AI CRM Builder for Grant Writers
Most grant writers use a fraction of what a real CRM does, and pay for all of it. Describe how you actually track clients — the stages, the fields, the follow-ups — and Mythex builds a CRM shaped like your process.
Who it's for
Grant writers tracking clients in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with client name, funder and deadline
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every client
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings clients
How grant writers work
A grant writing consultancy helps charities, nonprofits, social enterprises and research teams win funding. Work includes finding suitable funders, drafting applications, reviewing bids and writing impact reports for grants already won. Everything is driven by deadlines: foundation rounds, government programs and corporate funds each open and close on their own calendar, often with several clients chasing the same one. Drafts pass back and forth by email, with budgets in spreadsheets. Software helps track funders, deadlines, drafts and outcomes across every client.
What crm for Grant Writers has to handle
- Funders are records with focus areas, typical award size, deadlines and eligibility notes.
- Clients need their mission, location, annual income and past funders recorded.
- Applications link a client to a funder with a deadline, amount requested and outcome.
- Funder contact names and feedback from past bids are valuable.
A tip for grant writers
Keep funders as their own records with eligibility notes and deadlines. When a new client signs up, you can shortlist likely funders in minutes, and the research you do for one client benefits the next.
A prompt to start from
Build a CRM for a grant writing consultancy. Track clients with client name, funder, deadline and amount requested, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can we match clients to funders?
Yes. Store focus areas and locations for both, and filter funders that match a client's work and region.
Can I import the clients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Build Cost Estimator Template — Five-step calculator with lead capture
Guide
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