Optimy

Optimy

Customer-oriented sponsorship & grant management software

4.5/5 (6 reviews)

Optimy Overview

Optimy is a customer-oriented sponsorship and grant management software that helps sponsorship, partnership, CSR, grants and community investment professionals to improve their performance across the entire lifecycle of a project by covering a variety of processes including:

• Request management: Streamline the flow of incoming requests thanks to customizable online forms and ensure a systematic and personalized response to each

• Project management: Manage and collaborate on all projects from a single intuitive dashboard

• Assessment process: Automatically score incoming requests and projects based on specific KPIs

• Audit & Compliance process: Allow a central team to follow all ongoing activities at group level

Organizations can collect requests via custom forms directly from their website, and design and use forms to seamlessly capture applications. With Optimy select, users have one central dashboard to view all applications collected. The dashboard gives users the power to rank, answer, and give feedback to applicants, and users can filter or share requests and applications with relevant people in the team to keep everyone up-to-date.

Manage projects with optimal organization and get weekly updates on how projects are going, manage documents, collaborate with the team and much more to ensure projects run smoothly. Extract all data from the solution in a multitude of formats to aid with any reporting needs and evaluate the return on investment.

Pricing

Starting from
EUR 450.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, Middle-East and Africa, United States

Supported Languages

English, French, German, Italian, Portuguese, Spanish

Optimy Reviews

Overall rating
4.5/5
100% positive reviews
3
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Olivier L.

Facilitate reporting with a centralised project!

Used Weekly for 2+ years
Reviewed on 14/06/2017
Review Source: Capterra

Pros

The Optimy Solution is an excellent tool to centralise all of our projects and to have a global view on all the sponsoring activities across the world which make global reporting quicker and easier!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Marie-hélène C.

Receive projects through multiple channels with just one back-end

Reviewed on 29/03/2017
Review Source: Capterra

With Optimy you can receive projects through multiple channels while using the same back-end, that is exactly what we needed! This way, we can manage the projects for the sheltered foundations and the funding requests we receive with the same tool. All relevant information on each project are now centralised in the tool and what's even more practical is that a contract is automatically generated for every request that has been approved.
The Optimy Solution really makes our management process so much easier!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Christine D.

A good software to manage request and make reports

Reviewed on 04/04/2017
Review Source: Capterra

Thanks to the Optimy Solution, we have a professional tool to manage all the support requests submitted on our website. All the information we need is stored in the same place so that we can assess each project in a very efficient way. Besides, we use also this Solution as a reporting tool for our supported projects. It is definitely worth it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Lilea B.

A platform that increases efficiency

Reviewed on 29/03/2017
Review Source: Capterra

In the last few weeks there have been many updates on the forms and the customised PDF's. These have proven to be very useful for us and we can safely say that it is thanks to this platform that we are able to be as efficient as we are today. Well done to the whole team for their hard work!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Joël B.

Auditing projects made simple !

Reviewed on 04/04/2017
Review Source: Capterra

Auditing our sponsorship projects has never been so simple. The Optimy software adds real value to our management process, by collecting information and generating tailor-made reports!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Optimy Pricing

Starting from
EUR 450.00/month
Pricing options
Free Trial
Subscription
Value for money

Advanced: €450 /month for 2 users billed annually

Optimy also offers custom plans.

Optimy Features

  • API
  • Activity Dashboard
  • Automatic Reminders
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Reporting & Statistics
  • Third Party Integration

  • Access Control
  • Activity Tracking
  • Attendance Management
  • Automatic Notifications
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customizable Branding
  • Electronic Payments
  • Email Integration
  • Mobile Integration

Additional information for Optimy

Key features of Optimy

  • Application scoring
  • Budget tracking
  • Collaboration tools
  • Custom forms
  • Dashboard
  • Geographic maps
  • Grant award tracking
  • Grant management
  • Grant opportunity search
  • Online applications
  • Outcomes measurement
  • PDF templates
  • Participation management
  • Reminders
  • Sponsorship management
  • Task management

Benefits

  • Optimy's modularity allows users to have a tailor-made solution based on specific needs and processes.

  • The solution's cutting-edge technology ensures flexibility and efficiency with a complete solution that covers the entire process.

  • Optimy helps users receive applications, sort them, and then manage the projects and report on those.

  • From a single dashboard, users can follow all the projects and their processes. Recurring tasks will be automated, saving the user a lot of time.

  • Gather and centralize all contacts in one place. Manipulate the contacts in any way using search, filter, and export features.

  • Optimy FAQs

    Below are some frequently asked questions for Optimy.

    Q. What type of pricing plans does Optimy offer?

    Optimy offers the following pricing plans:

    Starting from: EUR 450.00/month

    Pricing model: Subscription

    Free Trial: Available

    Advanced: €450 /month for 2 users billed annually

    Optimy also offers custom plans.

    Q. What are the main features of Optimy?

    Optimy offers the following features:

    • Application scoring
    • Budget tracking
    • Collaboration tools
    • Custom forms
    • Dashboard
    • Geographic maps
    • Grant award tracking
    • Grant management
    • Grant opportunity search
    • Online applications
    • Outcomes measurement
    • PDF templates
    • Participation management
    • Reminders
    • Sponsorship management
    • Task management

    Q. Who are the typical users of Optimy?

    Optimy has the following typical customers:

    Large Enterprises, Non Profit

    Q. What languages does Optimy support?

    Optimy supports the following languages:

    English, French, German, Italian, Portuguese, Spanish

    Q. What type of pricing plans does Optimy offer?

    Optimy has the following pricing plans:

    Subscription

    Q. Does Optimy support mobile devices?

    We do not have any information about what devices Optimy supports

    Q. What other apps does Optimy integrate with?

    Optimy integrates with the following applications:

    Eventbrite, Integromat, Mailchimp, Microsoft Dynamics CRM, SAP Business One, Salesforce Sales Cloud

    Q. What level of support does Optimy offer?

    Optimy offers the following support options:

    Online Support, Phone Support, Video Tutorials