AI
Companies
Track existing businesses and attraction targets with full relationship history.
BR&EProspecting
ProspectEngage CRM
An intuitive CRM with AI built into the workflow.
ProspectEngage CRM helps economic development teams work faster with connected records, AI-powered prospecting, survey insights, reporting support, Outlook activity, and efficient workflows for business attraction and BR&E. It is designed to be easy to use, easy to configure, and built around the way EDOs actually manage relationships.
AI Assistant
Hi, I am the ProspectEngage CRM Assistant. Ask about modules, BR&E, prospecting, pricing, onboarding, or reporting.
ProspectEngage CRM
Build the exact CRM your team needs.
ProspectEngage CRM is the platform side of our work. Activate only the modules that match your focus: BR&E, business attraction, reporting, prospecting, or a custom mix built around your workflow.
AI
Contacts
Manage relationships with executives, consultants, site selectors, and stakeholders.
BR&EProspecting
Research
Store and surface market data, industry reports, and economic intelligence.
BR&EProspecting
Outlook Integration
Sync emails and calendar events directly to company and contact records.
BR&EProspecting
AI
Metrics
Generate board-ready dashboards tracking jobs created, capital investment, and engagement.
BR&EProspecting
Projects
Manage active attraction and BRE projects with pipeline stages, milestones, and proposals.
BR&EProspecting
AI
Surveys
Run BRE survey campaigns with AI-powered trend analysis and summaries.
BR&E
Incubators
Track incubator tenants, services, milestones, and BR&E support activity.
BR&E
Membership Tracking
Manage chamber and program memberships, dues, renewals, and engagement history.
BR&E
AI
Website Visitor Tracking
Identify anonymous companies visiting your site and connect them to prospect records.
Prospecting
AI
Tradeshows
Browse industry events and use the agentic trade show agent to target outreach, prioritize prospects, and support relationship-building.
Prospecting
AI
AI Prospecting
Automated signals scan to surface companies showing real expansion momentum.
Prospecting
Site Selectors
Database of verified site consultants and advisors for targeted outreach.
Prospecting
Property Management
Manage available properties, sites, buildings, and related prospecting activity in one connected workflow.
Prospecting
AI
Geographic Targeting
Define priority geographies and focus outreach around the places that best match your attraction strategy.
Prospecting
Retail
Retail concept data and trends for place-based attraction strategy.
Prospecting
Economic Impact Model
Quantify the regional economic impact of projects using multiplier-based modeling for jobs, wages, and output.
Other Modules
AI & Automation
Intelligence woven into the workflows your team already runs.
ProspectEngage CRM integrates AI and automation directly into the records, modules, and follow-up workflows your team uses every day: surfacing signals, summarizing activity, enriching data, and reducing manual updates across the platform.
Automated CRM Updates
Turns prospecting activity, follow-up notes, tasks, and project context into cleaner CRM records with less manual entry.
Workflow Automation
Connects lead intake, prospect research, follow-up tasks, CRM updates, and handoffs so routine work does not stall.
CRM Intelligence
Surfaces patterns in survey responses, pipeline activity, metrics, and engagement history so teams can act faster.
Visitor Intelligence
Identifies and enriches anonymous companies visiting your website, connecting behavioral signals directly to prospect records.
Investment
Jobs created
Active projects
Qualified Opportunities
Website Activity
Engagement activity
Metrics & Reporting
Board-Ready Reporting Metrics.
Track measurable outcomes in the same workspace where your team manages the activity that creates them.
Custom Board & Stakeholder Reports
Build tailored reports for boards, funders, and elected officials — pulling the exact metrics that matter to your audience. Configure layouts, filter by date range or sector, run AI analysis on trends and anomalies, and generate polished outputs with clear narrative summaries in seconds.
Export as PDFExport as Excel
Implementation Approach
AI solutions, automation, & CRM support under one roof.
ProspectEngage pairs practical AI implementation with hands-on consulting from Camoin Associates, so your tools are designed around real economic development workflows instead of generic software assumptions.
Built, trained, and supported by people who understand EDO work
On-Call Engagement Team
Outreach, qualification, meeting preparation, and relationship management.
Living Prospect List
Continuously updated prospect identification and scoring.
Market Positioning
Target sector refinement and regional positioning support.
ProspectEngage CRM Plans
Choose The CRM Configuration That Matches Your Workflow.
Most Popular
Prospecting + BR&E
Complete platform with AI prospect intelligence, CRM, projects, surveys, metrics, and Outlook integration.
- AI Prospect Intelligence
- Full BR&E CRM
- Metrics Dashboard
- Outlook Integration
Prospecting Only
Website visitor intelligence, AI prospecting, enrichment, and outreach support.
- Website Visitor Tracking
- AI Prospecting
- Company Enrichment
- Lead Scoring
BR&E Only
CRM, project tracking, surveys, reporting, and tasks.
- Company & Contact CRM
- Project Tracking
- Survey Management
- Board Reporting
Custom Configuration
No two EDOs work the same way. Start with the CRM modules you need, turn off the ones you don't, and work with our team to add AI solutions, automations, integrations, and reports specific to your process.
Talk to UsMix & Match Modules
Combine modules from BR&E, Prospecting, and other add-ons in any configuration that fits your team.
Remove What You Don't Need
Only pay for and surface the tools your team actually uses. Unused modules stay out of your workflow entirely.
Custom-Built Modules
Need something that doesn't exist yet? We build custom modules, AI workflows, and integrations tailored to your specific processes.
CRM overview
See ProspectEngage CRM in action.
Watch a brief walkthrough when you want a quick look, then schedule a live demo below to talk through your team's workflow and data.
Client Voice
Trusted by economic development organizations nationwide.
2,000+ client partners
Case Study
Hydrite Chemical Co.
- $63M+ expansion project
- 40+ prospects surfaced
- 25+ qualified opportunities
Case Study
Southern Carolina Alliance
- $10M+ capital investment
- 248+ jobs created
- Manufacturing wins
Testimonials
Clients We Support
Trusted by economic development teams across the country.
Henrico EDA
One Columbus
State of New Hampshire
Virginia Coalfield EDA
Empire State Development
Commerce Rhode Island
Ohio Southeast
Florida Power & Light
Missouri Partnership
Upstate SC Alliance
Shale Crescent USA
Henrico EDA
One Columbus
State of New Hampshire
Virginia Coalfield EDA
Empire State Development
Commerce Rhode Island
Ohio Southeast
Florida Power & Light
Missouri Partnership
Upstate SC Alliance
Shale Crescent USA
Your next lead can start here
Book a consultation to see how we can help.
Tell us what you are trying to solve, and we will recommend the right mix of outreach, AI, automation, CRM, and consulting support.
Request Demo or Consultation