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Grant Management Solutions For An Entire Organisation

Our goal is to make the grant application process as efficient as possible. By enabling seamless collaboration, we cut down the time spent on admin work, allowing charities to focus on their missions and creating impact for communities.

Simplify the grant application process and easily collaborate


We understand that nonprofits need resources to operate and that grants are vital in allowing nonprofits to acquire resources. We also understand that organisations often struggle to manage funding programs due to the fact that they are very time-consuming. Nonprofits have previously used paper and spreadsheets when managing funding programs, this can make the process extremely difficult.


With new technology, nonprofits now have the option of utilising the latest technology and making their grant application as efficient as possible. This change in technology leads to reduced admin work and therefore allows staff to focus on creating  positive social impact.

Simplifying the grant application process

Salesforce allows grantmakers to customise grant applications based on the unique requirements for each opportunity, this is easily done through the use of a pre-built template. The platform also provides a comprehensive record of all the previous applications submitted, these applications are stored in Salesforce allowing nonprofits to review and report on them later.


Connect grants and programs

Salesforce Grants Management software provides grants and program managers with the same data, this means that they can view funding requests, grant stages, disbursements schedules, funds disbursed and remaining balances. This means that nonprofits can continue to keep grants moving through the funding lifecycle.


Easy reporting

Salesforce allows grantmakers to easily collect data and put it to use. The platform provides ready to use reports, this allows grantmakers to get insights into their grant programs quickly and easily.


Issues Grants & Foundations Face


Nonprofits applying for a grant can't easily go back and edit their application


Time-consuming administration


Various stages of application process can’t easily be viewed by all members


Limited visibility of nonprofits applying for grants


Data reporting is difficult and poor


Poor experience with application adding more time to fundraisers workload


Disconnected funding systems


Time consuming assessments which aren’t always recorded in one place

Benefits of using Salesforce for Grants & Foundations

Salesforce Grants Management allows grantmakers to streamline their processes to get critical funding out quickly. The platform aims to make the process as efficient as possible, through the use of collaboration grantmakers can significantly cut down on the time spent on admin work.


Salesforce is tailored to an organisations exact needs, the solution is also scaleable meaning that the implementation can be developed on and grow with the company


Grant applications can be easily customised for each funding opportunity with templates


Customised reports and dashboards can be created which enables the organisations to produce charts and graphs that give them a real time insight


360 view of grantee database


Transparent platform which allows for collaboration on grant applications


Save time by allowing for questions to be answered through an online portal of knowledge


Ability to set up workflow prompts for reports and priorities


Cloud based software enables things to autosave

Don’t take our word for it

Our customers are our best brand evangelists, when we helped out The Passage they had some very nice things to say about us.

Working with Cirrico, especially Janaid, was super! He became one of the team. We loved working with people who had worked in the nonprofit space themselves, who understood our challenges and could give us tangible and clear ideas of how we can use Salesforce

Emma Noble - The Passage

Read the Success Story

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