INDEX Relationship Manager

INDEX Relationship Manager

The relationship management solution you need to track and nurture client relationships. 

  • The market is flooded with CRM solutions designed to help companies track and follow up with sales leads.
  • But CRMs that work for tracking sales leads, aren’t necessarily built to perform for organizations logging client interactions and milestones, delivering metric-driven reports to stakeholders and sharing information with partners.

INDEX was developed specifically to help business advisory and economic development organizations.

  • Make informed programming decisions based on client needs and interactions;
  • Filter by tags and criteria to get a targeted contact list for outreach and communications;
  • Quickly prepare engaging reports for internal and external stakeholders;
  • Track progress on key performance indicators in real-time;
  • And share information and interactions with partners

With INDEX premium, here's what you'll get:

  • An integration with the Advanced Business Database to support both lead-generation and market research use cases.
  • Data including contact and firmographic data elements for key sectors, tuned to meet the needs of economic development and innovation/business support agencies.  
  • Regular updates on companies loaded into the INDEX system (business change, major events) and the option to receive records for newly registered businesses on a periodic schedule.
  • Advanced Business Data pre-loaded into your INDEX account to allow immediate outreach and business development activities.
386 St. Paul Street Suite 102
St. Catharines, ON L2R 3N2

2235 Sheppard Ave E SUITE 902B, North York, ON M2J 5B5

260 East Main St. #6000,
Rochester NY 14604

701 Ellicott Street,
Buffalo NY 14203

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