Fluxx in San Francisco offers Grantmaker, this being their grant management platform for funders, providing clear data exploration tools and customizable dashboard, dynamic workflow with audit trail, and many collaboration and sharing tools.
N/A
Optimy
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Mission-driven companies deserve a customer-focused solution to manage grants across all stages of the life cycle. Optimy's grant management software enables users to receive and select grants applications to better serve those in need of help while at the same time managing and reporting on impact. Optimy's software is designed to help sponsorship, partnership, CSI, donation and grants professionals to improve their performance across the entire lifecycle of a project. According…
Fluxx is well-suited for use by both small and large non-profits. Fluxx provides an intuitive interface and accurately houses grant proposal application data. Fluxx may be less useful at organizations where multiple funding layers exist, such as at community foundations which house multiple philanthropic funds. Fluxx has been an excellent product over the 10 years I have worked with it
Optimy is great if you get quotes from different channels and work on multiple projects since it helps you summarise and see individual quotes project-wise. I would definitely recommend it if you are overwhelmed and need more structure and speed with your grant management process.
I have an assigned rep who is very responsive and is able to answer any questions. Other than that, the technical support has been terrible. I often don't waste time documenting bugs because I know they likely won't get fixed or even followed-up on. Instead, I search for workarounds.
Not included above because it is not in the system is Salesforce Foundation Connect. Again, I am always hesitant with this type of question. We selected grant maker because it offered the best fit for our organization's working style and culture. There is also a personal level of service that Fluxx offers that differed from other vendors (Smart Simple is similar in this way too). At the time we made the selection, one of the main influencers was the number of large foundations adopting the platform. As they invested in features, those features rolled out to the rest of the clients. This offered us access to functionality we would not have been able to afford otherwise. We moved from another vendor whose platform allowed for customization as well, but if they built it for one client, you still had to pay for it and pay ongoing yearly fees. So, the SAAS model adopted by Fluxx appealed to us. This has paid dividends as features have been developed. For example, one large foundation added the capability to track program-related investments alongside normal grantmaking activities within Fluxx. This is not functionality we could have paid to develop, but we have program-related investments that we wanted to track alongside grants and that feature was available to us because the development was paid for by that funder. That said, most of the above vendors have compelling products (as well as others), so be sure you look at your options and talk to users (other than the ones they provide you in the reference list) and check the Idealware guides
