Technology

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.

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.

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