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 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
Online Grantee Community
Internal Departmental Efficiency
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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. .
|Reports and Dashboards|
|Workflows and Approvals|
|Online Application Tool|
|Grantee Location Map|
|Online Knowledge Area|
|Integrated Event Management|
|Integrated Financial Systems|
|360 Giving Template|
Thinking about how Grant Management can solve your digital problems?
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.