The Instrumentl Basic Plan is our introductory plan for nonprofits and consultants. It's especially useful for organizations just getting started with grant management.

The Basic Plan includes: Application Cycles, Smart Grant Matching, Foundation Profiles, Project Grant Trackers, Automatic Deadline Reminders, Tasks, the Document Library, and downloadable reports.

Our Basic Plan allows for 5 projects and 3 user slots at baseline.

Note: you can easily add more users for just $5/month/user!

If you'd like to learn more about the plans we offer, check out our plan page, or get in-depth info on specific plans in our dedicated articles catalog.

Application Cycles: Simplify deadline tracking by choosing an Application Cycle. Applications with multiple steps, such as a letter of inquiry (LOI) & full proposal, are treated as one unit.

Smart Grant Matching: Tell us about your organization and current project(s) to see active funding opportunities that match. Now, the opportunities come to you!

Foundation Profiles: Access rich foundation profiles with links to Form 990s, specific grant programs and deadlines to learn about the funders.

Grant Tracking: Use our Tracker to access all of your funding opportunities in one place. Organize, sort, filter, and track all saved funding opportunities by project, year, application stage, and more!

Automatic Deadline Reminders: Instrumentl's intelligent deadline system magically stays up-to-date. Get weekly emails with all your upcoming deadlines and funder deadline changes.

Tasks: Create tasks for your custom milestones, such as reporting deadlines or draft due dates, to keep you and your team on track.

Document Library: Keep all your grant documents stored, organized, and easily accessible in one place so your team has a main repository.

CSV & PDF Reports: Export your saved grants pipeline into an easy-to-read PDF or CSV to present your progress and results! Turn your tracker into a spreadsheet you can sort, filter, and analyze.

Learn more about these capabilities below!

Simplify deadline tracking with Application Cycles. Select the cycle you’re targeting, which could include multiple steps such as a letter of inquiry (LOI) & full-proposal. If the funder changes a deadline, we’ll notify you both in the platform and by email so you're always up to date. For more information about Application Cycles, click here.

When you first set up your Instrumentl account, you will create an organization profile to identify where your organization is registered and set your organization’s fiscal year.

Next, you will tell us about the project(s) your organization is working on. You will input details such as the project name, applicant type, location, field of work, preferred grant size, etc.

Once this information is inputted, Instrumentl will match your organization’s project(s) to active funding opportunities. You’ll even get weekly email notifications that identify new matches to keep you up to date on your grant search.

See a funder’s profile to learn about their past giving history. Access information such as other funding opportunities they host, contact information, financial statistics, past grantees, and direct links to their 990 forms!

Keep track of your funding opportunities in one place. Add opportunities from Instrumentl’s large database as well as opportunities found elsewhere. Organize your submission requests by year, application stage, and project. Update the status on submissions as you make progress and hear funder responses. For more information about the Grant Tracker, click here.

You’ll never miss a deadline with Instrumentl’s Automatic Deadline Reminders. We’ll email you when a deadline for a saved opportunity on your tracker is approaching or when a funder changes their deadline.

Keep your team on track. Create tasks for your custom milestones, such as reporting deadlines or draft due dates and assign these tasks to team members. Collaborators will be notified when their task due dates are approaching so you’ll never miss out on an opportunity. For more information about tasks, click here.

Easily store all your grant documents in Instrumentl's Document Library. Consolidate and reference fundamental files by keeping all your documents together in one place. For more information about the Document Library, click here.

Export your saved grants pipeline into a CSV/Excel file; you may also create easy-to-read Opportunity Report PDFs! Quickly create and customize reports using data straight from your tracker, choosing the specific projects, statuses, and date ranges you'd like to include. On the Basic Plan, you can create:

For more information on available reports and formats, review our dedicated Instrumentl Reports article.

Ready to sign up for our Basic Plan? Check out our pricing page here.

Interested in learning about the next plan tier? Find out more about our Standard Plan!

If you have any questions about the Basic 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.