About Optimy

Optimy is a cloud-based project management solution for sponsorship and grant management. It is suitable for small, midsize and large enterprises. Primary features include project management, contact management, dashboard, document management, task management, time tracking, team management and reporting.

Other features include automated workflows, project scheduling, budget tracking, surveys and application transfers. The grant management module allows users to collect, select, manage and report grants. It also provides an evaluation of the return on projects and strategy by tracking budget, conducting surveys, ranking and peer review.

The sponsorship management module allows users to collect sponsor requests, assess them, activate sponsorship projec...


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Supported Operating System(s):

Web browser (OS agnostic)

20 Reviews of Optimy

Average User Ratings

Overall

4.55 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(11)

11

4 stars

(9)

9

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

April 2020

Chelsey from Achieva Credit Union

Company Size: 201-500 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2020

A great tool for streamlining and managing requests

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.

February 2020

LINDSAY from Capital Power

Company Size: 501-1,000 employees

Industry: Utilities

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Our Optimy Experience

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.

Reasons for Choosing Optimy

Ability to personally customize the tool Customer service

February 2020

CHLOE from FONDATION AIR FRANCE

Company Size: 10,000+ employees

Industry: Airlines/Aviation

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

February 2020

FONDATION AIR FRANCE

Pros

BONNE ERGONOMIE BONNE LISIBILITE BON LOGICIEL

Cons

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

May 2020

Eva from LVM Versicherung

Company Size: 5,001-10,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2020

Nutzerorientieres Produkt

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.

February 2020

Nils from Fondation la France s'engage

Company Size: 2-10 employees

Industry: Civic & Social Organization

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Un outil de référence

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.