Center IC Overview
Over 500 centers across the country use Center IC as a critical part of their operations every day.
The Center IC is a customer relationship management system that brings the power of the Web to your directors, management consultants and administrative staff. Center IC provides fast, Internet access to your client and event database with intelligent system design.
Center IC allows users to manage clients and counseling sessions, training events and attendees, event participation, customer appointments, mailing lists, and impact & performance metrics in an easy-to-use web interface.
Center IC features a sophisticated web-based reports engine that allows users to create template reports that may be scheduled to run on a regular basis in the future. The scheduled reports will automatically run and e-mail themselves to pre-selected recipients. For example, you may choose to schedule monthly reports that would be delivered to you via e-mail on the first Monday of every month with the report featuring data from the previous month. Naturally, you always have the option to run any report at any time - you don't have to wait for a scheduled report.
Report templates and scheduled reports are just a few options of a very smart reporting system that allows you to view data in virtually every way possible. The variety of reports in combination with IC's report filters and groupings combine with the overall system interface to provide an awesome report capability. From client impact to counselor goals to center performance, IC delivers myriad report capabilities. In fact, you can create management narrative reports in the SBA quarterly report format.
At every turn, the Center IC helps counselors and staff to manage their client portfolio with customer follow-up lists one click away. Adding new customers is streamlined and prevents duplicates with powerful wizards to make the job easy. IC ensures records meet SBA requirements but also surpasses those requirements. It allows business development programs to leverage with local partners and capture coordinated efforts in meaningful and separable metrics. Center IC is a powerful tool for capturing economic impact including jobs created, capital formation, sales growth, minority certifications and more.
While many find the Center IC very intuitive and user friendly, the software still features on-line help throughout the web site.
The Center IC is also compatible with the SBA's EDMIS management system.