Contact Management
Contact Management
Knowledge that stays within the team
Centralize the recording of contacts, assessments, and interactions—right where you’re doing your research. This ensures that valuable knowledge stays within the team, even as people come and go.
Complete History
Contacts, notes, and interactions are stored in a centralized location—even after personnel changes.
Right in the workflow
No separate CRM. The information appears right where you’re searching: in profiles and lists.
Rate Fit & Hope
Override the AI values manually and let your own intuition guide you.
Private & Secure
Internal notes and ratings are visible only to members of your own organization.
Functions
From the “
” Discovery to Networked Knowledge
01 — Points of Contact
Every interaction in one place
Record grant entries, contacts, and notes in a single, unified interface. From the status of a request to the contact person to attachments such as application documents or rejection letters—everything is documented in a traceable manner. The system automatically records who entered what and when.
02 — Integration
Right where you work anyway
Contact management is seamlessly integrated into Spheriq. On profile pages, a service panel displays the entire timeline, including all participating colleagues. In lists, you can see the status of each organization at a glance—whether it’s Accepted, Rejected, or Mixed. No need to switch to a separate tool.
03 — Fit & Hope
Your opinion matters
Manually override the AI-calculated Fit and Hope values. This way, internal assessments and experiences are directly incorporated into the rating. Clicking on the stars immediately opens the rating window, including a notes field—quick to enter, permanently available.
04 — Quick Entry
Captured in seconds
Log interactions directly as you conduct your research. Via the Service Panel on profiles, by clicking on the Fit or Hope stars, or directly in the “Contact Points” column. No matter where you start—the same clear dialog box always opens. That way, you’ll never lose a discovery again.
For relationship professionals:
You can use the contact management feature without restrictions starting at CHF 300/year
Use Cases
For All Aspects of Philanthropy
The memory of your fundraiser.
Build a lasting legacy for your institutional fundraising. Previous contacts, meeting notes, and funding commitments are retained—even if a research project is put on hold or a new person takes over. Anyone who refocuses on an organization builds on existing insights rather than starting from scratch.
Forward-thinking scouting.
For scouting organizations, Spheriq becomes a tool for proactive monitoring. Keep track of which organizations you’re focusing on, what assessments you have, and who you’ve already been in contact with. This will help you build relationships in a targeted way—over the years and through personnel changes.
Structured Research Knowledge.
For consultants, analysts, and experts, contact management becomes a personal research archive. Record your assessments, meeting notes, and contacts for the organizations you are monitoring. This will help you build a structured body of knowledge about the Swiss philanthropy ecosystem across mandates and projects—accessible at any time.
Why Spheriq Is the Right Choice
Foundation Fundraising with Spheriq
From Research to Application
Webinars & Workshops
Attend bootcamps, webinars and partner events to gain knowledge, make contacts and increase your philanthropic impact.
Introduction to Research
This webinar provides an introduction to the key search features of the Spheriq platform.
Location: Online
Free
Discover all the functions of Spheriq and the scope of services per feature and level.
Frequently asked questions
Contact management is available without restrictions starting at the Starter tier. In the Free tier, you can record contact points, but you can only see the last three entries in the overview.
Private entries such as notes, contacts, rejections, or internal evaluations are visible only to members of your own organization. Public funding requests remain visible to both parties, provided you configure the settings accordingly.
Grant entries (including status and attachments), contacts, notes, and manual Fit and Hope ratings. All in a single, unified dialog box.
Start where you are right now: with an ongoing research project or grant application. Record initial contacts and notes right away, and gradually add older information later.
No, not intentionally. Contact management isn’t a separate CRM system that requires a lot of maintenance, but rather an additional layer directly within the workflow—integrated into search, profiles, and lists.