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Instrumentl Features

What are the features of Instrumentl?

Proposal Management

  • Grantee Portal
  • Attachments
  • Task Management

Fund Tracking

  • Disbursements
  • Grant Allocations
  • Email Notifications

Impact & Outcomes

  • Dashboards

Grant Prospecting

  • Funder Lists
  • Automated Responses

Compliance

  • Eligibility Screening

Integrations

  • Donor Management

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Filter for Features

Proposal Management

Form Building

Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Not enough data

Review Tools

Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Not enough data

Grantee Portal

Based on 18 Instrumentl reviews and verified by the G2 Product R&D team. Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.
94%
(Based on 18 reviews)

Attachments

Based on 21 Instrumentl reviews and verified by the G2 Product R&D team. Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.
92%
(Based on 21 reviews)

Task Management

Based on 29 Instrumentl reviews and verified by the G2 Product R&D team. Supports task and deadline tracking for grant-related actions; allows role-based access to be established.
90%
(Based on 29 reviews)

Fund Tracking

Disbursements

Based on 10 Instrumentl reviews and verified by the G2 Product R&D team. Manages payment schedules for awarded grants.
97%
(Based on 10 reviews)

Grant Allocations

Based on 12 Instrumentl reviews and verified by the G2 Product R&D team. Tracks grant budgets to ensure expenditures are not exceeding established limits.
97%
(Based on 12 reviews)

Email Notifications

Based on 17 Instrumentl reviews and verified by the G2 Product R&D team. Generates email alerts for grantees as funds are awarded and disbursed.
89%
(Based on 17 reviews)

Impact & Outcomes

Dashboards

Based on 30 Instrumentl reviews and verified by the G2 Product R&D team. Allows users to customize the data they can view at-a-glance.
92%
(Based on 30 reviews)

Grant Prospecting

Funder Lists

Based on 34 Instrumentl reviews and verified by the G2 Product R&D team. Searches for open RFP opportunities based on grantseekers' identified focus areas and location.
97%
(Based on 34 reviews)

Automated Responses

Based on 11 Instrumentl reviews and verified by the G2 Product R&D team. Stores and auto-populates common answers for standard application questions.
91%
(Based on 11 reviews)

Compliance

Eligibility Screening

Based on 19 Instrumentl reviews and verified by the G2 Product R&D team. Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.
89%
(Based on 19 reviews)

Auditing

Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

Not enough data

Integrations

Donor Management

Based on 11 Instrumentl reviews and verified by the G2 Product R&D team. Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.
94%
(Based on 11 reviews)