software for managing requests for funding or contributions

The software for managing requests for funding or contributions from public tenders will be a complete and integrated solution, designed to optimise and simplify the entire application management process, from taking charge of the assignment through to accounting and document management. This system is designed to meet the needs of your professional consultancy firm working in the field of public funding by optimising the efficiency of procedures. Assignment Taking and Contract Completion - Customisable Workflow The software offers a guided process for taking the assignment, allowing you to define the necessary actions step by step, from the first contact request to the signing of the service contract. The user interface includes a dashboard that provides an instant view of upcoming deadlines and the status of ongoing tasks, allowing users to have total control and an up-to-date overview of activities. - Contract Templates Integrates a contract template management system, customisable to the specific needs of each loan or grant, with editable fields to enter terms, conditions and assignment-specific details. Company Master Data Management - Centralised Database A centralised master data system for managing client company information, including tax data, contact information, and history of interactions and financing requests. - Advanced segmentation Ability to segment companies according to different criteria, such as industry, size, geographic region, to facilitate targeted analysis and communication strategies. - Roles and Permissions - Multilevel Access The software supports the creation of diversified roles and permissions, allowing operators to access only the sections and functionalities relevant to their role, guaranteeing data security and confidentiality. Complete Document Management - Document Archiving A platform for archiving, searching and managing all documents related to practices, with tagging and categorisation for quick and easy retrieval. - Document Upload by Customers Clients can autonomously upload the required documents through a secure portal, speeding up the information collection and validation process. Alerts and Notifications - Alert System Manage customisable alerts for specific deadlines, such as application deadlines or delivery of additional documentation, with notifications via email or on the software dashboard. Customer Interaction and Self-Service Portal Customer Portal A secure and intuitive self-service portal where customers can view the status of their files, upload documents, receive notifications and communicate with operators, improving customer engagement and satisfaction. Accounting Management - Integrated Accounting Module The software includes a dedicated accounting module for practice management, to monitor costs, payments and invoicing, with the ability to issue invoices and manage fee payments in an efficient and traceable manner. Security and Compliance - Regulatory Compliance Designed to comply with current privacy and data protection regulations (e.g. GDPR), ensuring information security and process compliance. Backup and Data Recovery Implements backup and disaster recovery solutions to ensure business continuity and data security in all circumstances. This software provides a state-of-the-art solution for the efficient and optimised management of applications for public funding and grants, reducing manual workloads, improving communication with customers and ensuring maximum compliance with regulatory and procedural requirements.