CRM Software for Scholars

Research Management

• Publication Tracking: Keep a record of all research papers, articles, and publications, including authors, publication dates, and citations, to stay organized and easily reference past work.
• Collaboration Tracking: Track collaborations with other scholars, noting joint projects, shared publications, and communication history to enhance collaboration efficiency.
• Research Proposal Management: Manage research proposals, including deadlines, reviewers, and submission statuses, to ensure timely submission and follow-up.

Conference and Event Management

• Event Attendance Tracking: Keep track of conferences, seminars, and workshops attended by scholars, noting key takeaways and networking opportunities for future reference.
• Speaker Engagement Management: Manage speaking engagements at conferences, including topic details, event schedules, and audience feedback, to enhance presentation planning and delivery.
• Event Follow-up Automation: Automate follow-up emails and thank-you notes to event organizers, sponsors, or fellow attendees to maintain professional relationships and networking connections.

Grant Management

• Grant Application Tracking: Track grant opportunities, application deadlines, and submission requirements to ensure timely and accurate submissions for funding opportunities.
• Budget Management: Manage grant budgets, expenses, and reporting requirements to ensure compliance with funding guidelines and optimize resource allocation.
• Grant Progress Monitoring: Monitor the progress of grants, including milestones, deliverables, and reporting deadlines, to track project success and meet grant requirements.

Networking and Relationship Management

• Contact Management: Maintain a database of contacts, including fellow scholars, collaborators, mentors, and industry professionals, to nurture relationships and expand professional networks.
• Relationship History Tracking: Track communication history, past collaborations, and shared interests with contacts to personalize interactions and strengthen professional relationships.
• Networking Event Planning: Plan attendance at networking events, schedule meetings with contacts, and track follow-up actions to maximize networking opportunities and collaborations.

Task and Deadline Management

• Research Task Tracking: Manage research tasks, deadlines, and priorities to ensure efficient project management and timely completion of research objectives.
• Deadline Reminders: Set reminders for manuscript submissions, grant deadlines, conference registrations, and other important milestones to avoid missing critical deadlines.
• Task Delegation: Delegate tasks to research team members, collaborators, or assistants, tracking progress and ensuring accountability for project milestones and deliverables.