Platform · Pipeline and CRM

Every funder, application and deadline in one place.

See what stage every opportunity is in, who owns it, what is due next and what happened last time with the same funder.

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The pipeline

Twelve stages, start to renewal.

Move an application and the move is logged, so you can always see how it got here.

Find
  1. 01Discovered
  2. 02Eligibility review
  3. 03Qualified
Prepare
  1. 04Drafting
  2. 05Awaiting documents
  3. 06Ready for review
Submit
  1. 07Submitted
  2. 08Follow-up due
  3. 09Awarded
  4. 10Denied
After award
  1. 11Reporting required
  2. 12Renewal opportunity
Pipeline · FY2027
Press Move, or drag a card to any stage.
Sample data
Stage history2 moves logged

Every move adds a row: who, what, from and to.

    Deadlines

    One calendar for every deadline.

    Applications, reporting dates, renewals and document expirations in a calendar, week or list view. Sync it to Google Calendar.

    ApplicationReportDocument expiry
    December 2026
    8 deadlines this month
    Google Calendar syncSample data

    Funder records

    Know your funders.

    Keep funder and contact records, notes and past submissions together. Import your existing list from a spreadsheet.

    Hill Country Fund
    Family stability · Texas
    Sample record
    Contact
    [Name], program officer
    Owner
    MRM. Reyes
    History with this funder
    1. 2026 · NovApplication in Drafting$75,000 · due Dec 12
    2. 2025 · JunFinal report submittedNote: program officer asked for outcomes by campus
    3. 2024 · SepAwarded $50,000Renewal opportunity noted for 2026
    4. 2024 · MaySubmitted · letter of inquiryInvited to full proposal
    Import fundersSample data
    funders.csv · 5 rows Drag the sample file here, or
    FunderContactFocusOwner
    No funders imported yet.
    Columns are matched to funder fields before anything is saved.

    Compliance

    After the award.

    Reporting requirements and renewals sit in a compliance view next to the grant they belong to, so a report date is never an orphan.

    Brazos Valley Giving · Awarded $60,000
    Grant year Jan to Dec 2027 · owner J. Tran
    Sample data
    JanFebMarAprMayJunJulAugSepOctNovDec Renewal window Awarded Today Interim report · Jun 30 Final report · Dec 15
    Next report
    Jun 30
    Interim report · 3 weeks away
    Final report
    Dec 15
    Outcomes and spending
    Renewal
    Nov
    Renewal opportunity stage
    Stage
    Reporting required
    Same record, same pipeline

    Outreach

    Outreach that stays on record.

    Write, schedule and track email outreach to funders and donors from the same place. Daily sending limits depend on your plan.

    Sequence
    Year-end donor thank-you
    Sample data
    Step 1 · Thank you for your 2026 giftSent Dec 2 · 46 recipients
    Sent
    Step 2 · What your gift made possibleScheduled Dec 16 · 9:00
    Scheduled
    Step 3 · Invitation to the spring updateDraft
    Draft
    Sent today46 / plan limit
    On the funder record
    Gulf Coast Family Fdn.
    Email · Step 1 sent Dec 2 · logged

    Alerts

    Alerts that match how you work.

    Choose which alerts you get and how. Open the daily action list to see what needs attention.

    Sample view
    AlertIn-appEmail
    Daily action list5 items
    Thursday, Dec 10

      Your team

      Your team.

      Each application has an owner. Everyone on your plan's team seats sees the same pipeline.

      Each application has an owner

      MRHill Country FundDrafting
      JTGulf Coast Family Fdn.Ready for review
      ALState supportive servicesAwaiting documents
      Sample data

      The same pipeline for everyone

      Everyone on your plan's team seats sees the same pipeline.

      MRJTAL+

      Every move on record

      Move an application and the move is logged, so you can always see how it got here.

      Dec 9 · 14:05
      JT moved Gulf Coast Family Fdn. Drafting → Ready for review

      Who does what

      Agents feed it. You run it.

      Research and scoring agents add and rank opportunities. You decide which move forward, and you move the stages.

      Research and scoring agents
      • Add new opportunities to Discovered
      • Score and rank them
      Coastal Bend Community Fdn.
      Added to Discovered      Score 84 · sample
      You
      • Decide which move forward
      • Move the stages
      Does the pipeline change stages by itself? You move stages.

      Questions

      Straight answers about the pipeline.

      Does the pipeline change stages by itself?

      You move stages. Agents can add new opportunities and scores.

      Can more than one person work on an application?

      Each application has an owner, and your whole team can see it.

      Can we track funders we have not applied to yet?

      Yes. Create a funder record any time.

      What happens after an award?

      It appears in the compliance view with reporting dates and renewals.

      Can we import our current list?

      Yes, funders and contacts can be imported from a spreadsheet.

      Can we export?

      You can export the funding summary report as a spreadsheet. Ask us about other exports.

      One pipeline for the whole team.

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      This weekSample view
      MRHill Country FundDue Dec 12
      JTBoard insurance certificateExpires Dec 15