Instrumentl's Professional Plan includes all of the features on the Basic and Standard Plans, as well as: Personalized Support & Training, Salesforce/Raiser's Edge NXT/ Virtuous Integrations, Calendar Integration, Payments Tracking, Budget Spenddown, Custom Fields, Peer Prospecting, User Permissions, the Grant Performance Dashboard, and Instrumentl Apply — our AI grant writing tool.

From pre-award prospecting to to post-award management, you can do it all in Instrumentl! End-to-end, you'll continue to cut down your workload, refine your grants process, achieve exponential cohesion, redefine collaboration, and handle fundraising like a Pro.

Our Professional Plan ("Pro") makes it easier than ever before to streamline grants management. Save valuable time, customize your experience to your team's needs, and execute a cohesive grants strategy all in one place.

The Pro Plan includes 20 projects and 5 users at baseline.

PS: You can easily add more users for just $5/user/month!

There's even more in store on our Professional Plan:

Personalized Support & Training: Get the white glove experience with ongoing personalized support and trainings for your team. One of our dedicated experts will set up your Instrumentl fundraising efforts for success!

Integrate with Salesforce, Raiser's Edge NXT, or Virtuous: Keep either your Salesforce, Raiser's Edge NXT, or Virtuous account updated with the latest information and activity in Instrumentl with a one-way sync.

Calendar Integration: View your Instrumentl deadlines on your Apple, Outlook, or Google Calendar with this one-way sync.

Payments Tracking: Clearly monitor expected and received payments for awarded opportunities.

Budget Spenddown: Easily monitor spending and get a clear view of budget versus expenses.

Custom Fields: Clearly store and access vital data without having to clutter your Opportunity Notes! Capture & track grant and funder data specific to your organizational needs in a wide array of formats.

Peer Prospecting: Find your best-fit funders with the highest ROI potential and track your peers to see how you measure up.

User Permissions: Customize your Instrumentl workspace and maintain access control to collaborate securely with account users.

Grants Performance Dashboard: Easily visualize & track key metrics across your grants lifecycle in real time, from prospecting to historical win rate.

Instrumentl Apply (in Beta): 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 valuable time on proposals.

Let our team do the heavy lifting and troubleshoot for you. Receive exclusive personalized guidance, support, and trainings throughout your grants journey. Get the most out of your membership by regularly collaborating with your team's dedicated expert success manager to ensure your grant search is as successful as possible.

Stay in sync across platforms! Say goodbye to retyping data from Instrumentl, or exporting CSVs from reports into other CRMs. With our three integrations, you can seamlessly maintain your funder and opportunity records all in Instrumentl.

Note: You may choose one platform integration. It's not optimal to sync your account to multiple CRMs at this time.

Initially, you will have to configure the integration by mapping fields in Instrumentl to those corresponding fields in either Salesforce, Raiser's Edge NXT, or Virtuous. Beyond our step-by-step guides, We’ll even have a team member assist you on a live call to make sure that data mapping process goes smoothly!

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.

View all your deadlines in one place with Calendar Integration. This allows 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. For more information on Calendar Integration, click here.

Easily stay up to date on the expected and received payments for awarded opportunities! You can check out your payment statistics by fiscal year, funder type, and even more breakdowns as you track your payments. Click here to learn how Payments Tracking can simplify post-award management.

End-to-end pre-award and post-award management for all your grants in one place! Monitor your budget and quickly gauge whether your spending and fundraising is on track. Spenddown makes your budget easy to digest with visual insights to ensure your entire team is aligned financially.

Read more about Budget Spenddown here.

Streamline your data management by storing and organizing essential data tailored to your organization's needs. You’ll have the ability to create your own fields on opportunities and funders and make 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 cleanly capture this essential data in a variety of formats, including text, dropdown options, dates, monetary amounts, and more.

Read more about creating and tracking your own Custom Fields here.

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:

Discover a new realm of funder insights tailored to organizations like yours — find out more about the value of Peer Prospecting in our overview.

Note: Peer Prospecting is currently available on nonprofit plans only.

We've added even more ways to put the "management" in grants management! Customize your user roles & permissions, protect sensitive data, and connect with your clients:

Manage your team your way — learn how in our User Permissions guide.

Plan ahead, discover new funders, and strategize like never before. Track grant performance in real-time with clear visuals and high-level metrics:

Access digestible insights for your team at all stages:

Instrumentl's Grant Performance Dashboard makes it easier than ever to visualize historical data, gain actionable insights into your progress, and strengthen your grants strategy:

Note: The Grant Performance Dashboard is currently available on nonprofit plans only.

Craft winning proposals faster with AI-powered grant writing! Instrumentl Apply makes it simple for nonprofit organizations to draft quality applications in a fraction of the usual time. Our AI Apply grant writing tool can take your application from a blank page to a tailored draft in just 5 minutes.

Learn more in our Instrumentl Apply overview!

Note: This feature is in Beta and will continue to roll out to nonprofit users. AI Apply is currently not available on Consultant plans.

Considering going the Professional route? Be sure to look over our user-favorite Professional Plan highlights and real testimonials — Top 5 Reasons to Choose Pro.

Take a look at our pricing page here.

Ready to sign up for Instrumentl's Professional Plan? Get in touch with us and we'll set you up for success like a Pro!

Curious about the Professional Plan or its features? Just send us a message using the chat bubble when logged in, or email us at hello@instrumentl.com.