Salesforce Nonprofit Grantmaking logo

Salesforce Nonprofit Grantmaking

by Salesforce · Since 2023
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Active1+ countriesCloud
Quick facts
VendorSalesforce
Year launched2023
StatusActive
LocationThe Landmark @ One Market, Suite 300, San Francisco, CA 94105, United States
Countries served1+
Languages7
Integrations1+
Free tier
Free trial
Contact sales

About Salesforce Nonprofit Grantmaking

Salesforce Nonprofit Grantmaking is a grant management software from Salesforce that supports the full grantmaking lifecycle from planning to reporting. It includes features such as choosing the right grantmaking edition, adding necessary products or services, and customizing the final result with various apps and support, so organizations can manage and deliver funding programs effectively. The platform helps grantmakers track, manage, and deliver funding programs efficiently while personalizing the use for both grantmakers and grantseekers. Key capabilities: grantmaking lifecycle management customizable editions app integration product and service support improved stakeholder relationships Best for: nonprofit organizations that need efficient management of grant funding and outcomes.

Salesforce Nonprofit Grantmaking, is a connected grants management solution designed to unify the entire funding lifecycle. According to Salesforce, the platform enables organizations to plan, manage, and report on funding programs while fostering collaboration between grantmakers and grantseekers. The system provides a unified view of funding programs, from planning and delivery through evaluation. This ensures that agencies and foundations can track outcomes against goals, adjust investments with real‑time data, and improve transparency. Built on Salesforce’s CRM foundation, it integrates relationship management with grants administration, allowing funders to strengthen connections with grantees while streamlining operations. Salesforce Grantmaking includes application and budget management, reviewer workflows, disbursement tracking, compliance monitoring, and impact reporting. It also supports community portals, giving grantees secure access to submit applications, track progress, and communicate with funders.

Pros & Cons

What users like
  • +Customizable grant management solution tailored specifically for nonprofits
  • +Integration with Salesforce platform for seamless data management and reporting
  • +Centralized system for managing grant applications, tracking progress, and reporting
  • +Streamlined communication with grant applicants and stakeholders
  • +Efficient grant evaluation process with automated workflows and notifications
  • +Access to real-time insights and analytics for informed decision making.
What users flag
  • Implementation complexity often requires technical or consultant support investment.
  • Costs scale quickly as users, modules, or complexity increases
  • Over-customization risk can lead to architectural complexity and maintenance burden.
  • Initial out-of-the-box grant templates may need heavy tweaking or configuration.
  • Requires commitment to maintain system such as updates, data hygiene, governance needed.

Features

Key features

End‑to‑end grant lifecycle management – Automate planning, applications, reviews, disbursements, and reporting in one system.
Unified funding program view – Track programs from planning through evaluation with real‑time visibility.
Application intake portal – Provide grantees with a secure interface to submit proposals and monitor status.
Budget management tools – Manage funding allocations, expenses, and financial oversight seamlessly.
Reviewer workflow support – Assign reviewers, track evaluations, and ensure fair, transparent decision‑making.
Compliance monitoring features – Enforce funding rules and regulations with automated checks and alerts.
Audit trail logging – Record all actions for transparency, accountability, and regulatory compliance.
Impact assessment dashboards – Measure program outcomes and funding effectiveness against organizational goals.
CRM integration – Leverage Salesforce CRM to unify relationships with grantees and stakeholders.
Community portal access – Enable grantees to interact securely with funders through Salesforce Experience Cloud.

Additional features

Automated notifications – Alert applicants and staff when applications are submitted, reviewed, or funded.
Customizable workflows – Adapt processes to match unique grantmaking requirements and organizational policies.
Financial system integration – Connect grant workflows with ERP and accounting platforms for oversight.
Customizable reporting tools – Generate detailed reports for auditors, stakeholders, and internal reviews.
Role‑based access control – Assign permissions to staff for secure collaboration and compliance management.
Secure cloud infrastructure – Protect sensitive grantmaking data with encrypted storage and backups.
Mobile‑friendly interface – Manage grants and compliance tasks from smartphones or tablets anywhere.
Performance monitoring dashboards – Track KPIs and assess funding impact with real‑time analytics.
Multi‑stakeholder collaboration – Enable applicants, reviewers, and administrators to interact securely in one platform.
Applicant communication tools – Provide updates, decisions, and compliance requests directly to applicants.

Pricing

Free trial
Free version
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Promo Offer

Monthly plans

Enterprise

USD 175

Countries & Languages

1
Countries served
7
Interface languages
10
Billing currencies

Available in

N/A

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutch

Billing currencies

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