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





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

Time Consuming Administration
- Offline or paper-based and manual processing
- Poor assessment and reporting processes
- Disconnected communication and finance systems

Poor Grantee Experience
- Clunky application experience
- No platform for grantees too access, update, submit reports
- Inconsistent communication internally and externally

Lack of Data Quality
- Poor pipeline management and oversight
- Limited visibility on fund expenditure and coverage
- No clear insight into grantee outputs and impact
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
- Online applications
- Assessment management
- Payment tracking
- Impact reporting
- Increased efficiency
- Improved grant turnaround
- Greater data visibility
Online Grantee Community
- Branded portal for grantees
- Self-service applications
- Discussion groups and online directory
- Online reporting
- Improved engagement
- Improved transparencey
- Improved customer service
Internal Departmental Efficiency
- Integration with online financial PSPs
- Integration with accounting software
- Integration with E-marketing tools
- Templates for 360 Giving
- Improved financial intelligence
- Improved impact intelligence
- Improved efficiency
Need a Grant Management implementation?
Weāve got you covered, Talk to our certified experts today.




Check out what our customers say..
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?
Our Partners
We work with a number of technical partners to bring our fundraising management solution to life.
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 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.
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.