Relationship Management Solution

Find out how we can help

Find out how INDEX can help

Book a Demo

Focus on what's important

relationships with your clients / members / partners

The INDEX Relationship Management Solution has been developed specifically for Business Advisory and Economic Development organizations.  The system allows you to easily maintain and nurture relationships with the people you interact with.

Track Client Milestones

Easy-to-Use Reporting System

With this system, we make it simple to report to your internal and external stakeholders on the growth of your clients.

Track Interactions

With your clients in journals

Keep the whole story of all your client interactions so that you can follow up with what is most important to the client.

You will be able to view a full history of all contact and interactions in one handy and searchable screen.

Keep organized and stay informed.

We understand

We have priced INDEX to be affordable. Pricing is $35 per system user per month with a minimum of 5 users. For users that access less than 5 accounts, there is no fee.

Expand The Conversation

Expand the conversation outside your organization. For clients that you refer, you can assign their specific record or a category of clients to other users.

Data is secure

Security and privacy follows US and Canadian regulations. INDEX is a cloud-based solution that can be accessed from anywhere, no software to download, no updates to install.

Discover Why INDEX is right for you.

  • Is INDEX the right product for my organization?

    Organizations that report to stakeholders and manage relationships with clients such as economic development agencies, incubators, on-campus accelerators…

  • How can I use INDEX to collaborate?

    INDEX encourages collaboration by only recognizing a user if they have 5 or more clients assigned to them. For frequent users, the price per user is $35 per month, with a minimum of 5 users.

  • Can I import my existing data?

    Innovate Niagara will provide templates for data migration – if further support is required, service will be quoted based on needs

  • How can I learn more?

    Email or call to book a personalized demonstration.
    905-685-3460 x219

We use it, too

As users, we know the system works.
Find out for yourself.
Index Relationship Management Solutuion