Product or Service Name
Listing Category
Product or Service Description
GrowthWheel is a complete Business Advisory Platform designed to help small business advisors with everything they need to assist entrepreneurs:
- Business advisor training and certification program
- Business Tool Library with visual tools for any business problem
- Client Portal with business planning features (life-time free accounts for client companies)
- 360° Assessment Tool and GrowthPlans with AI-generated action plans
- SBA-reporting through NEXUS (641 and 888 forms)
- Visual Dashboards and custom reporting to all stakeholders
- Free custom branded LMS Platform with content for clients
Since 2010 GrowthWheel have certified over 230 women business advisor and many WBSs have chosen GrowthWheel CRM for their reporting to SBA/NEXUS and other grants and stakeholders.
- Business advisor training and certification program
- Business Tool Library with visual tools for any business problem
- Client Portal with business planning features (life-time free accounts for client companies)
- 360° Assessment Tool and GrowthPlans with AI-generated action plans
- SBA-reporting through NEXUS (641 and 888 forms)
- Visual Dashboards and custom reporting to all stakeholders
- Free custom branded LMS Platform with content for clients
Since 2010 GrowthWheel have certified over 230 women business advisor and many WBSs have chosen GrowthWheel CRM for their reporting to SBA/NEXUS and other grants and stakeholders.
Website
Phone
+1 646-918-1809
Listing Tags
Address
577 Reagan Road
Bovina Center, NY
13740
Bovina Center, NY
13740
Organization Name
GrowthWheel International Inc.
Point of Contact
David Madie at david@growthwheel.com
Product or Service Name
Listing Category
Product or Service Description
Center IC is a client and event management system that brings the power of your data to your directors, management consultants and administrative staff. Center IC allows users to manage clients and counseling sessions, training events and attendees, event participation, customer appointments, mailing lists, and impact & performance metrics in an easy-to-use web interface.
Center IC can ensure that records meet SBA requirements, and can also be set to surpass those requirements. Center IC is fully compatible with the SBA's NEXUS (formerly EDMIS) management system. It features a live 'NEXUS Snapshot' that lets you see what SBA will see (using their formulas), even before you export.
Center IC features a sophisticated reporting engine that allows staff to create dynamic reports. These scheduled reports can automatically run and e-mail themselves to pre-selected recipients. Set it up once and let IC do all the work for you. From client impact to counselor goals to center performance, IC delivers myriad report capabilities.
The Center Dynamics Center IC system was designed by a business counselor and a data impact coordinator. This team created a better way to collect, monitor and report client data. They have experience doing what you do. They know how much you want a system that is easy to use but also provides the information and results you need to have a successful program. We use our software to track our own clients, which in turn helps us create and improve a superior product. We listen to our customers and we use their feedback and suggestions to continually improve.
If you are looking at other options for your CRM system, we would enjoy meeting with you and giving you a tour of our system. We offer assistance with your data conversion, system setup and new staff training.
Center IC can ensure that records meet SBA requirements, and can also be set to surpass those requirements. Center IC is fully compatible with the SBA's NEXUS (formerly EDMIS) management system. It features a live 'NEXUS Snapshot' that lets you see what SBA will see (using their formulas), even before you export.
Center IC features a sophisticated reporting engine that allows staff to create dynamic reports. These scheduled reports can automatically run and e-mail themselves to pre-selected recipients. Set it up once and let IC do all the work for you. From client impact to counselor goals to center performance, IC delivers myriad report capabilities.
The Center Dynamics Center IC system was designed by a business counselor and a data impact coordinator. This team created a better way to collect, monitor and report client data. They have experience doing what you do. They know how much you want a system that is easy to use but also provides the information and results you need to have a successful program. We use our software to track our own clients, which in turn helps us create and improve a superior product. We listen to our customers and we use their feedback and suggestions to continually improve.
If you are looking at other options for your CRM system, we would enjoy meeting with you and giving you a tour of our system. We offer assistance with your data conversion, system setup and new staff training.
Website
Phone
844-890-4976
Listing Tags
Address
3010 Manning Dr
Marietta GA
30062
Marietta GA
30062
Organization Name
Center Dynamics USA, LLC
Point of Contact
Nancy McLain
Product or Service Name
Listing Category
Product or Service Description
Discounted services for WBCs and Clients
Phone
856-776-6311
Listing Tags
Organization Name
Constant Contact
Point of Contact
Carey Noel
Product or Service Name
Listing Category
Product or Service Description
Hello Alice enables business for all, connecting people of color, women, veterans, and everyone with an entrepreneurial spirit with relevant capital, networks, and tools to grow. We deploy grants of $10k+ to small business owners across the country, provide hundreds of online guides on topics ranging from choosing the right business structure to writing a business plan, and host events with experts who can share insights like growing a small business.
Website
Organization Name
Hello Alice
Point of Contact
Rachele Carissimi, Marketing Coordinator
Product or Service Name
Listing Category
Product or Service Description
The IGNITE 360® Business Mentoring Program is an activities based, outcome driven program designed to help Women’s Business Centers (WBCs) manage a sustainable, structured business mentoring program that will facilitate measurable growth for clients, offer in-depth support to second stage businesses, improve volunteer engagement and generate program income to support the WBC.
The tiered programming provides support for every stage of a business’s lifecycle. In this way, IGNITE 360® offers a natural growth cycle for clients to stay engaged with your center year after year.
This highly customizable program can be used to accelerate sustainable business growth for emerging and second-stage companies across all industries. However, this is a fee-for-service WBC program with a significant vetting process to ensure clients are ready to commit to do the work and be held accountable.
The vetting process and accountability metrics ensure that clients achieve measurable growth while participating in the program. It also provides a positive volunteer experience for Subject Matter Experts (SMEs), allowing them to offer meaningful support to clients in a structured environment, where their time is valued.
Clients often go on to become WBC advocates, donors, mentors and even board members. Many mentors become long-term advisors to the clients they serve, and become key partners for the WBC, generating client and donor referrals.
The IGNITE 360® Model was designed and trademarked by weVENTURE WBC at Florida Institute of Technology and has graduated 140 clients since 2014. weVENTURE WBC averages 20 clients a year and program graduates see an average of 40% growth in revenue upon completion. 93% of IGNITE 360® graduates created new jobs upon completion. The positive outcomes IGNITE 360® clients experience are utilized in community outreach, helping showcase the dramatic impact the WBC and female entrepreneurs have in our local economy.
Tiered Program To Meet Client Needs
IGNITE 360® PATHWAYS walks aspiring entrepreneurs through the start-up process, laying a solid foundation for their business to grow on. (3 months)
IGNITE 360® TRANSITION is a mentoring program for business owners ready to focus on strategy and business fundamentals to gain a strong foundation for growth or change. (3 months)
IGNITE 360® ADVANTAGE is a unique mentoring program developed for emerging businesses that are committed to growth. (6 months)
IGNITE 360® PREMIER is for experienced second-stage companies that are focused on transformational activities that include but is not limited to management changes, exit strategies, or expansion. (6 months)
The tiered programming provides support for every stage of a business’s lifecycle. In this way, IGNITE 360® offers a natural growth cycle for clients to stay engaged with your center year after year.
This highly customizable program can be used to accelerate sustainable business growth for emerging and second-stage companies across all industries. However, this is a fee-for-service WBC program with a significant vetting process to ensure clients are ready to commit to do the work and be held accountable.
The vetting process and accountability metrics ensure that clients achieve measurable growth while participating in the program. It also provides a positive volunteer experience for Subject Matter Experts (SMEs), allowing them to offer meaningful support to clients in a structured environment, where their time is valued.
Clients often go on to become WBC advocates, donors, mentors and even board members. Many mentors become long-term advisors to the clients they serve, and become key partners for the WBC, generating client and donor referrals.
The IGNITE 360® Model was designed and trademarked by weVENTURE WBC at Florida Institute of Technology and has graduated 140 clients since 2014. weVENTURE WBC averages 20 clients a year and program graduates see an average of 40% growth in revenue upon completion. 93% of IGNITE 360® graduates created new jobs upon completion. The positive outcomes IGNITE 360® clients experience are utilized in community outreach, helping showcase the dramatic impact the WBC and female entrepreneurs have in our local economy.
Tiered Program To Meet Client Needs
IGNITE 360® PATHWAYS walks aspiring entrepreneurs through the start-up process, laying a solid foundation for their business to grow on. (3 months)
IGNITE 360® TRANSITION is a mentoring program for business owners ready to focus on strategy and business fundamentals to gain a strong foundation for growth or change. (3 months)
IGNITE 360® ADVANTAGE is a unique mentoring program developed for emerging businesses that are committed to growth. (6 months)
IGNITE 360® PREMIER is for experienced second-stage companies that are focused on transformational activities that include but is not limited to management changes, exit strategies, or expansion. (6 months)
Phone
3216747007
Address
150 W. University Blvd.
32901
32901
Organization Name
WeVENTURE women's business center at Florida Tech Bisk College of Business
Point of Contact
Kathryn Rudloff
Product or Service Name
Listing Category
Product or Service Description
Kiva US provides direct loans at 0% interest and no fees from $1,000-$15,000 through crowdfunding, providing the first step on the often inaccessible capital ladder to financially excluded entrepreneurs. Hubs are local organizations that partner with Kiva to expand capital access within a specific geography and to promote collaboration among stakeholders using Kiva’s plug-and-play tool.
Website
Phone
415-515-9417
Listing Tags
Address
986 Mission St, San Francisco, CA
94103
94103
Organization Name
Kiva
Point of Contact
Anne Lufkin-Riaño, Kiva US Strategic Partnerships Manager
Product or Service Name
Listing Category
Product or Service Description
Whether your clients are starting, running, or growing their business, LivePlan is designed with their success in mind. LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups.
- Quickly understand your client's business
- Create a fundable business plan using a proven template
- Reduce your time spent on forecasting by 70 percent
- Know how your client's numbers stack up against the competition
- Advise strategically every month and help your clients grow their business
- Quickly understand your client's business
- Create a fundable business plan using a proven template
- Reduce your time spent on forecasting by 70 percent
- Know how your client's numbers stack up against the competition
- Advise strategically every month and help your clients grow their business
Address
44 W Broadway, Suite 426
Eugene, OR
97401
Eugene, OR
97401
Organization Name
Palo Alto Software, maker of LivePlan
Point of Contact
Josh Fegles or Justin Hardersen
Product or Service Name
Listing Category
Product or Service Description
Marian Doub Consulting (MDC) Team
• 10+ years of organizational capacity building facilitating the design, build, and use of high-integrity data systems for monitoring and improving program results and client outcomes with small business development and community-based economic and asset development practitioner and intermediary agencies.
• Consults extensively with the staff and organizational members of the California WBC Network, National Association for Latino Community Asset Builders (NALCAB), Association of Women’s Business Centers (AWBC), NeighborWorks America’s Success Measures Evaluation Services, California Association for Microenterprise Opportunity (CAMEO), and, previously, the Aspen Institute’s Economic Opportunity Program.
• Ongoing Evaluation, Knowledge and Data System management consulting with NALCAB and California Women’s Business Center (WBC) Network members.
Marian Doub, Principal: 25+ years as a nationally respected practical visionary, manager and results-oriented administrator with over 100 public, nongovernmental, non-profit agencies, and grassroots organizations.
Jim Wood, Data System Analyst, Developer and Communications subcontractor: has been consulting for a wide range of nonprofit organizations to create effective information management systems and solutions since 2010.
Additional team members provide data analysis and visualization, content expertise, and project management as needed.
• 10+ years of organizational capacity building facilitating the design, build, and use of high-integrity data systems for monitoring and improving program results and client outcomes with small business development and community-based economic and asset development practitioner and intermediary agencies.
• Consults extensively with the staff and organizational members of the California WBC Network, National Association for Latino Community Asset Builders (NALCAB), Association of Women’s Business Centers (AWBC), NeighborWorks America’s Success Measures Evaluation Services, California Association for Microenterprise Opportunity (CAMEO), and, previously, the Aspen Institute’s Economic Opportunity Program.
• Ongoing Evaluation, Knowledge and Data System management consulting with NALCAB and California Women’s Business Center (WBC) Network members.
Marian Doub, Principal: 25+ years as a nationally respected practical visionary, manager and results-oriented administrator with over 100 public, nongovernmental, non-profit agencies, and grassroots organizations.
Jim Wood, Data System Analyst, Developer and Communications subcontractor: has been consulting for a wide range of nonprofit organizations to create effective information management systems and solutions since 2010.
Additional team members provide data analysis and visualization, content expertise, and project management as needed.
Phone
1-415-730-1873
Address
Based in San Francisco, California
94110
94110
Organization Name
Marian Doub Consulting (MDC)
Point of Contact
Marian Doub, Principal
Product or Service Name
Listing Category
Product or Service Description
Neoserra is a CRM system designed specifically for SBA-funded programs. Neoserra lets you track clients and your activities with these clients, such as counseling activity, or training activity or capital funding activity. The really nice thing about Neoserra is that everything is organized in one place, easily accessible and easily reportable, and that includes your client files such as their 641 forms, their business plans, financial statements and other relevant information. Also included in the client file are survey responses, sticky notes and calendar appointments. Everything in one place means that you’ll see where everything is and understand what everyone’s working on. But perhaps the best part of Neoserra is its integration with eCenter Direct. eCenter Direct is a client portal that lets your clients complete an online 641 application and sign up for training events. Together these two products will help improve your communications with your clients and streamline your operations.
Website
Phone
805-967-1280
Address
5385 Hollister Avenue, Santa Barbara, CA
93111
93111
Organization Name
OutreachSystems
Point of Contact
Colette Williams
Product or Service Name
Listing Category
Product or Service Description
VistaShare has served Women’s Business Centers since 2004 with Outcome Tracker, a cloud-based platform that helps you serve clients both remotely and in-person, customize for local needs, and report on your results.
Outcome Tracker customizable portals and forms enable you to engage remotely with clients via their computer, tablet, or phone. Clients can:
- Inquire online
- Complete the 641 online
- Electronic Signature for the 641 and other forms/documents
- Self-enroll in classes and workshops
- Complete surveys
- Securely upload documents, such as business plans and financial statements
- View video resources and download documents
- Receive messages from you via email or text message
When counselors are able to visit clients on-site, they can use a tablet to access and enter client information. Outcome Tracker’s client pages adapt to the size of the screen.
Beyond your standard SBA data needs, Outcome Tracker enables you to configure fields, forms, tabs, reports and more for your local needs. It is all integrated with the rest of your client data.
Using Outcome Tracker’s reporting tool, you can slice and dice your data using queries, crosstab tables, and charts. View key dashboard reports on your homepage and download chart images for use in slides or documents.
Serve your clients remotely or in person. Customize for local needs. Report on your results. Contact us to learn more.
Outcome Tracker customizable portals and forms enable you to engage remotely with clients via their computer, tablet, or phone. Clients can:
- Inquire online
- Complete the 641 online
- Electronic Signature for the 641 and other forms/documents
- Self-enroll in classes and workshops
- Complete surveys
- Securely upload documents, such as business plans and financial statements
- View video resources and download documents
- Receive messages from you via email or text message
When counselors are able to visit clients on-site, they can use a tablet to access and enter client information. Outcome Tracker’s client pages adapt to the size of the screen.
Beyond your standard SBA data needs, Outcome Tracker enables you to configure fields, forms, tabs, reports and more for your local needs. It is all integrated with the rest of your client data.
Using Outcome Tracker’s reporting tool, you can slice and dice your data using queries, crosstab tables, and charts. View key dashboard reports on your homepage and download chart images for use in slides or documents.
Serve your clients remotely or in person. Customize for local needs. Report on your results. Contact us to learn more.
Website
Phone
866-828-4782
Address
1400 Technology Dr.
Harrisonburg, VA
22802
Harrisonburg, VA
22802
Organization Name
VistaShare
Point of Contact
Patrick Ressler
Product or Service Name
Listing Category
Product or Service Description
Square has the tools to run your business — even when it’s not business as usual. Our solutions help any business make the shifts it needs, whether that’s selling online or safely in person; providing delivery, shipping, or pickup; promoting your business; or maintaining cash flow. Stay connected with your customers through tools that connect together.
Website
Address
Offering support nationwide: online, via phone, email and chat.
Organization Name
Square
Point of Contact
Martin Guerrero
Product or Service Name
Listing Category
Product or Service Description
The CRM Firm (CRMF) is a woman-owned Salesforce consulting firm at the forefront of transforming businesses. We specialize in custom Salesforce implementations that help you streamline, scale, and succeed—like upgrading from dial-up to fiber optic: faster, smoother, and more accessible. From wealth management, private equity, venture capital and non-profits to REITs, recruiting, insurance, marketing, and the public sector, we know your business isn’t one-size-fits-all—it’s as unique as your team. That’s why we don’t settle for generic solutions. We roll up our sleeves, dive deep into your operations, goals, and team dynamics to craft a Salesforce experience that complements you perfectly. With expertise in CRM, marketing automation, and ERP software, we build solutions that fit your needs like your favorite hoodie. Because at the end of the day, your business and customers deserve a solution that works with you, not against you.
At CRMF, integrity, ingenuity, and inclusion are more than just buzzwords—they’re the catalyst for everything we deliver. Our experts mix technical know-how with creative problem-solving to ensure that your projects are more than just boxes to be ticked—they’re exemplars, executed with the utmost care, precision, and just a dash of flair. We don’t just meet expectations; we redefine them. Whether you're just dipping your toes into Salesforce for the first time or ready to tackle some serious optimizations, integrations, or next-level projects, we’re with you—your digital evolution awaits.
At CRMF, integrity, ingenuity, and inclusion are more than just buzzwords—they’re the catalyst for everything we deliver. Our experts mix technical know-how with creative problem-solving to ensure that your projects are more than just boxes to be ticked—they’re exemplars, executed with the utmost care, precision, and just a dash of flair. We don’t just meet expectations; we redefine them. Whether you're just dipping your toes into Salesforce for the first time or ready to tackle some serious optimizations, integrations, or next-level projects, we’re with you—your digital evolution awaits.
Website
Phone
720.900.1276
Address
Broomfield, Colorado
80023
80023
Organization Name
The CRM Firm
Point of Contact
Sarah Burt
Technology
To operate effectively and efficiently, you rely on technology solutions. There are many options for CRMs (client relationship management), email marketing platforms, learning management systems, etc. It can be overwhelming to sort through the various providers.
Services
Women's Business Centers rely on service providers and consultants to help them navigate a variety of business challenges. We've curated a directory that barely scratches the surface but gives you a place to get started.
WBC Programs
Across the national network of Women's Business Centers, funders and other providers, there are a variety of established and proven programs that can help a Women's Business Center complete their portfolio of education and training programs.