All Optimy Reviews
1-25 of 40 Reviews
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Julia
Non-Profit Organization Management, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed May 2024
Optimy Review
Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site.
CONSThe filters and functions for exporting projects can be a little unclear.
Vendor Response
Hello Julia! A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing team
Replied May 2024
LINDSAY
Utilities, 501-1,000 employees
Used daily for less than 6 months
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.
PROSBeing able to make personal edits to the software is a huge improvement in our efficiency.
CONSThere 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.
Linda
Research, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
Good product - excellent staff support
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.
PROSThis 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.
CONSOur 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.
Reason for choosing Optimy
1. The system seemed 'cleaner' and easier to organise 2. The people connection felt more conducive to a good working relationship 3. The price was competitive
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
Replied May 2024
valentine
Retail, 10,000+ employees
Used daily for less than 6 months
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
PROSpro: easy to use, nice UX, reactivity support
CONS"cons": not flexible enough => still need manual workload
Wade
Automotive, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
High-quality product and professionals
Implementing Optimy, after a rigorous search process for the most features at the most competitive price, has been extremely easy. The implementation team was professional, but fun; expert, but accessible. The product is east to navigate and has all of the functions that I need to stand up a new CSR department at a global company, and it can be easily scaled to meet the growing demand for our work within the company.
CONSHonestly, I didn't spend much time with the implementation team because the product is so easy to set up and use.
Vendor Response
" Hi Wade, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy marketing team
Replied April 2024
Marie-Louise
Mechanical or Industrial Engineering, 10,000+ employees
Used daily for more than 2 years
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!
PROSWe 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.
CONSI 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
Chelsey
Banking, 201-500 employees
Used daily for more than 2 years
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.
PROSI 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.
CONSThe 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.
sylvaine
Non-Profit Organization Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Review Review
The professionalism, kindness Very well built tool
CONSthe 20% of the development price which must be paid every year
Vendor Response
Hi Sylvaine, 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.
Replied April 2024
Madison
Hospital & Health Care, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2023
Success with Optimy
Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc.
CONSI have no problems with Optimy. It has been a great software and the Optimy team are fantastic to work with -- [sensitive content hidden] is the best; hands down! :)
Vendor Response
Hi Madison, A massive thank you for leaving a review of Optimy on Capterra! Your input fuels our growth and helps us serve you better. What's more, your review has also helped save a turtle through our partnership with Vivemar in Mexico. Your support means everything! Warm regards, The Optimy Marketing Team.
Replied April 2024
Jackie
Automotive, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
New User, Never Going Back
I am loving using the Optimy system and it has made our efforts so much more streamlined.
PROSThe team that helped implement our Optimy platform was incredible. Now using the system has been very user-friendly, easy and a quick adoption.
CONSN/A
Vendor Response
Hi Jackie, 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 The Optimy Marketing Team
Replied April 2024
Anouska
Museums and Institutions, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
Reliable and Efficient
Excellent customer service, always responded quickly with an effective solution to queries. Wonderful to work with, thank you!
CONSSome aspects were less customisable than we had hoped for the plan level we had.
Vendor Response
Hi Anouska, 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,
Replied May 2024
Roy
Utilities, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Optimierung des Sponsoring- und Spendenmanagement
Über Optimy wickeln wir unser komplettes Engagement ab. Die Hoffnungen, die wir als Unternehmen an die Software hatten, haben sich bisher voll erfüllt. Es hat sich herausgestellt, dass wir mit dem Tool weitere Prozesse integrieren können, die wir im Vorfeld nicht im Blick hatten. Mit dieser Integration werden weitere Prozesse verschlankt, Schnittstellen und Fehlerquellen reduziert.
PROSWir haben einen Weg gefunden, alle Anfragen über einen Eingang zu kanalisieren. Zudem konnten wir interne Vorgaben mit Hilfe des Tools umsetzen. Weiterhin sind Kontaktdaten (Adressen, E-Mail, Telefon) nun in vernünftiger Qualität hinterlegt. Das erspart unnötige Recherche via Internet. Listen für die einzelnen Unternehmensbereiche stehen schnell und einfach per Klick (mit entsprechender Vorlagefunktion) zur Verfügung. Durch die Digitalisierung vieler Prozesse entfallen Portokosen für Briefe, Ausdrucke gehören der Vergangenheit an. Der Arbeitsaufwand (Antrag - Antwort - Zahlungsprozess) hat sich sowohl zeitlich als auch bei materiell verringert.
CONSDa wir noch nicht alle Funktionen nutzen, kann diese Frage (noch) nicht beantwortet werden. Problem für die Implementierung war die Umsetzung der DSGVO.
Reason for choosing Optimy
Preis.
Mathilde
Civic & Social Organization, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2023
Un outil évolutif complet
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
CONSLe 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
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.
Replied April 2024
Nils
Civic & Social Organization, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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)
PROSUn 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)
CONSBesoin 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.
Patrice
Insurance, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Un logiciel performant
Optimy nous a permis de gérer plus rapidement des demandes d'aide
PROSLa simplicité de la mise en place, la clarté des menus et du du tableau de bord, la rapidité, la possibilité d'envoyer des mails automatiques, le centre d'aide, la réactivité des services
CONSL'exportation des projets est parfois lente
Reason for choosing Optimy
Optimy respecte la RGPD. Le correspondant est francophone et réactif. Son système permet une personnalisation du formulaire en français et il est évolutif
Vendor Response
Hi Patrice, 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, The Optimy Marketing Team.
Replied April 2024
Isabella
Philanthropy, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed April 2024
Ha potenzialità, ma non di facile utilizzo
Sicuramente è uno strumento utile di gestione dei progetti, però non di semplice utilizzo se si vuole modificare qualche funzione. Inoltre, spesso compaiono errori nell'interfaccia utente
PROSMi è piaciuto come strumento di gestione dei progetti e di classificazione delle informazioni
CONSNon è di semplice utilizzo, in quanto le modifiche per personalizzare le funzionalità non sono facili da effettuare. Spesso inoltre ci sono errori nell'interfaccia dell'utente che fa application
Vendor Response
Hi Isabella, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards,
Replied May 2024
Martine
Insurance, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2021
Des solutions faciles d'utilisation
Nous utilisons Optimy pour des appels à projets ponctuels ainsi que pour des demandes de soutien récurrentes. Le service clients est très à l'écoute des besoins et des solutions souhaitées.
PROSUn back-office et un front-office faciles d'utilisation, tant pour les administrateurs que les utilisateurs. Facilité pour retrouver les diverses informations. Un service clients disponible et très professionnel.
CONSNon applicable. Les solutions utilisées conviennent parfaitement et répondent à nos besoins.
Reason for choosing Optimy
L'entreprise avait déjà utilisé les solutions Optimy par le passé.
Reasons for switching to Optimy
Fin de collaboration avec l'équipe d'HelloAsso.
Alain
Broadcast Media, 501-1,000 employees
Used daily for more than 2 years
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.
PROSYou 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
CONSSome 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
Karin
Civic & Social Organization, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2023
Avis sur Optimy
La souplesse de l'outil qui peut s'adapter à nos besoins sans avoir à faire appel aux services d'Optimy
CONSL'ouverture des documents téléchargés qui est devenue plus laborieuses et occasionne plus de clicks et donc plus de travail
Reason for choosing Optimy
Pour la possibilité d'avoir un outil en 2 langues
Vendor Response
Hi Karin, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, The Optimy Marketing Team
Replied April 2024
Pablo
Research, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2020
Optimy for the Ethics Commission of the University of Lausanne
Optimy is used at the University of Lausanne to evaluate the ethical aspects of research projects. It is used by 8 different commissions (at central and faculty level). The system works well and meets expectations.
PROSThe software is easy to use for both administrators and end users. It was quick to get started. Today the system works well.
CONSIt should be possible to work with several people on a project (edit fields simultaneously). A notification e-mail could be sent when projects are submitted. Evaluators are not considered as "project submitter" (a similar status should exist in the system).
Reason for choosing Optimy
We have followed other ethics commissions in Switzerland.
Danyel
Entertainment, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
Best solution for all types of companies
Its modular, you will only pay for what you need and give the companies of all size many possibilities to increase efficiency on internal process and transperancy for the public.
CONSIt will demand internal dedication for the company to rearrange process to better use all the software possibilities, but is a change for better transparency
Reason for choosing Optimy
1) Its modular 2) Good cost benefits 3) User friendly templates 4) So many functionalities in consequence of different benchmarks. They develop the software according to different companies needs and then offer the updates to all clients.
Eva
Insurance, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2023
Guter zweckmäßiger Einsatz
Für unseren Einsatzzweck gut geeignet.
PROSDie Nutzungsform ist sehr gut sowie die Einbindung in unsere IT-Landschaft war einfach.
CONSDas Tool ist vielleicht zu vielschichtig bei der eigenen Gestaltung der Formulare. Hier bedarf es einiges an Kenntnisse im Umgang mit dem Tool.
Muriel
Environmental Services, 10,000+ employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2024
Review 2023 & 2024
The helpdesk service (very good support of [sensitive content hidden])
CONSNeed to parameter many things when we do a development
Vendor Response
Hi Muriel, Thank you so much for taking the time to review Optimy on Capterra! Your feedback is incredibly important to us, and we truly appreciate your support. Not only have you helped us improve, but you've also contributed to saving a turtle through our partnership with Vivemar in Mexico. Best regards, The Optimy Marketing Team.
Replied April 2024
Neli
Pharmaceuticals, 1,001-5,000 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2024
Volunteer Management
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.
Replied April 2024
Felix
Philanthropy, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2023
Super für Projektmanagement
Optimy ist einfach zu bedienen und übersichtlich
CONSEinzelne Optionen in Optimy sind nicht intuitiv