Grant management software designed for New Zealand not for profits
KLEVR APPS
Klevr Grants is a grant management solution designed to transform how your organisation manages its grant cycles, all within the Microsoft ecosystem.
It seamlessly integrates grant management capabilities directly into your existing Microsoft Dynamics 365 or Microsoft Cloud environment. Our Klevr apps are built to work with Microsoft solutions such as Business Central, Finance & Operations, and Customer Insights CRM. Plus, they’re compatible with familiar Microsoft tools like Copilot, Office, Outlook, Power BI, and SharePoint.
Say goodbye to expensive standalone grant management systems or costly custom integrations. Klevr Grants is a Microsoft add-on application, readily available on Microsoft’s AppSource marketplace, ensuring native integration with the Microsoft applications your organisation already relies on.
The smarter way to manage grants in New Zealand.
This purpose-built grants management application was crafted by Walkerscott, a certified New Zealand Microsoft Solutions Partner, with direct input from the Not for Profit industry. We are also an approved supplier on NZ Government Marketplace, ensuring Klevr Grants meets the unique needs of local government organisations.
Streamlined grant management for administrators
Everything’s in one place – forget spreadsheets, emails, and data exports/imports. Plus, gain peace of mind with enterprise-grade security and full auditability for compliance.
- Design grant application forms effortlessly with drag-and-drop tools.
- Set up customised approval workflows with external assessors.
- Directly disburse funds through systems like Business Central, F&O, or Xero.
- Publish funding opportunities easily via an online portal.
- Manage marketing and communications via an integrated CRM.
Enhanced experience for grant seekers & applicants
Klevr Grants significantly simplifies the process for grant seekers and applicants, leading to a better overall experience.
- Access grant guidelines and requirements easily.
- Complete online applications step-by-step.
- Upload supporting documentation and sign contracts directly online.
- Log milestones and outcomes via a dedicated portal.
- Manage their applications and contact details, and check real-time application status.
- Safe & secure online platform
BENEFITS
Opt for a grant management system that leverages the enterprise-grade security of the Microsoft Cloud.
Microsoft Compatible
Klevr Grants works seamlessly within the Microsoft Cloud Not For Profit ecosystem. It integrates effortlessly with Dynamics 365, Office 365 applications, and even accounting systems like Xero.
Complete Transparency
Klevr Grants offers ultimate transparency across your workflows, processes, engagement, and communications. This means you can easily access all the important records required for compliance and auditing.
Centralised Grant Information
Klevr Grants allows you to store all grant-related information, including applications, supporting documents, budgets, and reports, in one central location. Say goodbye to searching through endless spreadsheets or emails.
Automated Processes
Klevr Grants can automate tasks such as notifications and application handling. This significantly saves time and reduces the potential for mistakes.
Real-time status
Provides all users—administrators, grantees, and reviewers—with real-time visibility into each grant’s status, from application through to completion. This ensures criteria are met, approval processes are followed, and deadlines are never missed.
Powerful Reporting
Klevr Grants enables you to create custom reports to track financial performance and assess the impact of your grants. You can also generate reports for partners or major sponsors and build dashboards to monitor progress and inform smarter decision-making.
Simplified Grant Applications
Provides a straightforward experience for grantees applying for funding. They can easily submit applications via an online form, check their real-time status, submit additional supporting documentation, and receive feedback all through the convenient online portal.
Cost effective
Klevr Grants helps you save money by significantly reducing paperwork and preventing errors, while also enabling more efficient resource utilisation. It also avoids the costly custom integrations often required for other grant management solutions to work with your CRM, Marketing & Finance platforms.
Data-Driven Grantmaking
Klevr Grants empowers you to leverage data insights to allocate grants effectively, continuously improve your programs, and plan strategically for future initiatives.
KLEVR GRANTS FEATURES
Klevr Grants offers a transformative integration of key applications and processes, creating a comprehensive, end-to-end solution for managing your entire 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.
Approved supplier on NZ Government Marketplace
Walkerscott is an approved supplier of Consultancy and Professional Services and Data & Information Services.
Get in touch
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.
Klevr Grants enables you to streamline and automate your grant management processes with tailored workflows. Let’s see it in action.
Grant Announcement
The online portal can host all relevant grant information, and integrated CRM functionality can notify your existing database of new opportunities. Allowing you to announce available grants more effectively.
Grant Application
Allow grant seekers to apply for grants by submitting their proposals directly online.
Review Grant Applications
Your panel of assessors can then evaluate proposals efficiently, based on your pre-defined criteria.
Award Grants
Choose successful applicants.
Agreement
Grantees are promptly notified, and the contract, outlining terms and reporting requirements, is distributed. Grant seekers can then digitally sign the agreement directly within the portal.
Disburse Funds
Funds can then be released to grantees according to agreed-upon schedules or milestones. This process can be automated through 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.