Optimy Review

Our score: 8.0 User satisfaction: 100%

What is Optimy?

Optimy is a project management app designed to aid different brands and companies to enhance their performance across the entire lifecycle of a project. The system is intended to help sponsorship and partnership professionals, and is therefore loaded with functionalities and applications that enable them to effectively choose and manage every facet of their projects, and to do it in a quicker and smarter manner.

With Optimy, users can create and tailor their own forms, administer and manage multiple activities from a centralized dashboard, and improve collaboration as well as disseminate information across the entire organization, to name a few. Simply put, Optimy is created to bolster productivity, and to contribute to the enhancement of the company’s global image. The platform allows users to significantly save time and improve their processes by simplifying recurrent workflows and being able to manage your projects and/or evaluate their performance at a glance.

Overview of Optimy Benefits

As a cloud-based sponsorship and management system, Optimy offers all the tools and applications necessary to ensure that companies and brands will enhance every aspect of their performance across the entire lifescyle of their project. With Optimy, request management becomes a tad easier. Users can easily handle disorganized and unsorted stacks of requests by streamlining the inflow of requests. As a final result, this ensures a more systematic and personalized approach to each request.

Optimy addresses project management concerns quite easily. The system allows users to manage and collaborate on every existing project. Optimy empowers them to launch projects, delegate tasks, share information, and more specific, to do it from a centralized and unified location.

Assessment is another area where Optimy helps in improving the performance of a business. With pre-set key performance indicators, you can automatically score and gauge the performance of all your projects, from the past ones, to existing contracts, to new projects.

The system comes with an audit and compliance feature, which provides users with a view of their activities at a group level, but also gathers essential information and creates reports and graphs. Among other features, you’ll get access to document and budgeting management, project collaboration, reporting, project scheduling, task management and time tracking, all of it on a price that is specifically tailored to suit the needs of your company.

Whenever you need expert assistance, you’ll be glad that Optimy has you covered. Optimy assigns you a dedicated Customer Experience manager to help you out, whatever assistance you may need to make your work even simpler.

Overview of Optimy Features

  • Project management
  • Budgeting
  • Document management
  • Project collaboration
  • Reporting
  • Task management
  • Time tracking
  • Project scheduling

What Problems Will Optimy Solve?

Here are three specific scenarios where Optimy can be most helpful:

Scenario 1

Helen, a grant manager, used to be bombarded with grant and donation requests through all kinds of different 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.

Luckily, she found a solution that centralizes all her activities, allowing her to save 50% of her time and boost her efficiency. Since her organization uses Optimy, all requests are gathered through a customized online-form that all prospects need to complete in order to be considered. Systematic and personalized responses are sent automatically so Helen can spend her valuable time on other things!

Optimy features: request management, online-form, automated emailings

Scenario 2

David, a partnership manager, gets partnership requests from all kinds of different 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, David can set criteria based on which Optimy automatically calculates a score for each project and compares their weighted averages and performance over time. That way, David has already a preselection of potential partnerships and can select the best one more quickly and more efficiently.

Optimy features: automatic scoring

Scenario 3

James, a sponsorship manager, wants to find out what impact his company’s sponsorship activities had and measure the performance of its projects. With Optimy, it is very easy to create insightful reports and extract data from the Solution. 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 features: data extraction, project export, reporting, MyStatistics

Awards & Quality Certificates

Optimy Position In Our Categories

Knowing that companies have distinctive business-related demands, it is only wise they abstain from buying an all-encompassing, “perfect” business application. Nonetheless, it would be almost impossible to stumble on such an app even among recognizable software products. The correct step to do should be to shortlist the different key factors which require consideration including crucial features, price plans, technical skill aptitude of staff, organizational size, etc. Thereafter, you should double down on your product research fully. Go over some of these Optimy review articles and explore each of the software systems in your list more closely. Such comprehensive research guarantee you take out unfit apps and choose the one which offers all the aspects you require company requires.

Position of Optimy in our main categories:

TOP 50

Optimy is one of the top 50 Grant Management Software products

TOP 200

Optimy is one of the 200 Project Management Software products

Optimy is also listed in the following subcategories:

It is crucial to note that hardly any software in the Grant Management Software category will be an ideal solution that can match all the needs of various company types, sizes and industries. It may be a good idea to read a few Optimy Grant Management Software reviews first as specific software can excel only in a very small group of applications or be prepared with a really specific type of industry in mind. Others might operate with a goal of being easy and intuitive and therefore lack complicated functions welcomed by more experienced users. You can also find software that focus on a broad group of customers and give you a rich feature base, but this usually comes at a more expensive price of such a service. Ensure you're aware of your needs so that you pick a solution that offers specifically the features you search for.

How Much Does Optimy Cost?

Optimy Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Optimy pricing plans are available only on a quote basis. Contact the company for additional information.

User Satisfaction

Positive Social Media Mentions 8
Negative Social Media Mentions 0

We realize that when you make a decision to buy Grant Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Optimy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Optimy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English
  • German
  • Spanish
  • French
  • Italian
  • Portugese

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Optimy pricing details?

Optimy Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Optimy pricing plans are available only on a quote basis. Contact the company for additional information.

What integrations are available for Optimy?

Optimy integrates with the following business systems and applications:

  • Easy Insight
  • API

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Reviewed By Louie Andre
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