Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Economic Development works for your team.
Watch the 3-Minute Demo
See Civic Economic Development handle a complete resident service request — from intake through resolution and council reporting.
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Explore the Interface
Click through the actual Civic Economic Development interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Economic Development Officer
Business Retention & Engagement
Manage the business registry, conduct BR&E visits, track action items, and build the data foundation for strategic economic development.
Open Business Registry
Single source of truth
Access the comprehensive business database with NAICS codes, employment data, and interaction history.
Search by business name, NAICS sector, lifecycle stage, BIA membership, or custom criteria.
Prepare BR&E Visit
Pre-visit briefing
Review the business profile, interaction history, and any early warning signals before the retention visit.
The system surfaces previous commitments, open action items, and risk indicators from the early warning engine.
Conduct BR&E Survey
Field data collection
Use the tablet-optimized questionnaire with branching logic to capture standardized survey responses.
GPS tagging, photo capture, and interviewer observations are recorded alongside survey answers.
Log Visit Report
Document findings
Generate a structured visit report with key findings, commitments made, and action items assigned to specific staff.
Reports follow consistent templates ensuring standardized documentation across all interviewers.
Match Business Needs
Resource referral
The needs matching engine identifies training programs, grants, facilities, and suppliers to address identified business needs.
Referral tracking monitors whether the business followed up and whether the need was ultimately met.
Update Lifecycle Stage
Reflect status change
If the visit reveals expansion plans or concerns, update the business lifecycle stage and trigger appropriate workflows.
At-risk classification generates retention action plans; expanding status triggers growth support resources.
Officer workflow
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Step 01
Open Business Registry
Single source of truth
Access the comprehensive business database with NAICS codes, employment data, and interaction history.
Search by business name, NAICS sector, lifecycle stage, BIA membership, or custom criteria.
Step 02
Prepare BR&E Visit
Pre-visit briefing
Review the business profile, interaction history, and any early warning signals before the retention visit.
The system surfaces previous commitments, open action items, and risk indicators from the early warning engine.
Step 03
Conduct BR&E Survey
Field data collection
Use the tablet-optimized questionnaire with branching logic to capture standardized survey responses.
GPS tagging, photo capture, and interviewer observations are recorded alongside survey answers.
Step 04
Log Visit Report
Document findings
Generate a structured visit report with key findings, commitments made, and action items assigned to specific staff.
Reports follow consistent templates ensuring standardized documentation across all interviewers.
Step 05
Match Business Needs
Resource referral
The needs matching engine identifies training programs, grants, facilities, and suppliers to address identified business needs.
Referral tracking monitors whether the business followed up and whether the need was ultimately met.
Step 06
Update Lifecycle Stage
Reflect status change
If the visit reveals expansion plans or concerns, update the business lifecycle stage and trigger appropriate workflows.
At-risk classification generates retention action plans; expanding status triggers growth support resources.
Ready to Transform Your Municipality?
See Civic Economic Development in your environment
Schedule a personalized walkthrough with our municipal solutions team. We’ll configure a demo environment to match your municipality’s structure.