Win and Manage Grants Seamlessly with Unified Grant Management Operations
From acquisition to fulfillment, Processology designs connected grant management systems that help your organization secure funding, track performance, and deliver results with confidence.
Want to simplify your entire grant lifecycle?
Opportunity Tracking & Pipeline Management
- Manage all grant opportunities in one pipeline—from research to award.
- Track requirements, deadlines, and submission statuses.
- Associate opportunities with funders, partners, and related programs.
- Visualize acquisition progress and forecast outcomes.
Automation & Visibility
- Automate follow-ups and reminders for submission deadlines.
- Trigger task assignments based on grant stage or criteria.
- Use custom deal properties to track eligibility, submission status, and award potential.
- Gain instant visibility into active opportunities across your team.
Collaboration & Communication
- Centralize documents, notes, and communications with funders.
- Integrate email, meetings, and calls for full context.
- Use shared pipelines for transparency between departments.
Reporting & Grant Acquisition Intelligence
- Track awarded vs. pending applications.
- Report on total funding pipeline value and success rate.
- Identify which types of grants deliver the highest ROI.
- Forecast upcoming submissions and resource requirements.
Want to organize and accelerate your grant acquisition process?
Grant Tracking & Fulfillment Workflows
- Track deliverables, activities, and milestones tied to each grant.
- Link grants to departments, programs, or partners for visibility.
- Maintain audit-ready records of all communications and outcomes.
- Monitor compliance status across multiple grants.
Automation & Accountability
- Automatically trigger tasks and reminders for milestone deadlines
- Route tasks by program, funding source, or project owner.
- Escalate deliverables when timelines or compliance risks arise.
- Send automated updates to stakeholders and leadership.
Enablement & Oversight
- Build dashboards for leadership, program leads, and compliance teams.
- Manage permissions for internal teams and external collaborators.
- Use templates to standardize reporting and submission formats.
- Ensure accountability at every step of the fulfillment process.
Reporting & Grant Fulfillment Intelligence
- Track grant progress against deliverables and KPIs.
- Measure utilization, outcomes, and compliance metrics.
- Visualize performance by grant, department, or reporting cycle.
- Generate real-time dashboards for funding impact and transparency.
Ready to simplify how you manage active grants?
Unified Grant Lifecycle — Sales Hub + Service Hub Working Together
When both systems work as one, your entire grant operation runs smarter, faster, and more transparently.
- Acquisition and fulfillment data live in one CRM.
- Stakeholders see the complete lifecycle—from opportunity to outcome.
- Leadership gains clarity into total funding pipeline and delivery performance.
- Teams collaborate seamlessly across grant stages without switching systems.
Want to see how Sales Hub and Service Hub can work together to unify your grants process?
Grant Management Capabilities We Help You Design & Deploy
We help you implement and optimize every layer of your grant operations—from acquisition strategy to post-award execution:
Summarize updates, identify risks, and surface next best actions.
Streamline internal reviews, approvals, and compliance submissions.
Maintain accountability for deliverables, submissions, and reviews.
Measure win rates, funding utilization, deliverable completion, and impact.
Align your grant strategy, technology, and process for sustainable success.
Train teams, document procedures, and optimize performance.
Connected Across the Organization & Tech Stack
Your grant operations connect across every department. Processology ensures Sales Hub and Service Hub align seamlessly with your organization’s ecosystem:
Marketing
Capture new applicants or participants directly from campaigns or forms.
Programs & Applications
Transition successful applications into active grant fulfillment pipelines.
Onboarding
Manage project kickoffs and deliverables for awarded grants.
Support
Track post-award service requests and compliance assistance.
Customer Success / Donor Relations
Strengthen funder relationships and communication.
Finance & Operations
Connect disbursement schedules, expenses, and performance reporting.
Leadership & Strategy
Gain unified visibility into total funding pipeline, awarded value, and completion metrics.
Communication Platforms
(HubSpot Native, Aircall, Zoom, Twilio) Log all interactions and progress updates automatically.