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Unlock deeper impact with Scholar Relationship Management

Scholar Relationship Management (SRM) provides a single, top-down view of a scholar’s journey so you can maintain relationships, track meaningful outcomes, and tell powerful stories about your program’s impact. 

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Single System

All Your Scholar Data, All in One Place

Eliminate system-hopping by accessing contact information, applications, communications, and disbursements from a single platform, making scholar relationship management efficient and intuitive. 

Ongoing Engagement

Stay Connected Beyond Disbursement

Build lasting relationships with your award winners by continuing engagement long after funds have been distributed — all within the same platform you already use for scholarship management. 

Individual Analytics

Unlock Scholar-Level Insights

Move beyond program-wide trends and gain powerful, detailed visibility into individual scholar journeys across application, award, and beyond, year after year.

Impact Stories

Tell Compelling Stories of Impact

Easily capture and share the real stories behind your program’s success, highlighting the personal journeys and achievements of your scholars to inspire future funding and engagement. 

Custom Fields

Track the Metrics That Matter to You

Customize and monitor scholar-specific fields unique to your organization’s mission — from career milestones to continued involvement — with all data seamlessly organized in

SKIP

How it works

Contact Overview

View Scholar Profiles at a Glance

Quickly access high-level details for each contact, including number of applications by status and stage, total awarded versus disbursed amounts, last communication sent, and next scheduled communication. You can also view profile information and any organization-specific fields. 

Application History

Track Applications Across All Programs

See a complete list of all applications submitted by a contact across every program your organization manages. Easily view scores, tag applications, open them for editing, add award amounts, record supplemental details, and more. 

Communication Log

Manage All Scholar Communications

View a full history of communications sent to each contact, including transactional emails like application submissions, ineligibility notices, and reminder emails. If SMS messaging is enabled, you can also view and respond to SMS conversations directly from the system. 

Contributor Management

Monitor Contributor Activity

See a list of all contributors invited by a contact to complete contributor forms across all programs. View submitted forms and make edits as needed to ensure complete and accurate records. 

Review Tracking

Review Scores and Evaluation Rounds

Access a breakdown of review rounds associated with a contact’s applications, including related programs, application statuses, and scores for each round. 

Disbursement Records

Track and Manage Disbursements

View a detailed list of all disbursements associated with a single contact, including any remaining award balance. Edit disbursement records as needed to maintain up-to-date financial tracking. 

Custom Fields

Customize and Export Organization-Specific Data

Add custom fields to contact records to capture the information that matters most to your organization. View, edit, and export supplemental data in bulk or at the individual contact level. 

SKIP

Ready to get started?

Discover what SRM can do for your award programs. Request a demo with a Kaleidoscope team member.

Specific Feature Form

FAQs

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