One workspace, the whole grant lifecycle.
10 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
Curated Opportunities
Curated grants, matched to your mission.
Curated grant opportunities sourced through Grantel's research and thematic mapping to help nonprofits identify relevant funding opportunities. All funding decisions are made solely by the respective funders.
- Thematic mapping across education, health, climate, livelihoods, and more
- Researched listings with funder focus, ticket size, and timelines
- Relevance to your work - filtered to your sectors and geographies
- Independent of funders - we surface; funders decide
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.