Applicant and grantee CRM

Create comprehensive profiles with demographic data, payment histories, team notes, and more. Gain a clear view of your grantee relationships in one easy-to-access place. Plus, our integration with Candid allows you to easily run Charity Checks and view recent financials for each organization.

Customizable dashboard and universal search

Stay on top of your foundation's operations with a customizable dashboard that summarizes grantee stages, upcoming deadlines, and budgets. Plus, universal search lets you instantly find organizations, files, or communications in seconds.

Seamless proposal workflows

Tailor the entire grant lifecycle to your unique workflow. Easily view submitted proposals, assign team members to review tasks, and evaluate applications using customized criteria. Once an application is approved, the system converts it into a complete grant record, housing everything from payments to reports.

Embedded communications

Keep your conversations organized with a built-in communications tool for team and applicant interactions. Collaborate with grantees alongside their applications, add internal comments for your team, and email applicants to invite them to apply to specific opportunities.

Data analysis and reporting

Visualize your impact by leveraging pre-built reports or by building fully custom reports using any data found within Temelio. From tracking awarded dollars against your budget to analyzing year-over-year funding, our grants management software for foundations makes it easy to measure your legacy.