Restricted funds stay restricted
Spending is tagged to the grant it draws from, so restricted money is only used for its intended purpose. Compliance is protected.
Invoicing, Finance & Payments
Fund Grant Tracking Software
Track every grant and fund to the rupee
Track donor funds, grant disbursements and how every rupee is utilised, with audit-ready records that stand up to a funder or government review. NGOs and trusts always know where the money went.
192+ teams · 4.8★ · used across 31 industries
Definition
What is Fund & Grant Tracking?
When a funder asks where their grant went, you need a clear answer. Fund and grant tracking records donor funds and grants received, tracks how they are disbursed and utilised, and keeps records ready for audit. In CIPHER CRM you log each fund, tag spending to it, and maintain a clear trail of utilisation, so NGOs and trusts can show funders exactly where the money went.
Fund and grant tracking in CIPHER CRM manages donor funds, grant disbursements and utilisation, keeping audit-ready records for NGOs, trusts, cooperatives and government-linked bodies. You log each fund or grant with its funder, amount and purpose, then tag every disbursement to the fund it draws from, so restricted money is only spent on its intended purpose and different funders stay separate even within one bank account. Utilisation is tracked grant by grant, so you see how much is spent and how much remains, and budgets are not overshot. Every fund, disbursement and utilisation entry keeps its trail with supporting documents stored against it, so a funder or government audit is answered from the records directly rather than a scramble to rebuild months of spreadsheets. Reports show grant-by-grant utilisation, so funder reports and compliance filings come out in minutes, not days. It is included in every plan and used by 192+ Indian businesses across 31 industry editions rated 4.8 out of 5.
The problem
What happens without Fund & Grant Tracking
- Grants from different funders sit mixed in one account. Nobody can show how a specific grant was used.
- Utilisation is tracked in spreadsheets that do not match the bank. Audits get stressful and slow.
- A funder asks for a utilisation report and it takes days to rebuild from scattered records.
- Disbursements go out without a grant tag. Restricted funds get spent on the wrong purpose.
- No clear view of how much of each grant is spent and how much remains. Budgets get overshot.
Capabilities
What you can do with Fund & Grant Tracking
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Record every fund and grant received
Log each donor fund or grant with its funder, amount and purpose. Every rupee received has a clear source.
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Tag spending to the right grant
Attribute each disbursement to the fund it draws from. Restricted money is only spent on its intended purpose. expense tracking software →
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Track utilisation against each grant
See how much of a grant is spent and how much remains. Budgets stay within what the funder allowed.
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Keep audit-ready records
Every fund, disbursement and utilisation entry is stored with its trail. A funder or government audit is a lookup, not a scramble. document storage software →
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Produce utilisation reports fast
Reports show grant-by-grant utilisation, so funder reports and compliance filings come out in minutes, not days. government scheme tracker software →
Built India-first
Why Fund & Grant Tracking is better in CIPHER
Unlike generic CRMs, CIPHER builds fund & grant tracking around how Indian businesses actually work - WhatsApp, mobile and local context come as standard.
Audit-ready by design
Every fund, disbursement and utilisation entry keeps its trail. Funder and government audits are answered from records, not reconstructed.
Built for NGOs and trusts
Donor funds, grant disbursements and utilisation tracking match how NGOs, trusts and government-linked entities actually account for money.
How it works
How Fund & Grant Tracking works in CIPHER CRM
Log the fund
Record each donor fund or grant with funder, amount and purpose.
Tag disbursements
Attribute each spend to the grant it draws from.
Track utilisation
Watch how much of each grant is spent and how much remains.
Keep the trail
Store supporting documents so records stay audit-ready.
Report to funders
Produce grant-by-grant utilisation reports for funders and compliance.
In action
Fund & Grant Tracking in action, by industry
- Manufacturing A manufacturer draws on a government capital-subsidy or MSME grant for new plant. Each drawdown is tagged to the scheme and its spend tracked against the sanctioned amount, so the utilisation certificate for the agency is produced from records, not rebuilt.
- Construction A developer executes a government-funded infrastructure works package. Each disbursement is tagged to the sanction head and utilisation tracked against the allocation, so the funding body sees exactly how its money was spent when the audit comes.
- Consulting A firm managing a donor-funded programme for an NGO client tracks grant utilisation on their behalf. Spending is tagged grant by grant with documents stored, so the client funder report is a minutes-long export rather than a days-long reconstruction.
- E-commerce & Retail A cooperative retail body runs a subsidised procurement scheme funded by a grant. Restricted funds are tagged to the scheme so they are spent only on the intended purpose, and the utilisation view stops the allocation being overshot.
- Logistics & Transportation A transport cooperative receives a grant for fleet upgrade under a scheme. Each vehicle purchase is tagged to the grant and utilisation tracked, so how much of the sanction is used and how much remains is clear at every stage of the roll-out.
- Textile A handloom cluster or textile society runs a government support scheme for weavers. Disbursements to members are tagged to the grant with an audit-ready trail, so the society shows the scheme authority precisely how every rupee reached its purpose.
Compare
Fund & Grant Tracking: CIPHER vs spreadsheet vs a generic CRM
| What matters | CIPHER CRM | Spreadsheet / manual | Generic CRM |
|---|---|---|---|
| GST-style India billing | Yes | Manual templates | Limited |
| Payment status tracking | Real time | From memory | Varies |
| Payment links on every bill | Built in | No | Extra cost |
| Linked to leads & deals | Yes | No | Separate tool |
| Multi-currency | Yes | Manual maths | Extra cost |
Works with
Fund & Grant Tracking works with the tools you already use
Payment linksEmailSMS gateways
See Fund & Grant Tracking in action
Track every grant and fund to the rupee. Grant-by-grant utilisation reports come out in minutes. Funders get clear accounts on time.
See Fund & Grant Tracking live → Book a demo Why it’s worth it
What Fund & Grant Tracking changes for your business
Clean funder reporting
Grant-by-grant utilisation reports come out in minutes. Funders get clear accounts on time.
Compliance protected
Spending tagged to grants keeps restricted funds on-purpose, so compliance rules are not breached.
Stress-free audits
Audit-ready trails mean a funder or government review is answered from records, not a scramble.
Budgets held
Utilisation tracking per grant shows what is left. Budgets do not get overshot.
See Fund & Grant Tracking on your own data
Proof
Teams that switched to CIPHER
“Since moving fund & grant tracking into CIPHER, nothing slips through the cracks anymore.”
“Fund & Grant Tracking alone saved our team hours of admin every week.”
FAQ
Fund & Grant Tracking - your questions answered
What is fund and grant tracking in a CRM?
It is the function that records donor funds and grants received, tracks how they are disbursed and utilised, and keeps records ready for audit. In CIPHER CRM you log each fund, tag spending to it, and maintain a utilisation trail, so NGOs and trusts can show funders where the money went.
How does fund and grant tracking work in CIPHER CRM?
Log each donor fund or grant with its funder, amount and purpose, then tag every disbursement to the fund it draws from. Utilisation is tracked per grant, supporting documents are stored, and reports show grant-by-grant usage for funder reporting and compliance filings.
Why do businesses need fund and grant tracking?
Skip it and grants sit mixed in one account, restricted funds get misspent, and utilisation reports take days to rebuild. Fund tracking records each grant, tags spending to it, tracks utilisation, and keeps audit-ready trails. NGOs and trusts stay compliant and report to funders cleanly.
Which CRM has fund and grant tracking for Indian businesses?
CIPHER CRM. Fund and grant tracking is in every plan, with expense tagging, document storage and an Android field app. It is used by 192+ Indian businesses across 31 industry editions and rated 4.8/5, and suits NGOs, trusts and government-linked entities.
Can I keep restricted grant funds separate?
Yes. Every disbursement is tagged to the grant it draws from, so restricted money is only spent on its intended purpose. Different funders stay separate even within one bank account, so you can always show that a specific grant was used exactly as the funder required.
Are the records audit-ready?
They are. Every fund, disbursement and utilisation entry keeps its trail, with supporting documents stored against it. When a funder or government body asks for an audit, you answer from the records directly, not by rebuilding months of scattered spreadsheets and bank entries under pressure.
Can I produce utilisation reports for funders?
You can. Reports show grant-by-grant utilisation, so funder reports and compliance filings come out in minutes. Show how much of each grant has been spent, on what, and how much remains, without spending days pulling the figures together from separate records.
How quickly can we start tracking funds?
You could be running it by the end of the week. Your funds, funders and expense heads get set up for you, so you can log grants, tag disbursements and track utilisation soon after. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Glossary
Fund & Grant Tracking terms, defined
- Credit note
- A document that reduces or refunds an amount a customer owes against an earlier invoice.
- Recurring invoice
- An invoice generated automatically on a set schedule, for retainers or subscriptions.
- Receivables
- Money owed to your business by customers for work already delivered.
- Reconciliation
- Matching invoices and payments so your records agree with the bank.
Pairs well with
Features that work with Fund & Grant Tracking
Most teams switch this on together with the invoice billing CRM; the best CRM software in India includes both at one flat price.
The natural next step after this is a CRM with estimates quotations, and the two share one record.
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Invoice & Billing Management
Raise a GST-style invoice in under a minute. Learn more → -
Estimates, Quotations & Proposals
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Purchase Orders
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Delivery Notes & Dispatch Management
Tie every dispatch to its order and proof of delivery. Learn more → -
Credit Notes
Issue credit notes without breaking your books. Learn more → -
Recurring Invoices & Subscription Billing
Bill subscriptions and AMCs on autopilot. Learn more →
For your industry
See Fund & Grant Tracking in your industry
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