Apricot by Social Solutions vs Grant Lifecycle Manager

• Incredibly intuitive design that is very easy to use and understand even to non-techy people
• Very easy to create your own forms to best fit your actual need
• Very easy to pull data and reporting for funders and monthly updates to the team

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• Foundant provides a streamlined grants management solution for reasonable cost.
• The company listens to its users, collecting ideas and making improvements. Updates to the software are rolled out several times a year. When something cannot be changed right away, the company gives context and forecasts when the change might be possible.
• While the software is easy to use, it also offers more advanced features (such as merge templates) that allow more customization for the advanced user.

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• We believe Apricot could offer secure web forms beyond the restricted 'Tier 1' allowance. In other words, currently, secure web forms are only available as options for Tier 1 records. This means we cannot have live registration for Tier 2 records, which is very restrictive, seeing as we would like to capture data as clients sign in at events or trainings we have.
• We would like to see a feature similar to what TurboTax presents on its site that prompts you with questions to better generate the next step. In an Apricot case, it would generate these prompts to help us build our reports. We have the criteria we're looking to fulfill, we just need to better reproduce it in the sections on the Apricot report and this type of functionality would help.

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• Need a smother process for third party responses. Currently individuals recommending more than one student for scholarships have many emails to deal with to find the correct link to upload the correct student's letter.
• Questions that would filter which applications the applicant would apply for.

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• Apricot by Social Solutions has streamlined communication within our organization. Within the system you can set up emails to be sent when certain conditions are met. We use these email alerts to tell our case managers when they have been assigned a client, to tell supervisors when documents need to be signed, to let our finance department know when clients under specific grants have entered or left a program, etc. In 9 months of partial implementation, over 6,000 emails have been sent through Apricot.
• Apricot by Social Solutions has given us a real picture of how clients interact with our programs. For example, we thought that our Clothing & Household Goods program primarily served the same clients who come for breakfast or lunch. We've discovered that is not the case, and we meet unique clients through that program.
• Apricot by Social Solutions has improved our follow up with clients. For example, in our Employment Program, we should be following up with clients 30, 60, and 90 days after they are placed in a job. We have set up a report through Apricot that tells staff which clients have hit the 30, 60, and 90 days with their contact information right in the report.

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• It absolutely has brought our grant making into the 21st century. Previously we only took grant applications via paper forms- having a system where we can have applicants submit online, and reviewers from all over the country review the applications online, saves us so much time.

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