Australian grant management software that integrates with Microsoft ecosystem
KLEVR APPS
Klevr Grants will revolutionise your grant cycle management processes.
Seamlessly integrate grant management functionality into your existing Dynamics 365 or Microsoft Cloud deployment. Klevr apps integrate with solutions like Business Central, Finance & Operations, and Customer Insights, as well as familiar Microsoft tools like Copilot, Office, Outlook, Power BI and SharePoint.
Your grant management solution doesn’t have to be another costly standalone solution or expensive custom integration. Klevr Grants is a Microsoft add-on application, which integrates natively with the Microsoft applications you already use.
Klevr Grants is a trusted grant management solution for Government and Non Profit organisation’s in Australia.
A purpose built grant management and business application created by a certified Australian Microsoft Solutions Partner, with direct industry consultation.
Easier for grant & funding administrators
- Build grant application forms with drag & drop functionality
- Invite external assessors and configure custom approvals
- Disburse funds directly (ie. Business Central, F&O, Xero)
- Publish funding opportunities easily via online portal
- Marketing & communications via integrated CRM
- Everything in one place. No more spreadsheets or emails!
- No more exports & imports to run your campaigns.
- Enterprise-grade security & auditable for compliance
Easier for grant seekers & applicants
- Access grant guidelines & requirements
- Step by step easy application online
- Ability to upload supporting documentation online
- Access documents & sign contracts online
- Log milestones & outcomes via the portal
- DIY manage applications & contact details
- Check application status in real-time
- Safe & secure platform
BENEFITS
Choose a grant management system backed by the enterprise-grade security that the Microsoft Cloud offers.
Microsoft Compatible
Works with Microsoft Cloud Not For Profit ecosystem. Seamless integration with Dynamics 365, Office 365 applications & accounting systems like Xero.
Best practice record keeping
Ultimate transparency in workflows, processes, engagement and communications. Easily access important records required for compliance and auditing.
Everything in one place
Store grant related information including applications, supporting documents, budgets, and reports. No more searching through spreadsheets or emails.
Less manual tasks
Automate tasks like notifications and handling applications. Saves time and reduces mistakes.
Real-time status
Users (administrators, grantees and reviewers) know exactly where each grant stands, from application to completion, ensuring criteria is met, approval process is followed and deadlines are not missed.
Better reporting options
Make custom reports and see how grants are doing financially and what impact they’re having. Run reports for partners or major sponsors. Create dashboards to track progress and make smarter decisions.
Easy for applicants
Make it straightforward for grantees applying for grants. They can submit applications via an online form, check their status, submit further supporting documentation and get feedback easily through the online portal.
Cost effective
Save money by cutting down on paperwork, avoiding errors, and using resources more efficiently.
Plan ahead
Use data insights to allocate grants effectively, improve programs, and plan strategically for future initiatives.
KLEVR GRANTS FEATURES
Transformative integration of key applications and processes to create an end to end solution for managing the grant cycle.
- Self-Service Web Portal: Empower applicants with an intuitive web portal for self-service access
- Design your own grant application forms: Drag & drop functionlity to build forms and configure application requirements
- Announce New Funds: Grant preparation, Announce new grant opportunities
- Marketing & Events: Pre-built marketing journeys and functionlaity to manage events via Dynamics 365 Customer Insights
- Manage Applications and Assessments: Multiple application rounds, Internal and External reviewers. Configure your own approval workflows
- Award Contract and Setup Milestones: Negotiate contract terms & conditions, Full contract management module
- Process Payments: Automate invoicing and payments
- Monitor Outcomes: Setup and monitor financial and performance management
- Grant Lifecycle Management: Manage the entire grant application process, from submission to outcome assessment.
- Transparency and Real-Time Updates: Ensure transparency and provide real-time updates to all involved parties throughout the process.
- Programme and Fund Management: Comprehensive portfolio-based reporting for effective programme and fund management.
- CRM Functionality: Store and track all interactions with contacts using built-in CRM functionality.
- Grant Accounting Support: Streamline grant accounting processes associated with the grant lifecycle.
- Customisable Workflows: Tailor workflows to support your unique process requirements.
- Security and Compliance: Ensure auditability and compliance with secure features meeting regulatory guidelines.
- Microsoft Common Data Service Integration: Leverage over 200+ connectors with Microsoft’s Common Data Service.
- Microsoft Dynamics 365 Integration: Seamless integration with Dynamics 365 ERP systems – Finance and Operations (F&O) or Business Central (BC).
- Single Sign-On: Enable seamless Single Sign-On/Off with existing Active Director environments and policies.
Grant Management Software Project Plan Template
To help kickstart your project, we have created a free to use resource. Check out our presentation template to help you start planning your GMS project and compiling your business case.
Grant Management System Requirements Gathering Template
Need help pulling together requirements for your GMS project? Check out our document template to get you on the right track.
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INTEGRATION
Klevr Grants integrate with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
Streamline and automate your grant management with tailored workflows. Let’s see it in action.
Grant Announcement
Announce available grants. The online portal can host grant information. CRM functionality can notify your database.
Grant Application
Grant seekers can apply for grants by submitting proposals online.
Review Grant Applications
Your panel of assessors evaluates proposals based on your set criteria.
Award Grants
Choose successful applicants.
Agreement
Grantees are notified and contract is distributed outlining terms and reporting requirements. Grant seekers can digitally sign agreement within portal.
Disburse Funds
Funds can be released to grantees according to agreed-upon schedules or milestones. This can be automated by integration with your financial platform.
Implementation
Grantees use funds to execute their proposed projects.
Monitoring
Grantees track progress and report back to you through the self serve portal.
Evaluation
At the end, grantees evaluate outcomes and submit final reports.
Closure
The grant cycle officially concludes. You can use Power BI to analyse impact and generate your own reporting.