Eligibility screening, collaborative applications, fair review, award management, reporting, CRM and finance in one platform, with optional AI assistance and final decisions kept with people.
EvolveGMS is an AI-native platform for grantmaking and awards. AI assistance is optional and off by default; your team chooses when to use it.
Staff can override screening results.
See strengths and gaps at a glance.
Review suggested scores with quoted reasoning.
Answers are drawn from your program content.
Answer questions and help create records; staff can review conversations.
AI-generated outputs are logged.
Final award decisions stay with people.
Set up the program once, screen for fit early, and let applicants work without friction.
Define funding pools, award ranges, award counts, categories and cycle dates, open no-login public intake, and duplicate a program in one click.
Why it helps Reuse a consistent structure and prepare new cycles with less setup.
A branching, anonymous pre-application quiz that stores no personal data, with qualification funnel counts for staff.
Why it helps Applicants check fit before preparing a proposal, reducing avoidable screening work.
Run an LOI stage with its own form, then move invited candidates to a separate full application.
Why it helps Request full proposals only from invited candidates.
17 field types, conditional logic, validation, calculated fields and flexible layouts. Submitted forms are frozen as versions and can be exported to PDF.
Why it helps Configure applications without IT help while preserving exactly what each applicant was asked.
Drafts autosave, including for anonymous applicants. Add editor or viewer collaborators, send confirmation and withdrawal emails, and offer a self-service applicant portal.
Why it helps A lower-friction, collaborative submission process.
Assignments, conflicts, scoring and decisions each have a specific mechanism behind them.
Assign individually, program-wide or in bulk, or distribute automatically with balanced workloads and matching expertise tags.
Why it helps Replace assignment spreadsheets with a more balanced allocation.
Record conflicts at the person or organization level. Existing assignments for that party are removed automatically, with acknowledgments and reasoned recusals.
Why it helps A concrete, recorded safeguard rather than a generic fairness statement.
Weighted criteria with maximum scores, validation that weights total 100%, normalized scores, blind review, reviewer comments, multi-round judging and final-score locks.
Why it helps More consistent comparisons and a traceable rationale for each result.
Approve, decline, waitlist or defer with reasons, individually or in bulk. Remaining funding is checked, and decisions are grouped into meeting-date dockets.
Why it helps Prepare committee meetings and avoid commitments beyond available funding.
Awards keep their history, and grantees have one place to meet their obligations.
Awards link to CRM records with terms, budgets and custom fields. Amendments preserve previous values, and rescission is supported.
Why it helps Keep the full lifecycle history when amounts, dates, scope or reporting change.
Set report requirements and due dates per award. Grantees submit narratives and attachments in the portal; staff accept or reject with notes. Overdue flags and automatic reminders are included.
Why it helps Reporting responsibilities stay visible with less manual follow-up.
One place for organization profiles, team management, award visibility and report submission.
Why it helps Less routine back-and-forth and more self-service for grantees.
Connect award conditions to budgets and accounting, so program and finance teams work from the same records.
Fiscal-year budgets with nested structures, overspend tracking and grant-code tagging.
Why it helps Program and finance teams see commitments and remaining funds.
Schedules are capped at the approved award amount, and report-acceptance holds gate releases. Releasing a payment creates an accounts payable bill, which syncs to QuickBooks Online.
Why it helps Connect award conditions to finance records and keep program and accounting teams aligned.
General ledger, accounts payable, budgets, fiscal periods, QuickBooks Online sync and Stripe payment processing for card payments.
Why it helps Less duplicate entry between programs and accounting.
The people, organizations and connections behind every grant and recognition program.
Connected contact and organization records, relationships, 360-degree views, a relationship graph, and duplicate detection with merge.
Why it helps Applicant, grantee and reviewer context in one record instead of isolated program files.
Communications, workflows, documents and configurable data sit alongside program operations.
Email templates, campaigns, audience segments, deliverability tracking and SMS.
Why it helps Reach applicants and grantees with relevant audiences and channels.
A visual workflow builder with run history, for example a follow-up journey that you configure for your own process.
Why it helps Less repetitive follow-up and multi-step processes that are easier to trace.
Grant-linked uploads and links, permission-controlled downloads and document templates.
Why it helps Supporting records stay organized in the context of the grant.
Custom fields and objects, including on awards and dockets, plus dependent picklists.
Why it helps Adapt the data model to your process without custom development.
Analytics are separate from grantee compliance reporting.
Ad-hoc reports across your data with filters and totals, saved reports, scheduled delivery and exports.
Why it helps Answer board and funder questions without waiting on a custom report.
User-built dashboards, plus AI-generated summaries.
Why it helps A shared view of pipeline, awards and spending.
Build surveys, collect public responses and review results.
Why it helps Gather program feedback and grantee outcome information.
Beyond choosing winners: the full workflow around an awards program.
Nominations with fees and early-bird pricing, endorsements, multi-round judging, certificates, ceremonies, and a winners directory that respects consent.
Why it helps Cover the whole recognition workflow, not only announcing winners.
AI is optional and assistive. Final decisions stay with people.
Optional eligibility screening with staff override, strengths and gaps summaries, rubric assistance with quoted reasoning, and applicant chat grounded in program content. Every Grant AI feature is off by default and its outputs are logged.
Why it helps Support staff review and applicant preparation while humans make the final decision.
Separate assistants that answer questions and help create records, with staff able to review conversations.
Why it helps Help with routine work and self-service questions.
Concrete safeguards, described plainly.
Custom roles, detailed permissions, audit trails, archiving and retention.
Why it helps Controlled access and traceability for funder and board scrutiny.
Tenant data separation, card processing handled by Stripe, and GDPR consent tracking.
Why it helps Specific data-handling safeguards you can ask us about.
Explore the controls behind the workflow, then talk with us about feature availability and configuration for your program.
No. Every Grant AI feature is optional and off by default. Your team chooses what to enable.
Yes. Eligibility screening can be overridden by staff, and Grant AI outputs are logged. Final decisions are made by people.
Staff and member assistants answer questions and help create records, with staff able to review their conversations. These assistants are separate from the Grant AI features used in grant review.
No. The quiz is anonymous and stores no personal data. Staff see qualification counts.
Payment schedules cannot exceed the approved award, and releases can be held until a grantee report is accepted. Releasing a payment creates an accounts payable bill that syncs to QuickBooks Online. Bill creation and accounting sync are distinct from executing a bank transfer; talk with us about your payment workflow. Stripe handles card payment processing.
Conflicts are recorded for a person or organization. Matching assignments are removed automatically, and recusals include a reason.
Custom roles and detailed permissions control access, and audit trails, archiving and retention settings support traceability.
The platform is multi-tenant, with tenant data separation. Card processing is handled by Stripe, and GDPR consent tracking is available.
Talk with us about the access, audit, retention and privacy requirements for your organization. We can discuss the platform's roles, permissions, tenant data separation and GDPR consent tracking in the context of your process.
Request information to confirm feature availability, configuration requirements and the package that fits your program before choosing your setup.
Tell us how your team awards, reviews, and stewards grants or recognition.