What is the Professional Plan?

An in-depth review of the features included in the Professional Plan

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a week ago

The Instrumentl Professional Plan includes all of the features on the Basic and Standard Plans in addition to: Personalized Support & Training, Salesforce/Raiser's Edge NXT Integration, Calendar Integration, and Custom Fields. 20 projects and 5 users are included (additional users are $5/month/user)”.

Personalized Support & Training: Personalized support and training with one of our experts to set up your Instrumentl fundraising efforts for success.

Salesforce/Raiser's Edge NXT Integration: Keep your Salesforce/Raiser's Edge NXT account updated with the latest information and activity in Instrumentl with this 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.

Custom Fields: Clearly store and access vital data without having to clutter your notes.

Personalized Support & Training

Let our team do the heavy lifting and trouble-shoot for you. Receive exclusive, personalized support and training. Get the most out of your Instrumentl membership by regularly collaborating with an expert team member to ensure your grant search is as successful as possible.

Salesforce & Raiser's Edge NXT Integration

Stay in sync across platforms! Say goodbye to retyping data from Instrumentl, or exporting CSVs from reports into Salesforce/Raiser's Edge NXT. With our integration, you can seamlessly maintain your funder and opportunity records all in Instrumentl.

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

Once configured, any update made in your Tracker will automatically sync to Salesforce/Raiser's Edge NXT. Your Instrumentl Tracker can now become the single source of truth for all your grant work. For more information on Salesforce Integration, click here. For more information on Raiser's Edge NXT Integration, click here.

Calendar Integration

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 your Apple, Outlook, or Google Calendar.

Initially, you'll have to 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.

Payments Tracking

Easily stay up to date on the expected and received payments for awarded opportunities! Read more about Payments Tracking here.

Custom Fields

Streamline your data management by storing essential data such as priority status, internal IDs, and more! Previously if a specific Instrumentl field did not exist for a piece of data, you'd store this information in your notes section. Now you can create custom fields to cleanly capture this essential data. Read more about Custom Fields here.

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

Have more questions about the Professional Plan? Feel free to send us a message using the chat bubble or email us at [email protected].

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