Technology

Business Advisory System
Product or Service Name
Listing Category
Product or Service Description
GrowthWheel® is a Business Advisory System used by small business advisors from around the world to help entrepreneurs grow their businesses.
We offer a business advisory Training Program, a ready-to-use Business Tool Library, and an Online Platform to collaborate with clients.

The tools help advisors and business owners focus on what matters most through a 360° view of the company.

GrowthWheel was founded in 2005 on the idea that there had to be an alternative to the conventional business plan, a better way to support the conversations that all companies have about starting and growing their business.

Today, GrowthWheel is used by more than 4,300+ business advisors, incubator managers, and entrepreneurship educators in 49 US states and 69 countries around the world.
Phone
+1 646 918 1809
Address
577 Reagan Road
Bovina Center, NY
13740
Organization Name
GrowthWheel
Point of Contact
David Madie – david@growthwheel.com
Neoserra and eCenter Direct
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.
Phone
805-967-1280
Address
5385 Hollister Avenue, Santa Barbara, CA
93111
Organization Name
OutreachSystems
Point of Contact
Colette Williams
Outcome Tracker
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.
Phone
866-828-4782
Address
1400 Technology Dr.
Harrisonburg, VA
22802
Organization Name
VistaShare
Point of Contact
Patrick Ressler
QuickBooks by Intuit
Product or Service Name
Listing Category
Product or Service Description
QuickBooks is the #1 accounting solution for small business. Learn how QuickBooks can help you manage your finances, send invoices and get paid faster, track your cash flow, and pay your employees.
Organization Name
Intuit
Point of Contact
Anna Kippley
Square – The future of business is yours to shape.
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.
Address
Offering support nationwide: online, via phone, email and chat.
Organization Name
Square
Point of Contact
Martin Guerrero
The NDWBC Library
Product or Service Name
Listing Category
Product or Service Description
Let us guide you to the next level of business success with our newest online tool, The Library. The
Library contains a series of training videos on an array of topics that aim to support small business
owners and entrepreneurs by providing education, training, and resources.
Phone
701-223-0707
Address
2720 E Broadway Ave #1,
58501
Organization Name
North Dakota Women's Business Center
Point of Contact
Austin Mack