Optimy Review
What is Optimy?
Optimy is an all-in-one solution that allows you to manage all your corporate giving activities, including grant-giving, sponsorships, and volunteering efforts in just one platform. It is most suitable for companies, nonprofit organizations, or mission-driven teams that need an online space where they can collaborate on projects, events, and activities for a cause.
Optimy offers six products that cover the different aspects of corporate social responsibility (CSR) namely grants, volunteering, sponsorship, donations, scholarships, and awards. These modules can be purchased separately so you only pay for what you need to use. Each module has its key features but commonly shared functionalities include smart forms, customizable online portals/dashboards, automated responses, financial reports, and data exports, among others.
If you are managing distributed teams, multiple projects, or need to work with people outside your organization, Optimy is a flexible platform where you can build operational workflows that match your specific requirements. It is trusted by leading organizations across the world when it comes to managing all aspects of their corporate giving activities, including application management, budget management, reporting, communication, and collaboration.
Show MoreOverview of Optimy Benefits
Easier management of requests via custom forms
With Optimy, request management becomes easier. Users can easily handle disorganized and unsorted stacks of requests by streamlining the inflow of requests. Using the application’s online form builder, you can design and create custom forms that prospects can fill out directly from your website. You can add specific fields on the form to capture the specific information you need. This feature is great for setting up online application forms, collecting proposals, asking for additional information, or asking for feedback via follow-up surveys.
Accelerated grant selection
Optimy includes automation features that can help your organization speed up its grant selection process. Modern app tools such as automatic scoring, filters, delegation, and application ranking are all designed to do most of the heavy lifting when it comes to the screening and selection process.
Moreover, having a centralized dashboard makes it easier to seamlessly share all the data you collect with other team members. Everyone will be on the same page and view all applications or requests in one workspace. The dashboard also shows statuses, charts, tasks, and real-time updates on all your projects.
On the dashboard, you can review, edit, and audit your projects. While reviewing, you can also rank applications based on your criteria so you will be able to immediately see in just a glance which applications fit your company’s values.
You can also set up filters to automatically decline applications that don’t meet your criteria. This can significantly speed up grant selection and approval because you no longer have to evaluate applications one by one.
Unified hub for all corporate giving activities
App switching or using several business tools to manage work can negatively impact the productivity of your team. Also, files and important information can be lost in the sea of apps you are using to manage your corporate giving activities. Optimy can solve this problem by becoming your organization’s central HQ for all your grant-giving operations.
Optimy includes document and task management features that allow you to access important files with just a click of your mouse. You can review your budget, allocate tasks to other team members, and gather and centralize all your contacts in one place. Other key management features include workflow automation, CRM, integrated collaboration, and pre- and post-award financial processes.
Show MoreOverview of Optimy Features
- Project management
- Grant application management
- Budgeting
- Document management
- Project collaboration
- Customizable dashboard
- Reporting
- Task management
- Time tracking
- Project scheduling
- Automated workflows
What Problems Will Optimy Solve?
Problem #1: Inefficient request management
Helen, a grant manager, used to be bombarded with grant and donation requests through all kinds of channels: from her organization’s website, via email, via phone, etc. She also had to respond to each request personally, which took her far too much time.
With Optimy’s request management feature, Helen now has a solution that centralizes all her activities, allowing her to save 50% of her time and boost her efficiency. Customized forms found on the app’s website, for instance, make it faster for prospects to submit applications or for Helen’s organization to request project proposals. Auto-response features, on the other hand, allow Helen to save time on screening, accepting, and declining applications.
Problem #2: Manual selection process
David, a partnership manager, gets partnership requests from all kinds of organizations. It is very difficult for him to sort out those that would fit his company’s needs because he has to go through every single request and check their offerings. With Optimy’s automation scoring feature, David can set criteria based on which Optimy automatically calculates a score for each project and compares their weighted averages and performance over time. In this way, David has already a preselection of potential partnerships and can select the best one more quickly and more efficiently.
Problem #3: Difficulty measuring corporate giving results
James, a sponsorship manager, wants to find out what impact his company’s sponsorship activities had and measure the performance of their projects. With Optimy’s various analytics tools, such as data extraction, project export, and reporting, James can create insightful reports and extract data from the platform for his presentations. Now, an efficient project follow-up is not a problem anymore. He can even compare his company’s results to those of other users.
Optimy Position In Our Categories
Since businesses have their own business-related requirements, it is only logical that they steer clear of settling on an all-encompassing, ideal software system. However, it would be difficult to discover such a software solution even among branded software products. The practicable thing to undertake would be to shortlist the varied critical factors that entail research such as critical features, plans, skill capability of staff, company size, etc. Then, you must do your research thoroughly. Have a look at some of these Optimy evaluations and explore each of the software products in your shortlist more closely. Such all-encompassing product research ensures you drop poorly fit apps and choose the system which provides all the benefits your business requires for success.
Position of Optimy in our main categories:
TOP
20
Optimy is one of the top 20 Donor Management Software products
TOP
20
Optimy is one of the 20 Fundraising Software products
TOP
20
Optimy is one of the top 20 Grant Management Software products
TOP
200
Optimy is one of the 200 Project Management Software products
There are popular and widely used applications in each software group. But are they automatically the best fit for your enterprise’s special wants? A popular software application may have thousands of users, but does it provide what you require? For this reason, do not blindly spend on popular systems. Read at least a few Optimy Grant Management Software reviews and consider the elements that you wish to have in the software such as the price, main functionality, available integrations etc. Then, shortlist a few systems that fit your wants. Try out the free trials of these apps, read online comments, get explanations from the maker, and do your investigation systematically. This exhaustive groundwork is certain to aid you choose the finest software platform for your firm’s unique needs.
How Much Does Optimy Cost?
Optimy Pricing Plans:
Free Trial
Corporate Sponsorship
€6500/year
Corporate Grants
€6500/year
Corporate Volunteering
€9000/year
What are Optimy pricing details?
Optimy Pricing Plans:
Free Trial
Corporate Sponsorship
€6500/year
Corporate Grants
€6500/year
Corporate Volunteering
€9000/year
Optimy pricing varies depending on the CSR module you want to purchase. The three most popular modules are
Corporate Sponsorship – €6,500/year
- This plan can cover sponsorship applications, budgeting, communication, selection, and reporting.
Corporate Grants – €6,500/year
- This plan is equipped to manage grant-giving workflows using a personalized interface.
Corporate Volunteering – €9,000/year
- This plan helps organizations manage volunteers.
The vendor offers other products, including Corporate Awards, Corporate Donations, and Corporate Scholarships, which are available only on a quote basis. Should you be interested, be sure to contact the vendor for additional information.
User Satisfaction
Positive Social Media Mentions
8
Negative Social Media Mentions
0
We realize that when you make a decision to get a Grant Management Software it’s crucial not only to see how experts evaluate it in their reviews, but also to check whether the actual people and businesses that bought it are indeed satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Optimy reviews across a vast range of social media sites. The data is then presented in an easy to digest way revealing how many people had positive and negative experience with Optimy. With that information at hand you will be prepared to make an informed buying choice that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
- German
- Spanish
- French
- Italian
- Portugese
Pricing Model
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Optimy?
Optimy integrates with Easy Insight and other applications through its API capabilities.
Optimy
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Optimy Alternatives
Top Competitors To Optimy By Price
Product name:
Price:
Trending Grant Management Software Reviews
9.1
100%
Optimy Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?