Tailored for Your Municipality
Configured for Your Community's Economy
Every municipality has a unique economic profile. Civic Economic Development adapts to your sectors, BIAs, CIP programs, and strategic priorities — no rigid templates.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Sector-Specific Configuration
Configure NAICS groupings, BR&E questionnaires, and reporting categories that reflect your community's economic base — manufacturing, tourism, agriculture, technology, or mixed.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Economic Profile Assessment
We analyse your community's economic base, strategic priorities, existing data sources, and current CIP programs to establish a comprehensive configuration plan.
Phase 1 · 2–3 weeks
Economic Profile Assessment
We analyse your community's economic base, strategic priorities, existing data sources, and current CIP programs to establish a comprehensive configuration plan.
Phase 2 · 4–6 weeks
Program & Policy Configuration
CIP incentive programs, BIA parameters, BR&E questionnaires, and site selector content are configured to match your bylaws and strategic objectives.
Phase 3 · 2–3 weeks
Data Migration & Register Build
Business registry data is migrated from spreadsheets, licence databases, and assessment rolls with de-duplication and NAICS classification validation.
Phase 4 · 2 weeks
Site Selector & Portal Launch
Available property listings are loaded, community data packages configured, and the public-facing site selector is launched with municipal branding.
Phase 5 · 2–3 weeks
Staff Training & UAT
Economic development officers, BIA coordinators, and finance staff receive role-based training with hands-on practice using migrated data.
Phase 6 · Ongoing
Go-Live & Strategy Alignment
Phased go-live with dedicated support, followed by quarterly reviews to align platform usage with your economic development strategic plan.