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HubSpot for Economic Developers


Economic Development Teams Work Better when Everything is Connected

Website+ Marketing + Lead Conversion+ CRM + Projects+ BRE

+ Surveys + Investors + Billing + Outlook and G-mail. 


HubSpot's marketing and communication tools help you generate leads.



The CRM keeps your team on the same page - See Everything, Forget Nothing. 


HubSpot's tools help you win projects. Beat the competition and gain an advantage.


Real-time reports automatically update, so you can ditch your manual reporting processes

Economic Development

Purpose built to address ALL Aspects of economic development. We remove what you don't need vs. spending your $$$ building out software.

Business Attraction

Target and connect with companies that you want to pursue. Build relationships with site selectors. Connect with companies in the market to expand and move their operations.

Business Retention

Target and connect with companies that you want to meet with for your annual BRE meeting. Capture data but more importantly, capture Opportunity to Help.

Easy CRM

Companies, Contacts and Projects and more. This is the easiest CRM system to learn. Company data - "auto populates".

Talent - Workforce

If attracting talent is part of your new mission, we've got you covered. Marketing - Leads - Job Board - Concierge Services.


Add our incubator and accelerator modules to your membership CRM. Grow your start up ecosystem.

Tourism Too

If growing your tourism economy is part of your mission, add our tourism tools to your membership system.


Need to manage committees and volunteers? We've built it.

Allies and Educators

Create company and contact records for all of your allies and partners. Track referrals to partners - measure outcomes. Easily collaborate with allies and partners as needed.

Community Projects

Track engagement in community projects that your team leads or participates in.

Property Development

Track and manage all efforts related to property development. Including buying, selling, and leasing.

Grants and Loans

Track and manage all efforts related to getting grants, loaning money, and distribution of grant funds.

Incentives and Compliance

Track incentive packages offered and the process to secure incentives. Track company compliance with incentives provided.

HubSpot for All

Our clients include: State, Regional, Metro, Local, Downtown Development Districts, Small towns to Large Cities, Industrial Development Authorities, Utility Companies, Site Selection Agencies.
Check Out The Economic Developers Buyers Guide to CRM 2022

Investors -Memberships

Yep, we've built that out as well. Sales pipeline, renewals, invoicing, gifts in kinds, and investor onboarding to boost retention.

Incentives & Compliance

Yep. We built this into the system as well. Keep up with a company's performance against incentives provided.

Sites and Buildings

Yes. We have this. We also connect to the GIS systems on the market today as well. GIS Planning, Community Attributes, etc.



Run your business incubator-accelerator front to back. See incubator pages for more info.

Workforce Development

HubSpot handles talent attraction and workforce development. Upskill your workforce.

Start Up's

Attract and help companies start up. Measure start up success and track lead source to know what's working here.

Local Business  

Better BRE

Our BRE system works with your website and marketing tools. Get more intel from companies. Get more and better visits.

Assistance Tracker

If you track assists - we help you track KPI's and outcomes. Report on the effectiveness of your team.


Conduct online surveys to capture and report on data. Create new surveys in minutes and watch the data roll in.
Check Out The Economic Developers Buyers Guide to CRM 2022


Lead Conversion Tools

With more website visitors, you'll need the tools to convert leads. Forms, Chat and Chat bots come with HubSpot.

HubSpot CMS

Build a new, or another website using the HubSpot CMS. Stuck on an outdate city site? Here's your exit.

Love Your Website?

Great! When you connect the site to HubSpot it gets 10x better. You will be able to track your ROI on the website. Call to discuss.

Targeted Emails

Conduct targeted email campaigns using Marketing Lists based on company and contact data.

More Website Hits

Create landing pages that boost your SEO and give you ultimate flexibility. "more than CRM" you get Marketing Tools.

Social and Ads

Generate Leads with Social and Paid Ad Campaigns. Track marketing dollar ROI on Campaigns.

VIDEO - Show Me Reporting

HubSpot Video
Click to see more Videos

Ready to Grow? Simplify? Collaborate?

Generate Leads. Create Jobs. Win Projects.  

Reduce Stress. Reduce emails. Report like a genius.

If you're curious. 

If you believe that someone, somewhere must have built an EASY, beautiful system for economic developers like you....
Then here's how to discover and see what's possible.  

Clean and Easy...

The Secret is the System.

Your community is counting on your team to deliver. So... let's make that easier. 

  • The system works for you from start to finish (Generate Leads ... Win).
  • Team collaboration. We'll get everyone on the same page, in the same, EASY to learn system. 
  • The system includes marketing and communications tools.  ✔️ 
  • Spending hours creating reports from multiple systems?   Stop! Our colorful, insightful reports "run" themselves. 
  • See everything. Forget nothing.
  • Dictate notes in our FREE, mobile app. Do this after your BRE visits while everything is fresh on your mind.
  • Works with email (Outlook & G-mail)... Office 365 and the Google Suite.
  • And all of your data working for you... lives in one place.


"I wish I'd have found Convergence A YEAR AGO... we'd have saved 50-80+ hours of trial and error" (This group implemented HubSpot on their own)

"HubSpot is great but The Convergence Version is Perfect".   Anonymous and Slightly Embarrassed EcDev Executive, 4-28-2022

Importantly - Convergence's team knows economic development. You can only get this version of HubSpot from Convergence.

Sadly, if you've already bought HubSpot from HubSpot directly or from another partner, you may be too late! And the system won't be correctly configured to support your efforts.

Call us before contacting HubSpot.


Built for the Economy Builders. 

Without the right system in place: stress, late nights, frustration and inefficiency.

We get it. You're pulled in too many directions, last minute RFP's and politics.  Requests for help. Managing a board. And the list goes on.

Your team has to cover a lot of ground. You've got a strategy to execute and results to deliver.  

We've built a version of HubSpot that is optimized for economic development. And there's nothing quite like it on the market today.

Instead of tracking what happened... HubSpot helps you generate leads, uncover opportunities -& HubSpot helps DURING THE SELECTION CYCLE.

This is a complete marketing, communication, and CRM system optimized for economic developers. 

All of the HubSpot tools work together. 

And it's EASY. 

3 Reasons Why You Might Need a New System

If you suffer from the following.. 

Reason #1. You're partying like it's 1999.

CRM systems found their way to economic development in the 90's.  Lot's of EDO's are using these same systems today. Give us your data in excel and step into 2022, HubSpot style.


Reason #2. Your systems are like the electrical wiring in a British sports car.

Your systems are cobbled together. 

  ________________ insert the name of current CRM here + (mailchimp / constant contact) + (survey monkey) + (website) + (our LinkedIn page hasn't been updated in 12 months) + Excel + Outlook and it goes on and on.     


HubSpot working inside of Outlook & G-mail with HubSpot marketing tools connected to your website.. 

Reason #3 Black Book Syndrome.

You don't have a system at all. You've got excel and a black book. 

Good luck with that.

Check Out The Economic Developers Buyers Guide to CRM 2022

A Few Client Reviews

We changed our name from OctoUX to Convergence shortly after we received these reviews!


Bruce county canadian economic development organization recommends hubspot for marketing and crm economic development best support
USA economic development crm testimonial reference hubspot crm marketing convergence
the best crm for economic development team to use - review 2022

New in 2022 - Online Searchable Directory

Use Cases

  • Searchable directory of investors/members
  • Searchable directory of all local companies in your HubSpot database - Shop Local, Buy Local Campaigns
  • Available Properties (sites and buildings)

The only way to experience this is via a Quick Zoom Call.

Schedule a Call

Next Steps...take something home with you.