Economic development CRM

Pipeline, incentives, programs, and community data in one CRM. Not another spreadsheet stack.

Run recruitment, incentives, and programs in one place — with live Census and BLS community data and AI answers that cite your records.

Request Access See the platform

Provisioned by the ChatEDC team — your branded instance, ready before staff log in.

app.chatedc.org
Prospect
+ card
Qualifying
Harbor Logistics Group $1.1M
Proposal
Apex Robotics $2.8M
Decision
Northline Manufacturing $4.2M

Why ChatEDC

Spreadsheets and email threads are not enough for EDC operations.

Most EDCs run recruitment, incentives, and programs across shared drives and separate tools. ChatEDC puts those workflows in modules your staff already recognize.

  • Recruitment tracked in spreadsheets

    Opportunities, projected capital investment, and decision dates live in files that are hard to share and harder to report on.

  • Incentive compliance in email threads

    Reporting deadlines, approval steps, and agreement status get buried in inboxes instead of a single audit trail.

  • Program work scattered across tools

    Applications, events, contacts, and learning content sit in separate systems that do not reflect how staff actually engage participants.

  • Community data pulled by hand

    Staff copy numbers from Census, BLS, and other government sites when preparing board packets or answering site selector questions.

Platform capabilities

Pipeline, incentives, programs, and reports in one product.

Optional LaunchEDC adds cohort-based entrepreneurship with participant learning. Every module uses EDC terminology — Opportunities, Recruited, Declined, projected capital investment, and decision dates.

Pipeline

Business recruitment pipeline

Drag opportunities from prospect through Recruited or Declined. PCI and decision dates stay in one view.

Community Profile

Live economic intelligence

Dashboards from Census, BLS, and other public sources. Layer geography and peer benchmarks for site selectors and board packets.

Incentives

Full incentive lifecycle

Route approvals through Committee, Board, City Council, or your own steps. Agreements, signatures, reporting due dates, and amendments stay linked.

Reports

Board-level reporting

Pipeline, incentives, programs, and community data in one export. Filter by date range and ship PDFs on board cadence.

Programs

Flexible program containers

Applications, events, and contacts per program, plus shared course subscriptions when you need structured learning.

LaunchEDC

Optional · 8-week incubator

Cohorts, sessions, attendance, facilitator tools, and participant workbooks, ending in a community Showcase. Each EDC turns it on separately.

  • Cohort scheduling & attendance
  • Participant workbooks & facilitator tools
  • Participant learning (LMS): modules, lessons, quizzes, progress
  • Showcase event

ChatEDC AI

Ask questions, get cited answers

Ask in plain language and get answers linked to source records across CRM and community data.

Community Profile data

Public data your board already cites, refreshed on schedule.

Staff stop copying agency tables before every meeting — sources refresh on schedule inside Community Profile.

  • U.S. Census Bureau ACS 5-year estimates

    Demographics, income, housing, and education for your service area.

  • U.S. Census Bureau County Business Patterns (CBP)

    Establishment counts and employment by NAICS industry.

  • Bureau of Labor Statistics Local Area Unemployment Statistics (LAUS)

    Monthly labor force and unemployment by county.

  • Bureau of Labor Statistics Quarterly Census of Employment and Wages (QCEW)

    Quarterly wages and employment by industry.

  • Federal Reserve FRED regional indicators

    State and MSA economic indicators, GDP, and home price index.

  • U.S. Census Bureau Business Formation Statistics (BFS)

    Annual business application counts by county.

  • U.S. Department of Housing and Urban Development Opportunity Zone designations

    Census tract eligibility within your service area.

Geography layers include city and place, county, MSA/CBSA, and CSA. Compare your community against up to three peer communities. The same data powers ChatEDC AI when staff ask questions about your region.

Made for EDC staff who report to boards, funders, and site selectors.

How it works

From provisioning to daily operations.

  1. 01

    We provision your instance

    The ChatEDC team sets up a branded instance with your logo, colors, and terminology. Each EDC runs in its own tenant.

  2. 02

    Match your approval paths

    Set pipeline stages, incentive routing, and programs to match how your organization works today.

  3. 03

    Run daily work in one place

    Staff manage recruitment, incentives, programs, and community data together. ChatEDC AI answers questions across CRM records and regional economic data.

Governance and compliance

Built for boards, funders, and accountability requirements.

EDCs answer to public boards and grantors who expect documented decisions, timely reporting, and clear records. ChatEDC builds that accountability into the product from the start.

  • Compliance tracking

    Track reporting requirements tied to incentive agreements. Due dates are generated automatically so nothing depends on someone remembering a spreadsheet row.

  • Overdue reporting alerts

    Staff see what is past due before it becomes a board conversation. Alerts surface at the record level, not buried in a weekly email summary.

  • Approval audit trails

    Committee, Board, and City Council routing is configurable per organization. Every approval step is logged with who acted and when.

  • Board-ready exports

    Generate PDF reports across pipeline, incentives, programs, and community data. Filter by date range for the reporting cadence your board and funders expect.

Pricing and access

Provisioned for your EDC, not sold off a pricing page.

ChatEDC is licensed per organization. Scope depends on modules enabled, staff seats, and service area configuration. There is no public self-serve signup — the ChatEDC team provisions your workspace before staff log in.

Request Access

We set it up. You get started.

  • Your branded workspace logo, terminology, and service area configured before your first login
  • Core modules turned on Pipeline, Incentives, Programs, Community Profile, and Reports configured for your EDC
  • Optional LaunchEDC cohort incubator with participant learning (LMS) if you run entrepreneurship programs
  • ChatEDC AI from day one grounded in your CRM records and community economic data
  • Roles and board-ready exports staff permissions and exports configured for your team
  • Guided provisioning and onboarding the ChatEDC team handles setup and walks your staff through go-live

Talk with the ChatEDC team about fit and timeline. We configure your instance and walk your staff through go-live.

Request access for your organization

Tell us about your EDC and which modules you need. The ChatEDC team will follow up on fit, timeline, and provisioning. There is no public self-serve signup.

Request Access Open app