Klevr Grants (and IQ)
Видавець: Klevr Apps
Dynamics 365 app for Grants/Funds management, application/contracts portal with AI + Stripe payments
- Klevr IQ Agent for AI-enabled Assessment of Grants Applications
- Announce New Funds: Grant preparation, Announce new grant opportunities
- Manage Applications and Assessments: Multiple application rounds, Internal and External assessments
- Award Contract and Setup Milestones: Negotiate contract terms & conditions, Full contract management module
- Process Payments: Automate invoicing and payments
- Monitor Outcomes: Setup and monitor financial and performance management
- Grant Lifecycle Management: Manage the entire grant application process, from submission to outcome assessment
- Self-Service Web Portal: Empower applicants with an intuitive web portal for self-service access
- Transparency and Real-Time Updates: Ensure transparency and provide real-time updates to all involved parties throughout the process
- Programme and Fund Management: Comprehensive portfolio-based reporting for effective programme and fund management
- CRM Functionality: Track all interactions with built-in CRM
- Grant Accounting Support: Streamline grant accounting processes associated with the grant lifecycle
- Customisable Workflows: Tailor workflows to support your unique process requirements
- Security and Compliance: Ensure auditability and compliance with secure features meeting regulatory guidelines
- Dataverse / Common Data Service Integration: Leverage over 200+ connectors with Dataverse
- Single Sign-On: Enable seamless Single Sign-On/Off with existing Active Director environments and policies
Microsoft-Native AI Agent Layer: A specialized, secure Agent within the Dynamics 365 ecosystem, purpose-built to handle repetitive, rules-based administrative questions within application assessments so assessors can focus on strategic funding decisions.
Automated Screening & Scoring: Utilises Generative AI and Large Language Models to read incoming applications, automatically screen submissions, and score them against pre-configured criteria before manual review begins.
Natural Language Queries: Copilot in Dynamics 365 allows funding admins to interact with grant data using Natural Language, making it easy to instantly surface application statuses, check criteria compliance, and identify high-value opportunities.
AI Business Transformation for Nonprofits & Gov: Drives clear operational KPIs by removing the fragmented, manual download-and-format cycles that traditionally slow down grant management and fundraising teams.