Grant Exchange

Empower your grant management team with a complete grant management solution.

TRUSTED BY OVER 300 CLIENTS INCLUDING:

Are you looking to improve your grantee experience with a one stop grant management solution? Then read on…Does this sound familiar?

Time Consuming Administration

Poor Grantee Experience

Lack of Data Quality

Grant Exchange Features

Check out the range of features available in our grant management solution below to meet the needs of Trusts and Foundations and the range of outcomes that our clients shout about.

Integrated Grantee Database

Benefit from a 360 view of your grantees to communicate, track grants and services delivered and payments made to them.

Online Grantee Community

Empower your grantees with self-service capabilities, access to searchable knowledge, discussion groups and directories.

Internal Departmental Efficiency

Improve business processes between grant making, finance and comms to streamline internal processes and customer service.

Need a Grant Management implementation?

We’ve got you covered, Talk to our certified experts today.

Check out what our customers say..

“Economic Change are quick to understand our unique needs by providing excellent tailored solutions, that have helped to seamlessly improve and streamline our business processes. They have always worked closely with our team, to ensure we have a solid understanding of the system, and so that we can manage future changes and updates ourselves. Friendly, honest and always quick to respond – I would recommend any organisation to work with Economic Change!”

Margaret Adjaye Director of Delivery and Learning

“Moving our grant application process and management process online has improved our efficiency and administration to support the team and grantees. Economic Change had a very good understanding of the needs and challenges facing an organisation of our size due to their own experience in the sector and having worked on similar projects previously.Overall I must say I am very happy and impressed with how the project has turned out and would have no hesitation recommending this partner for similar projects in future. Thank you!”

“The Salesforce implementation enabled us to have a single overview of the full range of grants we had made and how we were working with community businesses across the country. It tied together the details needed for our finance team with information on social impact and contextual information on the places our funds were reaching.Economic Change guided us through the thinking of what processes and structures needed to be in place to enable that.”

David Chater Head of Funds

Full overview of our grant management solution

Our Grant Exchange solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full grantee experience. .

Standard

Optional

Features	Included
Lead Management
Contact Management
Household/Account Mgmt
Activity Management
Communication Tools
Engagement Levels
Campaign Management
Reports and Dashboards
Mobile Access
Workflows and Approvals
Multi-currency/locales
Duplicate management

Features	Included
Online Application Tool
Assessor Portal
Grantee Management
Financial Tracking
Support Tracking
Contract Automation
Grantee Community
Grantee Directory
Grantee Location Map
Grantee Helpdesk
Advanced Analytics
Online Knowledge Area
Integrated E-marketing
Integrated Event Management
Integrated Financial Systems
360 Giving Template

Thinking about how Grant Management can solve your digital problems?

Download our Business Analysis Questionnaires to think through your requirements.

Our Partners

We work with a number of technical partners to bring our fundraising management solution to life.

Salesforce

Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support fundraising management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Fundraising Solution for clients.

Docusign

Docusign can be integrated with Salesforce to support the merge of relevant information to automate contract creation and capture e-signatures with grantees and partners quickly and easily. With audit trails pulling information back into Salesforce to support compliance requirements.

Form Assembly

Form Assembly offers a integrated online form experience for application forms, due diligence checks, impact reports etc. The forms can be presented by email, presented on web, or embedded within Salesforce communities to intuitively capture or present information given by grantees and connect the dots within the system to give a 360 view.

Book a Digital Strategy Consultation

Book a FREE consultation with a member of our team. As part of the consultation, we will review your business priorities, technical requirements and product options to help you develop and reinforce your digital strategy.