Pledge and Grant Management

Robust Grant Management

Quickly review a pipeline of your grants. Sort by Grant Date, and Status. There is a workflow for approving/rejecting grants that pushes the grant to the appropriate stage. Create your own fields to track on the grant application: LOI due date, restricted? budget, etc. Upload all relevant documents so your applications are in one place.

Scheduled Payments

Generate payment schedule frequency for your grants in months, quarters, years. Allocate monies to specific programs and input amounts for any vendor or sub-contractor payments. Create tasks to schedule next steps and reminder notifications for Grant specific interactions.

Robust Pledge Managment

Upgrade / Downgrade History

Automate Acknowledgement Process

Customizable Schedules