Modern, innovative solutions to manage your grants

With our products, you can allow your clients to search for funding online, apply to you online, and then you can manage their application using our Grants Management System.

Grants Management System

Our grant management system is modern, intuitive, and fits in with the way you administer grants.

Key features:

  • Step-by-step application entry
  • Outlook-style panel meeting management for review of applications
  • Recording of application requests and which trust(s) will provide funds
  • Grant outcome recording (awarded, rejected or conditional)
  • Management of external organisations (referrers, trusts, institutions etc)
  • Trust fund matching criteria rules for use with Fund Match
  • Bulk letter generation for organisation updates
  • Customisable report and document generation with print and email
  • User permissions, so you can decide which staff can do what
  • Customisable data lists and grouping
  • Double-entry accounts system
  • Integration with postcode lookup (AFD PostcodePlus and QAS)
  • Support for Excel pivot tables so you can interrogate your data yourself

  • Online applications and fund matching

    The fund match website ensures that you only receive applications from people who you may be able to help. It saves them time, and it saves you time - no more checking their elegibility manually.

    Key features:

  • Web site to allow people to see if they may be eligible for your funding
  • Capture their information securely
  • Currently 26 match variables (gender, place of study, funding required, home postcode, etc)
  • Summary list of trust funds to which they may be able to apply
  • Automatic population of funding application forms
  • Optional online statistical analysis suite to understand information about fund searchers

  • Online applications allow people to apply to your funds online, saving you significant time. Not only can people only apply if you have funds that may be able to help them, there's also a significant reduction in paperwork, and no duplication of effort.

    Key features:

  • Secure web site to allow people to apply to your funds online
  • Potential applications are added to the Grants Management System automatically, awaiting review and assignment to a funding meeting
  • The application decision process and grants awarding is then managed as normal in the Grants Management System
  • Grants Software Services

    We offer services to help you manage your systems. Most of our services are related to our products above, although we can provide more.

  • Analysis of your business, to ensure that the products are aligned to your needs
  • If our products aren't quite what you need, we can change them to suit by undertaking custom development
  • If you want to move away from an existing system to ours, we can move the data for you
  • Training on all our products, for users and administrators
  • Support of all our products
  • We can even look after your servers and databases if you want us to
  • Licensing and pricing

    You can licence our software in the "normal" way or you can treat it as "Software as a Service"

  • User-based licencing models
  • Perpetual licence based on concurrent users, plus annual maintenance (run on your kit), or
  • As above but run on our kit (we'll host for you) or
  • Per-month "Software as a Service" (SaaS), based upon number of users, including all hosting and maintenance.
  • Screenshots

    Here are some screenshots from the Grants Management System and the online application process.

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      Editing an application
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      Meeting maintenance: add applications directly to a meeting
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      Grant management: track activity on a grant through its lifetime.
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      Manage organisations and trust fund match rules
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      Manage system user permissions
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      Customisation. In this case, grouping postcodes for fund matching.
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      Double-entry accounts, between the grant and the trust.
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      Excel pivot tables for easy application / grant analysis.
    • Agent/referrer login for online applications
    • Agent/referrer "in flight" online applications