How do you record your grant pipeline if you haven’t got a database or CRM?

Tracking the status of your relationships with grant funders is vitally important. From keeping track of upcoming deadlines to monitoring your pipeline for different projects, fundraisers rely on having the information they need at their finger tips.

Yet with fundraising databases often costing a pretty penny, this isn’t a solution that’s available to everybody.

(And, let’s face it – while databases are normally brilliant at managing relationships with individuals, a lot of them lose the plot when it comes to grant-making bodies).

That’s why we’ve created a free tool that you can use to capture and track key information on the status of your funder relationships.

Built in Excel, it’s designed to be easy to use, and fully customisable to enable you to keep on top of your grant fundraising.

Can it as powerful as some of the bigger fundraising CRM systems on the market? Nope. Is it a step up from just writing a list of names on Excel? I think so! (And so do some of the fundraisers already using it:

“It’s brilliant, thank you! Just what I’ve been looking for and a fantastic free resource for a small/medium charity with limited resources for such things as CRMs.”

“This is fantastic! It’s going to take my prospect pipeline up to an entirely new gear!”

Ok… this is seriously cool! Thank you so much – I’m sure this will make a huge difference to lots of small charities out of there.

“I’m seriously impressed and actually think it’s better than some CRMs.”