Grants management software that empowers your foundation to focus on what matters most.

01

Build trust-based relationships with grantees

Seamlessly connect and collaborate with your grantees in real-time.

Reduce-Manual-Tasks (1)

Capture in-person and online interactions across the grant lifecycle.

Interaction-Timeline

Easily track email conversations with grantees.

Email

Enjoy a 360° view of a grantee's history with your foundation.

Grantee-360
02

Simplify grantmaking processes across your foundation

Use workflows to improve efficiency and collaboration across departments.

Workflow

Plan multi-year grants across your programs.

Dashboard-Views

Track budgets with personalized dashboards.

Dashboard-Views (1)

Make it a snap for users to visualize the data most valuable to them.

Chart (1)
03

Streamline grant applications and reviews

Build intuitive and easy-to-use grant applications.

Grantee-Application

Collaborate with and support your grantees with in-form commenting.

Portal-Comments

Automatically import application and report data.

Application-Import

Engage external reviewers to assess applications.

Review-Form

Tier-based Subscription Plans

We've bundled together tools, services, and support to transform your foundation's giving, with three plans that can grow as your needs evolve. All plans include our best-in-class support. Contact us today and discover a new way to engage your nonprofit partners and strengthen how you work.

Go

For lean foundations that want a full-featured GMS that can scale

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Manage requests, grants, payments, and relationships...

  • Dashboard for payments, approvals, and requirements
  • Grantee portal
  • Tax status verification
  • Grantee relationship management
  • Task management
  • Search and reporting
  • Integrations for single sign-on logins
  • Help-desk support
  • Chart-view data visualization
  • GivingData Cloud document management
  • Demographics via Candid integration

Pro

For foundations that need more tools and flexibility

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Everthing in Go, plus...

  • Scenario planning dashboard
  • In-form comments/discussions
  • Grantee bank account management
  • Docket management
  • Expenditure responsibility
  • GRM email integration
  • E-signature integration with Adobe Sign or Docusign
  • Workflows
  • Batch email templates
  • Grants publishing API
  • Multiple optional add-ons (e.g. OFAC compliance, portfolio management, MEL)
  • Branching logic in intake forms
  • Multi-currency requests and payments

Enterprise

For foundations with advanced requirements and processes

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Everything in Pro, plus...

  • Portfolios
  • Grantee-initiated form submissions
  • Advanced code assignment rules
  • Custom integrations

Not sure which to choose?
We can help find the right one for you!

Contact Us

*Plans effective for new clients as of June 2023, subject to change.