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Phone: +1 805 967 1280 | email: sales@outreachsystems.com

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Neoserra CRM

A comprehensive CRM package designed to manage your program's outreach efforts, and the success of those efforts.

Learn More

eCenter Direct

A Web portal where potential and existing clients can request counseling, register for workshops, and complete surveys.

Learn More

Bid Match

The Bid Match Program is a Neoserra add-on component that gives you all the tools you need to provide your clients with relevant bid opportunities.

Learn More

iSearch

Search our federal, state, local, and foreign bid databases using a wide variety of search criteria.
Free of Charge.

Sign up Now !

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  • Who are We
  • Our Company
  • Our Clients
  • SBA Compliance
  • DLA Compliance

Serving Business Development Centers

 

OutreachSystems provides CRM (customer relationship management) software designed specifically for economic development organizations.

With 30 years of experience in this market, we are intimately familiar with the concept of tracking outreach assistance, along with the impact and outcomes of that assistance. As a result, our products are wholly geared toward this unique not-for-profit paradigm.

 

Made in California


Since 1988 in this market, we are intimately familiar with the concept of tracking outreach assistance, along with the impact and outcomes of that assistance.

As a result, our products are wholly geared toward this unique not-for-profit paradigm. We value and respect the work done by our clients who provide training, expertise and capital infusion to small businesses nation wide.

SBA Compliance


Because a large percentage of our client base is funded in some way by the Small Business Administration, OutreachSystems is no stranger to EDMIS, the SBA's Entrepreneurial Development Management Information System. As an original member of the EDMIS committee, we played a role in the system's testing and development; to this day, we participate in EDMIS conference calls. The result of all this hard work is a fully EDMIS-compliant component called EDMISrx. The core feature of EDMISrx is its export module which generates the quarterly EDMIS upload file, but it also has many other bells and whistles to ensure a healthy, EDMIS-compliant database.

DLA Compliance


The Defense Logistics Agency is concerned with your center's counseling activity, general outreach, and the government contracts awarded to your clients, among other things. DLA collects this information via the DLA 1806 Report, which is easily generated from Neoserra.

Outreach Delivers High Quality CRM

OutreachSystems helps your organization collaborate effectively with your clients while tracking key metrics. Our products help you proactively manage clients, contacts and prospective clients to ensure client retention and satisfaction.

  • California SBDC

    "I commend OutreachSystems for providing exemplary customer support for a tremendous software solution. It is their passion and dedication to excellence that makes OutreachSystems the preferred choice in the marketplace. Their software is not just a great product, it is a unique experience."

    http://www.leadsbdc.org/

  • Alabama SBDC/PTAC

    "This is one of the best, if not THE best, client tracking systems I've ever seen. I used to sell software and I can tell you from experience that the level of your customer support is just phenomenal."

    http://al-ptac.org/

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  • Kentucky PTAP

    "OutreachSystems has been a great partner in helping us deliver government bid notices in an efficient and effective manner. Thanks for all that you do!"


    http://www.thinkkentucky.com/

  • Inland Empire WBC

    "Our WBC program has intensive reporting requirements to several funding organizations. Your products make it easy to report the necessary variations in data required by each individual agency. You offer a comprehensive system that is straightforward to input data into, and has an effortless way to retrieve it so it is tangible information that is always at our fingertips."

    http://www.iewbc.org/

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Demonstration

Please contact sales at +1 805-967-1280 or sales@outreachsystems.com to schedule an interactive demo.

 

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Get In Touch with us

Address: 5385 Hollister Avenue #104, Santa Barbara, CA 93111-2391, USA

Phone: +1 805 967 1280

Email: info@outreachsystems.com

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