The business retention CRM built for economic development.
Know your businesses. Keep them. Help them grow. BRE Pulse starts from the business list you already have, helps you visit and hear from every business, spots risk and expansion early, and makes sure every commitment gets followed through.
For townships, cities, counties, chambers and economic development organizations. Priced by businesses tracked, unlimited users. Card, invoice or purchase order.
Most communities learn a business is leaving after the decision is made.
The warning signs are usually there months ahead. They sit in a spreadsheet, an inbox, or the memory of the one person who runs the program.
The business list is scattered
Licenses in one file, assessor parcels in another, the chamber roster in a third, each naming the same company differently.
Relationships leave with people
When staff change, the history of who was visited, what was promised and what the business needs goes with them.
Follow-up depends on memory
A promise made at a visit, a permit question, a lease coming due: nothing reminds anyone, and nothing shows the board what happened.
Know · Listen · Act · Prove
Collecting business information is where most systems stop. Here it has to lead somewhere — an organized response, accountable follow-through, and evidence of results. One system for the whole retention and expansion program, organized around the work your staff actually do.
Start full, not empty
Upload licenses, assessor exports and chamber lists. One record per business, with the source shown on every fact.
Know your businesses → ListenVisits and check-ins
Prepare, visit and capture notes by voice. Businesses answer a two-minute check-in with no login.
Hear from them → ActFollow through
Flags confirmed by a person, retention and expansion cases, projects, commitments and one follow-up list.
Act on it → ProveBoard-ready results
Jobs and investment by stage, program scores, monthly and board reports you can click through to the record.
Show results →Every request and promise gets an owner and a date.
Hospitality businesses keep guests by closing the loop. BRE Pulse brings the same habit to the businesses in your community.
- HeardA visit note, a check-in answer or a confidential question arrives on the business record.
- OwnedRequests become a named person's to-do the moment they arrive.
- PromisedCommitments carry an owner and a due date. Overdue ones are impossible to miss.
- Followed upThe follow-up list says who, why, what to ask and what happens if it slips.
- VisibleThe business can see where its request stands, and your board sees the follow-through.
Your list is ranked by what the work is worth.
Get the right things done that make a difference, not just stay busy. A date-ordered list quietly rewards whatever is easiest to finish — so BRE Pulse can order the same work by payoff instead.
Scored on what is at stake
Jobs and investment at stake, how significant the employer is, whether they are at risk, whether you promised, and whether anyone has ever engaged them.
Every item explains itself
One sentence containing the raw figures, so a ranking can be argued with rather than taken on faith.
Unknown is not worthless
Work with nothing recorded shows as “nothing recorded” rather than low value. That gap is a management job, not a low priority.
Age counts, but is capped
So an old trivial task can never outrank real jobs simply by having waited.
Ally prepares you. A person decides.
Ally is the assistant built into BRE Pulse. She drafts, suggests and explains; nothing she writes changes a record until someone on your team approves it. She is an AI assistant, and says so.
A CRM built for the job, not configured into it.
General-purpose CRMs are built to sell. Retention and expansion work is different: you start with every business in a place, you work with public-records rules, and you report to a board.
| What an economic development program needs | BRE Pulse | A general-purpose CRM |
|---|---|---|
| Your whole business universe on day one, from licenses, assessor and chamber lists, de-duplicated | Built in | Starts empty; import and clean-up are yours |
| The source, date and confidence behind every fact | Built in | Usually not tracked |
| Risk and growth flags with evidence, confirmed by a named person | Built in | Custom configuration |
| A map of your businesses with drawn areas and saved views | Built in | Add-on or custom |
| Local economic data (unemployment, wages, Census) beside your record | Built in | Not included |
| Confidentiality controls for public bodies and business-controlled visibility | Built in | Custom configuration |
| Jobs and investment tracked as proposed, committed and completed | Built in | Custom fields |
| Monthly and board reports that regenerate from the record | Built in | Report building is yours |
of economic development practitioners name business retention, expansion and attraction as a priority strategy.
IEDC, 2025 State of the Field (691 responses); IEDC update, March 5, 2026.of gross private-sector job gains in Q4 2025 came from existing establishments expanding.
U.S. Bureau of Labor Statistics, Business Employment Dynamics.Your businesses' information stays protected.
Confidential business information stays inside your organization unless the business agrees otherwise. Every AI-drafted line is approved by a person before it goes anywhere.
Data & AI Trust Standard
What we store, who can see it, what the AI may and may not do, and how a business controls its own information. Read the standard →
Security
Two-step sign-in, sign-in history, session control and a full audit log. Single sign-on is available as an Customize Option. Security details →
Published method and prices
The BRE Program Methodology and every package price are public. Read the methodology →
