Applicant and Process management

 

Is your organization handling applications for funding, scholarships, grants, or membership and managing everything with spreadsheets, cluttered file systems, or time-consuming setup for each program cycle?

 

With CiviCRM, CiviCase, and optionally CiviGrant for grant management, everything is in one place. From application submission through connected webforms straight to decision-makers, you can track and oversee every step of the process, no matter how complex. 

 

We provide a traceable, reliable process management system that’s easy to use for both your teams and applicants, saving time and reducing costs. From open webforms to fully featured portals, applicants, constituents, or members can follow recurring journeys to keep their data up to date and manage their applications seamlessly. 

 

CiviCRM can manage processes for individuals, organizations, or a combination of both, with deduplication and second-attempt detection included.

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