How customizable are Temelio's grantmaking pipelines?

Temelio’s pipelines are fully customizable to match your foundation’s unique review, approval, and post-approval process. You can define custom pipeline stages, adjust field visibility, and filter views to fit your team's exact workflow. We’ll set pipelines up during onboarding, but if your workflow changes, you can make adjustments yourself or through Temelio support later.

Can we perform bulk actions on grant applications to save time?

Yes, Temelio allows you to select multiple application entries simultaneously to execute time-saving batch actions. You can send bulk emails, batch-download applications, or update core grant data in a single step.

How does Temelio handle reviewer task assignments and evaluations?

Temelio enables you to assign specific review tasks to individual team members or external community reviewers directly within a proposal page. External evaluators get secure, portal-only access to assigned applications and scoring rubrics, allowing them to submit feedback without accessing your foundation's private internal records. Reviewers can evaluate applications using open comment boxes or customized criteria. Teammates can also leave internal notes and tag colleagues to collaborate before finalizing decisions.

How will Temelio's AI features streamline my foundation's workflow?

Temelio’s AI tools analyze applications to instantly produce structured proposal summaries tailored to your foundation’s unique evaluation criteria. By combining applicant history, automated due diligence, and key proposal highlights into one view, your team dramatically reduces reading time during review cycles. This allows your foundation to accelerate grant approvals while maintaining thorough oversight.

How does Temelio facilitate communication between foundation staff and applicants?

Temelio supports both internal and external communication threads alongside applications. Staff can use @mentions to tag colleagues on internal notes or send external comments directly to grantees to request application updates or additional details.

Flexible grantmaking workflow tools for greater efficiency

Streamline every stage of your grant review lifecycle

Temelio’s intuitive workflow engine distills complex grant review cycles into clean, automated operations without forcing you to sacrifice your unique grantmaking approach. Gain real-time visibility into every proposal stage, eliminate administrative drag through batch actions, and foster streamlined internal and external collaboration. Temelio is built to keep your staff focused on impact rather than manual data entry.

Customizable pipelines & dashboard

Track every grant proposal at a glance through tailored pipeline stages—from draft to submission to final board approval. Easily filter views and customize data columns to display the exact metrics, proposal tags, and details your team needs to see most.

Powerful bulk operations

Speed up high-volume granting and open application cycles with batch actions in just a few clicks. Effortlessly send bulk emails to applicants, update core grant details, or download multiple applications for board review.

Flexible proposal review & evaluation

Review grantee submissions as forms or clean paper-like PDFs alongside attached files and video submissions. Assign review tasks to team members—or external experts via a secure guest reviewer portal—with customizable evaluation criteria or flexible open comment boxes to guide decision-making.

Instant AI proposal summaries

Instantly generate concise, AI-powered proposal summaries paired with historical applicant data to accelerate your evaluation cycles. As part of Temelio’s AI capabilities, your team can also use its preferred AI assistant—Claude or ChatGPT—to query information for a more informed proposal review.

Seamless internal & external collaboration

Communicate with team members from proposal pages using internal tagging and private notes. Easily reach out to applicants with external comments to clarify details without leaving the platform.

Contracting, payment tracking, & report collection

Manage your entire grant lifecycle beyond initial reviews with integrated contracting workflows, custom grant agreements, and real-time payment tracking. Automatically trigger scheduled reminders and collect end-of-cycle progress reports from grantees, too!

Explore All of Temelio's Features

Maya Kuppermann

Co-Founder & CEO

Ruthwick Pathireddy

Co-Founder & CTO

Jonah Allibone

Founding Engineer

Maddie Glouner

Head of Client Success

Anveet Singh Chhabda

Engineer

Kyle Ford

Sales Team Lead

Anna Elston

Senior Client Onboarding Manager

Jonah Cohn

Senior Business Development Representative

Diane Thomas

Founding Business Development Representative

Julie Sarte

Account Executive

Raj Kumar

Lead Backend Engineer

Lucy Fey

Client Onboarding Manager

Griffin Perry

Full Stack Engineer

Jeanne Locker

Solutions Engineer

Tomin Thomas

Solutions Engineer

Gabrielle Blink

Senior Account Executive

Yash Verma

Director of Finance & Operations

Joyce Ndichu

Software Engineer

Chiji Eke

Customer Success Manager

Fanny Pinoul

Onboarding Team Lead

Mariel Setton

Software Engineer

Mary Bahati

Software Engineer

Nitin Bhasneria

Solutions Engineer

Shawn Castelino

QA Engineer

Divyansh Maheshwari

Solutions Engineer

Grace Chang

Product Lead

Evan Rosen

Principal Product Designer

Jenn Nguyen

Onboarding Manager

Grantmaking tools that modern foundations trust

What grantmakers say about our workflow tools

We found Temelio to be user-friendly, intuitive, and simple, with excellent functionality and everything we need in a grants management system. As compared with our previous clunky grants systems, it was a breath of fresh air. Onboarding was easy and quick, and the platform has eased complex processes for the foundation and for our grantees alike.

Alexis Martin, Kapor Foundation

As an executive director for a small private foundation, it’s important that the process of making grants is simple and seamless for me, my board and the non-profits with whom we partner. Temelio’s robust platform is straightforward and easy to use and was clearly designed to uplevel the user experience. Their approach to technology and customer service sets them apart from all competitors.

Colleen McKenna, AJA Foundation

As a growing nonprofit startup, finding Temelio was a lifesaver. We needed a product that would meet our needs as a hybrid org that conducts grantmaking as well as fundraising/donor management. We did not have the time nor inclination for a lengthy and expensive development process, and had heard nightmare stories about unfriendly interfaces for users (both grantees and staff). We are so grateful to Temelio for their support, staying nimble, and being a true partner in our growth!

Anne Lee, Asian American Futures

[Temelio] would blow everyone else out of the water to begin with just because you're nimble, you're responsive, you care, and you understand what our pain points are. You also take feedback and quickly and frequently implement upgrades to the system, which is huge.

Jeffrey Dollinger, Executive Director of the Find Your Light Foundation

Temelio was the first system that I had seen that was able to incorporate all elements of trust-based philanthropy AND had CRM capabilities. The staff is so responsive and easy to work with, which was also really important to me.

Beth Tigay, Fineshriber Family Foundation

How Temelio transforms your grantmaking workflow

Temelio makes manual grant tracking a thing of the past. Instead of worrying about tedious administrative tasks, your team can stay aligned and focused on high-impact giving.

Accelerated review cycles

Cut evaluation times with instant AI proposal summaries and time-saving batch operations. Eliminate administrative bottlenecks by seeing aggregated review data, downloading proposals in bulk, and executing status updates or mass emails in a single click.

Total pipeline clarity

Replace scattered spreadsheets with customizable visual pipelines tailored to your foundation's unique grantmaking process. Gain at-a-glance visibility into every proposal's status while filtering views to surface the exact fields, metrics, and tags your team needs most.

Greater team alignment

Eliminate fragmented email threads and missed handoffs throughout proposal evaluations. Auto-assign tasks directly to team members or external community reviewers, tag colleagues in internal notes using @mentions, and communicate directly with applicants without ever leaving the platform.

Tailored review precision

Review submissions in dynamic web views or paper-like PDFs alongside attached Form 990s, budgets, and video media. Whether your foundation relies on simple open comment boxes or complex evaluation rubrics, Temelio adapts seamlessly to your decision-making framework.

Grantmaking workflow automation FAQ

Schedule Your Personalized Demo

Flexible grantmaking workflow tools for greater efficiency

Streamline every stage of your grant review lifecycle

Customizable pipelines & dashboard

Powerful bulk operations

Flexible proposal review & evaluation

Instant AI proposal summaries

Seamless internal & external collaboration

Contracting, payment tracking, & report collection

Grantmaking tools that modern foundations trust

What grantmakers say about our workflow tools

How Temelio transforms your grantmaking workflow

Accelerated review cycles

Total pipeline clarity

Greater team alignment

Tailored review precision

Grantmaking workflow automation FAQ

Streamline your grantmaking process with flexible workflows.