Optimy Pricing, Features, Reviews & Comparison of Alternatives

Optimy

Web solutions for grant, sponsorship and CI professionals.

4.53/5 (19 reviews)

Optimy overview

What is Optimy?

Optimy is a customer-oriented sponsorship and grant management software that helps sponsorship, partnership, CSR, grants and community investment professionals 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 group level

Organizations can collect requests via custom forms directly from their website, and design and use forms to seamlessly capture applications. With Optimy select, 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 the return on investment.
www.optimy.com

Pricing

Starting from
€450/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, Europe, Germany, Middle-East and Africa

Supported languages

English, French, German, Italian, Portuguese, Spanish
Optimy screenshotWhat is Optimy?Optimy screenshotOptimy screenshotOptimy screenshotOptimy screenshot

Optimy reviews

Excellent
10

Very good
9

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.3
  4.1
  4.4
  4.8
Chelsey Wilson

A great tool for streamlining and managing requests

Used daily for 2+ years
Reviewed 2020-04-08
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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LINDSAY COOPER

Our Optimy Experience

Used daily for less than 6 months
Reviewed 2020-02-12
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Eva Beulker

Nutzerorientieres Produkt

Used weekly for 2+ years
Reviewed 2020-05-25
Review Source: Capterra

Durch die Software konnten wir unseren internen Prozess deutlich effizienter gestalten.

Pros
Durch das Tool erhalten wir einen sehr guten Überblick über Sponsoring- und Spendenanfragen. Die Nutzerführung ist einfach und fast intuitiv.

Cons
Wir haben bisher keine nennenswerten Nachteile der Software entdecken können. Sie erfüllt unseren Anspruch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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CHLOE RAINGLAS

FONDATION AIR FRANCE

Used weekly for 2+ years
Reviewed 2020-02-26
Review Source: Capterra

Pros
BONNE ERGONOMIE BONNE LISIBILITE BON LOGICIEL

Cons
LENTEUR DES MOTEURS DE RECHERCHE PAS DE NUMERO DE DOSSIER DANS LA MA

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Nils Pedersen

Un outil de référence

Used daily for 2+ years
Reviewed 2020-02-11
Review Source: Capterra

Optimy est notre outil unique de gestion des projets : - dépots des candidatures - edition des documents - gestion du projet - reporting Optimy permet également d'éditer une carte de nos projets (développée sur mesure)

Pros
Un outil au rapport qualité / prix tout à fait correct. Une antériorité qui permet de répondre aux principaux besoins des fondations. Nombreuses fonctionnalités. Une relations commerciale et clientèle très à l'écoute et très précieuse dans la durée. Près de 8 ans de fidélité en ce qui me concerne (sur 2 structures différentes)

Cons
Besoin de renforcer la technique : - une réponse serveur trop lente (export des données, consultation en masse via listes) - un délai de mise en œuvre technique parfois lente dans la résolution des bugs indépendamment du service client - une nouvelle interface moins intuitive. Pas mal d'options payantes qui peuvent alourdir la facture. Une anticipation des besoins qui pourraient être plus rapide.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Optimy pricing

Starting from
€450/month
Pricing options
Free trial
Subscription
View Pricing Plans

Advanced: €450 /month for 2 users billed annually

Optimy also offers custom plans.

Optimy features

API
Activity Dashboard
Custom Fields
Customizable Reporting
Data Import/Export
Reporting & Statistics
Third Party Integration

Access Control (42 other apps)
Attendance Management (54 other apps)
Automatic Notifications (45 other apps)
Campaign Management (42 other apps)
Communication Management (48 other apps)
Contact Database (59 other apps)
Contact Management (44 other apps)
Credit Card Processing (47 other apps)
Customizable Branding (52 other apps)
Electronic Payments (61 other apps)
Event Management (57 other apps)
Registration Management (43 other apps)
Volunteer Management (43 other apps)

Videos and tutorials

Additional information for Optimy

Key features of Optimy

  • Application scoring
  • Budget tracking
  • Collaboration tools
  • Custom forms
  • Dashboard
  • Geographic maps
  • Grant award tracking
  • Grant management
  • Grant opportunity search
  • Online applications
  • Outcomes measurement
  • PDF templates
  • Participation management
  • Reminders
  • Sponsorship management
  • Task management
View All Features

Benefits

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.