Relationship Management

The job of a grantmaker is no longer (has never been) to robotically process applications. Grantmakers are community organisers, coalition builders, troubleshooters, relationship managers. SmartyGrants provides a range of technical functionality to support the very human function of grantmaking.

Relationship management features that we know you'll love

  • Create your own contact types and contact fields
  • New contacts are automatically created on submission of application
  • Easily record file notes to capture the history of your relationship with the grantee
  • Flag applications and contacts to ensure all staff are aware of special requirements
  • Keep history of the grantee's grant involvements
  • Easily tag groups of contacts
  • Check for duplicates and merge contacts
  • Export contact lists as required

Key features:

Idealware Criteria* Idealware Rating
(sophistication level)
SmartyGrants
Basic Solid Advanced
82. Tracks organisations separately from individual grants to allow you to see a history of all grants to an organisation.        
83. Lets you note interactions with a grantee with at least a single comment field.        
84. Lets you associate multiple contacts with an organisation, and define their relationships to you and to a specific grant.        
85. Lets you keep a log of communications such as phone calls and emails with a particular contact or a grantee organisation.        
86. Lets you keep former staffers that were associated with a grant on an organisation’s record without making them active contacts for communications.        
87. Can track individual business units under a larger organisation.
or
Lets you automatically capture emails from external email systems into grantee or organisation records.
       
88. Automatically stores a record of all system-generated letters and emails for each grant.        
89. Lets you keep a log of communications such as phone calls and emails with a particular contact at a grantee organisation.        
90. Can track individual business units under a larger organisation.        
91. Lets you communicate with a contact according to their relationship with the grant or organisation (for example, send the payment letter to the payment contact, or email reporting reminder to report contact).        
92. System allows you to automatically synchronise contacts with Outlook.
or
System allows you to automatically export system contacts to Outlook or Exchange.
or
System lets you automatically capture emails from external email systems into grantee or organisation records.