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HOW WILL EDC FORGE IMPROVE YOUR OPERATIONS?

The Four Pillars of EDC Forge's
CRM Features
:

1. Tracking and Project Management

trackingPlan

Track everything. EDC Forge was designed by economic developers and already has fields for almost everything you need to track. No expensive customizations needed.

leads

Leads, Prospects And Projects

Track the details of your leads, prospects and projects with forms custom-designed specifically for economic developers.

contact

Contacts

You can maintain detailed records of everybody your organization interacts with ED Lead Tracker.

site

Sites and Buildings

You can manage detailed records of sites and buildings, with all the important information already set up and ready to manage.

activities

Activities

Keep track of scattered meetings and encounters members of your team have with prospects and clients.

mailbox

Mailbox

You can keep your team organized and informed by having your team BCC emails into the system.

task

Tasks

ED Lead Tracker has a simple task manager that allows team members to quickly assign and track things that need to get done.

2. Communication and Marketing

communication

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survey-2

Surveys

Build surveys from scratch or from pre-made templates. Quickly build campaigns from company and contact information you already store in the system, and gather analytics and submission progress.

Email Campaigns

Design emails from scratch or use pre-made templates.

Forms

Build forms that you can embed on your existing webside, or send links to from email campaigns.

3. My Organization

Track board attendance, board meetings, memberships, fundraising, committees, and the progress of your strategic plan.

4. Reports

You’ll be able to quickly and efficiently generate reports with trend data that will wow your board.

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