Important Information, Front and Center

A screenshot showing how the system displays basic grant info

The most crucial information associated with a grant is easy to enter and see. Connect grants to donor profiles, and if the grant is awarded, connect it to the donation entry.

Use Tasks to Divide and Conquer

A screenshot showing tasks, assigned to different individuals, with multiple steps for completion

Grants aren’t always a one-person job. Tasks can be created to help you break up each part of the application into smaller milestones with multiple subtasks. Each subtask can be assigned to a different team member, letting you stay organized and hold everyone accountable. Task templates allow you to create a workflow and reuse it for every grant.

Store Attachments Connected to the Grant

A screenshot showing several attachments connected to this grant opportunityStay organized by keeping all of the important attachments for a grant application in one place.

Track Expenses Connected to the Grant

A screenshot showing expenses logged in connection with the grant.Simplify reporting and verify your accounting records by logging the expenses connected with a grant’s funding in one central spot. Expenses can be categorized and documentation, such as invoices or receipts, can be uploaded.



Read More About Grant Management

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