Optimy
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
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$530.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Optimy: 100
Alternatives
HelloAsso
Benevity
Submittable
AFAS Software
Reviews
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- Industry: Research
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good product - excellent staff support
Reviewed on 17/04/2024
Over all, the implementation experience has been smoother than I expected. Don't underestimate how...
Over all, the implementation experience has been smoother than I expected. Don't underestimate how much time it takes to set up the forms and templates, but the more you do upfront, the easier the process of working with the system will be once it's live.
Pros
This is the first time we've had a dedicated off-the-shelf grants management product so I was a bit apprehensive. However, Optimy is more intuitive than I expected, once you understand the logic behind the system (and I'm not a systems/technical person!)
The dashboard is cleaner than some other products we looked at, and the functionality is more sophisticated than we actually need. The system seems flexible and can be customised to our needs.
Cons
Our grants require one or two academic references to support each application and that's not something that the system as it is now was set up to manage. The evaluation platform is a bit clunky as is the manual workaround.
However, Optimy staff have been helpful in working out how we can do what we need to do, and the product is being developed further so hopefully this is something that can be built in later.
Response from Optimy
Hi Linda,
Thank you so much for your review of Optimy on Capterra! Your feedback means a lot to us and helps us enhance our platform. Even more exciting? Your review has helped save a turtle through our partnership with Vivemar in Mexico. Thank you for being part of our journey and making a positive impact!
Best regards
- 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
BenevityReasons 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- 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
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Review Review
Reviewed on 27/03/2024
Pros
The professionalism, kindness
Very well built tool
Cons
the 20% of the development price which must be paid every year
Response from Optimy
Hi Sylvaine,
Just a quick note to express our immense gratitude for your review of Optimy on Capterra! Your insights are incredibly valuable to us. Plus, your review has helped us save a turtle as part of our partnership with Vivemar in Mexico. Thank you for making a real difference!
Best regards,
The Optimy Marketing Team.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Optimy Review
Reviewed on 14/05/2024
Pros
Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.
Cons
The filters and functions for exporting projects can be a little unclear.
Response from Optimy
Hello Julia!
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
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: US$530.00/month View Pricing Plans
- 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.
Q. Who are the typical users of Optimy?
Optimy has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Optimy support?
Optimy supports the following languages:
English, French, German, Italian, Portuguese, Spanish
Q. Does Optimy support mobile devices?
Optimy supports the following devices:
Q. What other apps does Optimy integrate with?
Optimy integrates with the following applications:
Docusign, Eventbrite, Mailchimp, SAP Business One, Salesforce Sales Cloud
Q. What level of support does Optimy offer?
Optimy offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Chat
Related categories
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