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SmarterSelect Logo

SmarterSelect

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Award More. Work Less. Online Applicant Management System.

(7)

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SmarterSelect Features

Features Summary

Functionality

4.2

/5

233

Total features

46

3 categories

SmarterSelect features

Activity Tracking
Alerts/Notifications
Applicant Portal
Applicant Tracking
Application Management
Audit Management
Commenting/Notes
Communication Management

Common features of Nonprofit software

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Attendance Management

Price starts from

2000

Per year

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

233

Price starts from

2000

Per year

learn more

Total Features

46

Unique features

  • Grant Award Tracking

  • Interview Management

  • Reminders

  • Single Sign On

Functionality

4.7

/5

8.5K

Price starts from

31.49

Per month

learn more

Total Features

22

Features in Common

6

Unique features

  • Design Templates

  • Image Library

  • Drag & Drop

  • Synchronous Editing

Functionality

4.7

/5

6K

Price starts from

ic-pricetag

No pricing info

learn more

Total Features

42

Features in Common

6

Unique features

  • Multi-Language Scanning

  • Project Management

  • Source-Code Scanning

  • Vulnerability Scanning

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SmarterSelectvsInfoReady

Reviewers who mentioned features said:

AR
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Verified reviewer

Nonprofit Organization Management, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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My daily go to

Reviewed 2 years ago

We use SmarterSelect for our grants and scholarships. It is easy to pull analytics, create applications, approve and share with evaluators.

Pros

How easy it is to pull up reports and customize data

Cons

Unable to search a single person across multiple grant applications.

MR
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Maggie R.

Nonprofit Organization Management, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great system for Grant applications

Reviewed 2 years ago

Fantastic experience and we are so pleased to be using it. Great asset to our application system and it is all we use now for all our programs. Only downside is the support system - which if you are not a tech person can be difficult to understand as you have to explain what your problem is in messages. Just wish you could get phone support and speak to a person . It is great though when they offer to get into your machine and then walk you through it.

Pros

Smarter Select is so easy to use. It can be adapted so that you can ask the questions that you require for your grant or funding. The customizable feature is great plus the added bonus of being able to put tips besides questions for applicants to see as they fill in, so that they get the right information in. Being able to create a Frequently Asked Question area, was simply and easy to do and a big...

Cons

Sometimes upload is difficult for applicants to use, they have problems as the platforms that they use are not compatible to the systems that can be used. The fact that the body of an email (personal message box) will not let you put in an email address different to what is outside of the letter, and if you put one in and press send it then makes the email disappear and then you have to re write it. The support system is a bit hit and miss depending on how much technical knowledge you have and who you get replying to your enquiry. Chat - itself find that it never really solves the problem and have to request to speak to someone.

AD
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Amy D.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Overall, okay. Have been many issues; most satisfactorily resolved.

Reviewed 7 years ago
Pros

Matching feature for scholarship program; online evaluation function; linkage between applications that eliminates need to fill-in fields multiple times.

Cons

Frequency of "bugs" combined with inability to contact customer support by phone. The inability to contact customer support is not specifically a software issue, but it complicates the process as a user/administrator, particularly when the issue is time-sensitive.

DS
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Debbie S.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SmarterSelect for Grants and Scholarships

Reviewed 8 years ago

We have been a SmarterSelect "Bells & Whistles" subscriber since 2012. A a county-wide community foundation we utilize the program for our annual community grant cycle, multiple teacher grant programs, and over 40 scholarship programs. Each of these programs including a application, grant acceptance, and final report component. We evaluated multiple software programs before selecting SmarterSelect and continue to review programs recommended by our field. We have not found another program that offers the flexibility, features, and functionality of SmarterSelect. The SmarterSelect development team is receptive to ideas for new/enhanced features and is very responsive to issues.

Pros

The program continues to evolve in response to user input. Technical support and online tutorials make program creation and editing simple. The ability to copy & edit programs makes preparation for annual grant & scholarship cycles quick and easy. The creation of 40+ scholarship programs, some requiring unique applications and some utilizing a common application was initially a daunting task, but once the initial time investment was made, each year requires less and less time. The program itself is not difficult to use. The more complex and diverse your needs, the more complex the process becomes; however, an information technology or programming specialist is not required.

Cons

Latency. The time it takes to move between applications can cause frustration for system administrators and evaluators.

CS
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Chris S.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SmarterSelect has taken our Foundation to a new level

Reviewed 2 years ago

SPSEF manages over 30 unique scholarship funds, and another six individual grant funds. WE are a small shop with only 1.5 FTE. SmarterSelect allows us to manage and process over 800 applications annually. When we made the decision to migrate over to Smarter Select, we found that we spend muck less time in the management process, which allowed us to spend more time fundraising and working with recipients and donors.

Pros

The software allows me to easily create a new scholarship application that is unique and reflective of the donors desires. The fact that I can continue to access data from previous years allows me to remain in contact with our recipients.

Cons

The integration inner business was not difficult. Right out of the box, there is a steep learning curve. However, the customer support is very responsive and helpful. I have suggested a few enhancements over the years and have found that SmarterSelect was eager to listen to my concerns and If they could not provide a workaround they will often fix the issue in a subsequent update.

AR
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Alex R.

Nonprofit Organization Management, 1-10 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Value & Top Notch Support

Reviewed 6 years ago

Exceptional!!! Bottom line this software is excellent​! And the customer service is by far first rate.

Pros

SmarterSelect is very easy to use and the customer support is exceptional. Our organization has been using SmarterSelect for several years and the software continues to get better. I like that they continue to improve the software. I also like they make it a point to train their customers on their new features and upgrades.

Cons

There is not much that I do not like about the software. There are some back-end reporting things that I find cumbersome such as when a parent/guardian creates an application for their son or daughter that person's name appears on the reports first not the actual applicant's​ name. This poses a challenge when you are looking up applications by the applicant's name. Another issue with this is the...

Vendor response

Hi Alex, Many thanks for your review! Regarding the parent situation, just have the applicant/parent click My Account to change the First and Last Name to the student's name. Thanks again! Robert

JP
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Jessica P.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great product for the price

Reviewed 2 years ago
Pros

It's incredibly user friendly and easy for applicants to use. Our evaluators are also happy with product's ability to be so user friendly. Their customer service is phenomenal, fast, friendly and useful.

Cons

I would love to be notified, per program, of evaluators completing their evaluations. The logic of some questions could also use some improvements. I also wish there was a way to copy a question so I didn't have to repeat the work multiple times.

JL
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Jackie L.

Nonprofit Organization Management, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Robust yet simple to use, and at an excellent price point

Reviewed 8 years ago

I am the SmarterSelect power-user at my organization and my experience with the tool and customer support have been overwhelmingly positive on the whole, but not without the occasional hiccup. I like how easy it is to get the hang of using the tool, and how responsive support is when something breaks (and this rarely happens). Our applicants and reviewers alike find our app better than most, which...

Pros

Easy for even not tech-savvy people to pick up, but with a respectable amount of customization. The look is modern for both the front- and back-end and I appreciate how much thought went into making features on both ends appear and feel as such. Customer support is responsive and have gone through great lengths to identify issues and stress-test solutions, which is again greatly appreciated.

Cons

This has only happened once to my knowledge but when some back-end autoscore stuff broke, the process to identify the problem and fix it took longer than we had hoped, and it really dragged down our evaluator experience. So I would say perhaps the stress-testing is not rigorous enough.

Vendor response

Hi Jackie, Many thanks for your review! FYI, earlier this year, we added a dedicated software Quality Assurance person because "even rarely breaks" is not good enough for us. Also, we have some Single Sign-On CRM integrations and are planning for more.

AR
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Verified reviewer

Philanthropy, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Help with Grants

Reviewed 2 years ago
Pros

Everything is there, basic demographics, narratives, numbers and purpose.

Cons

Exporting easy but data clean up is cumbersome. Should have an accessible knowledge base to search for answers to easy fixes

RJ
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Ruth J.

Music, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Applications Made Easy

Reviewed 3 years ago

We thoroughly enjoy using the SmarterSelect software for our scholarship applications and highly recommend this program.

Pros

Using the SmarterSelect software is very intuitive, and translated well from the hard copies of applications we used in the past. It is very easy to track when applications come in, and then to assign to evaluators. We are able to use the software for awards nominations, for scholarships and grants, and even for approving trademark designs. With applicants from across the country, there is easy access through the links we put on our website. Our evaluators are also able to access the applications from any location. Staff members find it easy to set up new applications with the copy feature, and adjustments area also simple to make.

Cons

We have not had any difficulties. If the staff have questions, the support team is always very timely with their responses.

WB
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Willis B.

Philanthropy, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The Initiative

Reviewed 2 years ago

The Initiative was able to experience its first round-Request for Proposal to grant awards with no major flaws, customizatiobs

Pros

The product was easy to use by the applicants to our initiative, by the evaluators who reviewed the proposals submitted and by Initiative staff who managed the process and who had to extract data for our management review and decision making. This was our maiden experience and we had no system breakdown.

Cons

Grant management team would need to supply this answer.

AL
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Alison L.

Education Management, 1-10 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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We use SmarterSelect for the scholarships our honor society provides, both applications & judging.

Reviewed 6 years ago

Previously, scholarships were handled on paper (!!!). You can imagine the savings in time, energy, and resources by going to an electronic system.

Pros

It's great to have everything available in one place! I can also easily "clone" last year's applications to set up this year's applications. Judges have a single sign-in to get to the applications for their review, and it is usually easy for recommenders to follow the link sent and upload their letter of recommentation.

Cons

After awhile, the number of accounts in the system gets overwhelming. I wish there was some way to "archive" non-active users in regard to our account. Recommenders seem to often miss the emails sent to them; it might be helpful to remind applicants to let their recommenders know to expect an email (and to check their spam folder). There are certain aspects of the system that are a bit clunky, non-intuitive, and/or repetitive.

NM
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Nancy M.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SmarterSelect for ease of handling scholarship applications

Reviewed 8 years ago

I had no experience with a platform such as this but the support made it easy to learn and we have totally utilized it to the max. It will make your life easy if you let it.

Pros

App Rules and external recommendations are pretty easy to navigate. The scoring system is complex but worth it! Will save soooooo much time moving forward.

Cons

If you use the internal messaging function (including texting) there is no record to look back on. Huge flaw IMO.

Vendor response

Hi Nancy, Thanks for your review! Stay tuned for a log of messages in the near future.

KM
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Kate M.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Value and Easy to Work with

Reviewed 7 years ago

We are able to more efficiently manage our programs!

Pros

I love the ease of being able to work with applicants and evaluators in an easy way. Communication, documentation, and management is easy through SmarterSelect's software

Cons

We have to use a separate program to work with matching our applicants to scholarships. It is also hard to know what evaluators and applicants are seeing through their view as an administrator.

KD
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Kristen D.

Hospital & Health Care, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Our association couldn't be happier!

Reviewed 6 years ago

The ability to use this software for many different areas of our business. It has expanded more than we had originally intended because of the success rate with the program.

Pros

We love that it is so versatile! We are able to adjust each program to meet our needs and easily contact support if needed. The evaluation process is super easy as well!

Cons

The inability to merge program data with other program data without exporting out of the website. It would be nice to be able to move applications into different programs, especially those that are repeats.

MK
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Marian K.

Nonprofit Organization Management, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SmarterSelect makes scholarship management a breeze.

Reviewed 2 years ago

Using SmarterSelect has made my job as the scholarship coordinator extremely easy and effortless.

Pros

Using SmarterSelect, we are able to easily manage 15+ separate scholarship opportunities. The common application feature allows our students to apply for multiple awards with one application (they are still required to complete a separate essay for each scholarship) eliminating extensive repetition of demographic information and extracurricular participation. In addition, all of our reviewers are able to complete their assignments online at their convenience.

Cons

I really haven't found there to be anything that I am unhappy with.

tc
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travis c.

Education Management, 51-200 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Two years and going strong!

Reviewed 2 years ago

It was rather simple process. At times though do to the change over in my office my partners have trouble watching the videos and learning how to utilize the program.

Pros

We really like that we can open and close the scholarship process just by setting up the dates ahead of time. We like that with our common application students can fill out one application but be eligible for multiple scholarships. It is easy to set up an additional requirement if scholarship committees choose to do so.

Cons

I don't like the tiers you need to buy just to add the Spanish language. When everything in our education system is setup to support Spanish speakers it seems lame a program that cost so much cannot support Spanish speakers unless we upgrade. Our reviewers have said it would be nice if the scholarships were separated into two files completed and incomplete rather than having to go through and separate them one at a time. I think there may be a setting to send completed ones to the reviewers but they like getting them all but would prefer the program separate them rather than lump them all together.

GC
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Gary C.

Individual & Family Services, 11-50 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Scholarship Application Program Review

Reviewed 2 years ago

Our Rotary club has benefited from this program. We will be able to grow our program with this tool. (Please note that your demographic questions at the outset of this survey do not include appropriate responses for a service club, e.g., there are no employees, but rather members, and you do not include "service club" or a similar response as a business type option.)

Pros

The software allowed us to move from a paper-based system to online applications for our scholarships. High school students and counselors have a much easier time getting the applications completed.

Cons

The inability to summarize ratings for a student dynamically and make the results accessible to the interviewer/rater teams is highly frustrating to our club members who volunteer time to select students for scholarship. Essentially, they skip that portion of the work and make decisions based on their reaction to the student and the application. It is far too expensive for a small service club to move to the higher levels of licensing.

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Katrina P.

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great software. Great support. Great value.

Reviewed 6 years ago

It's easy to make custom applications and export the data from those applications, which saves time doing boring data entry work. The custom options help me offer tools to our review committees, which makes their partnerships with us more meaningful. It also has turned our application process nearly paperless, which saves us printing and paper costs, and makes looking up historical information easy.

Pros

Smarter Select is an easy-to-use platform that meets many needs for our organization. We can easily and quickly create custom applications for our variety of grant and scholarship programs. We find it very valuable to have online evaluator access, which allows our committees to get a jump start on the review process, oftentimes allowing them to reduce their number of in-person meetings, which is a...

Cons

Honestly, I have very few negative comments concerning Smarter Select. There are a few quirks to the system that you have to get used to, but once you do, it's very reliable and easy to use. Honestly, I'm hard pressed to come up with an actual con. If I can offer an improvement, it would be that once users log in, they could see any applications they have yet to complete, instead of just past applications. I would also like a way to better sort disabled past applications -- we have a lot of different apps and it gets a little crowded looking through our history. Other than that, it really is a great product.

Vendor response

Hi Katrina, Many thanks for your review! Our support team will contact you shortly with info on how applicants can view apps they need to complete. Regards, Robert

HW
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Holly W.

Philanthropy, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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You can't go wrong with SmarterSelect

Reviewed 3 years ago
Pros

I have done a lot of research into software that could improve the work we do at our Foundation, specifically our management of a 65+ scholarship fund portfolio that kicks off nearly $500k each year. SmarterSelect allowed us to take our manual paper process to an incredibly efficient, streamlined, paperless approach. Since implementation we have increased our application submissions by over 400%

Cons

The ONLY reason I might consider another software is for the integration aspect. Our Foundant and Blackbaud have similar products but the edge they bring is the ability to integrate with our accounting software. That said, I am still not convinced that the integration will improve our system because I truly have been so pleased with the product, and the price, that SmarterSelect has to offer.

MK
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Mike K.

Philanthropy, 11-50 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smarter Select Provides Value, Function, and Efficiency

Reviewed 6 years ago

It's been a very beneficial experience. We've seen an increase in our grant and scholarship applications after moving to an online system. The Smarter Select team is always quickly available to help if we have an issue or question. And simply having an online application system makes us appear to be an advanced organization that meets our community's technological needs.

Pros

Our staff loves how fast and easy it is to create custom applications with a host of unique and useful functions. Our review committees enjoy being able to have online access to applications -- it makes their job a whole lot easier! And our applicants enjoy the ease and efficiency of being able to apply online. All in all, Smarter Select positively enhances our grant and scholarship application process while positioning us as a leader in our community.

Cons

If I could offer any improvement, it would be to add some additional options that could help to brand the system so that applicants can visually recognize which organization the are applying for support to. Another foundation in our region just purchased and implemented Smarter Select and this created some confusion for the non-profits in our region. We do include our logo at the top of the program for our applications, but it would be nice if there were ways to add it other places or on the log-in screen.

Vendor response

Hi Mike, Many thanks for your feedback and comments! We appreciate the opportunity to serve you and your team. Regards, Robert

JH
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Jessica H.

Mining & Metals, 5,001-10,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great software with some room for minor improvements

Reviewed 2 years ago

Overall the experience has been a positive one. Customer Service is always helpful and responsive. I wish that it were possible to speak with CS over the phone sometimes though, because instant messaging or email isn't always the fastest. I enjoy the software and it's capabilities. We also use the software for purposes outside of scholarship and it's been a great asset there as well.

Pros

There are a lot of great things about this software. I enjoy the ability to customize the site easily, even for those without any sort of web-design knowledge. Being able to send reminders from within the platform is a great time-saver and helpful. The applicants who've used it seem to be able to operate it without much trouble, including from mobile devices. The reports feature is critical for us to track and make notes outside of the platform via Excel. Being able to amend the applicants records and attachments is also simple and helpful when they're running into issues or user errors.

Cons

The reminder feature for scholarship applicants could be clearer. In my experience, in order to send reminders to those on "incomplete" statuses and "pending" statues you have to go to two separate parts of the site. It's not the most clear. There's almost too many features. I wish there was a bit more simplicity. It can be very time-consuming. When our reviewers (independent scholarship committee) go into do their part, we've found that the software sometimes will not hold their ratings even though they are saving as they go. This results in a 0 being given in certain categories which was really mess up the metrics. This also requires additional time being spent reviewing the scores to catch any software errors.

AM
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Amy M.

Hospital & Health Care, 501-1,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Unconventional and Easy

Reviewed 3 years ago

We were able to create a pre-screening questionnaire for our volunteer application. A potential applicant would have to pass the pre-screening to be able to move onto the actual application. It has drastically reduced the # of 'casual' applicants and just led to less wasted time on our end, narrowing it down to those who are serious about serving our patients. We ALSO added references as a required part of the application. This cut down on time we spend on the phone tracking down references and writing them.

Pros

The ability to create and customize applications.

Cons

Sometimes it's difficult to navigate and could use more sorting options.

CW
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Cheryl W.

Philanthropy, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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DCF Review of Smarter Select

Reviewed 2 years ago

Smarter Select has streamlined our grant and scholarship work which is very important with a small staff.

Pros

The application creation and design is very easy. The autoscoring, bulk e-mail messaging, data export, copying of existing programs for the next year, application review are all great features that make the grant and scholarship application very smooth. We use the common application for our scholarships which eliminates duplicate data entry for the same questions on the part of applicants.

Cons

It would be nice to be able to import applications into other software. It looks like in the last question in the survey askes about integrating with other products. I would like more information on that. Also while the e-mail support works sometimes it would be nice to be able to speak to someone in person.

BC
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Benjamin C.

Nonprofit Organization Management, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great Grants Management Program, But Not Necessarily for Beginners.

Reviewed 2 years ago

We are able to begin and end our grants management procedures within the same system. This has been a huge time and cost saver for our foundation. The board members and grants committee members have been more than pleased with the ease of reviewing and evaluating submitted applications.

Pros

The applications are easily customizable, with question options for every type of inquiry (i.e., statistics, essays, contact). The forms settings, auto calculate, and rules are very useful, but take a bit of technical proclivity to get a good hold on. However, SmarterSelect provides excellent customer service and also has a vast library of tutorial videos. The Evaluator options are also extremely useful, especially when one has a board of 20+ and needs to keep reviews and scores organized in one location. While the export features need a bit of an upgrade, this software has made streamlined our grants management procedures.

Cons

The major qualm I have with SmarterSelect is the export options. Neither export to a pleasing, reader-friendly format. Most of our board members review online, which is ideal, but for those that prefer a printed binder, the export design ends up costing me more time than it should.