Maintain a single source of truth for every nonprofit in your network. Each profile in the foundation CRM stores important details like the organization’s name, EIN, points of contact, mission information, documents, and the total award amount, so your team never has to hunt for basic info again.
Go beyond basic contact info with a comprehensive record of every interaction. View a complete history of past applications, awarded amounts, internal team notes, and historical grant agreements to understand the full context of each grantee relationship at a glance.
Stop losing important context in private inboxes. Temelio includes an embedded communication tool directly within the CRM, allowing you to email grantees, send invitations to apply, and track all activity and internal comments in one shared space. Easily integrate the CRM with your email, so all outside communications are automatically documented within each profile.
Streamline your due diligence. Temelio’s CRM connects directly with Candid to run instant Charity Checks (ensuring your grantees are in good standing with the IRS), verify grantees’ latest financial and core program data, and allow applicants to auto-fill their profiles using information they have already submitted.
Keep your pipeline organized with distinct statuses and custom tags. Use statuses to track where an organization stands in your pipeline, such as a prospective partner, past grantee, or active grantee. From there, easily apply custom tags to filter and group your network by specific program areas.
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Working with you globally
from NYC
14 Wall St, 18C
New York, NY 10005
Working with you globally
from NYC
14 Wall St, 18C
New York, NY 10005