Caroline S.
CS
Caroline S.
Senior Grant & Contract Analyst
Mid-Market (51-1000 emp.)
"Smarter Select Review"
5/5
What do you like best about SmarterSelect?

I like that you can pull all of the data out. I also think it's extremely user-friendly on the front end, and the back end. It is extremely easy to implement and use for many different purposes. Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

We did have to reach out to support, although they responded quickly. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Caroline, thanks for your review and feedback!

Shelly B.
SB
Shelly B.
Executive Director
Small-Business (50 or fewer emp.)
"Smarter Select is an economical selection solution"
4/5
What do you like best about SmarterSelect?

Smarter Select is easy for applicants to apply for grants. Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

Smarter Select can be a little clunky on the admin side. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hi Shelley, thanks for your review and feedback. Stay tuned for an improved interface later this year.

Robin M.
RM
Robin M.
Approved Accreditation Mentor & Consultant
Small-Business (50 or fewer emp.)
"Does some things well, others not so much, and it's complicated"
3/5
What do you like best about SmarterSelect?

Once the forms are built, the interface is dynamic and easy for applicants to use. Common applications help iwth reducing duplication of info but it would be great to be able to have a 1st common, 2nd common, etc to facilitate staged applications. or better yet, add most of the common info (address, telephone, email) to the applicant profile so we can use the common application for more useful program-related info. Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

You really have to know exactly what the end result is because it's very difficult to change or add questions later. Common apps are limited to one, so you have to really calculate what you need in the common because it will impact other forms. I HATE that you have to scroll and click so much to be able to add or edit questions. The Admin/Provider cannot see Evaluator responses in the application, so it is complicated to activate Provider triggers. It would be better to have the OPTION to share feedback with applicants directly from the platform so another external platform doesn't have to be used. Lack of clarity around which messages are automated and which have to be manually sent. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hi Robin, thanks for your review and constructive feedback! Good ideas.

CS
Casey S.
Project Manager
Small-Business (50 or fewer emp.)
"Makes us so much more efficient!"
5/5
What do you like best about SmarterSelect?

The ability to run multiple programs and assign multiple reviewers. We run a quarterly grant program at the foundation, and allowing our board members to review applications remotely makes the process so much more efficient. And scholarship season would be a complete nightmare without SmarterSelect! Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

Sometimes the UX is not intuitive. For example: sending messages. When we notify families that they've won a camp scholarship, it shows that they were approved and sends them an email. In order to tell them what amount they're approved for, we have to send them a separate email from messages. This is really annoying, and I wish messages could be sent directly from the "applicants" window when you change a status.

Something like: >change app status to awarded >a pop-up window comes up asking if you'd like to send a custom email notification >select template from drop-down.

I'm aware that you can click into each app and send a message directly from the individual application. It just took several review cycles before I stumbled upon this. Also in the "applicants" screen: when you select an app, the header menu that comes up doesn't look clickable (there are no radio buttons or otherwise). I imagine this confuses a lot of users who are not familiar with SS.

Overall, I'd like things to be a little more intuitive. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hi Casey, thanks for your review and feedback! Good suggestions.

JS
Jenny S.
Auxiliary National Secretary
Enterprise (> 1000 emp.)
"Awesome Program"
5/5
What do you like best about SmarterSelect?

The SmarterSelect program is the best option we could find to create an application to input all of our needs. It is the easiest program to change and re-arrange if needed. There aren't many questions from the applicants on how to fill out the application so that is awesome. I can control what sections need an answer no matter what and the others to be optional. The cutt-off date and times have never failed. Can assign the applications easily to the people that wll score them for an award. I can run reports at any time to make sure the applications are getting completed in a timely fashion. Love I can email all of the applicants at once in one section. Has helped tremendously to get more applications completed before the deadline. The help team for any questions is awesome! You create a ticket with your questions and they will respond back quickly and even give you supporting documents where to find it on your own. Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

Very few quirks that I cannot have on the program. For example, I cannot change the fonts to any section. Sometimes I want to make sure something stands out and I cannot do that at this time. I have made what we can and cannot do work by emphasizing where it is needed. I can do different colors within my typing so that has helped and can bold so there are work arounds. To find some of the information on your own on what you can and cannot do is a little fuzzy. If you don't know the correct wording you need to do what you need. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hi Jenny! Wow! Thanks for your detailed review. Your thoughts on text formatting is very helpful for our product team. Stay tuned for a new, better organized support portal. We appreciate your business.

Amanda P.
AP
Amanda P.
Manager, Pennsylvania CPA Foundation
Mid-Market (51-1000 emp.)
"It works fine"
3.5/5
What do you like best about SmarterSelect?

It works pretty good for what I am looking for Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

Would like a little bit improvement on the software and its visibility- a bit outdated Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hi Amanda, thanks for your review and feedback. Stay tuned for our UI improvements.

Hays Education Foundation V.
HV
Hays Education Foundation V.
Program Coordinator
Small-Business (50 or fewer emp.)
"Smarter Select has been both challenging and helpful so far in managing our grant process"
3.5/5
What do you like best about SmarterSelect?

The chat feature allows me to get immediate assistance with issues as they arise as long as I contact them during their M-F business hours. Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

I wish there was a way to control levels of access among Administrators. There have also been some concerning glitches that are affecting data in evaluations. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Thank you for sharing your detailed feedback. We're glad to hear the platform has helped streamline your grant application process. Your experience with our chat support during business hours is valuable feedback.

We understand your concerns about evaluation data glitches. We take data integrity very seriously and actively work to address any technical issues. Could you share more specific details with our Support team about the glitches you've encountered? This would help us investigate and resolve them more effectively.

We appreciate your suggestion about implementing tiered administrator access - this is something we're considering for future updates to provide more granular control over system permissions.

Regards,

Robert

Diana H.
DH
Diana H.
Executive Director
Small-Business (50 or fewer emp.)
"Smarter Select provides easy access for our volunteers to review scholarship applications"
5/5
What do you like best about SmarterSelect?

The best part of Smarter Select is it's Ease of Use! Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

The only thing I dislike is that attachments have to be downloaded separately and merged with the application files for safekeeping. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Thanks Diana for your review and feedback regarding downloads. I'll share that with our Product Manager.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Overall great product and sit, super east to use and very interactive"
5/5
What do you like best about SmarterSelect?

I like how versatile it is and how easy it was to set up Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

I don't think I have anything I disliked about smarterselect Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Hello! Many thanks for your review and feedback regarding setup. We appreciate your comments.

Ashley H.
AH
Ashley H.
Program Director
Small-Business (50 or fewer emp.)
"Smarter Select has grown to fit their customers!"
4/5
What do you like best about SmarterSelect?

I like that Smarter Select is pretty user-friendly with little IT experience or background. They also have a great support team who respond to support tickets/issues fairly quickly! Review collected by and hosted on G2.com.

What do you dislike about SmarterSelect?

Sometimes there are issues that pop up when building an application or copying an application that I just can't get it to do what I need it to do. However, sometimes with help from their support team, it can be done! I do wish I could call their support team sometimes instead of trying to explain it in an email. Review collected by and hosted on G2.com.

Response from Robert Davis of SmarterSelect

Ashley, many thanks for your review and feedback!