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Funding tracking

Grant tracking software for nonprofits and grant writers.

GrantFlex keeps applications, sponsor conversations, tasks, and dates in one funding workspace. Assign the next action, review deadlines, and follow each opportunity through submission, an award decision, and reporting.

Start freeSee paid plans
  • One introductory search
  • Preview up to three sourced opportunities
  • No card required
The Tasks page, shown with fictional people, applications and dates.

What does a working week look like?

An overdue task comes with the context to act.

  1. What needs attention

    The match commitment letter for the fictional Arts Access application is overdue. Its funding record stays beside the task.

  2. Who owns the work

    Dana is assigned the commitment letter. Luis owns the Program Design section. Team workload shows who has work due.

  3. What comes next

    Review the task, update the next step, and check the calendar. After submission, keep the decision, follow-up, and reporting dates with the record.

An internal team target is distinct from a funder’s deadline.

Spreadsheet or software?

Should you use a spreadsheet or grant tracking software?

Start with the free spreadsheet when a simple list gives your team enough context and someone can keep it current. Consider GrantFlex when you need the funding record, assigned tasks, documents, and follow-up history together. Choose around the work you need to coordinate and the time you can give to maintaining it.

Your taskFree tracker spreadsheetFree download · no account neededGrantFlex workspaceFree to start · paid plans add capacity
Record opportunitiesKeep one row per opportunity, with source URLs, status, amounts, and a next action.Keep a funding record with its source context, documents, tasks, and application or outreach work.
Assign responsibilityEnter an owner and next action; agree how people will check and update their rows.Assign tasks and proposal work to members, then review the team's workload.
Review deadlinesRecord application, action, and report dates. Review overdue actions and maintain any calendar reminders separately.Review dates in the calendar, subscribe from your calendar app, and set reminder preferences.
Work with othersUse a shared Excel or Google Sheets copy and agree access and editing responsibilities.Invite members with workspace roles and keep each client organization's work in its own workspace.
Follow an awardRecord the awarded amount and next report date; keep payment details and reporting documents alongside your tracker.Record award terms, payments, and report dates, then prepare progress reports and board updates for review.

The comparison below describes our downloadable tracker and GrantFlex. Excel and Google Sheets can support other workflows you build yourself. The workbook is free without an account; GrantFlex's free and paid allowances are explained on Pricing.

Preview and download the free grant trackerCheck GrantFlex's free and paid plan allowances

How it works

From a scattered tracker to shared follow-through.

  1. Bring your funding work

    Add a grant or sponsor, track a research finding, or import your existing CSV or Excel spreadsheet after reviewing its rows.

  2. Assign the next action

    Set the owner, stage, deadline, and follow-up. Use List or Board to see progress and the calendar to see dates together.

  3. Keep the relationship going

    Record submissions, replies, awards, and reporting work. Return to funder contacts and conversation history when the next cycle starts.

After the application

Keep the funding lifecycle in view.

  • Calendar and reminders

    Bring funder deadlines, tasks, reports, and follow-ups together. Subscribe from your calendar app and choose reminder and digest preferences.

  • Awards and reporting

    Record the award, review terms from its letter, and track payment and report dates. Prepare a progress report from your notes for review.

  • Board updates with context

    Use Insights to review secured support, the open pipeline, and workload. Prepare a board summary and export a PDF or Word report.

Questions

Before you begin.

Read the tracking docs
Can we bring an existing spreadsheet?

Yes. Pipeline imports CSV and Excel files with a preview before saving. The free tracker template below is also available without an account.

Does this include sponsorships and donated resources?

Yes. Track different support types and their next steps. Keep donated resource values distinct from cash funding.

Can colleagues or clients review the work?

Owners and administrators can invite members within the plan’s allowance. Assign writers, reviewers, and tasks; access follows each person’s membership and role.

What happens after we win?

Record the award, its restrictions, payments, and report dates. Review extracted terms against the award letter and verify progress-report drafts before sending.

Give the next deadline a clear owner.

Start a workspace for your funding work, then bring the opportunities and next actions you already track.

Start freeCompare plans

What happens after signup

  1. Tell us about your work

    Choose an organization, yourself, or clients you write for. Add your location, what you do, and what you want funded. Past support and documents are optional.

  2. Review your first opportunities

    Review setup and enable AI to start your eligible introductory research. Preview up to three sourced opportunities, check who can apply, and save a next step. No card required.

  3. Choose the capacity you need

    A paid subscription unlocks all research opportunities and new full reports. Daily research limits apply. Free includes 10 AI actions total; these do not renew.

Quick search · about 2 minutesFull research report · about 30 minutesEstimates, not guaranteed completion times. You can leave a full report running and come back later.

Keep your next step moving.