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Inspired Design meets Dynamic Technology

Inspired Design meets Dynamic Technology

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Whether you are looking to improve basic record keeping, office automation, or overall data and knowledge management, our First Pearl grant management software is a scalable solution for private and family foundations. Written in Microsoft® Access, this concise product can be tailored to meet your needs today and can change and grow with your foundation.  View or download our brochures: First Pearl, Bromelkamp Company.

 

 

 

Contacts Tracking/CRM


  • Manage all contact information in a single location; changes here update everything
  • Compose letters and emails with just one click
  • Chronicle all communications and related documents, including reminders
  • Group contacts with multi-level coding
  • View all applications and other contacts for a single organization
  • Move easily between contacts in one organization
  • Integrate with Outlook and your PDA using our optional Outlook Synchronizer companion product
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Comprehensive Grants Management


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  • Enter all data on a single screen entry
  • Relate all involved parties
  • Automate entire grant process: manage timelines, correspondence and review process
  • Schedule and track reports and payments easily and with flexibility
  • View and complete applicant history
  • Integrate fully with Pearl Fund Accounting
  • Chronicle all grant communications and documents, including reminders




Merge Letters & Email


  • Use easy standard form letters
  • Record automatically when letter is generated
  • Customize letter appearance
  • Tailor letter content based on specific recipient data records
  • Output letters to paper, screen, email or file
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Powerful Reporting Capabilities


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  • Use easy standard report formats
  • Create your own reports using report builder
  • Customize report appearance
  • Specify sorting with pop-up questions
  • Output reports to paper, screen, email or file
  • Evaluate program successes using long-term results


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