Introducing an all new CRM for economic developers, designed by economic developers.

Built from the ground up with you in mind. ED Lead Tracker is a modern, web based, mobile friendly, system designed to be affordable, simple and powerful.

✔ ED Lead Tracker recognizes that Leads, Prospects and Projects are high value assets.

✔ Does your ED organization need to do a better job of measuring, tracking and reporting Progress, Success and Momentum.

...

Who is ED Lead Tracker for?

SMALL ORGANIZATIONS

Small organizations looking for an affordable, simple system that doesn’t bind them to an
enterprise-priced product.

EXISTING CRM USERS

Organizations that already have an existing CRM but find themselves continuously customizing their system to meet the needs of economic development data. Let ED Lead Tracker augment your core CRM system. Let our system and custom-designed forms be a valuable sidecar to the existing workflow you already have in motion.

POWER USERS

Power users looking for something that better fits their needs. Although simple to use, ED Lead Tracker’s ground up design has allowed us to build great power behind the scenes. The designed modularity and scalability of our system allows us to build a wide range of custom features and integrations for your unique needs

Focused on Security

Trusted and Secure Cloud Infrastruture, Encrypted Data, Role Management, Optional Two-factor Authentication, and more!

How will ED Lead Tracker Improve your Operations?

LEADS, PROSPECTS AND PROJECTS

Track the details of your leads, prospects and projects with forms custom-designed specifically for economic developers. Our tracking system will help you manage critical information from the smallest projects to the largest.

95% 5.086 0.003

REPORTS

You’ll be able to quickly and efficiently generate reports with trend data that will wow your board. You will be able to view a real time visualization of trends and data directly in your browser, and quickly export customized reports in both a graphical PDF or as XLS data.

ACTIVITIES

Keep track of scattered meetings and encounters members of your team have with prospects and clients. The full team transparency of our system makes it easy to see important information results from a lunch another team member had with a client. Activities allow you to track happenings before they’re part of a specific project, and also can easily assign them to a specific project. All this easily viewable from your browser.

A. B. C.

Tasks

In economic development, timelines can be tight! ED Lead Tracker has a simple task manager that allows team members to quickly assign and track things that need to get done. Updating progress allows everyone in the organization to see if everything is getting done, or if anything is slipping between the cracks.

Files

Simple file storage allows you to quickly store, and associate files to projects. This makes it easy for anyone on the team to quickly find a file and reference that file to a project in real time.

CONTACTS

Relationships and contacts are everything in economic development. You can maintain detailed records of everybody your organization interacts with ED Lead Tracker. You can import your existing contacts through Excel or automatically sync to Outlook and selectively choose which contacts you want to import.

SITES & BUILDINGS

You can manage detailed records of sites and buildings, with all the important information already set up and ready to manage in ED Lead Tracker. And, ED Lead Tracker allows you import existing data from Excel or from Location One Information System (LOIS) and reference relevant properties to specific projects.

mailbox

You can keep your team organized and informed by having your team BCC emails into the system. By assigning emails to contacts and projects you can maintain a clean history of communication that will boost your productivity and increase your overall success.