The latest Instrumentl features being released this summer include Calendar View, Improved deadline tracking, Salesforce Integration, and Consultant Plans. These new features will accelerate your prospecting and grant tracking process to save you time and apply for more grants.
Calendar View: See all your upcoming deadlines from your Tracker in a Calendar to keep your grant prospecting organized
Improved deadline tracking: Track multi-step grant applications easily by choosing Application Cycles, where you can set precise deadlines for each step of the application process
Salesforce Integration: Sync your Salesforce account with Instrumentl so you can stop rekeying data and spend more time winning grants
Consultant Plans: Manage multiple clients by creating profiles and assigning them to projects to keep your grant prospecting efficient
Here’s our 6-minute video recapping these new features. Details on each feature are also provided below the video.
1. Calendar View
Available for Plus, Pro, and Custom Plans
Say goodbye to transferring your upcoming deadlines from your Tracker to another calendar. With Calendar View, you can easily see all your upcoming deadlines in a calendar format, directly on Instrumentl.
Looking for an overall view of all upcoming deadlines? View your Calendar for the Master Tracker. Looking for upcoming deadlines related to a specific project? View your Calendar from within that project.
Filter by Specific Criteria
You can filter by project, task deadlines or submission deadlines to get the most relevant Calendar View for you.
Interactive Calendar Events
Click on deadlines in your Calendar to take you to the related funding opportunity. This way, you don’t have to spend time going back to your Tracker - it’s all in one place!
2. Improved Deadline Tracking
Available for All Plans
Track every grant opportunity more precisely with Application Cycles. Now users can set Submission Goals for each step of the application process. Grant applications with several steps are now treated as one unit.
Application Cycle Selection
When saving a grant opportunity to your Tracker, select the Application Cycle for which you’d like to apply for. Set Submission Goals for each step of the application process.
Multi-Step Applications Treated as a Unit
Grant applications requiring multiple steps, such as letter of inquiry (LOI) and full proposals, are now treated as one unit in your Tracker.
In-App Deadline Change Notifications
When a funder changes a deadline, Instrumentl will now notify you on your Tracker and Funding Opportunity modal. This way, you stay up to date on the grant application process.
Click to find the best grants for your nonprofit from 12,000+ active opportunities.