Grant consulting CRM
A grant management CRM for consultants who help Italian companies win public funding. It collects open calls, scores them against client projects and tracks each application.
CRM REDD consultant dashboard
01 Overview
CRM REDD is a grant management CRM built for consultants who help Italian companies find and win public funding. Their daily work is to spot the right call for proposals, check that a client's investment project qualifies, and then guide the application through to a decision.
Calls for proposals in Italy are published on many different sites, each with its own rules on eligible sectors, regions and deadlines. REDD needed one working tool that brought every open call into a single list, ranked those calls against each client project, and kept notes, files and messages for every application together. We built the consultant web app and the API behind it.
02 The challenge
Before CRM REDD, finding and managing funding opportunities was a manual job spread across browsers, spreadsheets and inboxes.
Calls for proposals were scattered across many sites, each with its own eligibility rules, qualifying regions and deadlines.
Consultants compared every client project against every call by hand, which was slow and easy to get wrong.
Each application needed a status, declarations and supporting files, but that paperwork lived in spreadsheets and mail folders.
Clients expected quick answers about their applications and had to wait for an email to get them.
03 What we built
We built a React and TypeScript web app on a Node.js, Express and MongoDB API. The server collects calls from an Italian grants service, scores each one against a client project out of 100, and gives consultants the screens they need to assign calls and run each application.
Every open call appears in one searchable list with region, deadline, days left, ATECO code and evaluation procedure on each card. Consultants filter by geographical area and star favorites instead of checking site after site.
Each call is scored against a project out of 100: sector 30 points, region 25, budget fit 20, timeline 15 and wording overlap 10. Anything under 20 percent is dropped, so consultants only review calls that could fit.
For each investment project, consultants see matched, available and assigned grants side by side with the match percentage, amount and deadline. One click on Assign links the best call to the project.
All client projects sit in one table with the client name, linked grant, investment amount and owner. Tabs separate matched grants, live updates, available grants and archived work.
Every application, called a practice, has a state such as Draft, Pending, Submitted or Approved that consultants change in place. The team can see at a glance which applications need action.
A shared document area holds folders for companies, employees, practices and shared files, and a calendar tracks deadlines and events by month, week or day. Paperwork stays next to the application it belongs to.
Messages and notifications reach each user over Socket.IO, so clients and colleagues get updates without waiting for an email. Clients join by email invitation and see only the projects and documents shared with them.
An assistant powered by OpenAI answers questions about how to use the system. New users can find their way around without asking a consultant.
04 The results
CRM REDD now covers the core path for a funding consultant: collect the calls, rank them against a client project, assign the best fit and manage the application to the end.
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