Grow your grant revenue with Instrumentl's Pre-Award Plan! This plan builds on what's offered in our Discover Plan, with enhanced prospecting tools, customizable tracking capabilities and more versatile collaboration. The Pre-Award Plan unlocks features across more stages of the grant lifecycle, such as AI-powered grant writing and award review!
Plan overview
Instrumentl's Pre-Award Plan includes 5 Core Users, 10 Collaborators and 40 projects by default.
Features at a glance
The Pre-Award Plan includes all the features offered on the Discover Plan, as well as those listed below. Click on the hyperlinked feature to jump ahead to the corresponding section.
Peer Prospecting: Find your best-fit funders with the highest ROI potential and track your peers to see how you measure up.
Custom Fields: Capture & track grant and funder data specific to your organizational needs in a wide array of formats.
CRM integrations: Keep your Salesforce, Raiser's Edge NXT, or Virtuous account up to date with the latest information and activity in Instrumentl via a one-way sync.
Calendar integrations: View your Instrumentl deadlines on your Apple, Outlook, or Google Calendar with this one-way sync.
Apply — AI-powered grant writing: Start all your grant applications within Instrumentl. Our sought-after AI-powered grant-writing tool uses your documents to automatically train our AI and save you valuable time on proposals.
Award Assistant: Automatically extract key reporting data and generate tasks from grant agreements, simplifying post-award compliance. Our AI-powered award review tool does the heavy lifting for you!
Budget parsing: Upload your budget, and Instrumentl does the rest, converting it into an interactive breakdown in seconds so you can organize your award funds exactly how you want.
Payments tracking: Clearly monitor expected and received payments from the funders of your awarded grants.
Grant Performance Dashboard: Easily visualize & track key metrics across your grants lifecycle in real time, from prospecting to historical win rate.
Project Members: Customize your Instrumentl workspace and maintain access control to collaborate securely with account users.
Collaborator access: Expand your grants team & outreach with an external user space! Keep everyone aligned with the grants process by assigning tasks & sharing updates with external teammates directly via email or calendar invites—no login required.
Consultants Plans
The following features are not available on the Consultant Pre-Award Plan:
Project Members: Consultants can grant account users project-level access as a starting point on the Full Lifecycle Plan. Add a client as a project member to collaborate only on their projects without compromising the integrity of your other clients' data.
Peer Prospecting is available only on Nonprofit Plans. This feature uses EINs for comparison, which is incompatible with how consultant accounts are configured to have multiple client profiles.
Peer Prospecting
Narrow down matches and discover new funders who already support organizations like yours, giving you a competitive edge in finding aligned opportunities. Peer Prospecting takes Recipient Profiles to the next level with advanced funder matching and Funding History:
Identify, track, and evaluate peers and their funders
Delve deeper into historical fundraising
Gain a rich understanding of critical funder-recipient relationships
Craft an informed & tailored long-term grants strategy using superior insights!
Peer Prospecting is currently unavailable on all Consultant Plans.
Custom Fields
Streamline your data management by storing and organizing data that fits your organization's needs. Custom Fields allow you to create your own data categories for opportunities and funders, making tracking even easier. Add fields like priority status, probability of winning, private notes, renewals, restrictions, internal ID, and beyond!
Generally, if a specific Instrumentl field does not exist for a piece of data, you'd store this information in your notes section. Custom Fields supports a variety of formats, including text, dropdown options, dates, monetary amounts, and more.
CRM integrations
Stay in sync across platforms! Say goodbye to retyping data from Instrumentl or exporting CSVs from reports into other CRMs. With our three CRM integrations (Salesforce, Raiser's Edge NXT and Virtuous), you can seamlessly maintain your funder and opportunity records all in Instrumentl.
Note: To keep your account clean and manageable, we suggest not syncing it to multiple CRMs at this time.
Initially, you will need to configure the integration by mapping Instrumentl fields to the corresponding fields in Salesforce, Raiser's Edge NXT, or Virtuous. Once configured, updates made in your Tracker will automatically sync to your Salesforce, Raiser's Edge NXT, or Virtuous account. Your Instrumentl Tracker can now become the single source of truth for all your grant work.
Salesforce
Learn how to set up your Salesforce integration here.
Raiser's Edge NXT
Reference our Raiser's Edge NXT integration setup guide here. For instructions and information on mapping fields to RENXT, click here.
Virtuous
Reference our Virtuous integration setup guide here. For instructions and information on mapping fields to Virtuous, click here.
Calendar integrations
View all your deadlines in one place with Calendar integration. This allows you to view your Instrumentl Task Deadlines, Submission Goals, Submission Dates, and Funder Deadlines on either your Apple, Outlook, or Google Calendar.
Initially, you'll configure Calendar Integration by syncing your Instrumentl Calendar to your external calendar. Then, any changes made on Instrumentl will be reflected on your external calendar. Calendar Integrations are available on any web calendar that uses the iCal format.
Apply: AI-powered grant writing
Craft winning proposals faster with AI-powered grant writing! Instrumentl Apply makes it simple for nonprofits and consultants to draft quality applications in a fraction of the usual time. Featuring Application Forms and Advisor, our AI Apply tool can take your application from a blank page to a tailored draft without compromising your mission.
Get funder-aligned suggestions in your own voice with AI-generated Answer Snippets. Apply uses the best parts of your past applications and tailored suggestions to help you expand the possibilities for proposals.
Get funder-aligned suggestions in your own voice with AI-generated Answer Snippets. Apply uses the best parts of your past applications and tailored suggestions to help you expand the possibilities for proposals.
Apply uses only your documents to generate Answer Snippets. Others' applications and documents will not be sourced, nor will your documents or responses be shared with others. The Advisor is not "trained" from your Application Forms to inform how it works with other users — all your application data and ideas stay safe with you.
Award Assistant
Instrumentl's AI Award Assistant analyzes award documents, extracts key reporting requirements, deadlines, and compliance details, and generates reporting tasks from them.
Information is instantly populated in Instrumentl and can be cross-checked against generated citations. You'll be able to download summaries and share the details with non-Instrumentl stakeholders as well!
By automatically identifying deadlines, compliance requirements, and other key details from even the most complex documents, this AI tool streamlines post-award management while ensuring nothing falls through the cracks.
Budget parsing
Drag and drop budget imports into your awarded opportunities' 'Financials' tab to parse your budget within Instrumentl.
You can manually modify your budget at any time, including creating a new budget from scratch.
Payments tracking
Simplify your post-award management with Payments tracking. Easily stay up to date on the expected and received payments for awarded opportunities. You can check your payment statistics by fiscal year, funder type, and additional breakdowns as you track your payments.
Grant Performance Dashboard
Access digestible insights for your team and clients at all stages with Instrumentl's Grant Performance Dashboard. Plan ahead, discover new funders, and strategize like never before. Track grant performance in real-time with clear visuals and high-level metrics:
Keep your team aligned on fundraising goals
Quickly share impact with leadership
Spend less time on reporting and more time advancing your mission with confidence
Consultants can track their clients' performance!
This native dashboard makes it easier to visualize historical data, track your progress and strengthen your grants strategy.
Project Members
We've added even more ways to put the "management" in grants management! Customize your Core User's access to projects with the Project Member role. This allows you to manage user permissions and protect sensitive data.
Enhance team collaboration with clear roles and responsibilities, ensuring smooth project management by giving the right users access to the information they need most.
Choose which projects users can access.
Read more about user roles and permissions here.
The Project Member role for Core Users is unavailable to consultants on the Pre-Award Plan.
This feature is available to consultants starting on the Full Lifecycle Plan.
Collaborator access
In addition to the Core Users on the team, the Pre-Award Plan includes 10 Collaborator user seats. Collaborator access allows you to streamline your grants work end-to-end by assigning tasks to external stakeholders.
Individuals from your finance team, clients, and more can easily receive & complete Tasks, organize their assigned task deadlines with a one-click calendar integration link, and mark them as complete—all without ever needing to learn or use Instrumentl's platform.
Collaborators will receive your task assignments & document attachments via email, and all additional correspondence can continue in the same email thread. Your Collaborators can simply click Mark Complete directly within the email, keeping work efficient & organized for everyone!
Interested in learning about our accounting integrations, budget spenddown expense tracking and more? Check out our Full Lifecycle Plan!
Contact us 
Have questions about the Pre-Award Plan or its features? Just send us a message when logged in, or email us at hello@instrumentl.com, and our friendly Support team will get back to you shortly.