Getting started

Learn about Instrumentl and the plans we offer

21 articles in this collection
Written by Katharine Corriveau, Amélie Heurteux, and Rebecca Benson

What is Instrumentl?

Instrumentl summary

Get a quick virtual tour of Instrumentl!

Written by Katharine Corriveau
Updated over a week ago

What makes Instrumentl different?

Learn about what makes Instrumentl the best grant prospecting and tracking tool on the market

Written by Katharine Corriveau
Updated over a week ago

Video tutorials

Instrumentl video tutorial / full demo

Learn key features, tips and tricks so you can make the most out of your Instrumentl account!

Written by Amélie Heurteux
Updated over a week ago

Video tutorial #1: Navigating your matches & saving a funding opportunity to your Tracker

How to sort & filter your Matches, and customize a grant's details when saving it to your Tracker

Written by Amélie Heurteux
Updated over a week ago

Learn more about grant writing

Check out our free workshops, blog and Youtube channel

Written by Rebecca Benson
Updated over a week ago

Want more training?

Register for our weekly Customer Kickoff sessions

Written by Rebecca Benson
Updated over a week ago

Basic Plan

What is the Basic Plan?

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

Written by Rebecca Benson
Updated over a week ago

Standard Plan

What is the Standard Plan?

An in depth review of features included in the Standard Plan

Written by Amélie Heurteux
Updated over a week ago

Advanced Funder Insights

Learn about the rich data analysis Instrumentl provides on funders

Written by Rebecca Benson
Updated over a week ago

Foundation Discovery (in Beta)

Learn about how Instrumentl will match you to private foundations

Written by Rebecca Benson
Updated over a week ago

Recipient profiles / Reverse search

Learn about how you can reverse search a nonprofit similar to yours to find their funders

Written by Rebecca Benson
Updated over a week ago

Standard Plan FAQ

Learn about our most commonly asked questions on the Standard Plan

Written by Amélie Heurteux
Updated over a week ago

Professional Plan

What is the Professional Plan?

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

Written by Rebecca Benson
Updated over a week ago

Salesforce Integration

Learn about the new Salesforce Integration feature and how it helps you sync information & save time.

Written by Rebecca Benson
Updated over a week ago

Calendar Integration

This one-way sync allows you to view Instrumentl deadlines on your Apple, Outlook, or Google Calendar.

Written by Rebecca Benson
Updated over a week ago

How to set up your Salesforce Integration

Learn step-by-step how to enable Salesforce Integration to seamlessly sync your grant-tracking information.

Written by Rebecca Benson
Updated over a week ago

How to set up your Google Calendar Integration

Step by step guide on how to sync your Instrumentl Calendar to Google Calendar.

Written by Rebecca Benson
Updated over a week ago

How to set up your Apple Calendar Integration

Step by step guide on how to sync your Instrumentl Calendar to Apple Calendar.

Written by Rebecca Benson
Updated over a week ago

How to set up your Outlook Calendar Integration

Step by step guide on how to sync your Instrumentl Calendar to Outlook Calendar.

Written by Rebecca Benson
Updated over a week ago

Consultant Plans

What are Consultant Plans?

A plan designed for consultants to manage multiple clients within Instrumentl.

Written by Rebecca Benson
Updated over a week ago

Consultant Plans: Onboarding tips

How to ensure your Client Profiles are set up correctly on the Consultant Plan

Written by Amélie Heurteux
Updated over a week ago