Foundations

Flexible Grants Management Systems Built on the Salesforce Platform

Our experienced team helps foundations implement and maintain Salesforce-based Grants Management Systems (GMS) that streamline processes and increase access to data.

Salesforce Grants Management Systems

We build and support Salesforce Grants Management Systems that fit our client needs. From Nonprofit Cloud Grantmaking, to Outbound Funds Module (OFM) or a fully custom Salesforce solution, we help our clients find the sensible, right-fit tools that will support their work. To learn more, read our comprehensive whitepaper comparing GMS options on Salesforce.

Our solutions for Grantmakers often include:

Pre-Qualification Forms
Online Application Form(s)
Grantee Portal
Reviewer Portal
Due Diligence integrations including Guidestar, IRS, etc
Review and Approval Processes
Fund Management
Report and Deliverable Management
Invoice and Payment Management
Dashboard Visualizations

Outbound Funds Module allows us to align our grantmaking practices with our organizational values. The high level of configurability has made it easier to manage participatory processes at scale, while providing a better experience for grantees and community reviewers and streamlining the way we administer, evaluate, and communicate funding decisions.

Assistant Director, Grant Operations & Impact, NEO Philanthropy

Getting Started

Contact us today to start the process of working with our professional services team. With a complimentary 30-60 minute call we’ll cover what is driving the need for change, discuss how your teams’ work can be improved with Salesforce, and conceptualize a path forward.