Hubspot Regranting Users

[Wanda_P]

Hello, I am looking to connect with nonprofits that are using Hubspot Sales for regranting. Specifically setting up a sales pipeline that meets our needs.

Our organization regrants to organizations who are members in our coalition. If there are some orgs that are using Hubspot for this purpose would love to get some best practices

[twengler]

We have the IP for this.  We track Grants, Programs, Awards (as in the grant you deliver to the end user). They also submit expenses via HubSpot and that decrements the allocated funds.   Unused funds by the client return to the Program's budget as well.  It's complex but it's also Ready to Go.

tomw@convergence-crm.com  HubSpot partner. 

We do this for cities, counties and non-profits.

[Jaycee_Lewis]

Hey, @Wanda_P 👋 Welcome to our community! 🙌 We have a lot of wonderful folks here. Take a look at our Learning Paths. They're super helpful guides on digital strategy, automation, and more. Hope to see you around! — Jaycee