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Technology Review

Temelio

Grants Management

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General Information

Product Name: Grants Management System

Description: Temelio is a mission driven organization working to improve the effectiveness of the nonprofit community through software for grantmakers. They believe that the grantmaking industry has been overlooked by modern cloud-based software companies and in response have built a grant management product that allows foundations to manage the grantmaking process from end to end. The product is a one-stop-shop to manage all foundation operations and includes: an interface for grant applicants, records for the foundation (i.e., applicant and grantee database/CRM), applicant review and approval workflow, data analysis and reporting, and an embedded communications tool for all applicant and grantee communications.

Headquarters: New York, United States

Number of Employees: 1 to 10

Size of Client Base: 1 to 100

Size of Organization: Medium

Year Founded: 2022

R&D Investment: 1M to 4.9M USD

Fee Structure: Custom services and Add-Ons, Volume or usage

Grants Management TECHNOLOGY Reviews

Applicant Database:

1

Grant Eligibility:

1

Forms:

1

Metadata:

1

Grant Application Templates:

1

Collaboration:

1

Grant Evaluation:

0.75

Applicant Vetting:

0.75

Applicant De-Duplication:

0.75

Review and Approval Workflow:

1

Approval Thresholds:

0.75

Grants Agreement Templates:

1

Grants Disbursement:

1

Volunteer Grants:

1

Status Notifications:

1

Email Records:

1

Nonprofit Access:

0.75

Recognition and Reward:

0.25

Direct Payment:

1

Checks and EFT Deposits:

0.25

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

1

Workflows:

0.25

Technology Specifications

Comms (Internal): One-Way, Two-Way

Comms (External): One-Way, Two-Way

Sharing (Internal): Available

Sharing (External): Available

Access: Mobile-Friendly, SSO, URL, Username & Password

Automation: Form Auto-Population, Notifications, Workflows

Error Identification: Field Completion, Format Validation, Native Error Support, Rules & Alerts, Submission Warnings & Blocks

Look & Feel: Colors, Layout, Localizations, Logo, Social Media Tags

Search: Event/Opportunity, Keyword, Nonprofit/Association

Compatibility: Linux, macOS, Windows

Deployment: Cloud (SaaS), Multi-Tenant

Global Configuration: Global, Multi-Country, Multi-Site, Single Entity

Global Localization:

Global Languages: English

Integration: Custom Integration, Out-of-the-box APIs

Admin Levels: Admin

GDPR: Non-Compliant

CPPA (Consumer Privacy Protection Act): Non-Compliant

Privacy – Other: SOC 2

Vendor Support

Number of Support Centres: (2)

Support Centre Locations:

Server Locations:

Support Levels: Client Admin, External, User

Support Languages: English

SLA: 24 hours

Administrator Support Methods: Online (Email), Online (Live Chat)

Customer Service Support Methods: Online (Email), Online (Live Chat)

Training Methods: Classroom (Offsite), Classroom (Onsite), Online (Self-paced), Online (Synchronous)

Value-Add Services:

Implementation Time: 1-3 months

Evaluation Key for Technology Reviews

☆☆☆☆ Not available: The solution provider does not offer this feature or functionality within the featured platform.
★☆☆☆ Partially available: The feature or functionality is not available in the platform but can be made partially or wholly available through customization.
★★☆☆ Basic functionality available: The feature or functionality is available at a basic level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).
★★★☆ Advanced functionality available (customization): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available at a basic level out-of-the-box and/or with configuration only and requires some customization to enhance.
★★★★ Advanced functionality available (configuration): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).

*RWI analyst discretion.

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