Optimy

RATING:

4.7

(35)

About Optimy

Optimy is an all-in-one, easily configurable social impact management solution that helps organizations of all types such as corporations, corporate foundations, philanthropic advisors, and mission-driven organizations amplify their social and business impact. Key features include automated workflows, project management, budgeting, document management, project collaboration, reporting, task management, time tracking, and project scheduling. With Optimy, you can create standardized forms to collect, select, and easily manage all information from your social impact programs, such as grant management, employee engagement, or sponsorships. You can manage all projects from a single, customizable dashboard. Optimy facilitates project collaboration between internal and ex...
Optimy Reports

Optimy Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Optimy

1 - 5 of 35 Reviews

Marie-Louise

Mechanical or Industrial Engineering, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Idemia & Optimy partnership

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

Replied December 2023

LINDSAY

Utilities, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Reason for choosing Optimy

Ability to personally customize the tool Customer service

Reasons for switching to Optimy

The new tool that we were required to move to did not meet our needs. In addition, the customer service levels had significantly declined over the years and it became increasingly difficult to manage our system.

valentine

Retail, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed February 2020

overal good but not personalized enough

so far ok but not using for that long

PROS

pro: easy to use, nice UX, reactivity support

CONS

"cons": not flexible enough => still need manual workload

Chelsey

Banking, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Alain

Broadcast Media, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2020

RELIABLE

We are ruling all partnership events (commercial and non commercial) through this tool.

PROS

You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file

CONS

Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.

Reason for choosing Optimy

Less expensive