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ProGran

It doesn't just
track your programmes.
It runs them.

ProGran runs your entire programme lifecycle — from Theory of Change to KPI tracking, budget allocation to compliance filing, partner follow-ups to impact reports. AI that doesn't just store your data, but acts on it.

Watch Demo
Section 135 compliant. Built for Indian fiscal year,
₹ lakhs/crores formatting, Schedule VII categories.
app.relific.io/programmes/portfolio
P
ProjectsComplianceSettings
Portfolio Overview
Active Projects
24
Budget Used
₹2.4Cr
Utilisation
96%
Status
On Track14
At Risk6
Complete4
Thematic Areas
EducationWASHHealthLivelihoods
Rural Education Enhancement
Maharashtra, Rajasthan · ₹1.2Cr
On Track
Women’s SHG Livelihoods
Madhya Pradesh · ₹18.2L
At Risk
app.relific.io/framework/project-udaan
+
Theory of Change — Project Udaan
Clinical
Capacity
Community
Activities
Outputs
Outcomes
Impact
Mobile health clinics78%Train ASHA workers62%Health awareness45%Mobilize parents22%!Patients screened8,420/ 10KWorkers certified312/ 450Families reached4,200/ 8KEarly detection34%↑ 18%Service quality4.2/ 5.0Community uptake38%At RiskImproved healthoutcomes in ruralcommunitiesSDG 3SDG 10Govt cooperation sustainedASSUMPTION
−
100%
+
app.relific.io/documents/vault
Document Vault
Swachh Vidyalaya Abhiyan
+ Upload
Utilization Certificates3
UC Q3 FY2025-26Q3
UC Q2 FY2025-26Q2
UC Q1 FY2025-26Q1
Proposals & MOUs3
MOU — UNICEF Partnership
Project Proposal v2
Project Charter
Reports2
Annual Impact Report FY25-26
Q2 Quarterly Report
Compliance2
CSR-2 Form FY2025-26
Annual CSR Return
Media & Photos24
+21 more
Add category
Storage
4.2 / 10 GB
Projects Overview
Built for
CSR DepartmentsCorporate FoundationsNGOs & Implementing PartnersM&E Teams
Core Capabilities
Everything your programme
team actually needs
Budgets, compliance, approvals, and partner monitoring — connected end-to-end so nothing falls through the cracks.
Budget Management
Activity-based budgets that think ahead
Activity-based budgets with quarterly tracking, automatic actuals from field data, variance alerts, and AI-powered calculations. Indian fiscal year, ₹ lakhs/crores, Schedule VII categories.
  • ✓Activity → sub-activity tree with Q1-Q4 breakdown
  • ✓Automatic actuals when field submissions arrive
  • ✓Budget transfers with multi-level approval
  • ✓AI-R: "What's the burn rate for Rural Health in Q3?"
  • ✓Unspent tracking with 3+1 year aging rule
app.relific.io/budgets/swachh-vidyalaya
Budget — Swachh Vidyalaya Abhiyan
Allocated
₹3.65Cr
Spent
₹2.74Cr
Variance
+4.2%
Activity Tree — Year 1
▼Infrastructure₹2,25,00,000
●Toilet block construction (50 schools)₹1,50,00,000
●Water systems (50 schools)₹75,00,000
▼Training & BCC₹32,00,000
●Teacher training Batch 1₹12,00,000
●BCC campaigns₹20,00,000
▶MHM Programme₹25,00,000
Quarterly Spend
Q1
₹49L
Q2
₹1.04Cr
Q3
₹1.21Cr
Q4
₹91L
CSR Compliance
Section 135 on autopilot
Automatic obligation calculation from 3-year average net profit, unspent tracking with aging rules, set-off accounting, and one-click CSR-2 form generation. Multi-company support for group subsidiaries.
  • ✓2% obligation from 3-year average net profit
  • ✓Unspent tracking: Ongoing vs Schedule VII (separate accounts)
  • ✓3+1 aging rule: unspent >3 years auto-flagged
  • ✓CSR-2 form auto-populated (13 sections)
  • ✓Multi-company: each subsidiary closes independently
app.relific.io/compliance/2025-26
P
ProgramsComplianceSettings
AK
CSR Compliance 2025-26
Section 135, Companies Act 2013
90%consumed
On Track
CSR Obligation 2025-26
₹2,50,00,000
Distributed
₹2,44,52,06797.8%
Consumed
₹2,24,87,92489.9%
Remaining
₹19,64,1447.9%
Unspent C/Y
₹97,91,93339.2%
CSR Obligation
₹2.5Cr
Distributed
₹2.44Cr
Consumed
₹2.24Cr
Schedule VII
Compliant
Unspent P/Y
₹97.9L
Program Budgets4 programs
Agroforestry — Partner 2CMA-001OPCurrent
Q1
₹44,40,001
Q2
₹17,93,442
Q3
₹22,93,442
Q4
₹30,00,000
Total
₹1,15,26,885
Automation Center
Stop chasing partners. Start managing them.
Your M&E team shouldn't spend half the quarter sending "gentle reminder" emails. ProGran watches deadlines, flags bad data before it enters your system, and scores every partner on what actually matters — so the only surprises are good ones.
  • ✓Escalating reminders that go from nudge to final warning automatically
  • ✓Data quality gates that catch blank fields, impossible values, and duplicates on entry
  • ✓Partner scorecards: see who submits on time and who needs a call
  • ✓Scheduled collection: "Collect budget utilisation every quarter" — done
  • ✓Every action logged. Every reminder tracked. Audit-ready from day one.
app.relific.io/automation
Automation Center
Monitor partner compliance and manage automated workflows
+ New Automation
5
Active Rules
13
Reminders Sent
100%
Compliance Rate
0
Active Data Gaps
Active AutomationsView all →
Budget Utilization Report Processing
FORM SUBMISSION · 1 forms · 4 runs
ReviewActive
Lab Utilization Report Follow-up
SCHEDULE · Next: 10 Apr · 6 runs
Data CollectionActive
Student Enrollment Data Quality Check
FORM SUBMISSION · 1 forms · 12 runs
QualityActive
Quarterly Budget Submission Reminder
SCHEDULE · Next: 15 Jun · 4 runs
BudgetActive
Recent ActivityView all →
Reminder sent — Quarterly Budget Submission Due
24 Mar
Reminder sent — Final Warning: Budget submission overdue
22 Mar · via email
Quality alert
15 Mar
Reminder sent — New Budget Utilization Report ready for review
12 Mar · via email
Completeness check
10 Mar
Approval Workflows
Approvals that don't live in email
Multi-step approval workflows triggered by form submissions, budget transfers, or field conditions. Build workflows with AI or visually — then track SLAs, escalations, and audit trails in one inbox.
  • ✓3 builder modes: Manual, AI-generated, Visual diagram
  • ✓5 approver types: Role, Named, Hierarchy, Dynamic, Committee
  • ✓SLA tracking with escalation alerts
  • ✓Conditional triggers: "Amount > ₹5L → CFO review"
  • ✓Full audit trail: who approved, when, comments
app.relific.io/approvals/inbox
Approval Inbox
8 pending
8
Pending
3
Overdue
12
In Progress
156
Completed
Budget Transfer — Rural Health
₹5.2L · Submitted by Priya D. · 3 days ago
Overdue
PM ✓Finance ✓DirectorCFO
Quarterly UC — Education Access
₹42.8L · Submitted by Meera K. · 1 day ago
Pending
PM ✓FinanceDirector
New Form — Nutrition Assessment
Form publish · Submitted by Rahul S. · 2 hours ago
New
KPI Dashboard
KPIs that update themselves
Link KPIs to form fields. When a field officer submits data, your dashboard updates automatically. Four KPI types cover every measurement pattern — with AI suggesting calculations from your data.

Four KPI types

Numeric (count), Percentage (ratio), Milestone (stage-gate), Binary (yes/no) — each with specialised display

Auto-calculation modes

Manual entry, AI-suggested, or fully automatic from form submissions. Per-programme, not per-KPI

Health cascade

When a KPI goes red, its linked output turns amber, and the connected outcome gets flagged. You see the chain.

KPI Dashboard — Education Access
On Track
8
At Risk
3
Off Track
1
Teachers Trained
342/450
76% · ↑ 48 this Q
Handwashing
62%/80%
At risk · needs ↑18%
Schools WASH
48/50
96% · 2 remaining
Girl Absenteeism
16% ↓
Target <40% · on track
MHM Kits Distributed
2,840/3K
95% · ↑ 340 this Q
BCC Campaigns
18/30
60% · behind target
Water Quality
94% pass
Target 90% · exceeded
UNICEF MOU
Milestone · Stage 3/4
Parent Engagement
28%/60%
Off track · escalated
Intelligence Layer
01
AI-R Budget Assistant
Your programme budgets are living, breathing things — actuals change every time a field officer submits data. AI-R watches them constantly. Ask it anything: burn rates, variance trends, overspend risk by quarter. It answers from real expenditure data, not approximations. When a programme crosses 90% spend in Q3 with a full quarter remaining, you’ll know before the finance team does.
02
AI-R Report Writer
Quarter-end used to mean two weeks of copy-pasting numbers into Word documents. Now it means one click. AI-R pulls KPI actuals, budget utilisation, and field data into a structured impact report — complete with narratives that explain the numbers, charts that tell the story, and recommendations that are specific enough to act on. Review it, edit what you want, and export a donor-ready PDF.
03
Data Studio
Ask questions about your programme data in plain English. “Is there a correlation between WASH infrastructure and girl-child attendance in Nashik?” AI-R runs the analysis across your form submissions, finds the pattern (r = 0.84, strong positive), and explains it in language your board can understand. For power users: a full SQL workbench with auto-complete and saved queries.
R
AI-RBudget Analysis
You asked:
"Show me all programmes where Q3 spend exceeds 90% of the annual budget"
3 programmes flagged — immediate attention needed
Women’s SHG Livelihoods94%
₹17.1L spent of ₹18.2L annual. Only ₹1.1L remaining for Q4. Risk: cannot fund Jan–Mar activities without a budget transfer.
Rural Nutrition Phase 291%
₹38.6L spent of ₹42.4L annual. Spike driven by unplanned procurement in Q2. ₹3.8L remaining.
Tribal Education — Gadchiroli90%
₹28.4L spent of ₹31.5L annual. On track if no new procurement. Monitor closely.
Recommendation: Initiate budget transfer for Women's SHG (₹5L from MHM underspend) before Q4 lock. Flag Rural Nutrition for CFO review — unplanned procurement pattern needs approval workflow.
Based on FY 2025–26 budget data across 3 programmes · Last synced 2h ago
R
AI-RReport Generation
Q3 Impact Report — Swachh Vidyalaya AbhiyanReady to Export
48 of 50 target schools have completed WASH infrastructure installation — 96% achievement against the annual target. Teacher training programme has reached 342 of 450 targeted teachers (76%), with Batch 3 scheduled for January. Handwashing compliance remains the key concern at 62%, significantly below the 80% target.
Auto-generated from 1,240 form submissions across 3 districts...
12
pages
6
charts
3
actions
1,240
data points
Report Sections
Executive Summary2 pages
KPI Achievement Dashboard2 pages
Budget Utilisation Analysis2 pages
Risk Areas & Corrective Actions2 pages
District-wise Breakdown3 pages
Photo Evidence & Field Notes1 page
R
AI-RData Studio
Query:
"Is there a correlation between WASH infrastructure completion and girl-child attendance in Nashik district?"
Strong positive correlationr = 0.84p < 0.001
Schools with completed WASH infrastructure show 34% lower girl-child absenteeism compared to schools where construction is still in progress. The effect is most pronounced in Nashik Rural block (41% reduction).
Girl-Child Attendance vs. WASH Completion — 48 SchoolsNashik District FY25-26
Attendance %
WASH Completion % →
WASH complete (n=26)
WASH pending (n=22)
Portfolio Dashboard
The 30,000-foot view your board needs
See every programme, budget, and KPI in one portfolio view. Filter by thematic area, status, or geography. Drill into any project without switching tools.

Multi-company support

Group subsidiaries each with independent CSR obligations. Consolidated portfolio across all entities.

RAG status at every level

Red/Amber/Green health cascades from KPIs to activities to pathways. See what's at risk instantly.

Donor-ready reporting

Export programme summaries, utilisation certificates, and impact narratives in one click.

app.relific.io/dashboard/programmes
P
DashboardProjectsComplianceBudgets
FY 2025-26
Projects
24
Budget
₹2.4Cr
KPIs Met
87%
States
14
Quarterly SpendFY 25-26
Q1
Q2
Q3
Q4
₹49L₹78L₹1.1Cr₹63L
87%
KPI Achievement
192 / 221
On Track 192At Risk 29
Budget
96%
₹2.4Cr / 2.5
Status
24
1464
Themes
Edu
8
Health
5
WASH
4
Liveli.
3
✓
CSR § 135
96.2%
By the Numbers
Built for the scale Indian
foundations operate at
96%
Less time on budget reconciliation
vs. quarterly Excel consolidation
13
CSR-2 sections auto-populated
One-click government filing
4
KPI types, zero manual entry
Auto-calculated from field data
₹0
Compliance penalties avoided
With real-time Section 135 tracking
In Practice
How a foundation runs Swachh Vidyalaya on ProGran
Real-World Programme
Swachh Vidyalaya Abhiyan
Budget: ₹12.45Cr
Duration: 3 years
Location: Maharashtra
Schools: 150
A CSR-funded WASH programme across Nashik, Ahmednagar, and Pune Rural districts. 42% of schools lacked functional girl toilets. 67% had no handwashing stations. The goal: construct WASH infrastructure in 150 schools, train 450 teachers, and reduce girl-child absenteeism by 40%.
SDGs: 4, 6, 3, 5
Schedule VII: (i) + (iv)
How it flows through ProGran
1

Theory of Change

3 pathways mapped: Infrastructure, Behaviour Change, Girls’ Retention. 15 nodes linked to 15 KPIs.

2

Budget tree with quarterly breakdown

₹3.65Cr Year 1: Infrastructure ₹2.25Cr, Training ₹32L, MHM ₹25L, M&E ₹24L. Q1-Q4 spread loaded.

3

Field data flows in via Surve-R

Construction progress forms, teacher training attendance, WASH assessment surveys — all submitted from mobile.

4

KPIs update, budgets reconcile

“Teachers trained” ticks to 342/450. Budget actuals auto-populate. Handwashing compliance flagged amber at 62%.

5

Compliance dashboard stays green

Section 135 obligation tracked. CSR-2 form auto-populated. Donor report generated in one click.

The Relific Suite
ProGran works best
with its siblings
ProGran manages programmes. These products feed it the field data and volunteer hours that make your dashboards real.
S
Surve-R
HomeFormsProjectsProfiles
Search... ⌘K
Form Library
Manage form templates and monitor usage across projects
Export
+ New Form
Total Forms
34
12 standard · 22 project
Active
28
↑ 3 this month
Submissions
18,492
↑ 12% vs last mo
Projects
14
of 24 active
Pending
3
promotions
Standard Forms 12
Project Forms 22
Archived 6
🔍 Search forms...
All
Active
Draft
Health
FormStatusVersionProjectsSubmissions
Household Baseline Survey
Demographics, income, assets
Active
v3.2
8
projects
4,827
+142 /wk
Monthly Health Check
BMI, vitals, immunization
Active
v2.1
5
projects
3,291
+89 /wk
School Enrollment Tracker
Attendance, academic performance
Active
v4.0
6
projects
5,104
+201 /wk
Beneficiary Registration
Intake form, demographics, consent
Draft
v2.0-rc
—
—
Volunteer Dashboard
Q3 Active
342
Volunteers
1,280
Hours Logged
₹18.4L
CSR Value
Upcoming Events
Tree Plantation Drive — Nashik
Apr 12 · 45 volunteers
Digital Literacy Workshop — Pune
Apr 18 · 28 volunteers
Blood Donation Camp — Mumbai HQ
Apr 25 · 60 volunteers
STEM Workshop for Girls — Nashik
May 4 · 35 volunteers
Rural Health Camp — Jalgaon
May 12 · 48 volunteers
Surve-R
AI-powered form builder. 100% offline mobile data collection. GPS, photos, signatures, cascading dropdowns. Data flows directly into ProGran's KPIs and budgets.
Learn about Surve-R →
Voluntee-R
Corporate volunteering platform. Event management, hour tracking, skill matching, and impact attribution. Volunteer hours count as in-kind CSR contribution.
Learn about Voluntee-R →
FAQ
Common questions

ProGran automatically calculates your 2% CSR obligation from 3-year average net profit, tracks spending against Schedule VII categories, manages unspent amounts with the 3+1 year aging rule, handles set-off accounting for overspend, and auto-populates all 13 sections of the CSR-2 form. Multi-company support lets group subsidiaries close independently.

Yes. ProGran works standalone for budget management, compliance tracking, and workflow approvals. However, the real power comes from connecting it with Surve-R — when field data flows in, KPIs auto-update and budget actuals auto-reconcile. Most teams start with ProGran and add Surve-R when they're ready for automated data collection.

Everything is built for Indian context. Fiscal year runs April to March. Quarters are Q1 (Apr-Jun), Q2 (Jul-Sep), Q3 (Oct-Dec), Q4 (Jan-Mar). Currency shows as ₹12,34,567 with lakhs/crores notation. Budget summaries use ₹29.4L or ₹1.2Cr. Demo data uses Indian names, states, and districts.

Workflows trigger on form submissions, budget transfers, or field conditions (e.g., "Amount > ₹5L"). You build them manually, with AI (describe in natural language), or visually with a flow diagram. Five approver types cover every org structure: Role-based, Named person, Hierarchy (skip-level), Dynamic (from form field), and Committee. Each step has SLA tracking and escalation.

It’s a visual canvas where you map your impact thesis — from Activities through Outputs to Outcomes to Impact. Each node links to KPIs and budget line items. Multi-pathway support means one activity can contribute to multiple outcomes. The health cascade shows you instantly when a failing activity threatens a connected outcome. Think of it as a live, data-connected version of the logframe you currently maintain in a Word document.

Each organisation gets an isolated PostgreSQL database (multi-tenant isolation). PII fields are flagged at the form level with automatic redaction for users without access. Children’s data has additional protections. Role-based access control (super, admin, project_manager, user) ensures people only see what they should. All AI processing happens via secured Anthropic API with no data retention.

Your programmes
deserve an operating system

Not another dashboard. Not another report builder. A single AI platform that runs projects, tracks KPIs, manages budgets, files compliance, and follows up with partners — so your team can focus on impact.

Schedule a Demo