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CRM_635922768_Resized CRM_635922768_Resized

Build stronger relationships, drive greater impact

Nurture trust, strengthen collaboration, and ensure every relationship contributes to measurable program outcomes.

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$25B+ Funds Managed

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400K+ Users

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20 Years Experience

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Bring stakeholder relationships into one view 

Stronger stakeholder relationships

Behind every successful funding program are the relationships that make it possible. CRM capabilities bring these connections to life, capturing every engagement and commitment in one place. With a clear, connected view of your partners and communities, you can collaborate with purpose.

A single view with simplified communication

Centralising contact information, correspondence, and activity logs ensures everyone, from program officers to finance teams, works from the same source of truth. Teamed with automated communication reduces duplication, improves response times, and enhances coordination across departments and partner organisations.

Data-driven insights for strategy and impact

CRM data connects relationship activity to funding outcomes, revealing trends in stakeholder engagement. These insights support evidence-based decisions, enabling teams to refine programs, target outreach, and ultimately increase impact.

CRM - Summary CRM - Summary

You’re in good company

Solutions

Manage interactions, support information needs and deliver services efficiently and transparently

Centralised contact management

Store and manage all partner, donor, and funding recipient profiles in one place, linking them to projects, funding rounds, and outcomes.

Interaction and communication tracking

Log emails, meetings, calls, and correspondence to maintain a complete history of engagement and ensure consistent communication across teams.

Automated notifications and task reminders

Set alerts for key milestones, reporting deadlines, or follow-ups to keep relationships active and projects on schedule.

Role-based actions and permissions

Control who can view or edit stakeholder data, ensuring secure collaboration across departments and delivery partners.

Integrated relationship analytic

Analyse engagement levels, partner performance, and contribution patterns to support evidence-based program decisions.

Document and record linking

Attach proposals, agreements, reports, and correspondence directly to each contact or organisation, creating a complete and auditable relationship record.

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.

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Transform your funding programs and deliver impact

Explore the future of funds management impact: a vision for tradable impact. Learn how platforms like Tactiv's Enquire support organisations in managing outcomes, transparency, and data alignment.
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Resources

CRM and funds management resources

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The CRM and ERP Trap: Why They Break Under Funding Management (+ The Better Solution)
Featured, Funds Management, CRM, Project Portfolio Management

The CRM and ERP Trap: Why They Break Under Funding Management (+ The Better Solution)

One system to run your entire organisation? Less software. Fewer silos. A single source of truth that ties every function within y...

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Relationship Management Drives the Future of Public Sector Service Delivery Reform
Product Updates, CRM, Public Sector

Relationship Management Drives the Future of Public Sector Service Delivery Reform

The public sector can learn much from private sector technical innovations. Business process optimisation across the whole service...

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How Digital Transformation is Changing Project Portfolio Management
Funds Management, Digital Transformation, Project Portfolio Management

How Digital Transformation is Changing Project Portfolio Management

Across Australia and New Zealand, organisations managing funds and projects —from government grants to community investment progra...

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How to Ensure Compliance in Grant Management
Funds Management, Grant Management

How to Ensure Compliance in Grant Management

Ensuring Compliance in Grant Management: A Critical Challenge For grant managers, project leads, and administration teams across g...

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