With Instrumentl’s Summer ‘22 launch, we added four new features to our grant prospecting, tracking and management tools to help you save more time and apply for more grants. These features are: Calendar View, Application Cycles, Salesforce Integration, and Consultant Plans.
1. Calendar View
Available for Standard, Pro and Custom Plans
Turn your Tracker into a Calendar in just one click. View what’s coming up next for just yourself or for the whole team in our new Calendar View. Read more about it here.
2. Application Cycles
Available for All Plans
Track multi-step grant applications even more easily with Application Cycles. Now you can set precise deadline tracking for grant opportunities requiring letters of inquiry (LOIs) and full proposals. Stay up to date when funder deadlines change with in-app notifications. Read more about it here.
3. Salesforce Integration
Available for Pro and Custom Plans
Stay in sync with Salesforce and stop duplicating work with our new Salesforce Integration. You can now seamlessly maintain your funder and opportunity records without leaving Instrumentl. Read more about it here.
4. Consultant Plans
Available for all Plans
Managing multiple clients just got easier. Create client profiles and assign them to projects to keep your grant-tracking organized and efficient.
Access clients with their own subscription seamlessly now without having to use a separate login. Read more about it here.
Check out this recording of our Summer Launch event to learn more!
Feel free to reach out if you have any questions about how to use these new features! Just use the chat bubble when you're logged in, or email us at [email protected].