Skip to main content
For organizations

Funder relationships & network CRM

Every funder you track is a contact in your sphere's network CRM. The Funder relationships section shows each funder's pursuit history — how many grants applied, how much awarded, and how many declined. You can add a new funder directly from the grant form without leaving the page.

Go to /spheres/[slug]

How to

  1. 1Open a grant's create or edit form.
  2. 2Select an existing funder from the dropdown, or click "+ Add new funder to network" to create one inline.
  3. 3Fill in the funder's name, organization, and email — the contact is saved to your CRM immediately.
  4. 4View funder history in the "Funder relationships" section at the top of the Grants tab.
  5. 5Edit or add more detail to a funder contact from the Network tab.

You might also want

For organizations
Grant pipeline
The Grants tab tracks every funding opportunity through an 8-stage pipeline: Researching → LOI → Drafting → Su…
For organizations
Grant-ready reporting
Hours, impact totals, and activity are tracked as you go, so reporting for grants and funders draws on real nu…
For organizations
Build a branded website
The website builder lets you create a branded public page in minutes. Your programs, events, and impact totals…
HomeGet InvolvedSpheres