Grant consulting
Keep every client’s grant requirements and deadlines together.
Connect client organizations, funding opportunities, applications, supporting materials, and reporting obligations.
Start with this templateReview your template after signup. You choose when to apply it.
Made for your team
Independent grant writers and small consultancies serving several nonprofit clients.
Your first useful result
Bring a funding opportunity’s requirements and client notes to draft a submission checklist and identify missing information.
From setup to your first follow-up
- 01
Review the workspace
Preview the collections, fields, stages, and pages. Apply the template when it matches your process, or choose another.
- 02
Bring one real piece of work
Bring a funding opportunity’s requirements and client notes to draft a submission checklist and identify missing information.
- 03
Review a draft, then take the next step
Open the suggested workflow starter, supply its inputs, and review its output. You decide what to use and when to enable a workflow.
One workspace for the conversations around the work
Add your records, connect an inbox or calendar, and keep files and meeting notes close to the next action. Connections and communication features are configured separately. AI, transcription, calls, and texts use pay-as-you-go billing.
Set up grant consulting