Manage the entire funding lifecycle—from publishing opportunities to tracking applications and collecting reviewer feedback. This template centralizes every stakeholder, document, and decision in a single system.
It connects Applicants (Organizations) to specific Grants and links Reviews directly to Applications. This ensures you can see the full history of an organization and the total funding they have received without digging through folders.
Built-in Database AI agents automatically generate executive summaries of proposals, assess feasibility risks, and create eligibility checklists to speed up your review process.
Handling hundreds of applications, attachments, and reviewer scores in spreadsheets creates version control nightmares. Data gets scattered across email threads and disparate files.
In a database, every application is a secure record, not just a row that can be accidentally deleted. Column types are enforced, meaning deadlines remain dates and budgets remain currency, preventing calculation errors.
Relationships are native and robust. You can link multiple Reviews to a single Application without fragile VLOOKUP formulas. This is exactly what Softr Databases are designed for—keeping complex connections clean and scalable.
Automate risk analysis:
Automatically generate a risk assessment for every incoming proposal based on the project detail and requested amount.
Streamline reviews:
Calculate average scores from multiple reviewers instantly using rollups, ensuring fair and transparent decision-making.
Manage system users, grant managers, and reviewers with access level roles
Track funding programs with AI-generated eligibility checklists from descriptions
Store applicant data with AI-powered web-sourced mission and vision profiles
Review proposals with AI-generated executive summaries and detailed risk assessments
Centralize evaluator feedback, scoring, and funding recommendations for proposals
This template is designed for funding bodies and foundations efficiently managing resources.
Customize the database
Add a "Funding Cycle" field or modify the "Status" options to match your specific review stages. Since this is a native Softr Database, you can rename fields or add new columns instantly to fit your workflow.
Import your existing data
Reviewing past cycles? Use the CSV import feature to bulk upload existing organizations and historical grant records. You'll populate your system in minutes rather than days.
Build a full app around it
Turn this database into a secure portal where applicants can submit proposals and reviewers can log in to grade them. With Softr's interface builder, you can create specific views for different roles.
Use users and permissions to ensure reviewers only see applications assigned to them, while admins retain full visibility over the entire grant portfolio.
A grant management database is a structured system for tracking funding opportunities, applications, and reviews. It consolidates applicant data, proposals, and decision-making logic into one accessible location, eliminating the chaos of scattered files.
Spreadsheets lack structure and security, making it easy to overwrite data or break formulas when multiple people edit them. A no-code database provides a rigid structure, relational data linking, and the ability to handle attachments like logos and proposal documents properly.
AI agents in this template can read long proposal details and generate concise executive summaries automatically. They can also perform web searches to enrich organization profiles or generate eligibility checklists based on grant descriptions, saving hours of manual reading.
Yes, you can build a fully functional portal on top of this database. You can create forms for organizations to submit applications and dashboards for them to track their status, all while keeping your internal review data private.
Yes, this template is completely free to copy and use. You can start managing grants immediately on the free plan, which includes essential database features and collaboration tools.
This template uses a 'Rollup' field on the Organizations table. It automatically sums up the 'Requested Amount' or awarded funds from all related Application records, giving you a live total without manual calculations.