Optimy - 2026 Pricing, Features, Reviews & Alternatives

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!