SmartSimple Software

4.41 / 5 (22)

Our advisors have recommended this product 2 times in the last 30 days

About SmartSimple


SmartSimple is a cloud-based platform trusted by foundations of all sizes, Fortune 500 companies, and governments to create greater efficiencies in their funding processes and enrich their impact story. Key features include end-to-end grant program management, CRM, board meeting & events management, fund & budget tracking, automated workflows, enterprise-level security, reporting & analytics, as well as built-in impact measurement and AI/machine learning capabilities.

SmartSimple helps grantmaking organizations stay on top of everything from correspondence with applicants to monitoring budgets and reporting, eliminating hours of paper shuffling and administration. No two funders are alike. That’s why SmartSimple's platform comes with the flexibility to fit your unique needs and deliver innovative systems that transform how you manage your grantmaking and giving programs.

SmartSimple also offers add-on solutions powered by the same platform to manage volunteers, scholarships, donations, matching gifts, sponsorships, audit & compliance tracking, and more. SmartSimple offers many integrations, including GuideStar, Charity Navigator, DocuSign, Google Maps, Salesforce, Amazon Alexa, and more.

It is available on a monthly subscription basis. Support is offered via live 24/5 phone, live chat, and email.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

22 Reviews of SmartSimple

Average User Ratings

Overall

4.41 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(9)

4 stars

(13)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 22 reviews

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March 2019

June from Chicago Sinfonietta

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

SmartSimple - innovative technology making top grades for its grant making software GMS360

SmartSimple GMS360 has enabled our foundation to move from paper process to a cloud-based digital solution. SmartSimple developers worked with us closely to customize an excellent system which allowed us to manage our grant making processes and workflows more easily. Contracting is now a breeze and highly secure, automated configurations eliminate manual staff tasks saving time, and our external users find using SmartSimple pretty intuitive. We are excited to add on other components which will help our program team organize their work in the field, track collaborative interactions, and house a library of documents and materials for sharing. Most importantly, the SmartSimple team promotes strong relationships with their clients. They are dedicated to continue to improve and expand their software based on client feedback and needs, and to provide excellent support coverage.

Pros

I especially like the newly designed user interface upgraded in the past year. It's clean, simple, professional, more intuitive and aligns well with our website branding.

Cons

As someone who moved into a system administrator role with no previous experience in a cloud-based system, it took awhile to learn system configurations. GMS360 is a very robust system with a lot of features. If you're not tech savvy, the learning curve can be steep and challenging.

June 2017

David from USADF

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2017

Highly flexible platform to model business processes, workflows, and notifications.

Automation of transactions through integration; increased management visibility into critical business processes, greater productivity through process standardization and centralized data access.

Pros

Great for business process management, data collection and retrieval, report generation, configuration options, security controls, and ongoing platform improvements. I appreciate that a non-programmer business analyst can configure and adapt the system to meet most all internal business process models and needs.

Cons

Would like to see additional features to support forms import capabilities and standard excel like budget management capabilities.

Response from SmartSimple Software

Replied August 2017

Hi David, I just wanted to take a few moments to thank you for submitting a thoughtful review. It's always valuable to receive feedback and hear from our client base. Most of our enhancements are as a direct result of feedback from users like you. Let's connect to further discuss your ideas on the additional features you mentioned. Regards, Eric Lauer, Director of Customer Experience

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2018

SS continues to get better and better!

Pros

The biggest appeal for GMS360 when we signed on was that it offered so much potential for the development of an excellent multi-faceted system to serve our foundation's overall needs moving forward.

I was also taken by the ethical and moral values of the founders to fulfill their goals in providing high quality, cutting edge technology solutions to help their client's achieve their purpose and goals. This relationship trust was major in our decision on choosing a company we knew we would have a longtime relationship with.

Cons

I did not like how much the system had to evolve over the last 3 years in order to provide the functionalities that we needed.

I still think better solutions are needed to create end user reports for presentation.

The vast improvements in the past year in design, navigation, and configuration tools have made me feel better about all this!

March 2019

Price from Montana Healthcare Foundation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

5.0

March 2019

Versatile Software for Managing Many Processes

Pros

SmartSimple can be configured in so many different ways to manage any process. I like that we can use the same platform to manage our grants and contracts. The workflows are a great feature for moving items through our process. Once you are comfortable configuring in SmartSimple it is easy to adapt forms to many uses. The SmartSimple team is great to work with and they really care about their clients.

Cons

Creating workflows is complex. They are such a powerful tool but it is challenging to build them without support. Since the platform is so configurable there are often many solutions to a problem and depending on who you are working with you may get a different solution which may not be the most efficient approach. Configuration can be intimidating since there are so many features available. It is important to have a system administrator who is comfortable with basic coding.

June 2017

Mark from The Wallace Foundation

Review Source: Capterra


Ease-of-use

4.0

Customer support

3.0

Functionality

5.0

June 2017

Hard to build user interface that meets all our workflow/reporting needs w/o becoming system expert.

Pros

Its flexibility and its complexity which means it can accommodate most of our workflow needs and querying needs

Cons

Its slow response time and the shear number of clicks needed to accomplish simple system tasks; the "behind the scenes" functionalities for building the workflows, the screens, the reports - in short the setup portion of the software is complex and difficult to learn

Response from SmartSimple Software

Replied August 2017

Hi Mark, thank you for taking the time to write a review. As we believe deeply in a client-centric approach, receiving feedback directly from our user community is the best way to improve our platform. A key focus in our current development roadmap is to enhance our administrative screens and increase efficiency for users performing system administration and configuration tasks. This began in our May 2017 upgrade and will continue on an ongoing basis. I'd be more than happy to connect and walk you through these enhancements. Also, please attend our upcoming August 2017 upgrade webinar where I'll overview our latest platform functionality and enhancements. Regards, Eric Lauer, Director of Customer Experience

March 2019

Catherine from The Gerber Foundation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

Grants application system

This has provided major time savings for us. From hours sending out notices after a grant round down to minutes. It also provides a permanent record of applications and reports. Finally, the SmartSimple is able to keep us up to date with data formats and requirements for data security.

Pros

Ease of use and user friendly. Other than some access issues (primarily because of firewalls and security at outside institutions trying to apply) my users have been overwhelmingly positive about the ease of use of the platform. It has also been very helpful and efficient for internal use and saved us considerable time in the office.

Cons

My concerns deal more with the initial construction of the system and the fact that we are a thin organization with few staff - thus we don't have the insights into the workings of the system that a larger firm might have with multiple users working with it from multiple different vantage points. Initially, we struggled to learn it all and all of the various uses of the system.

November 2017

Celeste from Georgia Family Connection Partnership

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

The use of SmartSimple's GMS 360 has revolutionized our grants management processes in many ways.

Having a grants management software that is easy to configure and continually improving has enabled us to elevate our processes and streamline our contact information management and reporting protocols, which makes it easier for our grantees to ultimately get back to their work with an easy reporting experience.

Pros

We particularly like the various user portal options, configurable options for every single application and object, and the premium support option as well as easy ongoing improvements.

Cons

We dislike the workload that testing causes for our staff, but we understand that this is necessary with all software because a positive user experience is very important to us.

April 2018

Mustapha from Ontario Centres of Excellence

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2018

The block party was overall great, especially for the client demo.

Pros

Upgrading existing features on the system and introducing new ones through the regular upgrades.
The system is flexible in term of the configuration. Most of the time there is more than one way to configure something on the system.

Cons

Sometimes, some enhancements take a lot of time which might not be convenient in some cases.
Also, transitioning to new features for an old system might be a bit challenging, maybe if Smartsimple could come up with a way to help its clients to make that transition a lot easier and smother, that would be very helpful.

November 2017

Mel from Harrington Discovery Institute

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

They've been great at applying their technical expertise to making our business more efficient.

SmartSimple has drastically reduced the time it takes to complete tasks. Being able to complete what once were sequential tasks concurrently with the press of a button has made us more efficient and also reduced human error. We are constantly looking at ways to incorporate the tool into our daily activities and we look for ways to improve our processes.

Pros

The ability for a non-IT user to make configuration changes. There is always a good transition when there are new upgrades and I have yet to have an issue when the system is upgraded. I like the simplicity of the portals and the user interface.

Cons

Not having a back button/previous page button within the system, which can sometimes extend the time it takes to make configuration changes. Not having the option to apply changes in the backup system to production while in backup.

April 2018

Nestor from The Chicago Community Trust

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

April 2018

My experience has been satisfactory overall. Flexible system.

Pros

The ability to customize and shape to our needs is great. Flexibility of its use. It has definitely helped streamline processes that would slow our operations greatly in the past

Cons

Due to its flexibility it can create lag based on the extreme customization done. Having most of my experience in classic mode, it appeared not as intuitive as expected. Reporting tools could be improved.

April 2018

Kim from Bader Philanthropies

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

Easy to learn; however there are a lot of items and features to learn. Sometimes overwhelming.

Grantees receives their payments faster. We receive our reports and contracts quicker. Less manual work. Automated checks and balances.

Pros

I love the flexibility and expansion capabilities of the software. Love all the workflows and automation to help reduce manual work.

Cons

If there was an update to make pulling variables into templates , workflows, etc. instead of writing a syntax. I can never find the right syntax.

November 2017

Ramkumar from Ontario Trillium Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Cu