Wellspring is a different type of software system: built for flexibility. Wellspring uses interchangeable modules and generalized functions that can be applied to each installation. This approach enables rapid deployment, configuration, and acceptance testing. You select modules that match your needs.
Intuitive marketing workflows enable users to create detailed campaigns within minutes. Users can build highly relevant and targeted email lists using pre-defined tags from the database or by hand selection. Advanced tracking tools enable teams to focus on the best opportunities in their marketing funnel. According to the AUTM 2015 survey, offices that had dedicated marketing operations generated more licenses, and more revenue.
All agreements are maintained dynamically to update financial statements and manage the health of a contract. All agreement records cover monies owed, reporting obligations, expiration of agreement clauses, and other key conditions. A user can establish rules to automatically monitor and e-mail key parties as payments and obligations approach their due date, exceed their due date or are “out of bounds.”
The Project submission tool is designed to allow users to configure text, question type, and question order for the submission of any type of project record (Project/Grant proposals, etc.). All standard fields in the Project details section, along with organizations and people, can be mapped to the data entry values. The submission review tool allows administrators to review and easily create new Project records in Wellspring. Setup and configuration of the submission forms, testing, permission configuration, and training is included with the purchase of this module.