What is case management?

Case management is the process of tracking, organizing, and resolving client or constituent interactions, ensuring efficient handling of requests and services.

How can my nonprofit use case management?

Your nonprofit can use case management to manage donor support, client services, or any request requiring structured follow-up and resolution.

What is the difference between cases and support requests?

Cases represent broader, ongoing issues or interactions that may involve multiple steps or follow-ups, while support requests are specific, individual tasks or inquiries typically resolved in a single step.

Should my nonprofit use case management software?

If your nonprofit regularly handles support requests or needs a clear way to track service delivery and programs, case management software can help you stay organized and work more efficiently.

Grant Management Software

Manage Grants Strategically

Track every grant opportunity, application, and award in one unified platform. CharityEngine connects grant management to your relationships, activities, and reporting so nothing lives in silos.

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See Your Full Pipeline

Unified Grant Visibility

Monitor every stage of your grant lifecycle with a customizable pipeline built around your process. Gain real-time insight into deadlines, progress, and funding potential across your entire portfolio.

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Built For Control

Manage Grants With Confidence

CharityEngine combines structured grant tracking with the power of a full CRM. From pipeline management to funder communication and reporting, everything you need lives in one connected system.

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Custom Grant Pipelines

Define stages, track progress, and visualize opportunities based on how your organization manages grants.

Centralized Communication Tracking

Log every interaction, task, and follow-up to maintain complete visibility into funder relationships.

Advanced Reporting Insights

Build custom dashboards and reports to monitor performance, forecast funding, and inform strategy.

Frequently Asked Questions

Have questions about managing grants in CharityEngine? Here’s how our platform helps you stay organized, connected, and informed.

What does CharityEngine’s grant management software help track?

Can we customize the grant pipeline to match our internal process?

How does CharityEngine support funder relationship management?

Can we create reports specifically for grant performance?

Ready to Connect?

Your New CRM is Waiting!

Technology can make every part of running a nonprofit easier and more effective. Take advantage of the latest in nonprofit technology to elevate your efforts and see results.

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