HOW WILL EDC FORGE IMPROVE YOUR OPERATIONS?
The Four Pillars of EDC Forge's
CRM Features:
1. Tracking and Project Management
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, Prospects And Projects
Track the details of your leads, prospects and projects with forms custom-designed specifically for economic developers.
Contacts
You can maintain detailed records of everybody your organization interacts with ED Lead Tracker.
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
Keep track of scattered meetings and encounters members of your team have with prospects and clients.
Mailbox
You can keep your team organized and informed by having your team BCC emails into the system.
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
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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.