems - HubSpot is your central hub that flexes to take on the programs and projects to improve your community.   

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