Using Membrs (CRM view)
The fuller working environment for teams who want every control on screen — the complete pipeline board, detailed funder records, and uploads. Switch with the Simple / CRM toggle in the top bar.
- What the CRM view addsWhat Membrs' CRM view adds: the full pipeline board, Funder Intel directory, complete document uploads, and dense operational settings for teams.
- The pipeline board & lead drawerThe CRM pipeline board and lead drawer: stages from Identified to Funded, filters, eligibility reports, timeline and notes, and one-click actions.
- Tracking deadlinesHow to track grant deadlines in Membrs: Today's 7-day view, deadline sorting on the pipeline, risk flags, and re-verifying a funder's dates.
- Getting your data outHow to export your grant data from Membrs: CSV Quick Match exports, MCP queries from Claude or ChatGPT, PDF readiness reports, and a full ZIP download.