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Technology Review

SmartSimple

Volunteering

Giving & Matching

Grants Management

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General Information

Product Name: SmartSimple Cloud for Grant Management, SmartSimple Cloud for Corporate Social Responsibility

Description: SmartSimple Cloud, an award winning platform that is used in 100+ countries, provides a unified database to integrate, aggregate, and analyze data across all philanthropic efforts. SmartSimple has embraced the United Nations Sustainable Development Goals and offer an instance of the platform to clients who are incorporating these into their philanthropic programs. Employee engagement tools are offered via event storyboarding, badging and gamification features. Platform strengths lie in the level of configurability, inbuilt reporting functionality, ability to provision integrations into multiple external business systems. Further, SmartSimple Cloud has reporting features, including the use of geolocation to visually present impact captured within the platform. Additionally, the platform can index attachments where a user can search just a word to find a document. SmartSimple Cloud’s Grant Management module provides flexibility, configurability, and features for grant tracking, messaging and form annotation for grantee communication. Integration is offered to external reporting services to provide up-to-date grantee information and eligibility checks through the grantmaking cycle.

Headquarters: Toronto, Canada

Number of Employees: 51 to 250

Size of Client Base: 101 to 1,000

Size of Organization: Large, Medium

Year Founded: 2002

R&D Investment: 1M to 4.9M USD

Fee Structure: Annual payment, One-time fee, Subscription

Volunteering TECHNOLOGY Reviews

Propietary Database Of Volunteer Opportunities:

1

Real-Time Database:

1

Nonprofit Access:

1

Opportunity Database Integration:

1

Volunteer Opportunity & Event Search:

1

Nonprofit Partner Request:

1

Volunteer Event Creation:

1

Volunteer Event Types:

1

Volunteer Event Sign Up:

1

Native Volunteering:

1

Work Products:

1

Automatic Time Tracking:

1

Self-Reporting Volunteer Hours:

1

Log Hours by Proxy:

1

NPO Validation:

1

PTO Tracking (Individual):

1

PTO Tracking (Team):

1

Dollars for Doers Bank:

1

System Recommendations:

0.75

Competitions:

1

Volunteer Communities:

1

Volunteer Profile:

1

Recognition & Reward:

1

Content:

1

Hours Logged:

1

Post-Event Surveys:

1

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

1

Mapping to UN SDGs:

1

Workflows:

1

Giving & Matching TECHNOLOGY Reviews

Nonprofit Database:

1

Nonprofit Profile Overview:

1

Nonprofit Partner Request:

1

Nonprofit Search:

1

Nonprofit Access:

0.5

Company Foundation:

1

In-Kind Donations:

1

Gift Cards:

1

Payroll Deductions:

1

International Giving & Matching:

1

Disaster Response – External:

1

Disaster Response – Internal:

1

Automatic Matches:

1

Match Optimization:

0.5

Thresholds:

1

Processing & Distribution:

1

Vetting:

1

Fundraising Pages:

1

Funding Status Notifications:

1

Giving Profile:

1

Recognition and Reward:

1

Checks and EFT Deposits:

1

Direct Payment:

1

Fees:

1

Disbursement Cadence:

1

Payment Options:

1

Admin Self-Service:

1

Crypto:

0

Dashboards:

1

Data & Exports:

1

Future Forecasting:

1

Real-Time Reporting:

1

Tax Information:

1

Mapping to UN SDGs:

1

Workflows:

1

Grants Management TECHNOLOGY Reviews

Applicant Database:

1

Grant Eligibility:

1

Forms:

1

Metadata:

1

Grant Application Templates:

1

Collaboration:

1

Grant Evaluation:

1

Applicant Vetting:

1

Applicant De-Duplication:

1

Review and Approval Workflow:

1

Approval Thresholds:

1

Grants Agreement Templates:

1

Grants Disbursement:

1

Volunteer Grants:

1

Status Notifications:

1

Email Records:

1

Nonprofit Access:

1

Recognition and Reward:

1

Direct Payment:

1

Checks and EFT Deposits:

1

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

1

Workflows:

1

Technology Specifications

Comms (Internal): One-Way, Two-Way

Comms (External): One-Way, Two-Way

Sharing (Internal): Available

Sharing (External): Available

Access: Mobile-Friendly, SSO, URL, Username & Password

Automation: Form Auto-Population, Notifications, Workflows

Error Identification: Field Completion, Format Validation, Native Error Support, Rules & Alerts, Submission Warnings & Blocks

Look & Feel: Colors, Layout, Localizations, Logo, Social Media Tags, White Label

Search: Event/Opportunity, Keyword, Nonprofit/Association

Compatibility: Android, iOS, Linux, macOS, Windows

Deployment: Cloud (SaaS), Hybrid, Multi-Tenant, On-Premise, Single-Tenant

Global Configuration: Global, Multi-Country, Multi-Site, Single Entity

Global Localization: Capitalization, Language or Locale-Specific Characters, National Conventions, Pluralization, Punctuation, Text Layout, Text Sorting

Global Languages: Arabic, Chinese, Dutch, English, French, German, Italian, Japanese, Korean, Other, Portuguese, Russian, Spanish

Integration: Custom Integration, Out-of-the-box APIs

Admin Levels: Admin | Campaign Coordinator | Volunteer Coordinator| Grants Management | Unlimited number of client-defined roles with custom access and permissions

GDPR: Compliant

CPPA (Consumer Privacy Protection Act): Compliant

Privacy – Other: ISO 27001, SOC 2 Type II, SOC 2 + HITRUST mapping, SOC 1, G-Cloud, CyberGRX that can be mapped to NIST/CIAQ/other standards, Cyber Essentials

Vendor Support

Number of Support Centres: (2)

Support Centre Locations: Canada, Ireland

Server Locations: Australia, Canada, Germany, Ireland, other, United Kingdom, United States

Support Levels: Client Admin, External, User

Support Languages: English, French, Other, Spanish

SLA: Priority-Based, Tier 1 (within 2 hours); Tier 2 (within 8 hours); Tier 3 (within 5 business days); Tier 4 (within 10 business days)

Administrator Support Methods: Online (Email), Online (Forum), Online (Live Chat), Online (Ticket System), Phone (Toll-Free), Phone (Toll)

Customer Service Support Methods: Online (Email), Online (Forum), Online (Live Chat), Online (Ticket System), Phone (Toll-Free), Phone (Toll)

Training Methods: Online (Self-paced), Online (Synchronous)

Value-Add Services: Support360 – Support for your External Community – In this case, we support your client foundations applicants, reviewers, and grantees. Contact your account manager for Support360 pricing. Premium Support – Including a named dedicated support representative, scheduled access to the Director of Customer Success, included on-going configuration services and training

Implementation Time: 1-3 months

Evaluation Key for Technology Reviews

☆☆☆☆ Not available: The solution provider does not offer this feature or functionality within the featured platform.
★☆☆☆ Partially available: The feature or functionality is not available in the platform but can be made partially or wholly available through customization.
★★☆☆ Basic functionality available: The feature or functionality is available at a basic level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).
★★★☆ Advanced functionality available (customization): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available at a basic level out-of-the-box and/or with configuration only and requires some customization to enhance.
★★★★ Advanced functionality available (configuration): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).

*RWI analyst discretion.

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