Introducing Instrumentl’s Summer 2022 Release
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.
Project View
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.
3. Salesforce Integration
Available for Pro and Custom Plans
Stay in sync and stop rekeying data with our new Salesforce Integration. Once enabled, you can link a funding opportunity from Instrumentl to Salesforce with just a few clicks of a button.
Map Data Between Instrumentl and Salesforce
Seamlessly sync your Salesforce Account to Instrumentl by mapping the data between the two platforms.
Link Funding Opportunities to Salesforce
Sync funding opportunities from your Tracker to Salesforce with just a few clicks. Once configured, any update you make in your Tracker will automatically sync to Salesforce.
4. Consultant Plans
Managing multiple clients just got easier. Consultants can create Client Profiles and assign them to specific projects to keep their grant-tracking organized and efficient.
Create Client Profiles
Consultants can create separate profiles for clients, each with their own location and fiscal year, to keep grant prospecting and tracking organized.
These new features will accelerate your prospecting and grant tracking process to save you time and apply for more grants.
Questions or feedback on these new features? Send us a chat using the chat bubble when logged in, or email us at [email protected]
Link Clients to Projects
Keep your Tracker organized by linking each project to the corresponding Client Profile.
Toggle Between Projects in Client Accounts
When working with nonprofits who have their own Instrumentl accounts, consultants can access projects in their clients’ accounts without using a separate login.
Instrumentl will continue improving - this is just the beginning!
To upgrade your account, log in to Instrumentl and navigate to www.instrumentl.com/pricing.
Questions or feedback on our release? Send us a chat when you're logged in, or email us [email protected].
