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Keep the employers you already have.
CloudOffix runs your business retention and expansion program: planned visit cohorts, field visits from any phone, key employer plans and growth opportunities that become expansion projects in one click.
Plan, visit, follow up.
BRE plans and cohorts
Annual or quarterly plans with a fixed cohort of businesses to visit.
Visits from the field
In person, virtual or phone visits on a mobile page built for phones, with dictation.
Risk and growth
Revenue and employment direction, expansion timing, risk level and needs on every visit.
Follow-up actions
Assistance cases and partner referrals, proposed by staff, rules or AI.
Plans for the employers that matter most
Key employer rules
Local headcount, target sector, risk or a manual flag decide who is a key employer.
Aftercare plans
Each key employer gets a plan filled from visits, cases, events, meetings and offers.
Growth opportunities
Expansion, hiring, training, equipment, export or a new site, turned into a project in one click.
Business 360
Establishments, people, timeline, projects, cases and outcomes in one workspace.
Headcount history
Dated headcount snapshots for every establishment.
Data enrichment
Company data enrichment proposed field by field and approved by staff.
Explore CloudOffix for Economic Development
Never lose an employer you could have kept.
Book a demo to see a BRE visit become a follow-up and an expansion project.