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Tactiv plans

Choose your Funding management package

Pricing packages start from as little as $1,250 a month, based on an annual contract, with discounts available for charities and not-for-profits.

Included features:
  • See exactly where every dollar goes, with applications, assessments, and reporting seamlessly connected in the one platform.
  • Demonstrate accountability with simple impact measurement tools to share results with your stakeholders.
  • Build trust and efficiency with a centralised CRM and easy-to-use reporting.
Best for:
  • Small organisations wanting a clearer picture of their funds management
Included features:
  • Improve stakeholder confidence with richer reporting and tailored communications.
  • Access advanced impact reporting, including a custom indicator catalogue, to track outcomes and show the difference your programs make.
  • Save time with single sign-on (SSO) and integrated workflows that streamline daily operations.
  • Enjoy peace of mind with premium support hours included when you need them most.
Best for:

  • Growing organisations wanting to improve their funds management

Included features:
  • Unlock advanced impact reporting and data analysis to demonstrate program performance at scale.
  • Empower teams with custom security permissions, advanced CRM, and comprehensive program analytics to support complex funding programs.
  • Robust supplier management that enables multiple payment options and workflow-driven auditability for greater control.
  • Drive efficiency with advanced workflows, automations, and contract management, reducing manual effort.
  • Make informed decisions faster with access to BI reporting and analytics.
Best for:

  • Larger organisations wanting to gain better insights into their program performance

Included features:
  • Design a fully customised platform to match your unique funding processes.
  • Maximise efficiency with enterprise-grade integrations, automations, and security.
  • Enable organisation-wide collaboration with embedded dashboards, BI reporting warehouse access, and contract management.
  • Access the highest level of support and flexibility to ensure your platform grows with you.
Best for:

  • For those who need a tailored solution to manage complexity and scale impact.

Up to 5 users

Starter

For small organisations wanting a clearer picture of their funds management

Compare plans
Included features:
  • See exactly where every dollar goes, with applications, assessments, and reporting seamlessly connected in the one platform.
  • Demonstrate accountability with simple impact measurement tools to share results with your stakeholders.
  • Build trust and efficiency with a centralised CRM and easy-to-use reporting.
Best for:
  • Small organisations wanting a clearer picture of their funds management
Up to 5 users
Up to 10 users

Starter-Plus

Growing organisations wanting to improve their funds management

Compare plans
Included features:
  • Improve stakeholder confidence with richer reporting and tailored communications.
  • Access advanced impact reporting, including a custom indicator catalogue, to track outcomes and show the difference your programs make.
  • Save time with single sign-on (SSO) and integrated workflows that streamline daily operations.
  • Enjoy peace of mind with premium support hours included when you need them most.
Best for:

  • Growing organisations wanting to improve their funds management

Up to 10 users
Popular
Up to 20 users

Scale

Larger organisations wanting to gain better insights into their program performance

Compare plans
Included features:
  • Unlock advanced impact reporting and data analysis to demonstrate program performance at scale.
  • Empower teams with custom security permissions, advanced CRM, and comprehensive program analytics to support complex funding programs.
  • Robust supplier management that enables multiple payment options and workflow-driven auditability for greater control.
  • Drive efficiency with advanced workflows, automations, and contract management, reducing manual effort.
  • Make informed decisions faster with access to BI reporting and analytics.
Best for:

  • Larger organisations wanting to gain better insights into their program performance

Up to 20 users
21+ users

Enterprise

For those wanting a tailored platform solution to suit their Enterprise organisation

Book a discovery call
Included features:
  • Design a fully customised platform to match your unique funding processes.
  • Maximise efficiency with enterprise-grade integrations, automations, and security.
  • Enable organisation-wide collaboration with embedded dashboards, BI reporting warehouse access, and contract management.
  • Access the highest level of support and flexibility to ensure your platform grows with you.
Best for:

  • For those who need a tailored solution to manage complexity and scale impact.

21+ users

Applications and assessment

Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Accept and review applications with standard tools
Run both internal and external application rounds, with advanced review options
All Starter-Plus features, plus automated workflows to speed up reviews and approvals

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Accept and review applications with standard tools
Run both internal and external application rounds, with advanced review options
All Starter-Plus features, plus automated workflows to speed up reviews and approvals

Application intake

Collect applications using highly configurable online forms with advanced functionality, ensuring you capture the data you need to make the best assessment

Standard assessment and workflows

Apply consistent review criteria and automated workflows to ensure fair, efficient assessment of every application

Internal/external applications

Capture application submissions for your funding programs alongside your external funding submissions

Advanced assessments

Assess applications with configurable scores, weighted criteria, and multi-stage reviews to handle complex evaluations confidently

Panel management

Establish a panel to review applications, ensuring the multi-person assessment process is efficient, organised, fair, and auditable

Automations

Automatically run single or multiple actions when specific events occur, reducing manual work and saving time

Contracts and document management

Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Create and store standard letters and documents with ease
Manage contracts and automate document generation with variation tracking
Oversee complex agreements with advanced workflows and full contract management

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Create and store standard letters and documents with ease
Manage contracts and automate document generation with variation tracking
Oversee complex agreements with advanced workflows and full contract management

Standard letter and document generation

Automatically generate templated letters and documents with live data ensuring accuracy and consistency

Document storage

Securely store, organise, and access all program documents in one central, searchable location

Contract and award workflows

Streamline contract creation, approval, and award processes with automated, auditable workflows

Basic variation management

Record and approve simple contract or budget changes with standardised controls and visibility

Advanced document generation templates

Build intelligent templates that automatically populate complex contracts, letters, and reports with live data

Head contracts and master agreements setup

Easily create and manage overarching agreements that define the terms and conditions for multiple related projects, funding rounds, or variations

Document workflows

Route documents through configurable review and approval steps for faster, compliant processing

Advanced variation management

Manage complex variations with multi-level reviews, financial adjustments, and automated documentation updates

Funding and payments
Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Track payment milestones with ease
Allocate funds and manage payments more flexibly
Forecast funding, manage suppliers and streamline payments

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Track payment milestones with ease
Allocate funds and manage payments more flexibly
Forecast funding, manage suppliers and streamline payments

Standard payment milestones

Define and automate payment schedules tied to project or contract milestones for clear, consistent disbursement

Funding allocations

Easily allocate funds across programs, projects, or budget periods to maintain accurate financial control

Forecasting

Track and predict funding commitments and future payments to improve financial planning and cash flow visibility

Supplier/bank controls

Maintain compliance and security with verified supplier details and controlled bank account management

Payment lifecycle workflows

Manage the full payment process, from approval to disbursement, with auditable, automated workflows that reduce risk and manual effort.

Acquittals and progress reporting
Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Generate and submit acquittal reports
Introduce progress reporting and guided acquittal workflows to streamline
Add automation to acquittal processes, improving accuracy and timelines

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Generate and submit acquittal reports
Introduce progress reporting and guided acquittal workflows to streamline
Add automation to acquittal processes, improving accuracy and timelines

Acquittal and applicant reports

Collect final reports and evidence from applicants to verify how funds were used and outcomes achieved.

Progress reporting

Track project delivery through scheduled progress reports with clear milestones and performance indicators.

Acquittal workflows

Streamline the acquittal process with structured, auditable workflows that guide reviews and approvals.

Acquittal automations

Automate reminders, status updates, and approvals to speed up acquittal processes and reduce administrative effort.

Reporting, impact and insights
Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard reports to track activity
Advanced impact reporting to show outcomes
Business intelligence warehouse + advanced funding lifecycle reporting for full program visibility

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard reports to track activity
Advanced impact reporting to show outcomes
Business intelligence warehouse + advanced funding lifecycle reporting for full program visibility

Standard reports

Access ready-to-use reports for funding, projects, and performance to support day-to-day program management.

Standard impact tracking

Monitor key outcomes with built-in tools that link funding activities to measurable community or program impact.

Advanced impact reporting with indicators

Define and track custom indicators to measure results across multiple programs and demonstrate long-term impact.

Program logic and strategic plan alignment

Map projects and outcomes to your program logic or strategic framework to ensure every initiative supports organisational goals.

BI reporting

Gain deeper insights with business intelligence tool integration that allows you to visualise data, explore trends, and build custom dashboards.

ADD-ON
ADD-ON

Communications and engagement
Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard templates and correspondence tracking
Configurable notifications and custom communication templates
Centralised two-way custom communication for a transparent engagement experience

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard templates and correspondence tracking
Configurable notifications and custom communication templates
Centralised two-way custom communication for a transparent engagement experience

Branded communications

Send professional, branded messages that reflect your organisation’s identity across all funding interactions.

Branded client-facing portal

Provide applicants and partners with a secure, branded online portal for submissions, updates, and communication.

Mobile responsive forms

Enable applicants to complete and submit forms easily from any device with fully responsive, accessible design.

Standard communication templates

Use ready-made templates for common communications to ensure consistency and save time.

Correspondence log

Maintain a complete record of all incoming and outgoing messages for full communication visibility.

Configurable notifications

Set automated alerts and reminders for key actions, deadlines, and status changes to keep everyone informed.

Custom communications template

Design and manage your own message templates to match specific programs, audiences, or workflows.

Inbound correspondence capture

Automatically record and categorise inbound messages to keep all communication linked to the right application or project.

CRM capabilities

Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Track contacts, organisations, and correspondence
Add custom fields and templates for deeper insights
Advanced CRM with supplier management and automation

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Track contacts, organisations, and correspondence
Add custom fields and templates for deeper insights
Advanced CRM with supplier management and automation

Contact management

Maintain a complete record of all contacts, including applicants, partners, and assessors, in one central database.

Organisations management

Track and manage details of participating organisations, their relationships, and associated projects or funding agreements.

Correspondence tracking

Log and view all communication history for full transparency across stakeholder interactions.

Custom fields

Add configurable data fields to capture information specific to your programs, organisations, or reporting needs.

Templates

Standardise documents, forms, and messages with reusable templates for consistency and efficiency.

Supplier management

Manage supplier profiles, compliance details, and payment information in a secure, centralised system.

Multi-bank account storage

Store and manage multiple verified bank accounts per organisation to support complex payment structures.

Extended governance controls

Strengthen oversight with configurable approval rules, access permissions, and audit trails across all funding programs

Security and access

Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard user permissions
Single sign-on and email domain integration
Everything in Starter-Plus with custom security permissions

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Standard user permissions
Single sign-on and email domain integration
Everything in Starter-Plus with custom security permissions

Standard user permissions

Assign predefined user roles with set access levels to maintain control and data security across the platform.

SSO

Enable secure, seamless single sign-on access through your organisation’s existing authentication system.

Email domain integration

Connect platform accounts to verified email domains for secure communication and user authentication.

Custom security permissions

Define granular access controls to tailor visibility and permissions for specific roles, teams, or programs.

Support

Expand to see what's included in each plan

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Helpdesk support
Priority support hours included
Dedicated support with more hours and tailored assistance

Starter

Up to 5 users

Starter-Plus

Up to 10 users

Scale

Up to 20 users

Helpdesk support
Priority support hours included
Dedicated support with more hours and tailored assistance

Helpdesk support

Access responsive technical assistance for troubleshooting, platform guidance, and everyday user support.

Customer success

Work with dedicated specialists who help you optimise the platform, improve processes, and achieve program goals.

Premium support

Receive priority assistance, proactive system monitoring, and tailored support to keep your operations running smoothly.

8 hours
16 hours

Trusted choice for funding management and program impact

400,000+ users worldwide

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$25+ Billion Funds Managed

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20+ Years Sector Experience

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Choose from a range of add-ons

Like a package, but want more? We have a range of add-ons to suit your organisation’s needs, as and when you need them. Take a look at some of the options available to make your funds management platform uniquely yours.

Speak to our team of funding management professionals to learn more about our add-ons and to build a package that fits your organisational needs.

Book a discovery call

Reporting Warehouse

Unlock powerful, large-scale analytics with a dedicated reporting environment built for deeper insight.

Learn more →

Single Sign-On

Give users instant, secure access with one-click login, reducing friction and boosting adoption.

Learn more →

Ecosystem Integrations

From CRM and FMIS through to document management and analytics tools,  secure APIs allow for seamless connectivity with the systems you already use.

See Integrations → 

Identification Services

Simplify identity verification via integration with government and non-government identification systems and business directories.

See Integrations →  

Get started fast, scale with confidence

Our implementation and customer success teams can get you up and running in weeks. Need changes made to your programs? No problem, our platform can be easily self-configured, or you can request support from our friendly team.

Want to know more about our implementation and support options?

Contact us
About Tactiv

You’re in good company

Frequently Asked Questions

Is the platform secure?

Security is a top priority. Our platform is ISO 27001 certified and uses industry-standard encryption, secure hosting, and regular compliance checks to protect sensitive information at every stage of the funding lifecycle.

Can the platform integrate with our existing systems?

Yes. The platform integrates with finance, HR, CRM, and other enterprise systems so data flows seamlessly across your organisation, reducing duplication and errors. Visit our integrations page for a full list of supported connections.

How does the platform help with compliance and auditing?

The system automatically maintains a complete digital record of applications, decisions, contracts, payments, and communications with role-based access and permissions. This audit trail ensures transparency, supports compliance requirements, and provides evidence of accountability for stakeholders and funders.

Is the platform customisable to our programs?

Absolutely. Every funding program is different. The platform allows you to configure eligibility criteria, workflows, forms, communications, and reporting to match your organisation’s processes.

How long does implementation take?

Implementation depends on program size and complexity. Some organisations are live in just a few days, while larger programs may take a couple of months. Our team provides a structured onboarding process, training, and ongoing support to get you up and running smoothly. Book a program discovery workshop to discuss your unique requirements and timeline.

Can the platform track project outcomes and impact?

Yes. Beyond monitoring budgets and timelines, the platform captures outcomes such as deliverables achieved, benefits realised, stakeholder engagement, and alignment with strategic goals. This allows organisations to connect investment to measurable impact, compare performance across projects, and demonstrate portfolio value to leadership and stakeholders.

Can't find the answer to your question?

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