Optimy 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Optimy

4.6

(42)

Pricing

Starting at $530.00 per month

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 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 w...

Optimy Screenshots

Optimy Pricing and Plans

Starting price: $530.00 per month

Free Trial

Free Version

Basic

$530.00

per feature, per month

No plan information available

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Optimy Features

Popular features found in Grant Management
Applicant Tracking
Collaboration Tools
Contract/License Management
Document Review
Due Date Tracking
Financial Reporting
Grant Discovery
Payment Tracking
Reporting & Statistics
More features of Optimy
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
API
Applicant Portal
Application Management
Approval Process Control
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Budget Control
Budgeting/Forecasting
Budget Management
Calendar Management
Commenting/Notes
Configurable Workflow
Contact Management
Credit Card Processing
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Questions
Customizable Reports
Data Import/Export
Deadline Management
Document Management
Document Storage
Donation Management
Donation Matching
Donation Tracking
Donor Management
Electronic Forms
Electronic Submission
Email Management
Email Reminders
Email Templates
Employee Engagement
Event Scheduling
For Grantmakers
For Grantseekers
Forms Management
For Schools
Gift Matching Management
Goal Setting/Tracking
Grant Application Management
Grant Award Tracking
Grant Management
Impact Management
Impact Measurement
Member Communication
Member Directory
Membership Management
Mobile Access
Monitoring
Multi-Currency
Online Giving
Online Payments
Payment Processing
Personalization
Preview Functionality
Progress Tracking
Project Management
Ratings/Reviews
Receipt Management
Recurring Giving
Recurring/Subscription Billing
Registration Management
Relief Fund Management
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reviewer Management
Role-Based Permissions
Scheduling
Scoring
Search/Filter
Self Service Portal
Single Sign On
SSL Security
Status Tracking
Student Management
Summary Reports
Surveys & Feedback
Third-Party Integrations
Time Tracking
Volunteer Management
Web Forms
Workflow Management

Optimy Integrations

SAP Business One

Mailchimp

Eventbrite

Salesforce Sales Cloud

Docusign

Optimy User Reviews

Overall Rating

4.6

Ratings Breakdown

62%

33%

Secondary Ratings

Ease of Use

4.4

Value for money

4.5

Customer support

4.8

Functionality

4.2

Muriel T.

Verified reviewer

Environmental Services

10000+ employees

Used weekly for less than 2 years

Reviewed March 2024

Review 2023 & 2024

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The helpdesk service (very good support of [sensitive content hidden])

Cons:

Need 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 B.

Verified reviewer

Pharmaceuticals

1001-5000 employees

Used monthly for less than 12 months

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Marie-Hélène C.

Used unspecified for unspecified

Review source

Reviewed March 2017

Receive projects through multiple channels with just one back-end

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Marie-Louise L.

Verified reviewer

Mechanical or Industrial Engineering

10000+ employees

Used daily for more than 2 years

Review source

Reviewed December 2023

Idemia & Optimy partnership

It's been a great experience! Looking forward to our 2024 exchanges!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Madison V.

Verified reviewer

Hospital & Health Care

1001-5000 employees

Used daily for less than 12 months

Reviewed December 2023

Success with Optimy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Optimy has been a lifesaver to track sponsorship requests including budget, table attendees, marketing materials, etc.

Cons:

I 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

Chelsey W.

Verified reviewer

Banking

201-500 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 H.

Verified reviewer

Broadcast Media

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

RELIABLE

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Optimy

Less expensive

Pablo D.

Verified reviewer

Research

1001-5000 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The software is easy to use for both administrators and end users. It was quick to get started. Today the system works well.

Cons:

It 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).

Reasons for choosing Optimy

We have followed other ethics commissions in Switzerland.

Danyel B.

Verified reviewer

Entertainment

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed February 2020

Best solution for all types of companies

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

It will demand internal dedication for the company to rearrange process to better use all the software possibilities, but is a change for better transparency

Reasons 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.

Sadi N.

Verified reviewer

Marketing and Advertising

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed February 2020

Optimy is the most complete tool to manager sponsorship proposals