Automate tasks, agreement creation and grantee communications. Track approval and use automatic alerts to never miss a deadline.
Make information on requirements, application status, payments and report due dates available to your grantees before they even ask.
Have reliable and up-to-date info on any aspect of your giving and impact at your fingertips, easy to prepare for the next site visit or board meeting.
VERSATILE WORKFLOWS
Configure your review and approval processes for grants, payments and impact reports with unlimited gates and branches. |
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ACCELERATED DUE DILIGENCECreate the to do list for you and your grantees and use built in Guidestar and OFAC integrations to get the latest insight. |
AUTOMATIC NOTIFICATIONS & ALERTSAutomatically notify your team, external reviewers and grantees when an application or payment status changes and when a task is due. |
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SELF SUFFICIENT GRANTEE PORTALOffer your grantees a self-service destination to submit their request and receive information on applications, payments and reports. |
DETAILED REPORTING & ANALYTICSSet up dashboards by role for fast-track access to the relevant data. Create reports, charts, and exports for analysis. |
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COMPLETE CRM
Store and share all your constituent information including org details, contacts, meeting notes and site visits. |
Reviewer portals, budgeting in multiple currencies, Conflict of Interest, management, and more...
