- Multiple Applications
- Integration with Your Web Site
- Instant 501(c)3 Verification
- Pre-qualifications & Automatic Filtering
- Intelligent Routing
- Automatic E-mail Messaging
- File Uploads
- Draft Proposal Editing
- Pre-proposals and Return to Sender
- Flexible Review & Approval Processes
- Unlimited Contact Tracking
- AKA Tracking
- Financial Conduit & Fiduciary Agent Relationships
- Duplicate Organization Prevention
- Giving History
- Flexible Search
- One-screen Access to All Request Info
- Communication Logging
- Letter & E-mail Writing
- Unlimited Custom Fields
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- Elegant Standard Reporting with Configurable Headers, Footers, Cover Pages and Timestamps
- Create and Save Your Own Reports
- Configurable Filtering
- Built-in E-mail Capability
- Adobe PDF Output
- Matrix / Grid Reporting with Averages, Totals, Percent of Totals
- Tabular Reports and General Listings
- Group Above Reports with Sorting, Subtotals, Page Breaks, Final Totals
- Financial, Budget, Classification Reports
- Custom Letter Template Creation
- Draft, Sent History
- E-mail or Printed Format Options
- Mailing Labels, and Envelope Printing
- Broadcast Capability
- Automatic Address Book Maintenance
- Exports to ASCII Files
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- Payment Scheduling (even before approval)
- Multi-year Commitments
- Split Payments on Multiple Budgets
- Immediate Budget Debiting
- Convenient Payment History
- Payment Status Tracking (scheduled, void, canceled, paid, contingent)
- Secure Budget Access per Detail Line per User
- Budget Transfers
- Unlimited Detail Lines per Year
- Unlimited Custom Budget Fields
- Budget Rollovers
- Budget Year Open & Close Capability
- Hierarchical Budgeting
- Deductible / Non-deductible Tracking
- IRS Reporting
- Automatic Feed to Accounting (as a customization)
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- Seamless Web Site Integration (online applications, grant listings, eligibility quizzes, news releases, reports)
- Grant Guidelines, Objectives, Application Filters
- Convenient Online Application On/Off Switch
- User Maintenance, Access Levels, Request Sharing
- Payment Batching
- Unlimited Custom Classifications
- Unlimited Custom Fields (Organizations, Requests, Payments, Budgets, Contacts)
- Multiple Custom Proposal Types
- Secure Invitations
- Custom Automatic E-mail Messaging
- Intelligent Proposal Routing
- Intelligent Approval Processing
- Custom Reports
- Setup Assistance
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