Documentation Index
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Funder Relationship CRM
Module ID:funder-crm | Category: Grants | Tiers: Add-on | Trust: Internal
Purpose
Purpose-built CRM for managing funder relationships, cultivation pipelines, and stewardship activities. Complementsfeatures/grantors (which tracks high-level funder profiles and engagement scores) by adding deal-pipeline mechanics, interaction logging, follow-up scheduling, and stewardship stage management.
Collections
| Collection | Uninstall | Description |
|---|---|---|
funderProfiles | retain | Detailed funder records with cultivation stage |
funderInteractions | retain | Logged calls, emails, meetings, notes |
funderPipeline | retain | Pipeline stages and deal tracking |
funderTasks | retain | Follow-up tasks assigned to team members |
Key Behaviors
- Pipeline Stages — tracks funders through cultivation stages: prospect → qualifying → cultivating → soliciting → stewarding → lapsed
- Interaction Logging — each interaction captures type (call/email/meeting/event), date, participant, and notes
- Follow-Up Tasks — creates actionable tasks with due dates and assignees for every pipeline stage transition
- Stewardship Reminders — automated reminders for report-due dates, check-in anniversaries, and relationship milestones
Events Consumed
| Event | Behavior |
|---|---|
GRANT_WON | Moves funder to stewardship stage |
GRANT_LOST | Flags funder for re-cultivation review |
GRANT_APPLICATION_SUBMITTED | Logs interaction record for application submission |
Events Emitted
None currently.Permissions
VIEW_FUNDER_CRM, MANAGE_FUNDER_CRM, ADMIN_FUNDER_CRM