SmartSimple Blog

Give us 30 days and we can build a grants management system that elevates your grantmaking impact by cutting down administrative time with SmartSimple Direct. Need proof? Keep reading.

Grants management can be complicated. With the right software, it doesn’t have to be. We’re excited to introduce SmartSimple Direct.

During the month of May, PEAK Grantmaking’s 2020 annual conference will be running virtually and uniting hundreds of grants management professionals around a month-long series of educational events around this year’s theme: Courage in Practice. The online conference will include keynotes and sessions both delivered live and on-demand, as well as offer breakout discussions, regional chapter meetings, and even a Virtual Expo to connect with exhibitors – including SmartSimple.

Have you ever wondered if two entirely different companies that use SmartSimple can work together? We have the answer for you: SmartSimple’s Data Exchange, a secure method of transferring information between systems.

Whether you’re transferring information between insurance companies to service providers, or centralizing ad-hoc information from field research to foundations, SmartSimple’s Data Exchange provides the configuration to send and receive records between different SmartSimple systems. You can now export multiple levels of data and also organization and individual contact data to and from one SmartSimple system to another.

Effective communication is one of the most important and defining elements in an efficient grantmaking process. Regularly creating documents with information tailored to each stakeholder is a critical part of having everyone on the same page at every point of the grantmaking journey. SmartSimple’s Platform3 Web Page View feature provides the ability to  create and display documents as web pages in order to quickly get every stakeholder on the same page. Administrators can create easy to use templates for grant agreements, confirmation pages, and on-demand pop-ups for applications, all of which can be formatted to your specifications.