One workspace, the whole grant lifecycle.
9 tools, one shared data model. Your leads turn into applications, applications into agreements, agreements into disbursements, disbursements into reports without a single re-entry.
The one screen your board wants.
Real-time signal on every grant: total approved, disbursed, utilization, recent activity.
- Status cards for approved, disbursed, pending & utilization
- Activity feed with timestamped updates from the whole team
- Recent grants at-a-glance with pinned favorites
- Time saved metric showing hours your team has reclaimed from manual tracking
Leads Pipeline · Q2
Every funder relationship, tracked.
From discovery to conversion - a clear pipeline with ownership, notes, and timeline view. Convert leads to applications in one click; nothing slips.
- Pipeline stages per funder type
- Timeline view of every touchpoint
- Owner + team accountability
- One-click convert to application
Drafts, deadlines, decisions.
Manage every proposal - from first draft to approval or rejection.
- Deadline + reporting reminders that actually catch things
- Stage pipeline from Draft to Submitted to Under Review to Approved or Rejected
- Version history and collaborative drafts
- Document attachments keeping proposals, budgets, and supporting files with each application
Application Performance
Active Partnerships
A proper CRM for funders.
Agreements, contacts, and relationship history in one place. Tier your funders, track renewals, and keep the team aligned on who owns what.
- Agreements library with version history
- Funder tiers with strategic notes
- Renewal tracking with lead time alerts
- Contact CRM - notes, touchpoints, ownership
Money in, money out, reconciled.
Schedule payouts, flag overdue receipts, reconcile with your accounting system. Finance and programs see the same numbers - always.
- Scheduled → Paid → Overdue state machine
- Tranche tracking with milestones & reminders
- Funder-level rollups of disbursed vs pending across every grant
- Export-ready for board decks and audits
Financial Flow · 2026
Programs · Running
Impact data, not impact spreadsheets.
Log beneficiaries, indicators, case stories, and photos against each program. Data rolls up automatically to funder ready reports, no double entry.
- Program → indicator hierarchy
- Beneficiary tracking with demographic rollups
- Case stories + photos attached to programs
- Progress against targets with actuals logged over time, visible at a glance
See next year before it arrives.
Runway months, funder diversification score, risk bands. Make the case to your board with a number, not a feeling.
- Runway forecasting across committed grants
- Diversification score (single-funder risk)
- Scenario modelling - "what if we lose X?"
- Board-ready outputs for quarterly review
Sustainability
Quarterly Report · Preview
One click, board-ready.
Turn a quarter of work into a funder report, board deck, or CSV export - without rebuilding data from scratch.
- Funder reports aligned to each grant's.
- Board packs with financial + program rollups
- Scheduled emails on a recurring cadence
- CSV, PDF, or slides - your choice of format
Track the true ROI of your operations.
Measure time saved and operational efficiency across your entire grant lifecycle.
- Time saved metric showing hours your team has reclaimed from manual tracking
- Process bottlenecks identified by stage duration
- Team productivity with activity rollups
Efficiency Tracking
See it on your own data.
Start a 21-day free trial - every feature, no credit card. Or book a demo and we'll walk through with you.