About Optimy

Optimy is an all-in-one, easily configurable social impact management solution that helps organizations improve the performance of their sponsorship, CSR, grants, employee engagement, and community investment initiatives to improve their performance across the entire lifecycle of a project by covering a variety of processes including:

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

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

• Automatically score incoming requests and projects based on specific KPIs

• Allow your team to follow all ongoing activities at the group level

Organizations can collect requests via custom forms directly from their website, and design and use forms to seamlessly capture applications. With Optimy, 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 your return on investment!

Pricing starting from:

US$530.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Optimy

  • 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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Countries available

    Australia, Belgium, Brazil, Canada, Denmark and 11 others

    Supported Languages

    English, French, German, Italian, Portuguese and 1 others

    Pricing starting from:

    US$530.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Optimy Software - Visualize all of your CSR activities in one place
    Optimy Software - Review & select relevant applications in minutes
    Optimy Software - Track your budget and fund allocations in real-time
    Optimy Software - Measure and report on the impact of your CSR activities
    Optimy Software - Optimy is the all-in-one solution to amplify your social impact
    View 7 more
    Optimy video
    Optimy video
    Optimy Software - Visualize all of your CSR activities in one place
    Optimy Software - Review & select relevant applications in minutes
    Optimy Software - Track your budget and fund allocations in real-time
    Optimy Software - Measure and report on the impact of your CSR activities
    Optimy Software - Optimy is the all-in-one solution to amplify your social impact

    Features

    Total features of Optimy: 100

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Reporting
    • Administrative Reporting
    • Alerts/Notifications
    • Applicant Portal
    • Applicant Tracking
    • Application Management
    • Approval Process Control
    • Assignment Management
    • Attendance Tracking
    • Audit Management
    • Audit Trail
    • Budget Control
    • Budget Management
    • Budgeting/Forecasting
    • Calendar Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Management
    • Contract/License Management
    • Credit Card Processing
    • Customisable Branding
    • Customisable Forms
    • Customisable Questions
    • Customisable Reports
    • Customizable Fields
    • Data Import/Export
    • Deadline Management
    • Document Management
    • Document Storage
    • Donation Management
    • Donation Matching
    • Donation Tracking
    • Donor Management
    • Due Date Tracking
    • Electronic Forms
    • Electronic Submission
    • Email Management
    • Email Reminders
    • Email Templates
    • Employee Engagement Software
    • Event Scheduling
    • Financial Reporting
    • For Grantmakers
    • For Grantseekers
    • For Schools
    • Forms Management
    • Gift Matching Management
    • Goal Setting/Tracking
    • Grant Application Management
    • Grant Award Tracking
    • Grant Discovery
    • Grant Management
    • Impact Management
    • Impact Measurement
    • Member Communication
    • Member Directory
    • Membership Management
    • Mobile Access
    • Monitoring
    • Multi-Currency
    • Online Giving
    • Online Payments
    • Payment Processing
    • Payment Tracking
    • Personalisation
    • Preview Functionality
    • Progress Tracking
    • Project Management
    • Ratings/Reviews
    • Receipt Management
    • Recurring Giving
    • Recurring/Subscription Billing
    • Registration Management
    • Relief Fund Management
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Reviewer Management
    • Role-Based Permissions
    • SSL Security
    • Scheduling
    • Scoring
    • Search/Filter
    • Self Service Portal
    • Single Sign On
    • Status Tracking
    • Student Management
    • Summary Reports
    • Surveys & Feedback
    • Third-Party Integrations
    • Time Tracking
    • Volunteer Management
    • Web Forms
    • Workflow Management

    Alternatives

    HelloAsso

    4.6
    #1 Alternative to Optimy
    HelloAsso is a payment solution for all French nonprofits and clubs. The application is completely free, no fees or...

    Benevity

    3.3
    #2 Alternative to Optimy
    Benevity is a corporate social responsibility platform that helps companies of all sizes define and manage their...

    Submittable

    4.7
    #3 Alternative to Optimy
    Submittable powers you with tools to launch, manage, measure, and grow social impact programs. From grants management...

    AFAS Software

    4.6
    #4 Alternative to Optimy
    AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management,...

    Reviews

    Overall rating

    4.7 /5
    (35)
    Value for Money
    4.5/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    Already have Optimy?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 35
    Wade
    Overall rating
    • Industry: Automotive
    • Company size: 10,000+ Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    High-quality product and professionals

    Reviewed on 26/03/2024

    Pros

    Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.

    Cons

    Honestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.

    Alternatives Considered

    Benevity

    Response from Optimy

    "

    Hi Wade,

    A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything!

    Warm regards,
    The Optimy marketing team

    LINDSAY
    Overall rating
    • Industry: Utilities
    • Company size: 501–1,000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Our Optimy Experience

    Reviewed on 12/02/2020

    The Optimy team works very closely with us to help identify solutions within the tool for our...

    The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.

    Pros

    Being able to make personal edits to the software is a huge improvement in our efficiency.

    Cons

    There are some automated features that were available in our previous solution which are not available in the Optimy tool.

    Alternatives Considered

    Benevity

    Reasons for Choosing Optimy

    The new tool that we were required to move to did not meet our needs. In addition, the customer service levels had significantly declined over the years and it became increasingly difficult to manage our system.

    Reasons for Switching to Optimy

    Ability to personally customize the tool Customer service
    valentine
    Overall rating
    • Industry: Retail
    • Company size: 10,000+ Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    overal good but not personalized enough

    Reviewed on 07/02/2020

    so far ok but not using for that long

    so far ok but not using for that long

    Pros

    pro: easy to use, nice UX, reactivity support

    Cons

    "cons": not flexible enough => still need manual workload

    Marie-Louise
    Overall rating
    • Industry: Mechanical or Industrial Engineering
    • Company size: 10,000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Idemia & Optimy partnership

    Reviewed on 15/12/2023

    It's been a great experience! Looking forward to our 2024 exchanges!

    It's been a great experience! Looking forward to our 2024 exchanges!

    Pros

    We appreciate the continuous support and improvement concerns from all Optimy teams, from the 1st contact with the salesperson to the technical teams.
    It's been a 2 years regular conversation on the tool and how to make it more user friendly for the 1st time users and more impacttful for the reporting.

    Cons

    I have no negative comment on Optimy (teams or tool)

    Response from Optimy

    Dear Marie-Louise,
    We are so grateful for your kind words and excellent rating! We cannot wait to continue working with you in 2024 and the years to come 😊

    Chelsey
    Overall rating
    • Industry: Banking
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    A great tool for streamlining and managing requests

    Reviewed on 08/04/2020

    My experience has been very positive and filled with great customer service and support at every...

    My experience has been very positive and filled with great customer service and support at every stage.

    Pros

    I like the organization of the structure and how easily it streamlines the many requests for sponsorship and event support that we receive. The customer service is always very responsive and great at assisting with any questions or customization.

    Cons

    The software has a bit of a learning curve when setting up forms. There are small features I'd like to see that would make the process more seamless, such as being able to automatically forward an attachment PDF of the request through the messaging tool. Overall, the software continues to improve and roll out new features.

    Showing 5 reviews of 35 Read all reviews

    Optimy FAQs

    Below are some frequently asked questions for Optimy.

    Optimy offers the following pricing plans:

    • Starting from: US$530.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    $530 /month for 2 users billed annually €450 /month for 2 users billed annually Optimy also offers custom plans.

    Optimy has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Optimy supports the following languages:

    English, French, German, Italian, Portuguese, Spanish

    Optimy supports the following devices:

    Optimy integrates with the following applications:

    DocuSign, Eventbrite, Mailchimp, SAP Business One, Salesforce Sales Cloud

    Optimy offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, Chat

    Related categories

    See all software categories found for Optimy.