From the first lead to the final report - track every funding opportunity, assign the right tasks to the right people, log every conversation, and get reminded before every deadline. All within your Givingtech CRM.
Every grant, donor major gift, or institutional funding opportunity your organization is pursuing - tracked from first contact to final decision. No more spreadsheets, no more "who was following up on that?" moments.
An opportunity doesn't fund itself. Behind every successful grant application is a chain of tasks - writing, reviewing, signing, submitting. Tasks let you map out exactly what needs to happen, who's responsible, and when.
A task is something you plan to do. An activity is something you already did. Logging activities gives your team a permanent, searchable history of every phone call, meeting, email, and note - so no context is ever lost when team members change.
Grant deadlines don't wait. A reminder is different from a task - it's a proactive nudge that goes out by email or SMS to whoever needs to act, exactly when they need to act. Set it once and forget it. Your team won't forget the deadline.
Your Givingtech account includes full opportunity management - pipeline tracking, tasks, activity logs, and reminders - at no extra cost. It's already waiting for you.