Private & Family
Grants Management

A 21st century grants management system

Our platform powers our grants management solutions for your corporations and foundations.

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Connect with all your constituents at an unprecedented level of detail and personalization.

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Work more closely, and more effectively with your applicants, grants staff, program staff, reviewers, and board.

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Track outcomes and Demonstrate real impact you are delivering to your community.

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Constituent Relationship Management (CRM)

Our robust CRM features include built-in calendars and email broadcast giving you a dynamic view of your constituents, helping you to communicate more effectively.

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Grant Application Management

With our platform, you can organize all of your application data from the source, type, status, due date, contact, and any custom field of your choosing.

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Program Management

Create and manage any number of your programs. With comprehensive online portals, you can track post-award data as well as up-to-date communications, saving hours of administrative work.

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Meeting Management

Our comprehensive tools can generate meeting specific documentation, meeting agendas with alerts and reminders, as well as meeting minutes and documents.

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Reporting & Impact

Our platform offers robust reporting and visualization tools, providing a full snapshot of your impact through rich dashboards and stunning charts and graphs.

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Keep track of every single dollar you’ve awarded. Organize all your financial data, allocate funds, track funding from a grant or a program perspective and aggregate reporting across your programs.

Our Grants Management Solutions in Action

Rich and configurable portals for Grants Managers, Program Officers, Reviewers, Board Members, Finance Managers, Applicants, and Grantees. Other powerful tools include:

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Configurable Application Forms

Dynamic forms including multi-stage forms, conditional questions, online budgets, form version control and sophisticated form validation.

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Automated Communications

Create reminders for all your processes and forms and a complete audit trail including field value changes.

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Documentation Templates

A wide variety of relevant templates from meeting dockets and GDPR-compliant applications.

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Robust Budgeting

Automated creation of all your post-award activities including, payment schedules, PRI repayment schedules, reports, and outcomes.

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Personalized Profiles

Administer role or attribute-based profiles to every constituent in your database. Users can now consolidate their personal and organizational profiles into one to decrease data redundancies.

Connecting to the rest of the World

SmartSimple’s platform supports many of the leading software technologies in the market, enabling you to extend the functionality of SmartSimple to some of the most widely used tools today.

Verify Status of any organization

Verify the status of any organization with the IRS in the United States, CRA in Canada and Charity Commissioners in the United Kingdom. SmartSimple also provides integration with OFAC (Office of Foreign Asset Control), ensuring you’re funding legitimate organizations.


SmartSimple connects to Simplify (created by Technology Affinity Group – TAG) and GuideStar, providing market-standard data-sharing that gives you access to all relevant information from grantees.


SmartSimple’s Signority service solution gives you the ability to sign documents online without paper or pens.Signority complies with various North American and European Union electronic signature laws.


SmartSimple supports Foundation Center's eGrant and Grant Reporting initiatives, providing funders the ability to share grant data details.

Google Maps

Gain visual insight into where applicants work to gain better perspective on funding.

Google Translate

Google's online translation service instantly converts text in more than 80 languages.

Join SmartSimple's growing community of foundations

Robins Foundation logo
Irving Harris Foundation logo
Bader Philanthropies logo
Helios Education Foundation logo
Pohlad Family Foundation logo
Crown Family Philanthropies logo

Review Stars - 5/5

“The use of SmartSimple has revolutionized our grants management processes in many ways.”

Celeste from Atlanta, GA

Review Stars - 5/5

“SmartSimple has drastically reduced the time it takes to complete tasks.”

Mel from Cleveland, OH

Review Stars - 4/5

“Grantees receive their payments faster. We receive our reports and contracts quicker.”

Kim from Milwaukee, WI

Review Stars - 5/5

“Tracking outgoing grants, grant applications, grantee reporting, compliance, organizations and contacts.”

Ann from San Francisco, CA

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Need a quick solution for a simple granting process?

SmartSimple Direct is ideal for foundations with limited budgets looking for a simple yet complete grants management system delivered all in two weeks.

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Learn more about the SmartSimple platform and see it in action.