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Optimy Logo

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SaaS solution for grants, sponsorship and CSR professionals.

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Optimy Features

Features Summary

Functionality

4.2

/5

40

Total features

100

6 categories

Optimy features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Applicant Portal

Common features of Grant Management software

API
Activity Dashboard
Activity Tracking
Administrative Reporting
Alerts/Notifications
Applicant Tracking
Approval Process Control
Audit Trail

Price starts from

530

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

40

Price starts from

530

Per month

Total Features

100

Unique features

  • For Grantmakers

  • Donation Matching

  • Applicant Portal

  • Budget Control

Functionality

4.5

/5

1.1K

Price starts from

ic-pricetag

No pricing info

Total Features

76

Features in Common

44

Unique features

  • Multi-Location

  • Historical Trend Analysis

  • Attendance Management

  • Content Management

Functionality

4.3

/5

1.2K

Price starts from

125

Per month

Total Features

84

Features in Common

44

Unique features

  • Event Ticketing

  • Donor Discovery

  • Accounting Integration

  • Campaign Management

Common Optimy comparisons

Reviewers who mentioned features said:

LG
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Linda G.

Research, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good product - excellent staff support

Reviewed 3 months ago

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.

Vendor response

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

ML
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Marie-Louise L.

Mechanical or Industrial Engineering, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Idemia & Optimy partnership

Reviewed 7 months ago

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)

Vendor response

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 😊

CW
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Chelsey W.

Banking, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great tool for streamlining and managing requests

Reviewed 4 years ago

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.

MH
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Mathilde H.

Civic & Social Organization, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Un outil évolutif complet

Reviewed 8 months ago
Pros

Le dashboard et les statuts personnalisables : cela permet d'avoir à la fois une vision globale et une vision précise de l'avancement des dossiers Les possibilités infinies offertes par la personnalisation des formulaires La gestion en API pour transfert des données vers un logiciel externe

Cons

Le système de gestion des "organisations" qui est encore à revoir Les exports de données qui restent à être améliorer L'implémentation d'une photothèque ou l'intégration avec une solution existante

Showing original review in French. See translation

Vendor response

Hi Mathilde, 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.

NP
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Nils P.

Civic & Social Organization, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Un outil de référence

Reviewed 4 years ago

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.

Showing original review in French. See translation

NB
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Neli B.

Pharmaceuticals, 1,001-5,000 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Volunteer Management

Reviewed 4 months ago

Optimy has been a game-changer in how I manage our company's volunteer program. I'm still learning how to use the dashboard but the functionality is easy to use and it provides everything I need to manage registrations for our volunteer experiences. [sensitive content hidden] is fantastic to work with. She is always available when I need her. She expedites any issues that I experience with the Optimy customer service team. She offers tips and shortcuts which makes my work so much more efficient.

Pros

- easy to use - replaces manual management of volunteer registration - reporting functionality - good user experience

Cons

- I'm still learning how to use the tool but so far, it's met my expectations

Vendor response

Hi Neli, 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.

OL
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Olivier L.

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Facilitate reporting with a centralised project!

Reviewed 7 years ago
Pros

The Optimy Solution is an excellent tool to centralise all of our projects and to have a global view on all the sponsoring activities across the world which make global reporting quicker and easier!

Cons

No cons were added to this review

CA
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Céline A.

Gambling & Casinos, 1,001-5,000 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Optimy, une solutuion adaptée à vos besoins de reporting

Reviewed 4 years ago

L'intérêt est pour nous de pouvoir centraliser toutes les demandes de mécénat faites à la Fondation dans un seul et même endroit. Et donc de pouvoir assurer un reporting.

Pros

La fonction tableau de bord qui permet en un clin d'œil de voir la situation à l'instant T. La possibilité de faire des réponses communes à plusieurs dossiers

Cons

Bien que la nouvelle version soit, à mon avis, plus conviviale et ergonomique, pour la configuration des mails de réponse, je ne trouve pas cela très explicite, mais peut-être est-ce moi le problème !

Showing original review in French. See translation

AB
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Amy B.

Financial Services, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Seamless to navigate

Reviewed 4 years ago

Highly positive

Pros

Optimy is easy to use and categorises the projects simply, this makes negativing through the program very time efficient

Cons

A feature I'd like to see would be being able to use our own company branding, especially for the reporting aspects.

HS
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Hayley S.

Chemicals, 501-1,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Optimy, Great tool

Reviewed 4 years ago
Pros

The system is very user friendly and has helped us to streamline our grant management processes.

Cons

We liked it all and have not experienced any problems.

MH
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Marie-Hélène C.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Receive projects through multiple channels with just one back-end

Reviewed 7 years ago

With Optimy you can receive projects through multiple channels while using the same back-end, that is exactly what we needed! This way, we can manage the projects for the sheltered foundations and the funding requests we receive with the same tool. All relevant information on each project are now centralised in the tool and what's even more practical is that a contract is automatically generated for every request that has been approved. The Optimy Solution really makes our management process so much easier!

Pros

No pros were added to this review

Cons

No cons were added to this review

AO
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Andrew O.

Marketing and Advertising, 501-1,000 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Sponsorship Tool for Aon

Reviewed 4 years ago

Overall the experience has been positive and I hope to be able to introduce others to the platform.

Pros

What I liked most about the software was it's adaptability - making a bespoke tool possible for Aon. The team at Optimy were also always accessible and helpful and kept to deadlines and budgets.

Cons

The reporting functions could be better and despite regular use I still find parts of the software less than completely 'intuitive'.

Cd
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Christine d.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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A good software to manage request and make reports

Reviewed 7 years ago

Thanks to the Optimy Solution, we have a professional tool to manage all the support requests submitted on our website. All the information we need is stored in the same place so that we can assess each project in a very efficient way. Besides, we use also this Solution as a reporting tool for our supported projects. It is definitely worth it!

Pros

No pros were added to this review

Cons

No cons were added to this review

JB
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Joël B.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Auditing projects made simple !

Reviewed 7 years ago

Auditing our sponsorship projects has never been so simple. The Optimy software adds real value to our management process, by collecting information and generating tailor-made reports!

Pros

No pros were added to this review

Cons

No cons were added to this review

RA
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René A.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Centralizes data and increases efficiency

Reviewed 7 years ago

Thanks to Optimy Software we centralize all requests through one unique entry point and above all, we can communicate with the dealers of our network in a very efficient way.

Pros

No pros were added to this review

Cons

No cons were added to this review