Grants

Your Grant Pipeline,
Finally in One Place

BetterUnite grant management tracks every grant through an eight-state pipeline, with six deadline dates, milestones, documents, tasks, and disbursements on each one. A built-in database of 500+ grant programs finds your next funder, and one cross-grant view lists every deadline in the pipeline. Deadlines, documents, and dollars in one place.

One pipeline for every grant, and 500+ grant programs
searchable inside the platform.

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01A Pipeline, Not a Spreadsheet

Eight states, from research to decision.

Every grant moves through eight states from Draft to Awarded, carrying six deadline fields and both the applied and awarded amount. Add custom fields and save your team's default view.

  • Move each grant through Initial Research, On Hold, and Submitted, or close it as Declined, Cancelled, or Withdrawn
  • Log six dates per grant: LOI By, Proposal By, Submit By, Submitted On, Decision By, and Funds Expected By
  • Filter the grants register by status and search on your custom fields, with grid columns you choose yourself

02Find Your Next Funder Without Leaving

Your next funder is already in the platform.

Search an embedded Double the Donation database of 500+ grant programs by company and category, each profile carrying maximum award, cycle, and eligibility.

  • Browse roughly 584 in-kind programs on a separate tab, covering ad credits, software, and shipping
  • Apply straight from an in-kind program listing using its Direct Apply link
  • Filter by category, including Arts/Cultural, Educational, Environmental, and Health/Human Services, or by foundation as well as company

03Never Miss a Deadline

Every deadline in the pipeline, in one list.

Milestones sit on each grant with a date, projected amount, and status, and a cross-grant view lists every deadline chronologically. Assign the work and read the full history on the grant.

  • Mark each milestone Open or Closed and give it a single date or a date range as the work demands
  • Record tasks, notes, calls, emails, and meetings on the grant in a CRM-style activity history
  • Keep an audit trail on every assignment, and set configurable alerts on milestones and deadlines

04From Award to Bank

Disbursements, documents, and contacts.

Record disbursement payments per grant into your transaction history. Each grant keeps its own access-controlled documents, grantors link to your donor CRM, and Copy Grant makes next year's draft.

  • Record disbursements whether they arrive online or offline, so both kinds flow into reports including upcoming expected payments
  • Categorize each uploaded document by type, then set who on the team can open it
  • Link program-officer contacts alongside grantors to your donor CRM, and duplicate any grant as a new draft in one click

05Prove the Pipeline

Awarded, expected, and declined at a glance.

Awarded, Expected, and Declined KPIs open the dashboard, then charts cover expected versus actual revenue, pipeline value, and top grantors, beside your org-wide reporting.

  • Chart expected versus actual revenue month by month, and pipeline value broken out by status
  • See how your deadlines cluster with the deadline distribution chart on the same dashboard
  • Run the report suite: active and awarded grants, grants by status, all grantors, and upcoming expected payments

Frequently Asked
Questions

What does grant management software track?

Every application from research to award. BetterUnite tracks an eight-state lifecycle, six deadline dates per grant, applied versus awarded amounts, milestones, documents, tasks, and disbursement payments in one pipeline.

Can it help us find new grants?

Yes. A built-in Double the Donation database of 500+ grant programs is searchable by funder and by category, plus roughly 584 in-kind programs (ad credits, software, shipping) with direct-apply links.

How do we avoid missing deadlines?

Each grant carries LOI, proposal, submit, decision, and funds-expected dates, and the cross-grant milestones view lists every deadline across the pipeline chronologically.

Can we manage repeat annual applications?

Yes. Copy Grant duplicates any grant as a new draft, seeding next year's cycle with one click.

Do grant payments show in our financials?

Yes. Record online or offline disbursements per grant and they flow into your organization's transaction history and reports, including upcoming expected payments.

Can several staff work the same grant?

Yes. Assign tasks per grant and the activity history keeps tasks, notes, calls, emails, and meetings on the record, with an audit trail of who changed what.

Where do grant documents live?

On the grant. Upload documents per grant, categorize them by document type, and set an access level on each one so the wrong people never open it.

Get started

See your whole grant pipeline,
and your next funder, in one demo.

A walkthrough with your own data: your programs, your questions. No pressure, no endless sales cycle.

See pricing first

Request a demo