The Instrumentl Basic Plan is our introductory plan for nonprofits and consultants. It's best-suited 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 four types of 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 compare and learn more about the plans we offer, check out our plan page, or get in-depth info on specific plans in our dedicated plan 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 a funder changes a deadline, we’ll notify you both in the platform and by email so you're always up to date.

You can learn more about managing your application cycle by staying organized with Instrumentl's date fields.

Nonprofit plans will create an "Organization Profile" for tailored match results based on precise location(s) and custom fiscal year options. Consultant Plans will instead use "Client Profiles" to match to clients.

Nonprofits & other institutions will create an Organization Profile when initially setting up their Instrumentl account. Identify where your organization is registered and set your organization’s fiscal year.

If you have a Consultant plan, you'll create Client Profiles instead of an Organization Profile.

These function as separate profiles for each of your clients to keep you organized across project spaces and ensure your clients receive the best results. When you tie client projects to their respective client profile, the matches are tailored based on the respective client's location details.

Paying consultant accounts can also set up a one-way link to connect their account to clients with their own Instrumentl subscriptions! Toggle between accounts to seamlessly switch between clients, access their projects and work on them directly.

This eliminates the need for multiple logins and increases collaborative ease and visibility. Your clients will not have access to your account's sensitive client data, but you can jump into a linked client's own projects at any time to work on them.

Next, you'll specify various criteria about the project(s) your organization is working on. These include details such as the project name, applicant type, locations, Fields of Work (keywords relating to comprehensive program topics), preferred grant size, funders, funding use, etc.

Once you've completed a project's setup, Instrumentl will continuously smart match your organization’s project(s) to good fit, active funding opportunities. You’ll get weekly email notifications that identify new matches to keep you up to date on your grant search.

Even on your days off, Instrumentl is always on and working for you. Our system will continue to grab new opportunities from our comprehensive database to provide you with tailored, standout grant matches. Save yourself from countless hours of sifting through generic grants, and instead opt for a streamlined vetting process so you can focus on what matters.

View a funder's profile to reveal key information about their historical and present operations, giving you a thorough understanding of their overall status.

Access details on giving to past grantees and the specific grant programs they host, including current opportunity deadlines & cycles. Foundation Profiles also include contact information & EINs, financial statistics, and direct links to their 990 forms.

Learn more about funder pages and basic 990 insights here.

Your grant work lives here. Using the Grant Tracker, you can add opportunities from Instrumentl’s comprehensive database as well as your own custom grants to keep them all in one place.

Organize grants by year, application stage, and project. Update the status of your submissions as you keep track of your progress and record funder responses.

Each project space has its own designated Tracker, allowing you to organize your saved grants and tailored grant matches across different programs and clients with unique needs. You'll also have the "All Projects Tracker" view of all all your opportunities.

For more information about the Tracker's features & functionality, 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.

Get the inside scoop on all our grant-related email alerts here.

Keep your team on track with tasks. Create tasks for your custom milestones, such as reporting deadlines or draft due dates and assign these tasks to team members.

Assignees will be notified when their task due dates are approaching. Never miss out on an opportunity! For more information about tasks, click here.

Easily store, organize, and access any grant documents in Instrumentl's Document Library. Consolidate and reference fundamental files with teammates as you collaborate and build your resource base together. For more information on using the Document Library, click here.

Export your saved grants pipeline into various CSV/Excel files; create visually appealing 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, including formats & fields, visit our dedicated article for Instrumentl Reports.

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.