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The Grants Management software platform that does it all.
AgileCase's powerful yet easy-to-use Case Management platform was built, from the ground up, with Grants Cases Management in mind.
Use AgileCase to:
Capture & Process - Capture information inside AgileCase and then process your work using the AgileCase platform.
Measure & Inform - Measure using our advanced reporting technology and inform your customers using letters, emails, SMS's, the AgileCase portal or 3rd party Integration.
Capture Your Information
Customize your application to fit the style you want.
Build simple to complex forms and get your data into AgileCase.
Send your data into AgileCase and automatically open cases from any data source using AgileCase.
AgileCase Forms & Custom Fields
AgileCase Progress Your Cases
Process It
Do your work, progress your cases.
Design your application lifecycle and streamline your process using AgileCase.
Assign tasks, use emails, letters, SMS, and reminders to track and manage your applications with ease.
Personalize Your Experience
AgileCase is designed to be configured by you.
Use our default Grants Management system, or easily build your own to fit your application lifecycle.
AgileCase Application Lifecycle & Custom Fields
Review Grant History
Review Grants History
Review your applicants grants history
Make informed decisions based on your applicants financial history
Track, measure and report applications cases against your previous records.
Agile Scripting
Reduce error and increase efficiency with AgileCase Scripting.
Automate your application lifecycle with AgileCase's flexible, highly scalable scripts, so you can spend less time doing repetitive tasks, and focus on increasing profitability.
Use Agile Scripts to send templated email or SMS notifications, populate values in your case, add tasks or integrate with 3rd parties - all without human intervention.
AgileCase Users & Permissions
Manage Your Access
Allocate applications, assign roles, and grant access permissions with a few simple clicks.
Allow for back and forth communication, multiple reviews and authorisation loops to fit with, and improve your existing Grants lifecycle.
Agile Integration
Easily integrate your tools and processes.
Use AgileCase to integrate with your existing tools and processes, connect all your platforms seamlessly, export your data with a simple click.
Measure Progress
See your whole company case load, in real-time at any time.
Use our intuitive Grants Management reporting module to create bespoke reports and audits to collect, sort and organize data.
View results, share with your board, print or export to Excel.
AgileCase Reports
Inform Customers & Partners
Use AgileCase's built-in CRM.
Use reports, emails, letters, SMS's, the AgileCase Portal and integration to inform your applicants, reviewers, grantees, donors, volunteers and all your partners.
Give real-time feedback, reduce back and forth phone calls asking for updates on a grant progress and increase customer satisfaction.
What our users are saying about AgileCase
"Our storage costs are down dramatically"
"Using AgileCase's Docs and Comms feature means we don't need to store boxes of archive documents for each case, its revolutionized how we do things." learn more"The whole team has access to the case history"
"We've cut down on internal friction. All team members can get instant access to the whole case history immediately." learn more"The fields on AgileCase match our process"
"We've been able to design our forms to match our process, AgileCase's Custom Fields mean that we don't have to 'hack' fields for the wrong type of data" learn moreUsed By These Awesome Companies
Our customers include foundations, not for profits, charities, law firms, banks and many more.
Lets talk about how we can bring value to your business
Schedule a demo
Our experts will listen to your needs and give you a tailored system demo.