Instrumentl Features

Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.

Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.

Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Customize contracts and forms to collect specific information

Provides a channel for team members to share media files, communicate, and work together

Ratings/Reviews

Review and analyze existing information across documents

Specify or track the date/time a project, task, etc., is due for completion

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Store, manage, and track all electronic documents in a centralized location

Track and manage the status of grant applications

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Manages payment schedules for awarded grants.

Tracks grant budgets to ensure expenditures are not exceeding established limits.

Generates email alerts for grantees as funds are awarded and disbursed.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate reports to assess the financial performance of an organization

Searches for open RFP opportunities based on grantseekers' identified focus areas and location.

Stores and auto-populates common answers for standard application questions.

Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.

Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Store, manage and track all forms in a centralized location

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Configure existing workflows to meet your organization's needs

Import and export data to and from software applications

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Reminders sent via email

A record of all activities within the system, including user access, changes made, etc.

Observe and track the demand, usage, progress or quality of a system, product, or user

Timed notification for any upcoming task, deadline, appointment, or activity

Organize and group data or items based on various criteria

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software designed for grantseekers

Automatically search funding sources and alert uses when grant opportunities arise

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Track sent and received payments, invoices, and bills.

Application programming interface that allows for integration with other systems/databases

Customize data fields to support various needs and use cases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Tailored or customizable questions for more targeted and relevant data collection

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Software designed for grantmakers

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

Track the status over time for a request, process, asset, or transaction

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

Manage the process of evaluating documents or requests submitted for approval