Features

Create different forms for different application types or workflows.

Text, long text, selection, multiple selection, date, file upload, number or currency: put together the field types you need.

Break forms into modular parts that can be shown or hidden depending on logic or phase. With an intuitive revision workflow for working together.

Structure complex forms with sections and repeatable entries.

Fields and sections appear only when they are relevant to the applicant.

Translate all portal content (forms, labels, instructions, links) into German, French, Italian, and English.

Define required fields, character limits, permitted formats and more.

Colours, typography and buttons in the look of your organisation.

Current and past applications are always visible in the portal.

Passwordless, secure login and registration.

A good portal is usable by everyone. We develop to best practices and make regular adjustments.

Users can view and edit their own account details.

Set when a form starts and stops accepting submissions.

Every step of progress is saved automatically to prevent data loss.

Define as many application stages as you need, each with its own colour.

Keep an overview even with large volumes of data.

Keep an overview as a team. Roles can be assigned clearly, and access granted or revoked.

Assign admin, editor and voting rights individually.

Export data as PDF, CSV, or Excel — PDF exports include images and attachments.

Capture internal information per application — also available as variables in email templates.

Define triggers that change a status automatically.

Decide when applications are released automatically.

Automate communication with applicants or reviewers to suit your needs.

Key form fields are shown directly in the table view.

Save the filters you use often and recall an application list in one click.

Store internal or external checklists for every application status.

Organise incoming applications with colourful tags, as many as you like.

Receive automatic reminders about incomplete applications or upcoming deadlines.

Preview files (XLSX, CSV, PDF, MP4, MP3, DOC, PNG, JPG and more) straight in the browser.

Archive closed or inactive applications with little effort.

Enter new applications directly in the system.

Define your own application identifiers to match the structure of your organisation.

Create as many templates as you need, with variables such as fields or a direct link to the application.

Follow every change and compare versions side by side.

Use internal notes and comments as a team to work on applications together and keep track.

Adapt every automatically generated email, such as confirmations or status updates, to your requirements.

Translate external templates into the supported languages.

Receive real-time notifications about new or changed applications.

Send emails from your own domain and sender address.

Keep important notes at the top of the dossier.

Define which address applicant replies go to.

Automate workflows with triggers, conditions, and actions — entirely without AI.

Define triggers that change a status automatically.

Decide when applications are released automatically.

Automate communication with applicants or reviewers to suit your needs.

Receive automatic reminders about incomplete applications or upcoming deadlines.

Ask about applications, forms, and data in plain language — the AI answers from your own organisation’s data.

Have relevant fields summarised automatically, based on your own criteria.

Analyse applications automatically against predefined assessment criteria.

Let the AI suggest suitable tags based on the content.

Administrators see which questions get asked, how long answers take and where answers are missing.

The language models run at Infomaniak in Switzerland, open models such as Qwen and Mistral, and your data never leaves the country.

Connect your own AI assistants to your Fundament data through an organisation-specific MCP endpoint.

Export data as PDF, CSV, or Excel — PDF exports include images and attachments.

The dashboard shows incoming applications over time and how they are distributed across statuses.

See how applications are distributed across your tags, optionally without the archived ones.

Keep an overview even with large volumes of data.

Key form fields are shown directly in the table view.

Save the filters you use often and recall an application list in one click.

Define which fields an export contains and reuse the template.

Follow every change and compare versions side by side.

Read and rate applications at any time, from anywhere.

Whoever is in a group gets access to the votes assigned to that group.

Hide personal details selectively to strengthen privacy and reduce potential bias.

Vote together, on site and in real time.

Voters can explain their assessment, and those comments appear together in the results.

Shape the assessment structure freely and capture relevant details right in the vote.

Total votes, eligible voters, turnout and the average value sit at the top of every vote.

The results can be read by application or by voter, each with the average and the distribution of votes.

Export the votes as CSV, in detail with one row per vote or as a matrix of applications and members.

Export and share clear, professionally formatted results as a PDF.

Remind groups or individuals about the vote before the deadline.

Define reading and voting groups, and control access precisely.

Manage budgets, approved amounts and payments in a dedicated area, linked directly to your applications.

Set up as many budgets per form as you need, for a year or a funding round, in CHF, EUR or USD.

Record on the application itself which amount was approved and which budget it draws on.

Record every payment with its date, amount and note.

Pay out an approved amount in several tranches and see at any time how much of it is still open.

The overview shows for every budget how much is approved, paid, available and still open.

See for every budget which applications it funds and with which amount.

Charts show how a budget is split, cumulative payouts over time and payment volume per month.

Every payment across all forms, filterable by budget and period, with total, count and average.

Export the budget overview and payments as CSV, filtered exactly as you see them on screen.

Every change to budgets, approved amounts and payments appears in the application history, with who made it, when, and the previous value.

Archive closed budgets. They disappear from the overview while every figure is kept.

Only admins see budgets and reports, editors can additionally record amounts. Applicants never see any of the finance data.

A dedicated area for your applicants: contacts, groups, and the full history in one place.

Applicants and team members appear in one list, told apart by type and filterable by group.

Organise contacts into groups and define your own group types with custom fields.

Every application and the most recently worked-on dossiers for a person, at a glance.

Follow a person’s revisions, comments, votes, and emails in chronological order.

See every email sent, including the subject and the application it belongs to.

Phone, address and city sit on the contact, along with how long the person has been there and when they last signed in.

Write to a person straight from their contact, without going through an application.

New people receive an invitation by email and the role you assign them.

Select several contacts and assign them to one or more groups in a single step.

Whoever is in a group gets access to the votes assigned to that group.

Fundament flags contacts sharing a name so duplicates surface early.

Your data sits in Swiss data centres run by Infomaniak, under Swiss law and outside the reach of foreign access legislation.

Infomaniak designs and operates its data centres itself, encrypts the stored data and meets the requirements of the GDPR.

Protect accounts with an additional time-based one-time code (TOTP).

Your data is backed up automatically every day.

Submit applications straight from your own website through a key-authenticated interface.

Connect your own AI assistants to your Fundament data through an organisation-specific MCP endpoint.

Send emails from your own domain and sender address.

Whether the application, sign-in and AI services are running is publicly visible at any time and refreshes every 30 seconds.

Planned work and incidents appear as a notice in the application and the portal, with their time window and severity.

A freely accessible manual explains every feature in German, French, Italian and English.

Infomaniak is owned by its employees, does not sell data and has its commitments audited by the Geneva chamber of the social and solidarity economy.

Operations run exclusively on renewable energy, and Infomaniak offsets the remaining emissions at 200 percent.