Contacts and Organisation Management
Tactiv’s platform provides a centralised view of the people and organisations you work with, ensuring every relationship, interaction and record is captured in one secure system. From applicants and recipients to suppliers and delivery partners, contact and organisation data is structured, governed and accessible across the funding lifecycle.
As organisations submit applications, enter agreements or participate in programs, their records are automatically created and enriched within the platform. Teams can track key contacts, manage organisational details, and maintain an accurate history of interactions, contracts and reporting activity.
Each record is structured and controlled, ensuring:
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Contact and organisation information remains consistent across programs
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Relationships between individuals, organisations and projects are clearly mapped
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Records are accessible to authorised users across teams
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Every update and interaction is recorded and traceable
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No duplicated records
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No disconnected spreadsheets
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Just structured relationship management
The result:
A structured, secure and comprehensive view of every organisation and contact you engage with, improving collaboration, strengthening governance, and ensuring the relationships behind your funding programs are managed with confidence.
Correspondence tracking
Maintain a complete history of communication with every contact and organisation. Tactiv records correspondence against the relevant record, allowing teams to quickly view previous interactions, decisions and discussions.
This visibility strengthens collaboration across teams and ensures important context is always available when managing relationships, responding to enquiries or supporting funded organisations.
Learn more about Engagement History >
Learn more about Opportunity Tracking >
Custom fields
Extend the platform’s data model to capture the information that matters most to your organisation. Custom fields allow you to record additional attributes against contacts or organisations, such as sector classifications, regulatory identifiers, eligibility criteria or partnership details.
These fields ensure the platform reflects your operational and reporting needs while maintaining structured, searchable data.
Templates
Standardise how information is captured and managed across your contact and organisation records. Templates help define the structure of records, ensuring consistent data entry and reducing administrative effort when creating or updating records.
By maintaining controlled templates, organisations ensure important information is captured accurately and consistently across programs.
Supplier management
Manage suppliers and service providers alongside applicants and funded organisations. Tactiv allows teams to maintain supplier records, track engagements and ensure procurement-related information is linked to the relevant program or activity.
This provides a more complete view of the operational ecosystem surrounding funding delivery and ensures supplier relationships remain organised and transparent.
Multi-bank account storage
Securely store and manage multiple bank accounts associated with an organisation. Tactiv supports the capture of validated banking details, ensuring the correct account is used when processing payments or managing financial transactions.
This capability supports organisations that operate across multiple projects or funding streams, while maintaining strict controls over financial information.
Extended governance controls
Protect sensitive contact and organisational data with configurable governance and access controls. Tactiv allows administrators to define permissions, restrict visibility of sensitive fields and ensure only authorised users can view or update critical information.
These controls strengthen compliance, support data protection requirements and provide confidence that important records are managed securely.
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