About Beacon CRM
Beacon is a FOIA-aware customer relationship management platform designed specifically for Connecticut's state economic development agencies.
Built to serve both the the state agency and its quasi-public partner, Beacon provides a shared workspace for managing company relationships, tracking economic development pipelines, and logging interactions — all while maintaining strict compliance with Connecticut's Freedom of Information Act requirements.
Key Capabilities
- Company Management — Centralized records with role-based visibility
- Pipeline Tracking — Opportunity stages from lead to outcome
- Interaction Logging — Meetings, calls, emails with automatic FOIA tagging
- FOIA Compliance — Zone-based data classification (Shared, Agency Responsive, Agency Exempt, Quasi Private)
- Notes — Rich contextual notes attached to companies and interactions
- Analytics — Activity dashboards and reporting
Data Zones
Every record in Beacon is assigned a data zone that governs its visibility and FOIA discoverability:
| Zone | Visibility | FOIA Status |
|---|---|---|
| Shared | All authorized users | Discoverable |
| Agency Responsive | Agency staff only | Discoverable |
| Agency Exempt | Agency staff only | Exempt |
| Quasi Private | Quasi staff only | Not subject to FOIA |
Part of the DockLabs Suite
Beacon CRM is one component of the DockLabs platform, a suite of tools designed to modernize Connecticut's economic development infrastructure.