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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 external departments by letting team members assign tasks, read and share comments, and record budget information. You can then automatically score each project within an organization, according to your specified criteria. With Optimy’s reporting tools, you can export all or part of your data in .csv or .xls format.

Because Optimy is easily configurable, you can pay only for the features you need, and add more later when needed. 

Our team of trained CSR experts provides attentive customer support and advice on best practices to enable your success throughout the implementation process and beyond.


LongDescription

Surveys & Feedback

For Grantmakers

Application Management

For Grantseekers

Due Date Tracking

Customizable Reports

Contract/License Management

Applicant Tracking

Attendance Tracking

Communication Management

Registration Management

Calendar Management

Customizable Fields

Collaboration Tools

Scheduling

Data Import/Export

Self Service Portal

Mobile Access

Impact Measurement

Compliance Management

Grant Management

Membership Management

Budgeting/Forecasting

Activity Dashboard

Reporting & Statistics

Reminders

Event Management

Customizable Templates

Budget Control

Grant Application Management

Ratings/Reviews

Grant Award Tracking

Payment Tracking

Customizable Forms

Third-Party Integrations

Grant Discovery

Task Management

Document Management

Financial Reporting

Member Directory

Project Management

Volunteer Management

Donation Tracking

Commenting/Notes

Deadline Management

Recurring Giving

Personalization

Status Tracking

Online Giving

Payment Processing

Recurring/Subscription Billing

Time Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Ad hoc Reporting

SSL Security

Single Sign On

Credit Card Processing

Attendance Management

Approval Process Control

Assignment Management

Email Templates

Employee Engagement

Contact Management

Student Management

Audit Trail

Scoring

Configurable Workflow

Preview Functionality

Multi-Currency

Gift Matching Management

Electronic Submission

Applicant Portal

Role-Based Permissions

Event Scheduling

Forms Management

Email Reminders

Workflow Management

Email Management

For Schools

Alerts/Notifications

Customizable Questions

Administrative Reporting

Reviewer Management

Receipt Management

Web Forms

Audit Management

Donation Management

Customizable Branding

Goal Setting/Tracking

Reporting/Analytics

Monitoring

Summary Reports

Donor Management

Search/Filter

Electronic Forms

Donation Matching

$530 /month for 2 users billed annually
€450 /month for 2 users billed annually

Optimy also offers custom plans.

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