Manage clients, log every session, and turn your center's work into funder-ready impact reports. You also get the GrowthWheel advising method and AI tools that no other CRM has.
Everything your center runs on
From the moment a client registers to the day you report, it all lives in one place.
1. Client intake and registration
Custom intake forms with your own custom fields. New clients land in your CRM automatically, already assigned to the right advisor.
2. SessionS tracking
Log counseling hours, impact, and next steps for staff. Clients can see shared notes and add their own actions.
3. CENTER Impact analytics
Live dashboards you can filter easily with business demographics built in. Download any report in seconds.
4. Programs and segmentation
Program tags for each grant or funder, so one client list can report to many funders. Filter, segment and follow up in a click.
5. multi-center management
Managers see their center, Network Managers see all centers. Built-in chat, client mailbox and team notes keep everyone aligned.
6. SBA Reporting via NEXUS
A CRM that reports to SBA’s NEXUS – and other funders – to make intake and reporting easier and error-free!
Trusted by other players in the market:
A CRM that reports to SBA’s NEXUS – and other funders – to make intake and reporting easier and error-free for both advisors and clients!
Spend less time taking notes & more time working with clients
GrowthWheel is AI-powered CRM designed on how advisors actually work, so you can prepare better sessions, capture insights faster and keep clients moving.
Action plans generated from your meeting notes and from client's goals
Business plans generated from the 360° Business Canvas
Conversation starters, growth opportunities and market research ideas for preparation
AI Tools included for all certified users with an active license
Considering switching? It is easy!
Switching CRMs shouldn't stall your program. Send us your existing exports as they are, and our team handles your clients and training records into GrowthWheel.