The Advanced Plan includes all features available on our Professional Plan — plus expanded capacity, enhanced collaboration controls for Consultants, and enterprise-level capabilities for growing teams.
From pre-award prospecting to post-award management, Advanced empowers larger teams and consulting firms to operate efficiently, securely, and collaboratively — all in one place.
Plan Overview
The Advanced Plan takes the Pro Plan to the next level, with increased capacity and additional access controls for teams that need more flexibility and scale.
The Advanced Plan includes:
User roles and access controls: Beginning on the Advanced Plan, Consultants can take advantage of User Permissions, allowing you to enable clients access to their specific projects in your Tracker, so you can collaborate through task assignments ("can you check out this grant I just found?"), note sharing, status updates (immediately move the status to Planned when vetted!), essentially giving them their own Instrumentl access.
40 Projects: Gives you more flexibility to set up specific grant searches, whether it be for new clients or breaking down one client into more specific searches for their different program areas.
10 core user seats: but you can always add more for just $5/user per month ($60/user per year).
Collaborator Access: 20 external Collaborator seats included!
Exclusive Features
The Advanced Plan offers everything on the Professional Plan plus additional capabilities designed for larger teams (see our Plan page for a feature breakdown).
Advanced-exclusive features include:
For Nonprofits:
SSO (Single sign-on)
API access
PDF Report Logo Customization
For Consultants:
SSO (Single sign-on)
API access
User roles & permissions
PDF Report Logo Customization
Feature Details
Single sign-on (SSO)
Enable secure access to Instrumentl through your organization’s authentication system. SSO simplifies login management while strengthening security and compliance across larger teams.
Learn more in our SSO Guide.
API Integration
Leverage Instrumentl’s API to connect grant data with your internal systems. Build custom dashboards, automate workflows, and streamline reporting processes.
Learn more in our API Integration.
Consultants: User Permissions
User Permissions are available to Consultants beginning on the Advanced Plan. This feature allows you to manage access control and team roles by granting clients visibility into only their specific projects.
Collaborate through shared tasks, notes, and status updates — while maintaining complete separation across client workspaces
Find out how you can unleash the benefits in our User Permissions article.
PDF Report Logos
Add your organization’s logo to exported PDF reports for a more polished, branded presentation when sharing updates with clients, leadership, or board members.
Contact Us 
If you'd like to learn more about the Advanced Plan, we're here to help! Simply send us a message via the chat bubble when logged into your account, or email us at hello@instrumentl.com.