Grants Management Software Australia & New Zealand

Klevr Grants is a grants management system designed to work with Dynamics 365 ERP systems – Finance and Operations (F&O) or Business Central (BC).

Streamline and automate your grant management processes within the Microsoft ecosystem. Klevr Grants allows government and large not for profit organisations to simplify the way they manage and administer grants.

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Screenshot from Klevr Grants Management App - Front end portal
Screenshot from Klevr Grants Management App - Back end

Klevr Grants – Grants Management Software Key Features:

  • Announce New Funds: Grant preparation, Announce new grant opportunities
  • Manage Applications and Assessments: Multiple application rounds, Internal and External assessments
  • 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.
  • Self-Service Web Portal: Empower applicants with an intuitive web portal for self-service access.
  • 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 that integrates with familiar Office 365 applications

Microsoft Outlook

Seamlessly synchronize grants communication and scheduling with Outlook integration.

Microsoft Office

Enhance productivity with easy access to grant applications and documents within Office applications.

Microsoft SharePoint

Collaborate effortlessly with grant seekers and securely share documents and resources through SharePoint integration.

Microsoft Power BI

Utilise Power BI to visualise key information throughout the grant lifecycle.

Grant Management system that integrates with financial software like Dynamics 365 ERP systems – Finance and Operations (F&O) or Business Central (BC) & Xero

Dynamics 365 Finance & Operations

Streamline financial processes and synchronize grantee data with D365 F&O integration.

Dynamics 365 Business Central

Streamline financial processes and synchronize grantee data with Business Central integration.

Xero Integration

Simplify accounting tasks and ensure accurate financial reporting with Xero integration.

Integrate with other platforms by request

Tailor Klevr Grants to your organisation’s specific needs with customisable integration options.

Not for Profits -Klevr Grants

Streamline and automate your grant management with tailored workflows

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.