A platform that gives no detail about where it stops isn’t software you can trust with a funder relationship. This connects grant research, scoring, drafting, application preparation, and donor and corporate-giving outreach as one system — but a person approves every draft and every application before anything reaches a funder, a donor, or a contact, and each stage has its own setting, off until an owner or admin turns it on.
Not a mockup — the live agent settings screen for a real organization account, captured from a running instance of the application.
The full breakdown of every gate — the exact risk-score threshold, what triggers a verification pause, and how a draft actually gets approved — lives on the Human-in-the-Loop AI page, not repeated here.
Grant fundraising and donor/corporate-giving outreach share an organization profile but run as genuinely separate systems underneath — there isn’t one unified activity feed across both yet.
Turning on every stage produces more work for a reviewer, not less work overall — the approval queues fill faster, they don’t disappear. Nightly caps bound the volume; they don’t remove the review step.
Run the free Funding Potential Scan first, a short, no-signup check of the kind of funding your organization is likely to qualify for.
A full walkthrough covers every lane and every stage setting, so you decide what to turn on and when.