SalesforceSI
TrackMe - Real Estate Property Management System
Manage commercial and residential properties in Salesforce Platform with units, leases, maintenance, cases, billing, income and expenses.
Selsoft IncPaid
Economic Development/Community Development/BRE Incentives' Management
by Vertex Computer Systems, Inc.SalesforcePaid
Manage economic incentives, contracts, properties, payments, and compliance workflows in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Vertex EIM manages economic development, community development, and Business Retention & Expansion activities in Salesforce Platform. It uses Salesforce Flows to assign task owners and due dates for incentive contract requirements throughout each contract term. A Quick Application records prospective businesses and related Account, Contact, and Application records. The application also manages properties, incentive payments and refunds, application fees, reports, dashboards, and year-over-year metrics.
Key capabilities
from the Salesforce AppExchange listingQuick applications
Records prospective businesses and creates related Account, Contact, and Application records.
Incentive contract tasks
Uses Salesforce Flows to create and assign compliance tasks and document requirements for incentive contracts.
Property records
Captures property information by type and can display a map for each property.
Payment tracking
Records incentive-related payments, refunds, and application fees.
Management reporting
Provides reports and dashboards covering applications, incentives, properties, payments, and Business Retention & Expansion activities.
Year-over-year reporting
Compares metrics such as revenues, employees, and payroll across years.
Use cases
- Economic Development and Community Development departments can qualify prospective businesses and record related Account, Contact, and Application records.
- Teams can identify incentive contracts with missing scheduled job reports and compare job creation across years.
Who it's for
Economic Development and Community Development departments managing Economic Development, Community Development, and Business Retention & Expansion initiatives.
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Vertex's EIM -- Economic Incentives Management -- is a tailored and highly automated application that has been designed and developed by our working with dozens of Economic and Community Development departments to deliver a solution that supports Economic Development, Community Development, and BRE -- Business …»
Official marketplace listing
Marketplace
Publisher
Vertex Computer Systems, Inc.
Updated on marketplace
Facts verified