Sums.org is designed to help you facilitate and keep track of all your commissioning and grant making activity, allowing you to manage and oversee unlimited budgets, recipients, agreements and performance with ease.
Whether you work for a public sector commissioner, a grantmaking charity or the philanthropic arm of a business, Sums.org can streamline your team's funding activity.
Sums.org features a powerful drag-and-drop form builder that lets you quickly design and deploy online application forms, structured recipient updates or any other type of data collection document. Responses can be managed and reviewed from within the platform, or exported for offline storage.
Our beautiful dashboards help you understand at a glance the position of all your budgets. You can also securely share your live dashboard data with other individuals, or embed selected data on your own website with a single line of code to support greater transparency.
Input forms feature full input validation, pop-up calendars, rich text fields and pre-populated dropdowns for ease of data entry. Your funding data can be browsed in a familiar spreadsheet format, with a range of easy to use filters. Simple and advanced views keep things neat and tidy.
Sums.org allows you to work collaboratively on budgets with other platform users through a secure delegation system. You can also share selected data with non-users with a click of a button, or quickly export your data to meet the 360Giving Data Standard.
Keeping track of everything can be hard, but with Sums.org we'll automatically notify you of any issues such as missed payments, outstanding performance updates or newly submitted forms.
We've designed Sums.org to be an affordable and lightweight solution, one that complements your existing processes instead of trying to replace them. The tools we provide are flexible enough to accomodate a wide range of commissioning and grant giving approaches and we're continually listening to our users to develop new features.
Create professional online forms in no time at all with our intuitive and powerful drag-and-drop builder.
Generate shareable links with a click of a button, or embed forms on your own website.
View all submissions via your account or export data for offline processing. Jointly review submissions online with colleagues.
Applicants can save their partially completed forms and resume at a later point. No clunky sign-up or registration process is required.
If enabled, applicants can upload additional documents to support their bids.
All forms you build are useable on mobile, tablet or desktop devices.
Add custom review stages to reflect your organisation's decision making processes.
Forms can be used to collect all types of data and then linked to existing funding agreements for future reference.
It's easy to work collabratively on budgets with colleages whilst retaining complete control over levels of access, including read and write permissions.
Whether you fund from one annual budget or hundreds, Sums.org can handle it!
Track spend against your organisation’s funding priorities with unlimited custom policy areas.
Keep better track of those in receipt of funding, including compliance with your financial and safeguarding requirements.
Our simple user interface makes it easier than ever to see, at a glance, the position of all your potential and current financial commitments.
Schedule and record payments made to your recipients.
Keep better track of service delivery with the ability to record and schedule recipient updates.
Securely share your live dashboards, data and formal paperwork with other Sums.org users, individuals and recipients.
Instant notification of issues such as missed payments, performance updates and missing paperwork.
Ability to restrict access to devices connected to your organisaton's network.
Export all or specific data for offline storage with a click of a button.
Retain all your data forever whilst keeping things tidy with our simple archive tool.
Daily off-site encrypted backups keep your data safe.
| Standard Account FREE |
Professional Account £25 per month (+VAT) (billed annually) |
Professional Package £100 per month (+VAT) (billed annually) |
|
| GENERAL FEATURES | |||
| Number of Accounts | 1 | 1 | 5 |
| Unlimited Budgets | |||
| Unlimited Recipients | |||
| Unlimited Bids & Agreements | |||
| Unlimited Spend Categories | |||
| APPLICATION FORMS & DATA COLLECTION | |||
| Create Unlimited Custom Forms | |||
| Unlimited Form Submissions | |||
| Custom References | |||
| Save Progress & Resume | 3 months | ||
| File Uploads | 3 months | ||
| FORMAL BID REVIEW | |||
| Submission Reminders | |||
| Unlimited Custom Review Stages | |||
| Grading and Commenting | |||
| FUNDING LIFECYCLE & MANAGEMENT | |||
| Dashboards | |||
| Payment Scheduling and Recording | |||
| Performance Scheduling and Monitoring | |||
| Automatic Reminders | |||
| Flagging, Commenting & Tasking | |||
| Archiving | 3 months | ||
| Online Document Storage | 3 months | ||
| DATA SHARING AND TRANSPARENCY | |||
| One Click Data Export | Live Data Sharing & Embedding | 3 months | |
| Multi-user Collaboration | 3 months | ||
| 360Giving Data Standard Export | 3 months | ||
| ADDITIONAL SECURITY OPTIONS | |||
| Two-Factor Authentication | |||
| IP Whitelisting | |||
| Sign-up now! | Free for the first three months | Get in touch | |