Optimy Comparison

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Overview

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
  • Platforms supported
  • Web based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical Customres
  • Freelancers
  • Small businesses
  • Mid-size Business
  • Enterprise
  • Support
  • Phone support
  • Online support
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
450.00/
mo.
month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
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User reviews

4.5

(6)

54321
3
3
0
0
0
  • Value for money
  • Features
  • Ease of use
  • Customer support

Pros

No data

Cons

No data
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features34
  • API
  • Activity Dashboard
  • Alerts / Escalation
  • Applicant Tracking
  • Applications Management
  • Budget Control
  • Budgeting
  • Calendar Management
  • Collaboration Tools
  • Custom Charts
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Document Generation
  • Document Management
  • Geographic Maps
  • Grants Management
  • PDF Conversion
  • Project Budgeting
  • Project Management
  • Project Tracking
  • Projections
  • Ratings & Reviews
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Survey Management
  • Surveys & Feedback
  • Task Management
  • Template Management
  • Third Party Integration

Integrations

  • Total integrations6
  • Authorize.net
  • Church Community Builder
  • Constant Contact
  • Eventbrite
  • Facebook
  • Gmail
  • Google Analytics
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks
  • QuickBooks Online
  • Raiser's Edge NXT
  • Salesforce Sales Cloud
  • SendGrid
  • Stripe
  • Twilio Communications Cloud
  • Zapier
  • easyTithe

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
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