Economic Development

Know your businesses.
Deliver your strategy.

The CRM built for economic development teams in local government and economic development agencies. Your whole business community, loaded, mapped and ready to go.

Understand your business community

  • Most economic development teams start with a messy mix of spreadsheets, old CRM exports and whatever they can pull from their business register. Monitor takes all of it, cleanses and deduplicates the records, and gives your team a running start to work from rather than starting with a blank screen or months of data entry. As part of your subscription, we refresh the data periodically so the foundation stays current as your team builds on it over time.

  • Keep your business records accurate without chasing anyone. Monitor lets you send secure update forms directly to businesses so they can confirm or correct their own details, and embed sign-up forms on your website so new businesses can add themselves to your database. Your team spends less time on data maintenance and more time on actual engagement.

  • Most ED teams know what their strategy says. The hard part is showing how the daily work actually delivers it. Monitor lets you map your economic development strategy directly into the system, so every visit, call and meeting your team logs is automatically tracked against your strategic priorities. When reporting time comes, the data is already there. Pull a report in a few clicks rather than spending a week piecing it together from emails and spreadsheets.

Build lasting relationships

  • When an economic development officer leaves, their relationships shouldn't leave with them. Monitor gives your whole team visibility of every business relationship so anyone can pick up where someone else left off, with full context, no matter how long ago the last conversation happened.

  • Every phone call, meeting, site visit, email, event attendance and newsletter open sits against the business record.. Not just the last conversation but the full history across the entire relationship. Open any business or contact and see everything your team has ever done with them, without digging through inboxes or chasing colleagues for context.

  • Your team is having conversations with businesses every day. The problem is most of it never gets recorded because switching between tools is enough friction to kill the habit. Our Outlook plugin lets your team log emails and interactions directly from their inbox without opening a second system.

  • Economic development is as much about what's coming as what's happened. Monitor CRMS lets your team forward plan visits and schedule events and newsletters so the work keeps moving.

Targeted communication, built into your CRM

  • Filter, search and tag businesses by industry, location, size, engagement level or any combination. Build a targeted list in seconds and use it immediately, for a campaign, a site visit run or a quick report. No spreadsheet, no export, no starting from scratch.

  • Plot your entire business database on a map and interact with it directly. Draw around a specific area to select businesses in that precinct, filter by category or status, and use the vacancy tool to see commercial availability across your LGA.

    Perfect for place-based activations, local events, road closures and disaster response.

  • Use your filters and tags to send targeted EDMs to exactly the right group of businesses, without exporting a list or touching a separate email tool. For more substantial communications, the Newsletter module lets you build branded newsletters that are tracked and measured so you can see who opened, clicked and engaged.

    Running an event? Build your invite list from your filtered database and send invitations without leaving Monitor. Record who attended afterwards and the engagement lands automatically against each business record.

Track your investment pipeline and prove its economic value

  • Log every investment opportunity your team is working on, from the first conversation to the final decision. Pipeline stages are configured during onboarding to match how your team works. Record the sector, source, region of origin and where each deal sits, so your whole team has visibility of what's active, what's stalled and what's close to landing.

  • Every opportunity in Monitor carries an estimated capital value, FTE jobs and retained jobs. At any point you can see the total economic value sitting in your active pipeline, broken down by sector, source or stage. For the first time, your investment attraction work has a number attached to it.

  • When an opportunity closes, the data stays. Jobs created, capital invested, sector, source. Over time Monitor builds a picture of what your team has actually delivered, giving you the evidence base to justify your budget, defend your team's value and inform your next economic development strategy.

Earn your business community’s trust

  • Monitor's Better Approvals module lets your team proactively manage planning or permit enquiries, and business support requests in one place.

    Track where each request is up to, make sure nothing falls through the cracks, and collect data on outcomes to inform how your team handles future enquiries.

  • Publish a business directory directly from your Monitor database. You control who appears and who doesn't. Embed it into your website so the public can search, filter and find businesses by location or category. Because it runs off your live database, there's no double handling of business information across multiple systems.

  • Local government operates in a scrutinised environment where accountability matters. Monitor logs every change made to a business record, who made it and when, giving your team a complete audit trail. Useful for compliance, internal reviews and answering the inevitable question of who changed what and why.