Foundation Grant Management Features

Foundation Grant Management

Grant management for Salesforce

4.25/5 (4 reviews)

Foundation Grant Management Feature Summary

  • Grantee data capture
  • Built-in accounting
  • Automated online applications
  • Benchmark & goal setting
  • Online forms
  • Gmail & Outlook integrations
  • Progress & impact tracking
  • Reports & dashboards
  • Grant reviews & approvals
  • Collaboration with grantees

Competitor Feature Comparison

Accounting Management
Activity Dashboard
Applications Management
Approval Process Control
Audit Trail
Benchmarking
CRM Integration
Collaboration Tools
Collaborative Review
Email Integration
Feedback Management
Forms Management
Goal Setting / Tracking
Grants Management
History Tracking
Microsoft Outlook Integration
Monitoring
Progress Tracking
Reporting & Statistics
Learn moreCompare App
Accounting Management
Activity Dashboard
Applications Management
Approval Process Control
Audit Trail
Benchmarking
CRM Integration
Collaboration Tools
Collaborative Review
Email Integration
Feedback Management
Forms Management
Goal Setting / Tracking
Grants Management
History Tracking
Microsoft Outlook Integration
Monitoring
Progress Tracking
Reporting & Statistics
Visit WebsiteCompare App
Accounting Management
Activity Dashboard
Applications Management
Approval Process Control
Audit Trail
Benchmarking
CRM Integration
Collaboration Tools
Collaborative Review
Email Integration
Feedback Management
Forms Management
Goal Setting / Tracking
Grants Management
History Tracking
Microsoft Outlook Integration
Monitoring
Progress Tracking
Reporting & Statistics
Visit WebsiteCompare App

Foundation Grant Management Feature Reviews

4 reviewers had the following to say about Foundation Grant Management's features:

Elise Seufert

All experiences have been very positive and the developer (Melaina Bell) is very responsive.

2018-03-28

We are able to direct our clients to this product generating business for us and creating ease around the way we manage our client's programs.

Pros

I like that it can be customized based on the needs of individual programs and allows for all communication/management to be housed in one place for a central point of access.

Cons

There are some aspects that do not seem intuitive to those who have never used systems like this before causing a lot questions and confusions around some processes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Rebecca Whaples

There are things that work well with these systems, and some that could work better. But improvements continue to be made.

2018-03-28

This includes (depending on the organization and grant) some or all of the following: applications, budgets, reimbursement requests, progress reports, participant surveys and other participant information, contact information for personnel at the organizations, and more!

Pros

And the systems have been built to allow for multiple levels of review - with a possible system for tracking who is assigned what and where in the review process the budget/request/application/etc. is, and both notes for the local organization/user and notes visible only to national reviewers/users.

Cons

Probably the biggest complaint in this regard is that so much depends on so few, and if the developer is out of touch, not much can be done to correct a problem. Contact and participant/youth data continue to be areas of confusion for many users.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Foundation Grant Management

Whether these systems will be the best for you will really depend on what you need them for, how much you are willing to spend, and if you are willing to allow time and funds for continued improvements - or just accept a system that is less than ideal. These are customized systems, and sometimes that means things won't work ideally from the beginning - often just because not every contingency can be foreseen in development and testing. But if you are willing to spend the time and money, then the desired changes can usually be made. That is really how website and software development works across the board, but sometimes it needs to be stated.

Source: Capterra
Helpful?   Yes   No
Read more
Matthew Bieler

Very helpful with streamlining and processing information for clients.

2018-03-28

The ability to work efficiently with clients.

Pros

The functionality of the software makes it easy to communicate with customers and point them in the right direction so that their information can be entered correctly and processed efficiently.

Cons

Sometimes there are minor technical issues. However, they are never big problems and are usually corrected in a timely manner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Aji Bakare

The shift to Salesforce developed by Systems for Good has been a positive transition

2018-03-28

Pros

I enjoy the amount of control that it gives us to modify and assist our clients as they're getting used to the program.

Cons

It's a little bit of a challenge to get to know the system while having to work with the clients and help them get to know it simultaneously, but that comes with the transition.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more