# Features

Our answers to applications of every kind

## Receive

Everything your application form needs.

### Portal for applicants

Applicants draft, submit and edit applications with ease: multilingual, clear and accessible.

### Flexible forms

Multi-step, user-friendly forms with validation, autosave and shared editing in the team. Configurable for different application processes.

- **Forms for every process**: Create different forms for different application types or workflows.
- **Custom input types**: Text, long text, selection, multiple selection, date, file upload, number or currency: put together the field types you need.
- **Multi-phase forms**: Break forms into modular parts that can be shown or hidden depending on logic or phase. With an intuitive revision workflow for working together.
- **Sections and repeatable fields**: Structure complex forms with sections and repeatable entries.
- **Conditional fields**: Fields and sections appear only when they are relevant to the applicant.
- **Multiple languages**: Translate all portal content (forms, labels, instructions, links) into German, French, Italian, and English.
- **Powerful validations**: Define required fields, character limits, permitted formats and more.
- **Custom design**: Colours, typography and buttons in the look of your organisation.
- **Application overview for applicants**: Current and past applications are always visible in the portal.
- **Logins without password chaos**: Passwordless, secure login and registration.
- **Accessibility**: A good portal is usable by everyone. We develop to best practices and make regular adjustments.
- **Account management**: Users can view and edit their own account details.
- **Scheduled forms**: Set when a form starts and stops accepting submissions.
- **Never lose data again**: Every step of progress is saved automatically to prevent data loss.

## Administration

Central administration and organisation of applications.

### Batch processing

Edit several applications at once, for example change the status, set tags or send emails.

### Automations

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

- **Status management**: Define as many application stages as you need, each with its own colour.
- **Sort, filter, search**: Keep an overview even with large volumes of data.
- **Team management**: Keep an overview as a team. Roles can be assigned clearly, and access granted or revoked.
- **Access**: Assign admin, editor and voting rights individually.
- **Export**: Export data as PDF, CSV, or Excel — PDF exports include images and attachments.
- **Internal fields**: Capture internal information per application — also available as variables in email templates.
- **Automatic status changes**: Define triggers that change a status automatically.
- **Automatic release**: Decide when applications are released automatically.
- **Automated emails**: Automate communication with applicants or reviewers to suit your needs.
- **Custom columns**: Key form fields are shown directly in the table view.
- **Filter presets**: Save the filters you use often and recall an application list in one click.
- **Checklists**: Store internal or external checklists for every application status.
- **Tags**: Organise incoming applications with colourful tags, as many as you like.
- **Reminders**: Receive automatic reminders about incomplete applications or upcoming deadlines.
- **File preview**: Preview files (XLSX, CSV, PDF, MP4, MP3, DOC, PNG, JPG and more) straight in the browser.
- **Archiving**: Archive closed or inactive applications with little effort.
- **Manual entry**: Enter new applications directly in the system.
- **Application ID**: Define your own application identifiers to match the structure of your organisation.

## Communication & collaboration

Tools for working more efficiently with your team and with applicants.

### Straightforward communication

Send emails to applicants straight from the portal.

### Something still missing?

Ask applicants to revise specific fields or sections.

- **Email templates**: Create as many templates as you need, with variables such as fields or a direct link to the application.
- **History and versioning**: Follow every change and compare versions side by side.
- **Internal notes**: Use internal notes and comments as a team to work on applications together and keep track.
- **System emails**: Adapt every automatically generated email, such as confirmations or status updates, to your requirements.
- **Multilingual templates**: Translate external templates into the supported languages.
- **Notifications**: Receive real-time notifications about new or changed applications.
- **Your own email server**: Send emails from your own domain and sender address.
- **Pinned comments**: Keep important notes at the top of the dossier.
- **Reply-to addresses**: Define which address applicant replies go to.

## Automations & AI

Custom automations and supporting AI features.

### AI agent

Ask about applications, forms and data in plain language. The AI answers based on your organisation.

### MCP interface

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

- **Automations**: Automate workflows with triggers, conditions, and actions — entirely without AI.
- **Automatic status changes**: Define triggers that change a status automatically.
- **Automatic release**: Decide when applications are released automatically.
- **Automated emails**: Automate communication with applicants or reviewers to suit your needs.
- **Reminders**: Receive automatic reminders about incomplete applications or upcoming deadlines.
- **AI agent**: Ask about applications, forms, and data in plain language — the AI answers from your own organisation’s data.
- **AI summary**: Have relevant fields summarised automatically, based on your own criteria.
- **AI criteria check**: Analyse applications automatically against predefined assessment criteria.
- **AI tag suggestions**: Let the AI suggest suitable tags based on the content.
- **Chatbot analytics**: Administrators see which questions get asked, how long answers take and where answers are missing.
- **AI from Switzerland**: The language models run at Infomaniak in Switzerland, open models such as Qwen and Mistral, and your data never leaves the country.
- **MCP interface**: Connect your own AI assistants to your Fundament data through an organisation-specific MCP endpoint.

## Dossier & Reporting

Reporting, data export and traceability.

### Export

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

### Dashboard

The key figures at a glance.

- **Export**: Export data as PDF, CSV, or Excel — PDF exports include images and attachments.
- **Statistics**: The dashboard shows incoming applications over time and how they are distributed across statuses.
- **Tag breakdown**: See how applications are distributed across your tags, optionally without the archived ones.
- **Sort, filter, search**: Keep an overview even with large volumes of data.
- **Custom columns**: Key form fields are shown directly in the table view.
- **Filter presets**: Save the filters you use often and recall an application list in one click.
- **Export presets**: Define which fields an export contains and reuse the template.
- **History and versioning**: Follow every change and compare versions side by side.

## Voting

Tools for running and evaluating votes.

### Simple setup

Create a vote, invite members and assign applications in a few steps.

### Dashboard & analysis

See every result, detail and statistic for a vote in one clear online dashboard.

- **Review & rate**: Read and rate applications at any time, from anywhere.
- **Voting access through groups**: Whoever is in a group gets access to the votes assigned to that group.
- **Privacy-friendly voting**: Hide personal details selectively to strengthen privacy and reduce potential bias.
- **Live voting**: Vote together, on site and in real time.
- **Comments on a vote**: Voters can explain their assessment, and those comments appear together in the results.
- **Additional fields**: Shape the assessment structure freely and capture relevant details right in the vote.
- **Turnout at a glance**: Total votes, eligible voters, turnout and the average value sit at the top of every vote.
- **Results by application and person**: The results can be read by application or by voter, each with the average and the distribution of votes.
- **Export the votes**: Export the votes as CSV, in detail with one row per vote or as a matrix of applications and members.
- **PDF export**: Export and share clear, professionally formatted results as a PDF.
- **Reminders**: Remind groups or individuals about the vote before the deadline.
- **Roles & access**: Define reading and voting groups, and control access precisely.

## Finances

Manage budgets, approve amounts and track payments.

### Budgets at a glance

Every budget with approved amounts, payments and utilisation, across all forms.

### Amounts on the application

Record approved amounts and payments right where the application is.

- **Finances**: Manage budgets, approved amounts and payments in a dedicated area, linked directly to your applications.
- **Budgets per form**: Set up as many budgets per form as you need, for a year or a funding round, in CHF, EUR or USD.
- **Approved amounts**: Record on the application itself which amount was approved and which budget it draws on.
- **Record payments**: Record every payment with its date, amount and note.
- **Part payments**: Pay out an approved amount in several tranches and see at any time how much of it is still open.
- **Utilisation at a glance**: The overview shows for every budget how much is approved, paid, available and still open.
- **Applications per budget**: See for every budget which applications it funds and with which amount.
- **Payout history**: Charts show how a budget is split, cumulative payouts over time and payment volume per month.
- **Payments journal**: Every payment across all forms, filterable by budget and period, with total, count and average.
- **CSV export**: Export the budget overview and payments as CSV, filtered exactly as you see them on screen.
- **Complete history**: Every change to budgets, approved amounts and payments appears in the application history, with who made it, when, and the previous value.
- **Archive budgets**: Archive closed budgets. They disappear from the overview while every figure is kept.
- **Access by role**: Only admins see budgets and reports, editors can additionally record amounts. Applicants never see any of the finance data.

## CRM

Applicants, groups and their full history in one place.

- **CRM**: A dedicated area for your applicants: contacts, groups, and the full history in one place.
- **Internal and applicant contacts**: Applicants and team members appear in one list, told apart by type and filterable by group.
- **Groups & group types**: Organise contacts into groups and define your own group types with custom fields.
- **All applications per person**: Every application and the most recently worked-on dossiers for a person, at a glance.
- **Activity timeline**: Follow a person’s revisions, comments, votes, and emails in chronological order.
- **Email history per contact**: See every email sent, including the subject and the application it belongs to.
- **Contact details**: Phone, address and city sit on the contact, along with how long the person has been there and when they last signed in.
- **Email from the contact**: Write to a person straight from their contact, without going through an application.
- **Invite people**: New people receive an invitation by email and the role you assign them.
- **Assign several contacts at once**: Select several contacts and assign them to one or more groups in a single step.
- **Voting access through groups**: Whoever is in a group gets access to the votes assigned to that group.
- **Duplicate hints**: Fundament flags contacts sharing a name so duplicates surface early.

## Technical & interfaces

Secure access, open interfaces and responsible operations in Switzerland.

- **Servers in Switzerland**: Your data sits in Swiss data centres run by Infomaniak, under Swiss law and outside the reach of foreign access legislation.
- **Data security**: Infomaniak designs and operates its data centres itself, encrypts the stored data and meets the requirements of the GDPR.
- **Two-factor authentication**: Protect accounts with an additional time-based one-time code (TOTP).
- **Daily backups**: Your data is backed up automatically every day.
- **API**: Submit applications straight from your own website through a key-authenticated interface.
- **MCP interface**: Connect your own AI assistants to your Fundament data through an organisation-specific MCP endpoint.
- **Your own email server**: Send emails from your own domain and sender address.
- **Public status page**: Whether the application, sign-in and AI services are running is publicly visible at any time and refreshes every 30 seconds.
- **Maintenance notices**: Planned work and incidents appear as a notice in the application and the portal, with their time window and severity.
- **Public manual**: A freely accessible manual explains every feature in German, French, Italian and English.
- **Ethical infrastructure**: 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.
- **Carbon offsetting**: Operations run exclusively on renewable energy, and Infomaniak offsets the remaining emissions at 200 percent.

## Weitere Seiten

### Roadmap

See what we are working on and what we have already delivered.

[To the roadmap](/en/products/app/roadmap)