Systems for Good offers a cloud-based grant management platform for non-profit organizations, built on Salesforce. It provides tools and functionalities for managing proposals and reports, keeping track of tasks and deadlines and monitoring operations through a dedicated dashboard.
The platform features a customer relationship management (CRM) module that allows users to collaborate and manage interactions with grantees via applications, letters of intent (LOIs), status reports and more. The solution also provides users access to feedbacks and custom reports, which help them to manage their grant reviews and approvals. It can be accessed remotely via mobile devices such as smartphones and tablets.
A built-in accounting feature helps users to consolidate their financial information in one place and keep track of budgets. Additionally, the solution supports integration with various third-party applications such as Gmail and Outlook.
Support is offered via phone and email.
Aji from FirstPic Inc
I enjoy the amount of control that it gives us to modify and assist our clients as they're getting used to the program. The backend access and the ability to walk through changes with the client has been particularly helpful. Along with that, being able to build a system that we know will benefit our clients from scratch is helpful.
It's a little bit of a challenge to get to know the system while having to work with the clients and help them get to know it simultaneously, but that comes with the transition.
Matthew from FirstPic
Employees number: 11-50 employees
The ability to work efficiently with clients.
The ability to work across several programs and have a layout that is consistent, but also being able to customize certain functions when needed. The functionality of the software makes it easy to communicate with customers and point them in the right direction so that their information can be entered correctly and processed efficiently.
Sometimes there are minor technical issues. However, they are never big problems and are usually corrected in a timely manner.
Rebecca from FirstPic
The systems are able to track grants over many organizations. Information is in one place for any potential audits (internal or external) or review. This includes (depending on the organization and grant) some or all of the following: applications, budgets, reimbursement requests, progress reports, participant surveys and other participant information, contact information for personnel at the organizations, and more!
The financial tracking portions of these systems are probably the highlight. The way budgets and reimbursements are entered are fairly straightforward. There are some different versions and these can be adapted, and guidance needs to be given beyond the system functionality itself for each organization/grant because of their own particular rules/guideline. But the system for inputting the budgets and reimbursement requests is not overly complicated. And the experience from the reviewer standpoint is also good in this regard. Sending back and revisions seem to work well across the board. And the systems have been built to allow for multiple levels of review - with a possible system for tracking who is assigned what and where in the review process the budget/request/application/etc. is, and both notes for the local organization/user and notes visible only to national reviewers/users. Application and Progress Report questions for the grants can be customized - and the ease of doing so has greatly improved. Some of the Application functionality that has been built out is really excellent - e.g. all the information that will auto-populate for the applicant and all of the functionality around sub-sites for a sub-grant. And working with Melaina (Systems For Good developer) has been a good experience.
There have been some problems where things were not calculating the way they should or users did things in an unexpected way that led to unforeseen problems, but these generally have been or are being fixed. Some of the problems just weren't apparent in testing and initial use. But the developer is willing to work to implement changes and correct errors and bugs. Probably the biggest complaint in this regard is that so much depends on so few, and if the developer is out of touch, not much can be done to correct a problem.
Contact and participant/youth data continue to be areas of confusion for many users. But plans are underway to improve this somewhat. Part of the problem is simply that these systems are built upon Salesforce and the way Salesforce does certain things creates some restraints. The systems that have been created around these restraints do work - things just aren't as apparent and intuitive to the user as would be desirable. This can result in more work for the people involved. Is it more work that trying to track the same information without these systems? I don't think so. Is it more work than other systems? I don't know, but I get the impression that it is not. Hopefully, as improvements continue to be made, these problems will be worked out.
Whether these systems will be the best for you will really depend on what you need them for, how much you are willing to spend, and if you are willing to allow time and funds for continued improvements - or just accept a system that is less than ideal. These are customized systems, and sometimes that means things won't work ideally from the beginning - often just because not every contingency can be foreseen in development and testing. But if you are willing to spend the time and money, then the desired changes can usually be made. That is really how website and software development works across the board, but sometimes it needs to be stated.
Elise from FirstPic, Inc.
Employees number: 11-50 employees
We are able to direct our clients to this product generating business for us and creating ease around the way we manage our client's programs.
I like that it can be customized based on the needs of individual programs and allows for all communication/management to be housed in one place for a central point of access.
There are some aspects that do not seem intuitive to those who have never used systems like this before causing a lot questions and confusions around some processes.