Certified B Corporation

Internal tracking

The SmartyGrants platform allows grantmakers to easily track an application, an applicant organisation, or an individual. Users have instant access to single or related records at the click of a button.

Internal tracking features that we know you'll love

  • Keep detailed file notes against an application and its related contacts (automatically and manually generated)
  • Easily attach additional documentation or additional online forms to an application
  • Categorise and report on grants according to any criteria across multiple platforms
  • Customisable 'stages' and 'tasks' functionality ensures important tasks don't fall through the cracks
  • Keep track of completed and overdue tasks using highly flexible task lists and through your program calendar
  • Subscribe to a calendar feed to stay on top of when tasks, stages and payments are due. Round dates can also be included as form submission dates
  • Quickly and simply assign tasks to specific users to action
  • Enable the contact sync API to import contact data into your organisations
Idealware Criteria Idealware Rating
(sophistication level)
Smarty Grants
  Basic Solid Advanced  
1. Can track a project name, request amount, and organisation.
2. Can track the program with which a grant is associated.
3. All information for each grant project is linked together through its entire lifecycle.
3. All information for each grant project is linked together through its entire lifecycle.
4. You can easily retrieve grant information and status.
5. Lets you attach documents to a grant record, possibly by logging into the system as an applicant to do so.
6. Can track by program cycle or board meeting date, and by categories such as geographic or population-based codes.
7. Lets you search grants and applications by a number of criteria, including organisation’s legal name, application ID, program, and grant cycle.
8. Lets you easily update basic grant information like project names or codes throughout the process. or Applications that are received in paper can be easily entered into the system without logging into a separate interface as a grantee.
9. Lets you easily view related records and data across records.
10. Lets you easily attach external documents to a grant record, without logging into a separate interface as a grantee.
11. Lets you define custom categorisation codes for tracking and reporting.
12. Lets you easily update basic grant information like project names or codes throughout the process.
13. Lets you easily enter applications received in paper into the system without logging into a separate interface as an applicant.
14. Lets you perform bulk uploads of defined coding and other fields.
15. The system stores attached documents in the database as objects rather than links. or The system uploads attached documents to the server and stores a link to that uploaded file in the database.
16. Can track by percentage or dollar allocation across program.
Key:
SmartyGrants has this functionality
SmartyGrants has this functionality but it may incur additional cost
SmartyGrants does not yet have this functionality
Not on SmartyGrants roadmap

*As listed by idealware, Consumers Guide to Grants Management Systems (November 2013)

Sign-up to our newsletter