Go
Pro
Enterprise
Product Plans*
Includes 6 users, up to 20
Includes 8 users, up to 50
Contact Sales
Dashboards
Payments Dashboard
Approvals Dashboard
Requirements Dashboard
Scenario Planning
Grantee Portal
Grantee Portal
Grantee Portal Intake Dashboard
Invited Grant Applications
Application and Report Notification Reminders
Unlimited Grantee User Accounts
Grantee Reports Submissions
Grant and Payment Details
Unsolicited Grant Applications/Campaigns
Add-on
In-form Comments/Discussions
Organization Bank Account Information Management
Customized Organization Budgets
Grantee-initiated Form Submissions
Add-on
Intake Form Submissions
Up to 250
Up to 500
Up to 750
Branching Logic in Intake Forms
Organizations
Tax Status Verification
Grantee 360
Organization Financials
Organization Bank Account Information Management (for Electronic Payment)
Organization Financial Health
Grants/Requests
Required Codes for Approval
Grant Renewals
Matching Gifts
Customized Project Budgets
Docket Management
Required Fields Checklist
Multi-Currency Requests and Payments
Amendments Tool
Expenditure Responsibility Management
Direct Charitable Activities
Add-on
Regranting Tracker
Delegated Authority for Internal Approvals
Contacts and CRM
Contact Management
Interactions
Batch Email
In-App Email
Microsoft Outlook Add-in
Contact De-duplication and Merge
Search and Report Building
Quick Search
Super Search
Saved Searches
Batch Operations
Customizable List Views
Report Builder
Add-on
Chart View
Workflows
My Tasks
Workfiow Editor
Workflow Dashboard
Additional Modules
Portfolio Management
Add-on
Monitoring, Evaluation & Learning
Add-on
Add-on
Board Dashboard
Add-on
Add-on
External Reviewer Portal
Add-on
Add-on
Add-on
Utilities
Super Docs
Batch Email Templates
Publish Grants API
Custom Fields
Payments Import
Advanced Code Assignment Rules
Integration
Single Sign On (Microsoft 365, Okta, OneLogin, Google)
Document Management Integrations (OneDrive, Box)
e-Signature (Adobe Sign & DocuSign)
OFAC Risk Management (Bridger Insight API Integration)
Add-on
Add-on
Add-on
Miscellaneous Add-Ons
Long-Term Data Retention
Staging Site
Add-on
Offline Database Copy for BI Tool Integration
Add-on
Support
Help Desk
 
*Plans effective as of July 2022, subject to change.