“GrowthWheel NG” (Next Generation) for SBA-funded agencies is the new CRM system for all client work!

A CRM that reports to SBA’s EDMIS NG – and other funders – to make intake and reporting easier and error-free for both advisors and clients!

Designed to make advisors love their work

Work is more seamless, and collaboration is a better experience with intuitive software features and simple beautiful interfaces.

Error free with upfront data validation

It’s easy to catch missing information, and avoid errors in the SBA-reporting, with smart conditional logic and instant data validation.

One CRM-system for all client work

Instead of using multiple platforms advisors can have one system to do it all, including onboarding, scheduling, assessment, tools sharing & reporting.

Client’s 641 form

• Clients can self-service and fill out 641 forms embedded on your website.

• Mobile-friendly forms with data validations.

• Logical structured interface in sections.

Counselling Sessions

• Record all information you and your clients need, beyond SBA requirements.

• Real-time validations of required information.

• Automatically generated email template with meeting minutes.

Training Sessions

• Track individual participation or add aggregate totals.

• Supports individual multi-session training events.

• Data entry with icons and few clicks.

Form 641 Demo

In this video, we will show you how to add your client’s 641 information and counseling sessions in GrowthWheel NG.

Form 888 Demo

In this video, we will show you how to register your organization’s training sessions in GrowthWheel NG.

• Small Business Development Centers (SBDC)

• SBDC State Networks

• Women Business Center (WBC)

• Community Development Financial Institutions (CDFI)

• Veteran Business Centers

• Minorities Business Centers

• Procurement and Technical Assistant Centers (PTAC)

• Other SBA-funded agencies