Pricing: Contact
Overview
Never miss a grant deadline or lose track of an opportunity again.
Achieve full grant pipeline visibility from opportunity identification to outcome — make the shift from spreadsheet chaos to clear roadmap. Manage application dates, stakeholders, and task deadlines. Get expense category codes that flow to finance for easy evidence and swift reporting.
Key Features
- Gain full pipeline visibility from grant opportunity to tracking application outcome
- Generate list of potential grants with integrated eligibility checks
- Manage application dates, stakeholders, and activity assignment with ease
- See all related correspondence and activity for any contact in your CRM through Outlook integration
- Link task management to systems like Microsoft To Do
- Flow expense category codes (such as HR, marketing) directly to your finance system for expenditure evidence and reporting
- Record and track roles for both internal sponsors and external referees supporting the application process
- Report on grant application outcome — with reason codes for rejections
Compatibility
Requires Dynamics 365 CRM. Integrates directly with Outlook for correspondence tracking. Task management flows into Microsoft To Do and Outlook. Potential integrations into Business Central or other finance system.