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🔧 Salesforce Grants Management

Salesforce Grants Management

Manage your entire grantmaking process on one platform.

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Overview

Salesforce Grants Management is a solution built on the Salesforce platform, designed to help nonprofits and foundations manage their entire grant lifecycle. For grantmakers, it streamlines the process from funding opportunities to awards. For grantseekers, it helps manage applications, deadlines, and reporting. Being native to Salesforce, it leverages the full power of the CRM for tracking relationships, communications, and outcomes.

✨ Key Features

  • End-to-End Grant Lifecycle Management
  • Grantee/Applicant Portal
  • Budget Management
  • Reviewer Management
  • Automated Workflows and Approvals
  • Dashboards and Reporting
  • Integration with other Salesforce Clouds

🎯 Key Differentiators

  • Native to the world's leading CRM platform.
  • Extremely customizable and extensible through the AppExchange.
  • Provides a 360-degree view of all stakeholders (donors, grantees, volunteers).

Unique Value: Unifies grantmaking and grant-seeking with constituent relationship management, providing a single platform to manage all funding-related activities and relationships.

🎯 Use Cases (4)

Foundation Grantmaking Nonprofit Grant Seeking Corporate Philanthropy Government Grant Distribution

✅ Best For

  • Organizations already using Salesforce CRM that want to add grant management capabilities.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations that do not want to adopt the broader Salesforce platform.
  • Teams needing a very simple, standalone grant tracking tool.

🏆 Alternatives

Blackbaud Grantmaking Fluxx SmartSimple

Offers unparalleled customization and integration capabilities through the Salesforce ecosystem, which standalone products cannot match.

💻 Platforms

Web iOS Android API

✅ Offline Mode Available

🔌 Integrations

Virtually any app on the Salesforce AppExchange DocuSign FormAssembly QuickBooks

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Unlimited tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1/2/3 ✓ ISO 27001/27017/27018 ✓ PCI DSS ✓ FedRAMP

💰 Pricing

$175.00/mo

✓ 30-day free trial

Visit Salesforce Grants Management Website →