Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
foundationConnect
CRM and Grants Management Solution for Grantmakers
Overview
foundationConnect is a modern, secure solution that brings top-tier constituent relationship management (CRM) and grants management (GMS) into a single solution. Built off Salesforce, grantmakers can use the #1 CRM in the world to drive real impact.
See How foundationConnect Works
From eligibility and application, to proposal reviews and evaluations, to grants disbursement and real-time outcome tracking, foundationConnect provides you with an end-to-end grants management system so you can go from award to impact, faster.
Our customizable portal empowers your applicants with self-service to search for, start, save, and submit applications. Once awarded, grantees can submit status reports, view their payments schedule, and communicate with the grantmaking staff.
Gain visibility into your grant portfolios and dockets with information that is updated in real-time. Grantees easily submit status reports so you can understand not only the outputs of your award but the true impact of your grant with impact reporting.
foundationConnect is a next generation grants management system for grant makers built off of the #1 constituent relationship management (CRM) platform. Grant makers can seamlessly manage the entire lifecycle of philanthropic giving — from eligibility and application, to application reviews and evaluations, all the way through grants distribution and real-time outcome tracking. Through an easy to use portal, applicants and grantees can search for, save, and submit grant applications, collaborate and update status reports, and provide programmatic outcomes on an ongoing basis. Built off Salesforce, the #1 CRM in the world, grant makers use the same CRM as Fortune 500 companies but in your case, you’re using it to drive real impact. Leveraging Salesforce's easy-to-customize platform, foundationConnect is flexible enough to mimic the way you work, rather than trying to match your business processes to rigid, inflexible technology.
Categories
- Business Needs
- Campaign Management
- Industries
- Nonprofits
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
