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Grant Management Software

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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

Position of Optimy in our main categories:


Optimy is one of the top 50 Grant Management Softwareproducts


Optimy is one of the 200 Project Management Softwareproducts


Optimy is one of the 50
Grant Management Software products


Optimy is one of the 200
Project Management Software products

Optimy is also listed in the following subcategories:

Task Management Software#59
Task Management Software#59

Companies have diverse wants and requirements and no software platform can be perfect in such a situation. It is pointless to try to find a perfect off-the-shelf software system that fulfills all your business needs. The smart thing to do would be to adapt the solution for your special needs, staff member skill levels, finances, and other elements. For these reasons, do not rush and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the best fit for your particular requirements. Do your homework, look into each short-listed system in detail, read a few Optimy reviews, speak to the maker for explanations, and finally select the application that provides what you need.

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

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
Language Support
  • English
  • German
  • Spanish
  • French
  • Italian
  • Portugese
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


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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