Separate your projects and stay organized. Projects are like your workspaces that contain two components: saved searches and saved grants. Projects typically map to ongoing program areas at an organization. Each week, you'll get an email with new matching opportunities for your projects.
Easily divide ownership within your team, regardless of how big it is. Use Instrumentl as an up-to-date, single source of truth when collaborating on grants in your organization. By default, each account has an owner and three users, but you can easily invite more if needed.
If you're an independent consultant, you can easily manage clients from within your account using Client Profiles. You’ll receive better location matches, and your tracker and reports will reflect your client’s fiscal year. Not only that, but you can switch between your clients without juggling multiple logins.
For every grant in your tracker, select an owner to clarify who is responsible for leading the opportunity. You can easily create tasks for your custom milestones, such as reporting deadlines or draft due dates, to keep you and your team on track.
Are your documents scattered across multiple Google Drive folders and it's challenging for you to manage access? With Instrumentl's Document Library, you can keep all your grant documents stored, organized, and easily accessible in one place so your team has a single source of truth.
Automatically get weekly emails with all your upcoming deadlines. Receive e-mail notifications when funders update the priority or deadline of any opportunity you have saved. Your team will never miss another grant opportunity or their task reminder again.
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Multiple project fields keep me organized and I can easily drill down to see where we’re at with different portfolios. For instance, we’ve got a new initiative that recognizes the original Boise Valley people, the indigenous people. We’ve got a whole portfolio specific to that, and so it’s easy for me to keep track of possible funding opportunities specific to that project .- Dan Prinzing, Project Manager on the construction of the new Wassmuth Center for Human Rights
