What BR&E tracking features does ExecutivePulse offer?

ExecutivePulse includes visit scheduling, company intelligence profiles, stakeholder taskboards, automated follow-up tracking, and real-time dashboards showing retention metrics, expansion opportunities, and at-risk businesses requiring intervention.

Can ExecutivePulse handle multi-jurisdiction collaboration for regional programs?

Yes, ExecutivePulse supports regional partnerships with role-based access controls, shared data across jurisdictions, and configurable permissions allowing local customization while maintaining regional baseline data and coordinated reporting.

Does the CRM include FDI pipeline management and international prospect tracking?

Yes, ExecutivePulse tracks foreign direct investment pipelines, international site selectors, global prospects, project stages, and export initiatives. Multiple state and provincial international business development offices use our FDI modules.

What reporting capabilities are built into ExecutivePulse for board presentations?

ExecutivePulse generates board-ready reports with one click, exporting to PowerPoint, Excel, Word, and PDF. Reports include custom branding, charts, metrics, and can be automated or generated on-demand for stakeholder meetings.

Can I customize data fields and workflows without hiring developers?

Yes, ExecutivePulse offers unlimited customization of fields, workflows, modules, and user preferences without coding. Our team configures your system during implementation and provides ongoing consultation for additional customizations.

Is there a mobile app for field visits and remote access?

Yes, ExecutivePulse includes free companion mobile apps for iOS, Android, and Kindle devices. Access company profiles, log visit notes, update activities, and view dashboards from anywhere during BR&E site visits or business meetings.

ExecutivePulse CRM System Features | Economic Development Technology

Visual Analytics

Unlimited User Dashboards

Create personalized dashboards with unlimited widgets and charts. Track BR&E goals, workforce trends, geographic data, and sales metrics all in one place.

Dashboard Benefits

Unlimited customizable widgets
Real-time data visualization
Multiple chart types and formats
User-specific preferences
Export to presentations

Project Management

Collaborative Taskboards

Organize your BR&E initiatives with visual taskboards. Track projects from pre-planning through completion with your entire team.

Taskboard Features

Kanban-style project organization
Team collaboration tools
Progress tracking and charts
Customizable workflow stages
Deadline and priority management

Customer Intelligence

Powerful Digital Portfolios

Build comprehensive company and contact profiles with integrated timeline tracking, comments, and related items. Everything you need to know about your business relationships in one place.

Portfolio Features

360-degree customer view
Integrated communication timeline
Document and file management
Related contact connections
Customizable data fields

Professional Reporting

'Board Ready' Formatted Reports

Generate professional, branded reports with one click. Export to PowerPoint, Excel, Word, or PDF. Perfect for board presentations and stakeholder updates.

Reporting Benefits

One-click professional reports
Custom branding and formatting
Multiple export formats
Automated scheduling
Visual charts and graphs

Additional Powerful Features

Everything you need for successful economic development

Text-Based Searches

Find any information instantly with powerful keyword search across all your data and documents.

Dynamic Data Grids

Sort, filter, and export your contact and company data with flexible grid views and bulk actions.

Geographic Mapping

Visualize your business locations and prospects on interactive maps with custom markers and overlays.

Easy Data Importing

Import from Excel, Access, or other CRMs with our simple 3-step process and real-time validation.

Integrated Email

Send emails directly from the CRM with templates, tracking, and automatic contact logging.

Outlook Integration

Sync contacts, calendar events, and email messages seamlessly between Outlook and ExecutivePulse.

Survey Campaigns

Create and manage email campaigns and surveys with detailed tracking and analytics.

Marketing Automation

Set up automated trigger events to streamline complex "if this, then that" processes.

User Preferences

Customize your interface, add modules, and configure the system to work exactly how you do.

Data Access Controls

Secure your data with customizable access by geography, role, permissions, and privacy levels.

Custom Branding

Brand your CRM with your organization's logo, colors, and imagery for professional presentations.

Asset Mapping

Create comprehensive resource guides and asset maps for your community's economic development resources.

Companion Mobile App

Take ExecutivePulse anywhere with our free mobile app. Available for iOS, Android, and Kindle devices.

Unparalleled 24/7 Support

Get the help you need, when you need it. Our in-house technical support staff is available around the clock through the CRM, email, and toll-free phone support. Unlike many vendors, our technical support and training is provided at no additional cost.

Ready to Transform Your Economic Development?

See how ExecutivePulse can streamline your operations and help you achieve better outcomes with a personalized demonstration.

Schedule Your Demo Today