The tools

Every Crosswalk Systems tool sits on one shared record of your clients and funders. Your company starts with the tools that solve its biggest bottleneck and adds the rest as its work changes. We build each one around how your team already works.

01

Company dashboard

Work, information and tasks are often split across several platforms, so nobody sees everything relevant in one place.

The company dashboard joins clients, grants, tasks, time, funder records and Drive files in one app, with a separate view for managers.

A weekly dashboard listing each application's client, funder, writer, due date, stage and hours, with a toggle between one writer's work and the whole team.
Shown with sample data.
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02

Client knowledge base

A client's facts are usually scattered across old documents that disagree, so writers can't tell which figure is current or where it came from.

The client knowledge base holds one current set of facts per client, each with its source and date, reviewed before it changes and reused in every document.

A client's fact list showing each current value with its source and review date, and one figure marked pending while the client is asked for an update.
Shown with sample data.
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03

Funder intelligence database

A company's knowledge about funders often lives in scattered documents, spreadsheets and people's heads.

The funder intelligence database turns information from several sources into usable data while keeping the knowledge your company has built over years. Where sources disagree, the conflict is flagged for review.

A sample funder profile that merges the company's own funder list with Candid data. Three places where the two sources disagree are flagged for review, next to giving totals and stated focus areas marked by source.
Shown with sample data.
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04

Funder matching

Matching funders to a client can mean hours of reading through disorganized notes.

Funder matching ranks funders against a client's profile and shows why each one fits, and a writer makes the final call.

Funders ranked for a sample youth mental health client. The selected funder scores 75 out of 100, a strong fit, with a breakdown of how the score adds up, an eligibility check that passes and a next step to book a program officer call.
Shown with sample data.
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05

Gap analysis and client forms

Nobody knows what a client's file is missing until a draft is due, and chasing the answers takes a chain of emails that get lost.

Gap analysis checks the client's record against each funder's questions and turns every missing, conflicting or outdated item into a question on a simple online form. The client's answers flow back into the record for review.

A simple online form a client fills in, with three questions from the grant team, one already answered and a progress bar.
Shown with sample data.
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06

Boilerplate generator

A hand-maintained boilerplate drifts out of date and splits into conflicting versions for different audiences.

The boilerplate generator builds a fresh boilerplate and one-page fact sheet from the client's current facts on demand, in the version each audience needs.

A client record with sourced facts feeding three documents built the same day: a foundation boilerplate, a corporate boilerplate and a one-page fact sheet.
Shown with sample data.
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07

Application generator

Drafting every application from scratch is slow, and most AI drafting fills gaps with invented claims that a reviewer can't spot.

The application generator drafts each funder question only from sourced client facts, marks every gap as a gap and shows the manager the source behind each claim.

A drafted grant answer in which each figure carries a footnote to its source, and a missing waitlist count is marked as a gap sent to the client.
Shown with sample data.
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08

Shared two-factor inbox

Funder portals send login codes to the client's phone, so writers have to reach the client in the middle of a submission.

The shared two-factor inbox gives each client a company-managed number, so portal codes reach the right writer on the dashboard and submissions don't stall.

A list of funder portal codes arriving under each client's name, with the codes hidden and a record of which writer viewed each one.
Shown with sample data.
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Need something else?

Every company's bottlenecks are a little different. In the research stage, we find where your team loses time and design the tool that fixes it.

See the tools working on a sample client.

Register for a 30-minute walkthrough and a free trial. We'll show you the tools, then your team can try them yourselves.

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