PBID CRM with Reports

$ 119 /month

for 4 CRM Users*


Great for standard districts operations and reporting

  • ✓ Easy Access to Assessment Data by Owner & Address
  • ✓ District Map - Easily Define District Physical Borders
  • ✓ Associate Conversation Notes to Property & Contacts
  • ✓ Property Photos for Recognition & Reference
  • ✓ Attach Digital Documents by Address
  • ✓ Define What & Who is in Your District with Smart Tags
  • ✓ Track Activities / Incidents in Your District
  • ✓ Generate Filtered Reports by Property / Business Address
  • ✓ Visual Graphs & Charts for Stakeholder & Property Reporting
  • ✓ Work Order Assignment to Users
  • ✓ Missing Key Information Reports
  • ✓ Email Integrations
  • * Lowest Tier Pricing Shown: $10/Additional User for lowest tier. Tier Pricing Based on Your District's Annual Assessment. Setup Fees Additional Based on Data & Customizations. Contracts are Yearly. Ask About our Multi-year Discounts.
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District Specific Needs

Custom

Enhancements for districts with unique requirements

  • ✓ All features based on the PBID CRM with Reports or A. R. T. Solution
  • ✓ Custom 311 integration
  • ✓ Public Asset Tracking and Mapping Capability
  • ✓ Website directory listing integration
  • ✓ Custom CRM data entry pages and functionality
  • ✓ Custom external webpages
  • ✓ Custom APIs
  • ✓ Custom third-party integrations
  • ✓ Hosted solutions
  • ✓ Custom training
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Frequently Asked Questions

Can I add more users?

Yes. Additionals CRM users can be added one or more at a time.

Can I change to A. R. T. later?

Absolutely. You can upgrade from CRM with Reports to Advanced Reporting and Tracking (A. R. T.) at any time.

What payment methods do you accept?

We accept all major credit cards, ACH transfers, and can send invoices for check requests.

Is my data secure?

Yes. We use bank-level SSL encryption and follow industry best practices for data security.

Do you offer training?

Yes. All CRM plans include onboarding training.

Can you assist with importing data?

Yes. Contact us for details.

Ready to Get Started?

Join business improvement districts, partnerships and alliances already streamlining their operations and working smarter with PBID Manager CRM.

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